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Investment Management Software with Contact Management (2026)
Last updated: March 2026
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39 software options
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
Read more about Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Read more about AppFolio Investment Manager
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A universal system for private investment partnerships.
Read more about Juniper Square
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investor management for commercial real estate
Read more about RealPage IMS
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Cloud-based property management software
Read more about MRI Property Management
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Analyze Any Investment Property in Seconds
Read more about DealCheck
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Investment Management Software
Read more about Dynamo Software
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Cloud-based investment management platform
Read more about Backstop
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Real estate investment management platform
Read more about InvestNext
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Customer relationship and deal management platform
Read more about MadeMarket
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Investor portal and accounting platform
Read more about First Rate Vantage
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Investment management software
Read more about SyndicationPro
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CRE's MOST TRUSTED deal management software
Read more about Dealpath
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Wealth management platform for investment companies
Read more about AdvisorEngine
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Deals, relationship, and firm management software
Read more about DealCloud
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Integrated accounting and investment management solution
Read more about FundCount
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Portfolio management and accounting analysis software
Read more about PackHedge
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Cloud-based private equity CRM solution for Salesforce
Read more about Altvia
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Built for better investment management
Read more about Agora
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
Read more about Covercy
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Loan origination & servicing software for lenders & brokers.
Read more about Lendstream
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Cloud-based CRM software for financial services institutions
Read more about Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Increase investor confidence and team efficiency
Read more about Yardi Investment Manager
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
An all-in-one investment tracking suite built for VCs
Read more about Edda
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate CRM and transaction management solution
Read more about Invelo