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Top Rated Investment Management Software with Benchmarking - Page 4

Last updated: October 2026

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83 software options

Broadridge Investment Accounting logo
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Software for managing investment and accounting operations

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Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

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FolioSure logo
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Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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etops Wealth Discovery logo
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360-degree wealth analytics with built-in compliance

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Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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DealFlowPro logo
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Multifamily underwriting software for realty pros.

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DealFlowPro is multifamily underwriting software for 2–200 unit properties. AI extracts OMs, rent rolls, and T-12s, then generates cap rate, DSCR, IRR, and max offer price. Gmail integration parses broker emails; DealMachine sync pulls leads.

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Investment Metrics logo
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Solution for portfolio analysis, reporting, and data

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Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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Family Wealth Guru logo
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Integrated wealth management solution for family portfolios

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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.

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AlphaQuark logo
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Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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CEPRES logo
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Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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