---
description: Page 2 - See our list of the best rated Investment Management Software. We provide UK business users the most detailed information on software. Our free interactive tool allows you to filter by price, features, and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Page 2 - Investment Management Software - Prices & Reviews | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software) > [Page 2](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software?page=2)

# Investment Management Software

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> Investment Management Software are digital solutions for managing and keeping track of an organisation’s investment portfolio and financial assets. They enable wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data, and to manage client-investor relationships. These include savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition to this, they typically include tools for budgeting, risk management, audit compliance, managing personal finances, transferring funds, carrying out market analysis, and setting goals. Portfolio management software can be used by corporate investors, portfolio managers, and other professionals who manage their wealth to streamline investment workflows, comply with regulatory norms, and increase the performance of their funding activities. They can help users manage all their investments in one place, even if they are distributed across the globe. Investment software usually comes with different brokerage charges, helping to group and classify them for easy reference. An investment tool can also track stock markets and free online security sources using watchlists. Cloud-based investment management software helps reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. Wealth management software also improves investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition to this, they automate accounting functions and streamline the contribution and distribution of investment funds. Finally, investment tools can help ensure auditability and compliance by using a centralised data repository with automated processes in place for the capturing, storing, sharing, and disposing of data in accordance with the law. One of the most typical features of wealth management platforms includes the data import/export tool, which transfers reports and other files to and from the software. Another is the investment tracking feature, which enables users to monitor the allocation of capital and the fluctuation of asset prices over time. Fund management is also an essential feature, which organises the firm’s interactions with clients and their wealth. Wealth management software is related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types, among others.

Check out GetApp's variety of different investment management software options, including wealth management software for UK businesses. 

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## Products

1. [Dynamo Software](https://www.getapp.co.uk/software/111429/dynamo) — 4.6/5 (34 reviews) — Investment Management Software
2. [Exirio](https://www.getapp.co.uk/software/2057128/exirio) — 4.8/5 (30 reviews) — Multi-currency and multi-asset portfolio tracker
3. [Ledgy](https://www.getapp.co.uk/software/139639/ledgy) — 4.9/5 (29 reviews) — Equity management platform for compliance and automation
4. [Tyke](https://www.getapp.co.uk/software/2057970/tyke) — 4.6/5 (28 reviews) — Where the best startups raise from community
5. [AdvisorEngine](https://www.getapp.co.uk/software/2042219/advisorengine) — 4.4/5 (24 reviews) — Wealth management platform for investment companies
6. [Dealpath](https://www.getapp.co.uk/software/164587/dealpath) — 4.5/5 (22 reviews) — CRE's MOST TRUSTED deal management software
7. [DealCloud](https://www.getapp.co.uk/software/122515/dealcloud) — 4.5/5 (21 reviews) — Deals, relationship, and firm management software
8. [Sourcescrub](https://www.getapp.co.uk/software/2048131/sourcescrub) — 4.8/5 (20 reviews) — Research and investment management software
9. [MadeMarket](https://www.getapp.co.uk/software/2061403/mademarket) — 4.8/5 (20 reviews) — Customer relationship and deal management platform
10. [InvestNext](https://www.getapp.co.uk/software/2063397/investnext) — 4.8/5 (20 reviews) — Real estate investment management platform
11. [First Rate Vantage](https://www.getapp.co.uk/software/2058077/vantage-software) — 4.9/5 (18 reviews) — Investor portal and accounting platform
12. [WealthBlock](https://www.getapp.co.uk/software/2051123/wealthblock) — 4.7/5 (16 reviews) — Capital Raising Simplified
13. [FundCount](https://www.getapp.co.uk/software/2046910/fundcount) — 4.7/5 (15 reviews) — Integrated accounting and investment management solution
14. [SyndicationPro](https://www.getapp.co.uk/software/2055867/syndicationpro) — 5.0/5 (15 reviews) — Investment management software
15. [AlternativeSoft](https://www.getapp.co.uk/software/2043411/alternativesoft) — 4.6/5 (14 reviews) — Investment management platform for fund managers
16. [Nitrogen](https://www.getapp.co.uk/software/2049620/riskalyze) — 3.8/5 (14 reviews) — The world's first purpose-built growth platform
17. [Active Trader Pro](https://www.getapp.co.uk/software/2037947/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management for active investors
18. [Rundit](https://www.getapp.co.uk/software/2053022/rundit) — 4.2/5 (13 reviews) — A single source of truth to stay on top of investments.
19. [Super](https://www.getapp.co.uk/software/2068392/super) — 5.0/5 (13 reviews) — The Family Office OS
20. [TrendSpider](https://www.getapp.co.uk/software/2078251/trendspider) — 4.6/5 (13 reviews) — Cloud-based data analysis tool for investors.
21. [Diligent Equity](https://www.getapp.co.uk/software/119487/equityeffect) — 3.7/5 (12 reviews) — Cloud-based equity management solution
22. [TOGGLE](https://www.getapp.co.uk/software/2000319/toggle) — 4.5/5 (12 reviews) — AI-based investment insights and financial analysis tool
23. [Agora](https://www.getapp.co.uk/software/2061609/agora) — 4.5/5 (12 reviews) — Built for better investment management
24. [Altvia](https://www.getapp.co.uk/software/118343/aim) — 4.8/5 (11 reviews) — Cloud-based private equity CRM solution for Salesforce
25. [Orchestra](https://www.getapp.co.uk/software/2048419/orchestra) — 4.8/5 (11 reviews) — Multiply your success

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## Related Categories

- [Financial Reporting Software](https://www.getapp.co.uk/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.co.uk/directory/1783/equity-management/software)
- [Fund Accounting Software](https://www.getapp.co.uk/directory/168/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.getapp.co.uk/directory/1535/stock-portfolio-management/software)
- [Financial Services Software](https://www.getapp.co.uk/directory/1075/financial-services/software)

## Links

- [View on GetApp](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.co.uk/directory)

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