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 For Investment Advisors (2026) - Page 4

Last updated: March 2026

Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

85 software options

optionDash logo
(0)

Call screening tool for income investors

learn more
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
Moneytree Advise logo
(0)

Planning solution for busy financial advisors

learn more
Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Read more about Moneytree Advise

Users also considered
V3locity logo
(0)

Global provider of benefits and investment administration

learn more
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
daappa logo
(0)

Data management & administration platform for private assets

learn more
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered
Abbove logo
(0)

Wealth Planning Platform with centralized data management.

learn more
Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered
WealthERP logo
(0)

Cloud-based financial services platform for wealth advisors

learn more
WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

learn more
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
etops Portfolio Manager logo
(0)

Unified portfolio oversight with real-time analytics

learn more
Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

Read more about etops Portfolio Manager

Users also considered
WealthForce.ai logo
(0)

Wealth management and relationship management platform

learn more
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
My Property Organiser logo
(0)

Property wealth management platform for investors

learn more
My Property Organiser is a property wealth management platform designed for investors, agents, and property professionals. The software provides live portfolio valuations, document storage, automated income and expense categorization, and compliance tools including Making Tax Digital submission capabilities. The platform features AI-driven insights, capital appreciation tracking, market analytics, tenant management, and equity refinancing analysis within a centralized dashboard.

Read more about My Property Organiser

Users also considered