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 with Activity Dashboard (2026) - Page 4

Last updated: March 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

108 software options

Abbove logo
(0)

Wealth Planning Platform with centralized data management.

learn more
Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered
Pepper logo
(0)

Investment data management platform

learn more
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

Read more about Pepper

Users also considered
Irwin logo
(0)

The most powerful & modern Investor Relations software.

learn more
Investor relations software made for modern IR teams.

Read more about Irwin

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
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
CircleBlack logo
(0)

All-in-one wealth management platform

learn more
Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

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
Delio logo
(0)

Web-based private markets technology for the finance sector

learn more
Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

Read more about Delio

Users also considered
daappa logo
(0)

Data management & administration platform for private assets

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

Read more about daappa

Users also considered
Q4 IR Websites logo
(0)

Investor engagement and trend analytics software

learn more
Q4 Investor Relations Websites is a cloud-based software that allows businesses to create personalized investor relations websites and track visitor behavior via analytics. The platform enables users to identify their most valuable investors to improve revenue reports via a unified portal.

Read more about Q4 IR Websites

Users also considered
V3locity logo
(0)

Global provider of benefits and investment administration

learn more
V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

Read more about V3locity

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
Stropro logo
(0)

Investment management platform

learn more
Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

Read more about Stropro

Users also considered
GaiaLens logo
(0)

Experts in Secure, Cost-Efficient AI Solutions

learn more
GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

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
Quartr logo
(0)

Go beyond numbers

learn more
Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

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
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
Etops logo
(0)

Cloud-based wealth and investment management platform

learn more
Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

Read more about Etops

Users also considered
Smart Capital Center logo
(0)

AI-powered, end-to-end CRE platform for investors & lenders

learn more
Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

Read more about Smart Capital Center

Users also considered
WealthForce.ai logo
(0)

Wealth management and relationship management platform

learn more
WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

Read more about WealthForce.ai

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
HYIP Script logo
(0)

Script for building high-yield investment platforms

learn more
HYIP Script is an advanced investment script designed to provide secure, scalable, and reliable solutions for building high-yield investment platforms. This powerful script offers features like encrypted payment processing, automated deposit and withdrawal management, and customizable investment plans. With robust security measures and seamless integration capabilities, HYIP Script empowers businesses to launch and manage successful investment projects confidently and easily.

Read more about HYIP Script

Users also considered
Trinety logo
(0)

Lease property management software

learn more
Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered
ByAllAccounts logo
(0)

Web-based account aggregation and financial reporting tool

learn more
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

Users also considered