getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Investment Management Software - Page 5

Last updated: April 2026

Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

191 software options

Maestro logo

A single source of truth for value creation.

learn more
From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

Read more about Maestro

Users also considered
TheBizPlanner logo

End-to-end productivity software for Business Planning

learn more
TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

Users also considered
Agicap logo

Manage your cashflow with ease

learn more
Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

Read more about Agicap

Users also considered
Dealpath logo

CRE's MOST TRUSTED deal management software

learn more
Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Read more about Dealpath

Users also considered
Human Interest logo

Investment strategy and management software for businesses

learn more
Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest provides an employee database to track and manage finances with reporting features customized per employee.

Read more about Human Interest

Users also considered
Carta logo

Equity management solution for public & private firms

learn more
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Read more about Carta

Users also considered
eFront logo

The go-to tech suite for alternative investment management.

learn more
Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

Read more about eFront

Users also considered
Morningstar Direct logo

Data, insights, and tools to drive smarter investments.

learn more
Morningstar Direct is a global investment platform that combines data, research, and tools to help investment professionals make confident decisions. With portfolio management, analytics, and reporting capabilities, Direct streamlines workflows and empowers users to communicate insights with clarity

Read more about Morningstar Direct

Users also considered
Diligent Equity logo

Cloud-based equity management solution

learn more
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered
Active Trader Pro logo

Stock portfolio management for active investors

learn more
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

Read more about Active Trader Pro

Users also considered
COBIS Core logo

Banking solutions

learn more
A solution that integrates financial information in one place.

Read more about COBIS Core

Users also considered
Nitrogen logo

The world's first purpose-built growth platform

learn more
Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

Read more about Nitrogen

Users also considered
FolioSure logo
(0)

Cloud-based portfolio monitoring & equity management tool

learn more
FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered
WealthERP logo
(0)

Cloud-based financial services platform for wealth advisors

learn more
WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered
Jacobi logo
(0)

Your Intelligence. Your Story. Your platform

learn more
Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

Read more about Jacobi

Users also considered
Sydecar logo
(0)

Streamline venture operations

learn more
Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

Read more about Sydecar

Users also considered
Wavvest logo
(0)

Wealth management platform for investment advisors

learn more
Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

Read more about Wavvest

Users also considered
EQS IR COCKPIT logo
(0)

Investor relations platform

learn more
EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

Read more about EQS IR COCKPIT

Users also considered
AlphaSense logo
(0)

AI-enabled market intelligence platform

learn more
AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

Read more about AlphaSense

Users also considered
Capitally logo
(0)

Find your way to Financial Independence

learn more
Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

Read more about Capitally

Users also considered
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered
Enfusion logo
(0)

See clearly. Act confidently.

learn more
Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

Read more about Enfusion

Users also considered
INDIS logo
(0)

Cloud-based risk management solution

learn more
INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

Read more about INDIS

Users also considered
TradeSmart logo
(0)

SaaS order execution management system (OEMS) software

learn more
TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

Users also considered
Yardi Investment Accounting logo
(0)

Cloud-based real estate investment accounting

learn more
Yardi Investment Accounting is a real estate investment accounting solution designed to automate complex financial processes, streamline distributions and reporting. The platform supports all ownership structures and integrates with other Yardi solutions for full transparency from investor to asset.

Read more about Yardi Investment Accounting

Users also considered