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 2

Last updated: April 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

159 software options

Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

learn more
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

Read more about Enverus MineralSoft

Users also considered
QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

learn more
External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

Read more about QUO

Users also considered
Juniper Square logo

A universal system for private investment partnerships.

learn more
Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

Read more about Juniper Square

Users also considered
PackHedge logo

Portfolio management and accounting analysis software

learn more
Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

Read more about PackHedge

Users also considered
Ledgy logo

Equity management platform for compliance and automation

learn more
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

Read more about Ledgy

Users also considered
First Rate Vantage logo

Investor portal and accounting platform

learn more
Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

Read more about First Rate Vantage

Users also considered
Vestd logo

Vestd, the easiest way to manage and issue shares.

learn more
Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.

See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all.

Read more about Vestd

Users also considered
Cash Flow Portal logo

Real-estate syndication software to raise money faster

learn more
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising.

Read more about Cash Flow Portal

Users also considered
Orchestra logo

Multiply your success

learn more
Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

Read more about Orchestra

Users also considered
Altvia logo

Cloud-based private equity CRM solution for Salesforce

learn more
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

Read more about Altvia

Users also considered
MadeMarket logo

Customer relationship and deal management platform

learn more
MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

Read more about MadeMarket

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered
DealCheck logo

Analyze Any Investment Property in Seconds

learn more
Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

Read more about DealCheck

Users also considered
Bob Finance logo

Strategic financial planning platform for decision making

learn more
Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Read more about Bob Finance

Users also considered
Edda logo

An all-in-one investment tracking suite built for VCs

learn more
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

Read more about Edda

Users also considered
Sourcescrub logo

Research and investment management software

learn more
SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects.

Read more about Sourcescrub

Users also considered
Direct Advisory Suite logo

Empower advisors with research, planning, and proposal tools

learn more
Morningstar Direct Advisory Suite is an all-in-one platform for financial advisors, offering advanced research, planning tools, compliance support, and seamless integrations. It streamlines workflows, boosts client engagement, and delivers insights to help advisors scale and build trust.

Read more about Direct Advisory Suite

Users also considered
AppFolio Investment Manager logo

Real estate investment management solution

learn more
AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Read more about AppFolio Investment Manager

Users also considered
Optio logo

Equity management for private & public companies

learn more
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

Read more about Optio

Users also considered
WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

learn more
The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management.

Read more about WOWS Investment Portal

Users also considered
InvestNext logo

Real estate investment management platform

learn more
InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

Read more about InvestNext

Users also considered
Capboard logo

Equity management tool to digitize cap tables & equity plans

learn more
Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Read more about Capboard

Users also considered
Macabacus logo

The fastest way to get more done in Microsoft 365

learn more
Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

Read more about Macabacus

Users also considered
Social Security Timing logo

Cloud-based social security strategy management tool

learn more
Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.

Read more about Social Security Timing

Users also considered
WealthBlock logo

Capital Raising Simplified

learn more
WealthBlock's white label platform supports Private Fund Managers across Venture Capital, Private Equity, and Real Estate Investment Firms to raise capital 5x faster and manage investors with 95% less effort.

Read more about WealthBlock

Users also considered