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Investment Management Software with Financial Modeling (2026)

Last updated: March 2026

Investment Management Software Key Features

    Based on 1023 user opinions, we identified 6 features that are important for any product in Investment Management Software

  • Investments Tracking

    Monitor capital allocation and asset prices over time

    Average user rating

    4.4

  • Reporting/Analytics

    View and track pertinent metrics

    Average user rating

    4.2

  • Client Portal

    Private online space that lets businesses securely share documents and provide information access to clients

    Average user rating

    4.5

  • Fund Management

    Manage allocation and performance of financial assets

    Average user rating

    4.4

  • Modeling & Simulation

    Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

    Average user rating

    4.4

  • Mobile Access

    Access software remotely via mobile devices

    Average user rating

    4.5
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10 software options

Vestd logo

Vestd, the easiest way to manage and issue shares.

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Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.

See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all.

Read more about Vestd

Users also considered
Ledgy logo

Equity management platform for compliance and automation

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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

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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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PackHedge logo

Portfolio management and accounting analysis software

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

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Orchestra logo

Multiply your success

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

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Capboard logo

Equity management tool to digitize cap tables & equity plans

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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.

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Optio logo

Equity management for private & public companies

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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

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Diligent Equity logo

Cloud-based equity management solution

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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.

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Allvue logo

Investment management software for private equity firms

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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.

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TheBizPlanner logo

End-to-end productivity software for Business Planning

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TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

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