---
description: Page 3 - 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 3 - 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 3](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software?page=3)

# 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. [Qoblex](https://www.getapp.co.uk/software/2053000/stock-buy) — 5.0/5 (11 reviews) — Inventory and Order Management Software
2. [PackHedge](https://www.getapp.co.uk/software/2080542/packhedge) — 4.9/5 (11 reviews) — Portfolio management and accounting analysis software
3. [Capboard](https://www.getapp.co.uk/software/2055689/capboard) — 4.7/5 (10 reviews) — Equity management tool to digitize cap tables \& equity plans
4. [DynamicDocs Excel to PDF Add-in](https://www.getapp.co.uk/software/2083747/dynamicdocs-excel-to-pdf-add-in) — 5.0/5 (10 reviews) — Excel to PDF conversion with dynamic templates
5. [Covercy](https://www.getapp.co.uk/software/105983/covercy) — 4.3/5 (9 reviews) — Not your standard investment management.
6. [HedgeGuard](https://www.getapp.co.uk/software/109915/hedgeguard) — 4.7/5 (9 reviews) — Investment portfolio management system
7. [Yardi Investment Manager](https://www.getapp.co.uk/software/2048571/yardi-investment-manager) — 4.0/5 (9 reviews) — Increase investor confidence and team efficiency
8. [Roundtable](https://www.getapp.co.uk/software/2082456/roundtable) — 5.0/5 (9 reviews) — Investment management platform for private markets
9. [Avestor](https://www.getapp.co.uk/software/2078775/avestor) — 5.0/5 (8 reviews) — Cloud-based investment management software
10. [Lendstream](https://www.getapp.co.uk/software/126431/lendstream) — 4.6/5 (7 reviews) — Loan origination \& servicing software for lenders \& brokers.
11. [U-Rite](https://www.getapp.co.uk/software/2040615/u-rite) — 5.0/5 (7 reviews) — Underwriting \& valuation management tool for the real estate
12. [Cash Flow Portal](https://www.getapp.co.uk/software/2043607/cash-flow-portal) — 4.9/5 (7 reviews) — Real-estate syndication software to raise money faster
13. [ARGUS Enterprise](https://www.getapp.co.uk/software/2057004/argus-enterprise) — 4.1/5 (7 reviews) — Commercial property valuation and asset management software
14. [Optio](https://www.getapp.co.uk/software/2064690/optio-1) — 4.7/5 (7 reviews) — Equity management for private \& public companies
15. [Quoroom](https://www.getapp.co.uk/software/2063210/quoroom) — 4.7/5 (6 reviews) — Cloud-based equity and investment management platform
16. [Bloqhouse Technologies](https://www.getapp.co.uk/software/2074831/bloqhouse-technologies) — 5.0/5 (6 reviews) — Cloud-based investment management solution
17. [Financial Services Cloud](https://www.getapp.co.uk/software/109459/financial-services-cloud) — 4.8/5 (5 reviews) — Cloud-based CRM software for financial services institutions
18. [Invelo](https://www.getapp.co.uk/software/2071106/invelo) — 4.4/5 (5 reviews) — Real estate CRM and transaction management solution
19. [Betterment](https://www.getapp.co.uk/software/2077735/betterment) — 4.2/5 (5 reviews) — Cloud-based platform for managing investments and returns
20. [Macroaxis](https://www.getapp.co.uk/software/8254/wealth-management-collaboration-platform) — 4.3/5 (4 reviews) — Wealth management and optimization platform
21. [Direct Advisory Suite](https://www.getapp.co.uk/software/2035507/direct-advisory-suite) — 4.8/5 (4 reviews) — Empower advisors with research, planning, and proposal tools
22. [Edda](https://www.getapp.co.uk/software/2046646/edda) — 4.8/5 (4 reviews) — An all-in-one investment tracking suite built for VCs
23. [Investor Deal Room](https://www.getapp.co.uk/software/2048846/investor-deal-room) — 4.5/5 (4 reviews) — Investment management software
24. [COBIS Core](https://www.getapp.co.uk/software/2052840/cobis-core) — 2.5/5 (4 reviews) — Banking solutions
25. [Powens](https://www.getapp.co.uk/software/2055757/budget-insight) — 3.8/5 (4 reviews) — We open up finance to empower consumers \& businesses

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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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