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. 

Top Rated Investment Management Software with Benchmarking - Page 2

Last updated: October 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

83 software options

Smart Capital Center logo

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
Octopus logo

Order- and portfolio management, fund accounting, risk & ICO

learn more
Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

Read more about Octopus

Users also considered
Macroaxis logo

Wealth management and optimization platform

learn more
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

Read more about Macroaxis

Users also considered
Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

learn more
Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

Read more about Limina IMS

Users also considered
MRI Property Management logo

Cloud-based property management software

learn more
Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

Read more about MRI Property Management

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
Backstop logo

Cloud-based investment management platform

learn more
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered
HiddenLevers logo

Portfolio stress testing software for advisory firms

learn more
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

Read more about HiddenLevers

Users also considered
TrendSpider logo

Cloud-based data analysis tool for investors.

learn more
TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

Read more about TrendSpider

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
Q4 Desktop logo

Cloud-based investor relations solutions

learn more
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

Read more about Q4 Desktop

Users also considered
Sharesight logo

Investment portfolio tracking & reporting

learn more
Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

Read more about Sharesight

Users also considered
Carta logo

Equity management solution for public & private firms

learn more
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Read more about Carta

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
eFront logo

The go-to tech suite for alternative investment management.

learn more
Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

Read more about eFront

Users also considered
Morningstar Direct logo

Data, insights, and tools to drive smarter investments.

learn more
Morningstar Direct is a global investment platform that combines data, research, and tools to help investment professionals make confident decisions. With portfolio management, analytics, and reporting capabilities, Direct streamlines workflows and empowers users to communicate insights with clarity

Read more about Morningstar Direct

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
Jacobi logo
(0)

Your Intelligence. Your Story. Your platform

learn more
Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

Read more about Jacobi

Users also considered
AlphaSense logo
(0)

Cloud AI market intelligence platform for enterprises

learn more
Cloud-based AI market intelligence platform for enterprises, aggregating 500M+ documents with generative search and summarization.

Read more about AlphaSense

Users also considered
Capitally logo
(0)

Find your way to Financial Independence

learn more
Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

Read more about Capitally

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
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
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
ReubenAI logo
(0)

learn more

Read more about ReubenAI

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