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Financial Management Software with Investment Management (2026) - Page 2

Last updated: April 2026

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52 software options

FinTrade logo

Web-based Financial Management Software

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FinTrade is a SaaS, web-based financial management software. It keeps track of your commercial finance operations such as factoring, asset-based lending, PO finance, inventory finance, supply chain finance, leasing, and others. It has a total of 8 modules that can be implemented separately: Accounting, Banks, Operations, Administrative, Financial Planning, Prospecting, Document Control, and Underwriting and Analytics. Multi-company/currency with a mobile app for customers and investors.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Fygr logo

The treasury management software for SMEs

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Fygr is a cash flow management software designed for SMEs. It centralizes financial data, automates bank reconciliation, enables AI-driven cash flow forecasting, tracks expenses, consolidates accounts, and even allows surplus cash placement with daily interest and 24h availability.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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ANALITICA logo

Simplify planning and consolidation without abandoning Excel

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ANALITICA provides a new way of working for the finance team using a collaborative, proactive and comfortable approach.

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Pigment logo

Prepare for anything

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Pigment is a business planning platform. Pigment brings together people, data and processes through its intuitive, adaptable, integrated platform, so teams can quickly build trusted strategic and operational business plans to drive growth, adapt to change and future-proof their business.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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Allvue logo

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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MX.3 logo
(0)

Cloud-based software to manage trading, risk & compliance

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MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

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Abbove logo
(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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ComSci logo
(0)

Align technology investments with business growth.

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Upland ComSci helps enterprise IT, finance, procurement, application and solution engineers manage the total cost of IT so budgets and priorities focus on the right investments for business growth.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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1Token logo
(0)

Institutional Crypto Financial Software Provider

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1Token provides front- to back-office operating system (cloud & on-premise) to help crypto financial institutions / DAOs better manage sales & trading, order, portfolio, risk, collateral, accounting, treasury, liquidity etc.

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Spreadym logo
(0)

FP&A Software, EPM Software, CPM Software, Business Planning

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Spreadym is a solution for Financial Planning and Analysis that will suit such analytical tasks as planning, budgeting, forecasting, scenario modeling, financial consolidation, and report building.

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Brixx logo
(0)

Financial forecasting for every business

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Brixx is a financial forecasting SaaS that can help any business create financial projections. No need for expert financial knowledge. If users know their business, they can quickly create accurate projections, with reports and charts generated automatically.

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i3 Public Sector logo
(0)

Unified solution for government organizations

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i3 Public Sector is a cloud-based solution that helps various public organizations manage transportation, collections, utilities, court cases, and other operations. The application allows users to view and monitor their projects and track performance and tasks via a unified portal.

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Moneytree Advise logo
(0)

Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

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Nilus logo
(0)

Manage and monitor cash flow in real-time.

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Giving finance teams a real-time view of their cash flow, Nilus is used to monitor, optimize, reconcile, and forecast cash.

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Corporate Planner logo
(0)

Financial planning and operations management software

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Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more.

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Softcash magnet logo
(0)

Treasury Management System

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This comprehensive treasury management system aids businesses in effectively overseeing cash management, liquidity planning, netting, treasury operations, financial accounting, and various other crucial aspects.

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myDiapason Treasury logo
(0)

Boosting digital shift in treasury.

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myDiapason Treasury is a SaaS treasury management solution for mid-caps and large corporates to centrally manage all financial flows end-to-end. It interfaces with information systems to automate banking and payment flows, enabling treasurers to secure flows, fight fraud, and hedge risks.

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Endowment Manager logo
(0)

Replace your endowment accounting spreadsheets

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Simplify endowment management while maintaining or advancing your organizations unique policies & procedures

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FinX logo
(0)

Turns financial data into actionable insights

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FinX transforms financial management with real-time data extraction from statements, reports, and documents. Automate workflows to consolidate diverse sources, improve accuracy, and streamline reporting. Access 50K+ public and 10K+ private company records with 99% accuracy for decision-making

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