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 Document Management (2026) - Page 2

Last updated: March 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

83 software options

Orchestra logo

Multiply your success

learn more
Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

Read more about Orchestra

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
Roundtable logo

Investment management platform for private markets

learn more
Roundtable serves as a comprehensive platform and infrastructure for private market investments across Europe. The system enables founders, investment clubs, fund managers, and investors to efficiently participate in venture capital, private equity, and real estate opportunities through streamlined processes.

Read more about Roundtable

Users also considered
Avestor logo

Cloud-based investment management software

learn more
Avestor is a cloud-based investment management platform that helps streamline the entire investment process, including fund formation and strategy, investor management, accounting, compliance, and administration.

Read more about Avestor

Users also considered
Capboard logo

Equity management tool to digitize cap tables & equity plans

learn more
Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Read more about Capboard

Users also considered
Agora logo

Built for better investment management

learn more
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.

Read more about Agora

Users also considered
Cash Flow Portal logo

Real-estate syndication software to raise money faster

learn more
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising.

Read more about Cash Flow Portal

Users also considered
Rundit logo

A single source of truth to stay on top of investments.

learn more
One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

Read more about Rundit

Users also considered
Bloqhouse Technologies logo

Cloud-based investment management solution

learn more
Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

Read more about Bloqhouse Technologies

Users also considered
Optio logo

Equity management for private & public companies

learn more
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

Read more about Optio

Users also considered
Covercy logo

Not your standard investment management.

learn more
Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

Read more about Covercy

Users also considered
Lendstream logo

Loan origination & servicing software for lenders & brokers.

learn more
Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

Read more about Lendstream

Users also considered
Quoroom logo

Cloud-based equity and investment management platform

learn more
Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

Read more about Quoroom

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered
Yardi Investment Manager logo

Increase investor confidence and team efficiency

learn more
Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal.

Read more about Yardi Investment Manager

Users also considered
Diligent Equity logo

Cloud-based equity management solution

learn more
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered
Edda logo

An all-in-one investment tracking suite built for VCs

learn more
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

Read more about Edda

Users also considered
Pinnakl logo

Trading and portfolio management solution for hedge funds

learn more
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

Read more about Pinnakl

Users also considered
qashqade logo

RETHINK PRIVATE MARKETS_

learn more
qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

Read more about qashqade

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
Docupace logo

Wealth management software solution

learn more
The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

Read more about Docupace

Users also considered
Betterment logo

Cloud-based platform for managing investments and returns

learn more
Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

Read more about Betterment

Users also considered
Macroaxis logo

Wealth management and optimization platform

learn more
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

Read more about Macroaxis

Users also considered
Crowdsofts logo

Crowdfunding and investment management

learn more
Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

Read more about Crowdsofts

Users also considered
SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

learn more
Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

Read more about SatuitCRM

Users also considered