0

App comparison

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

Software categories Blog & research About us

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

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Investment Management
Financial management

Top Rated Investment Management Software with Financial management - Page 4

Last updated: June 2026

1 filter applied

Features

Client Portal

Accounting

Modeling & Simulation

Alerts/Notifications

Real-Time Data

Financial Management

Integrated with

No filters available

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

Android

Chromebook

iPad

iPhone

Linux

Mac

Web-based

Windows

Organization types

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

User rating

All Reviews

& up

& up

& up

92 software options

Sort by

Sponsored

CircleBlack

(0)

All-in-one wealth management platform

Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

Users also considered

Visible for Investors

(0)

VC fund portfolio monitoring and reporting

Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

Read more about Visible for Investors

Users also considered

Quartr

(0)

Go beyond numbers

Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

Users also considered

Stropro

(0)

Investment management platform

Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

Read more about Stropro

Users also considered

Abbove

(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered

Trinety

(0)

Lease property management software

Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered

V3locity

(0)

Global provider of benefits and investment administration

V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

Read more about V3locity

Users also considered

WealthForce.ai

(0)

Wealth management and relationship management platform

WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

Read more about WealthForce.ai

Users also considered

TrackinV

(0)

Portfolio tracker across multiple brokers

TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

Read more about TrackinV

Users also considered

Tapeboard

(0)

Stock scanner & data terminal for retail traders

Tapeboard is a browser-based market terminal designed for retail traders that provides real-time stock scanning across US equities. The platform features charting tools with technical indicators, SEC filing analysis, options flow data, and access to macro economic series. It includes modules for heatmaps, fundamentals analysis, a trade journal, paper trading simulator, and coverage of cryptocurrency, forex, and commodities markets.

Read more about Tapeboard

Users also considered

Perpstats

(0)

Analytics dashboard for perpetual DEX tracking

Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

Read more about Perpstats

Users also considered

optionDash

(0)

Call screening tool for income investors

optionDash is a call screening software that helps businesses screen stock and options data to find income-producing covered call trades. The main screens are stocks, options, money puts and calls, earnings, volatility point, and option codes.

Read more about optionDash

Users also considered

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

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

Irwin

(0)

The most powerful & modern Investor Relations software.

Investor relations software made for modern IR teams.

Read more about Irwin

Users also considered

AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

Read more about AllInvestView

Users also considered

etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

Users also considered

Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

Read more about Family Wealth Guru

Users also considered

page 4 of 4

GetApp

100 S. Wacker Dr.
Ste. 600
Chicago, IL 60606
USA

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us Careers News Legal Privacy Policy

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.