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 Business intelligence - Page 4

Last updated: May 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

127 software options

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
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
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
Wavvest logo
(0)

Wealth management platform for investment advisors

learn more
Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

Read more about Wavvest

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
YCharts logo
(0)

Investment management software for financial advisors

learn more
YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Read more about YCharts

Users also considered
FinBursa 360 logo
(0)

Private market deals & investor relations tool

learn more
FinBursa 360 is a digital platform designed for institutional private market participants to manage deal flow, fundraising, and investor relations. The platform includes features such as deal pipeline management, virtual data rooms with document sharing capabilities, investor relations tools with CRM functionality, and fundraising campaign management. It offers white-label customization options and provides analytics for performance tracking and decision-making.

Read more about FinBursa 360

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
unCoded logo
(0)

Automated crypto trading bot for Binance spot

learn more
unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

Read more about unCoded

Users also considered
gator logo
(0)

Cloud-based open banking solution

learn more
Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

Read more about gator

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
Fundy logo
(0)

Real estate fund management software

learn more
Fundy is a comprehensive real estate and private equity fund management platform designed to simplify and enhance fund operations. The platform offers a robust set of features to streamline critical fund management tasks, including calculating and tracking capital calls, distributions, fees, and more. Fundy's industry-standard calculation techniques ensure accurate results, eliminating the risk of errors often present in manual spreadsheet-based processes.

Read more about Fundy

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
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
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
Diversiview logo
(0)

Portfolio analysis and optimization software

learn more
Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

Read more about Diversiview

Users also considered
MX.3 logo
(0)

Cloud-based software to manage trading, risk & compliance

learn more
MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

Read more about MX.3

Users also considered
InvestorPortaLPro logo
(0)

Investment management software for private and public firms

learn more
InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

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
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
The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

learn more
The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

Users also considered