getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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

Investment Management Software with Data Management (2026)

Last updated: March 2026

Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

19 software options

Bob Finance logo

Strategic financial planning platform for decision making

learn more
Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Read more about Bob Finance

Users also considered
Plaid logo

Platform that enables apps to connect with bank accounts

learn more
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

Read more about Plaid

Users also considered
HiddenLevers logo

Portfolio stress testing software for advisory firms

learn more
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.

Read more about HiddenLevers

Users also considered
Backstop logo

Cloud-based investment management platform

learn more
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.

Read more about Backstop

Users also considered
Dealpath logo

CRE's MOST TRUSTED deal management software

learn more
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.

Read more about Dealpath

Users also considered
DealCloud logo

Deals, relationship, and firm management software

learn more
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.

Read more about DealCloud

Users also considered
PackHedge logo

Portfolio management and accounting analysis software

learn more
Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

Read more about PackHedge

Users also considered
AlternativeSoft logo

Investment management platform for fund managers

learn more
Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

Read more about AlternativeSoft

Users also considered
Unity logo

Next-generation multi-asset trading platform

learn more
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

Read more about Unity

Users also considered
Allvue logo

Investment management software for private equity firms

learn more
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.

Read more about Allvue

Users also considered
Titan Treasury logo

Cloud-based treasury management tool for finance teams.

learn more
Titan Treasury is a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

Read more about Titan Treasury

Users also considered
Aladdin logo

Cloud-based portfolio management software

learn more
Aladdin is a cloud-based tech platform that unifies the investment management process across public and private markets to enable better decision making.

Read more about Aladdin

Users also considered
eFront logo

The go-to tech suite for alternative investment management.

learn more
Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

Read more about eFront

Users also considered
Vidrio Financial logo

Take Control of your Multi-Asset, Multi-Manager Investments

learn more
To enable institutional investors with complete control of their complex alternative investments and external manager relationships. ​
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

Read more about Vidrio Financial

Users also considered
Allocator logo
(0)

Financial risk management software

learn more
Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

Read more about Allocator

Users also considered
AMDIS logo
(0)

Cloud-based financial risk management solution

learn more
AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

Read more about AMDIS

Users also considered
Athena Systems logo
(0)

Financial risk management platform

learn more
The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

Read more about Athena Systems

Users also considered
Risk Shell logo
(0)

All-in-one Portfolio Construction and Risk Management SaaS

learn more
Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

Read more about Risk Shell

Users also considered
GaiaLens logo
(0)

Experts in Secure, Cost-Efficient AI Solutions

learn more
GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

Users also considered