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 API (2026) - Page 2

Last updated: February 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

124 software options

DealCloud logo

Deals, relationship, and firm management software

learn more
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

Read more about DealCloud

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
Qoblex logo

Inventory and Order Management Software

learn more
Qoblex is the ultimate solution for streamlining your business operations. Designed to simplify every aspect of inventory management, Qoblex empowers you to effortlessly handle suppliers, orders, customers, products, sales, invoices, shipments, and more.

Read more about Qoblex

Users also considered
FundCount logo

Integrated accounting and investment management solution

learn more
FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

Read more about FundCount

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
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
Avestor logo

Cloud-based investment management software

learn more
Avestor is a cloud-based investment management platform that helps streamline the entire investment process, including fund formation and strategy, investor management, accounting, compliance, and administration.

Read more about Avestor

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
TOGGLE logo

AI-based investment insights and financial analysis tool

learn more
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

Read more about TOGGLE

Users also considered
Agora logo

Built for better investment management

learn more
Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

Read more about Agora

Users also considered
U-Rite logo

Underwriting & valuation management tool for the real estate

learn more
U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments.

Read more about U-Rite

Users also considered
HedgeGuard logo

Investment portfolio management system

learn more
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

Read more about HedgeGuard

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
Rundit logo

A single source of truth to stay on top of investments.

learn more
One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

Read more about Rundit

Users also considered
Bloqhouse Technologies logo

Cloud-based investment management solution

learn more
Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

Read more about Bloqhouse Technologies

Users also considered
Covercy logo

Not your standard investment management.

learn more
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

Read more about Covercy

Users also considered
Lendstream logo

Loan origination & servicing software for lenders & brokers.

learn more
Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

Read more about Lendstream

Users also considered
Quoroom logo

Cloud-based equity and investment management platform

learn more
Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

Read more about Quoroom

Users also considered
Financial Services Cloud logo

The world's #1 CRM, reimagined for financial services.

learn more
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

Read more about Financial Services Cloud

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
ARGUS Enterprise logo

Commercial property valuation and asset management software

learn more
ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

Read more about ARGUS Enterprise

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
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
Tier1 logo

CRM software for capital markets & investment banking.

learn more
Global relationship management software for capital markets, corporate & investment banking, and investment management.

Read more about Tier1

Users also considered
qashqade logo

RETHINK PRIVATE MARKETS_

learn more
qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

Read more about qashqade

Users also considered