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 6

Last updated: April 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

158 software options

Fundy logo
(0)

Real estate fund management software

learn more
Fundy is a comprehensive real estate and private equity fund management platform designed to simplify and enhance fund operations. The platform offers a robust set of features to streamline critical fund management tasks, including calculating and tracking capital calls, distributions, fees, and more. Fundy's industry-standard calculation techniques ensure accurate results, eliminating the risk of errors often present in manual spreadsheet-based processes.

Read more about Fundy

Users also considered
AMDIS logo
(0)

Cloud-based financial risk management solution

learn more
AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

Read more about AMDIS

Users also considered
RiskValue logo
(0)

Investment & risk management software systems

learn more
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

Read more about RiskValue

Users also considered
gator logo
(0)

Cloud-based open banking solution

learn more
Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

Read more about gator

Users also considered
unCoded logo
(0)

Automated crypto trading bot for Binance spot

learn more
unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

Read more about unCoded

Users also considered
Vantage Portfolio Accounting logo
(0)

Cloud-based portfolio accounting software for investors

learn more
Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

Users also considered
Broadridge Investment Accounting logo
(0)

Software for managing investment and accounting operations

learn more
Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

Read more about Broadridge Investment Accounting

Users also considered
VestServe logo
(0)

Investment, funds, and accounting management solution

learn more
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

Read more about VestServe

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
FinBursa 360 logo
(0)

Private market deals & investor relations tool

learn more
FinBursa 360 is a digital platform designed for institutional private market participants to manage deal flow, fundraising, and investor relations. The platform includes features such as deal pipeline management, virtual data rooms with document sharing capabilities, investor relations tools with CRM functionality, and fundraising campaign management. It offers white-label customization options and provides analytics for performance tracking and decision-making.

Read more about FinBursa 360

Users also considered
YCharts logo
(0)

Investment management software for financial advisors

learn more
YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Read more about YCharts

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
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
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

learn more
Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

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
Investment Metrics logo
(0)

Solution for portfolio analysis, reporting, and data

learn more
Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

Read more about Investment Metrics

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
GroundBreaker logo
(0)

Investment management software

learn more
GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.

Read more about GroundBreaker

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
Family Wealth Guru logo
(0)

Integrated wealth management solution for family portfolios

learn more
Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

Read more about Family Wealth Guru

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
Bipsync logo
(0)

The Platform that Powers your Investment Research Process

learn more
Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Read more about Bipsync

Users also considered
AlphaQuark logo
(0)

Model portfolio platform for investment advisors

learn more
AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

Read more about AlphaQuark

Users also considered
CEPRES logo
(0)

Cloud-based private equity data analytics platform

learn more
CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

Read more about CEPRES

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