App comparison

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

Software categories Blog & research About us

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

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Learn more

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Learn more

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Learn more

Investment Management Software with Client Portal (2026)

Last updated: February 2026

Why is client portal important for investment management software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

A client portal provides investors with real-time access to their investment data, reports, and updates. It streamlines communication, enhances visibility on performance, simplifies document sharing, and supports customization to improve user experience. Of the 67 reviewers who rated client portal, 91% rated this feature as important or highly important.

Key features of investment management software based on insights from 503 verified reviews

Investments Tracking: Users value the ability to monitor portfolio performance, examine transaction history, and generate reports from a single dashboard. 94% of reviewers rated this feature as important or highly important.
Fund Management: Reviewers appreciate the control over individual funds, effective investor management, and streamlined fund accounting processes. 92% of reviewers rated this feature as important or highly important.
Performance Metrics: Reviewers find performance metrics crucial for tracking investment outcomes, comparing against benchmarks, and customizing reports. 91% of reviewers rated this feature as important or highly important.
Data Import/Export: Users emphasize the ease of importing/exporting data, integration with financial institutions, and time-saving features for report generation. 86% of reviewers rated this feature as important or highly important.
Modeling & Simulation: Reviewers appreciate tools for projecting financial scenarios, customizable shortcuts, and advanced calculation features for detailed analysis. 82% of reviewers rated this feature as important or highly important.