App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Investment Management Software with Billing & Invoicing

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

16 software options

Sponsored

1 filter applied


Integrated with


Pricing model




User rating


Personalize your search

Any industry

Any business size

MRI Software logo
4.3
(80)

Cloud-based real estate and investment management software

learn more
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more

Read more about MRI Software

Users also considered
Stock&Buy logo
5.0
(9)

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 Stock&Buy

Users also considered
Agora logo
4.8
(10)

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
FundCount logo
4.6
(10)

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
Financial Services Cloud logo
4.7
(3)

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
AdvisorEngine logo
5.0
(2)

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
Powens logo
3.8
(4)

We open up finance to empower consumers & businesses

learn more
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.

Read more about Powens

Users also considered
Allvue logo
5.0
(1)

Investment management software for private equity firms

learn more
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

Read more about Allvue

Users also considered
Forbury logo
5.0
(1)

Commercial Real Estate Valuation Software

learn more
Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

Read more about Forbury

Users also considered
Octopus logo
4.0
(1)

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
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
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
Athena Systems logo
(0)

Financial risk management platform

learn more
The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

Read more about Athena Systems

Users also considered
IPBS logo
(0)

International Financial Services with A.I.

learn more
IPBS was designed to overcome all of the challenges and weaknesses typically found in Financial Services Platforms of the twenty-first century. Things like End of Day Processing and Start of Day Processing mandated a period of time when the system could not be used. IPBS runs 24/7/365.

Read more about IPBS

Users also considered
Delta Data Asset Management Solutions logo
(0)

Simplifying the Asset Managers & Distributors Relationship

learn more
Delta Data Asset Management Solutions are a comprehensive suite of oversight products for mutual fund companies that leverage distribution transparency data integrated with reporting, analytics, and counterparty management to provide unparalleled insights.

Read more about Delta Data Asset Management Solutions

Users also considered
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered