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Investment Management Software with CRM (2026)

Last updated: March 2026

Key features of Investment Management Software

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

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.
Client Portal: Users highlight ease of access to investment data, customizable interfaces, and secure document sharing for efficient client communication. 91% 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.