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Investment Management
Investment research

Investment Management Software with Investment Research (2026)

Last updated: March 2026

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Client Portal(4)

API(11)

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14 software options

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Morningstar Direct

4.1

(251)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Turn insights to investments with Morningstar Direct.

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Morningstar Direct integrates top-tier data, research, ratings, and analytics into one platform. It streamlines investment research, portfolio management, product development, and reporting, boosting efficiency, enhancing storytelling, and driving innovation for asset and wealth management firms.

Dynamo Software

4.6

(34)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment Management Software

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Dynamo Software v3.0 is an AI-powered, end-to-end alternative investment management platform automating CRM, deal management, portfolio tracking, fund accounting, and reporting for GPs and LPs.

DealCloud

4.5

(21)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Deals, relationship, and firm management software

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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.

Altvia

4.8

(11)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

Nitrogen

3.8

(14)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The world's first purpose-built growth platform

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Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

Direct Advisory Suite

4.8

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Build trust. Showcase value. Deliver elevated advice.

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Optimize advisory workflows with Morningstar's Direct Advisory Suite. This unified platform connects deep investment research, planning, analysis and reporting tools. Features robust API integrations and enterprise-grade security for modern, tech-savvy financial professionals.

Pinnakl

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Trading and portfolio management solution for hedge funds

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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.

Betterment

4.2

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based platform for managing investments and returns

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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.

TIKR

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Analytics platform for tracking stocks

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TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

YCharts

(0)

Investment management software for financial advisors

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YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Bipsync

(0)

The Platform that Powers your Investment Research Process

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Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Beanvest

(0)

Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

Allocator

(0)

Financial risk management software

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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.

Diversiview

(0)

Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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