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Top Rated Investment Management Software with Data import export - Page 4

Last updated: June 2026

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83 software options

InvestNext logo

Real estate investment management platform

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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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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MRI Property Management logo

Cloud-based property management software

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Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Human Interest logo

Investment strategy and management software for businesses

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Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest provides an employee database to track and manage finances with reporting features customized per employee.

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Dealpath logo

CRE's MOST TRUSTED deal management software

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Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

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Morningstar Direct logo

Data, insights, and tools to drive smarter investments.

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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

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