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Top Rated Investment Management Software with Client management - Page 2

Last updated: May 2026

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85 software options

DealCloud logo

Deals, relationship, and firm management software

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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.

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Finestel logo

API trading and asset management tool for Crypto and Forex

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Finestel is an enterprise-grade platform for pro traders and asset managers that offers API trading, copy trading (trade copier), TradingView and signal bots, bulk order execution, and trading terminal across Binance, Bybit, KuCoin, OKX, Gate, Bitget, Coinbase, Binance US.

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The CRE Suite logo

Commercial real estate property & investment management

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The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios

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Edda logo

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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ICONOMI logo

Crypto portfolio management platform

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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.

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Lendstream logo

Loan origination & servicing software for lenders & brokers.

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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.

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TeamWox logo

Online groupware and collaboration software

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TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

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BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

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Allvue logo

Investment management software for private equity firms

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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.

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DXtrade logo

SaaS Trading Platform for Brokers and Banks

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DXtrade SaaS, the industry-leading trading platform for brokers renowned for its flexibility, exceptional service, and agile white-label fintech software.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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A better way to map, access and sell into the global family office & registered investment advisor landscape.

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Direct Advisory Suite logo

Empower advisors with research, planning, and proposal tools

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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.

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Investor Deal Room logo

Investment management software

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Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Invelo logo

Real estate CRM and transaction management solution

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Invelo offers real estate investors a range of features to manage, find, and close off-market properties.

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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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AdvisorEngine logo

Wealth management platform for investment companies

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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.

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Covercy logo

Not your standard investment management.

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

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Rundit logo

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

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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.

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Fi360 Toolkit logo

Cloud-based investment management software

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Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

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Backstop logo

Cloud-based investment management platform

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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.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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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.

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Agora logo

Built for better investment management

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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.

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