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. 

Top Rated Investment Management Software with Performance reports - Page 2

Last updated: May 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

152 software options

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
HedgeGuard logo

Investment portfolio management system

learn more
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

Read more about HedgeGuard

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
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
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
Mint logo

Your financial life, all in one place

learn more
Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

Read more about Mint

Users also considered
RealPage IMS logo

Investor management for commercial real estate

learn more
IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

Read more about RealPage IMS

Users also considered
DealCloud logo

Deals, relationship, and firm management software

learn more
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.

Read more about DealCloud

Users also considered
Wealthsimple Invest logo

AI-driven tool designed to automatically place investments

learn more
Wealthsimple Invest is a tool for making investments via a fully automated process. Behind this tool hides an artificial intelligence facility and experts whose tasks are to optimize investments. The program aims to reduce the loss of money to an absolute minimum.

Read more about Wealthsimple Invest

Users also considered
Finestel logo

API trading and asset management tool for Crypto and Forex

learn more
Finestel is an enterprise-grade platform for pro traders and asset managers that offers API trading, copy trading (trade copier), TradingView and signal bots, bulk order execution, and trading terminal across Binance, Bybit, KuCoin, OKX, Gate, Bitget, Coinbase, Binance US.

Read more about Finestel

Users also considered
The CRE Suite logo

Commercial real estate property & investment management

learn more
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios

Read more about The CRE Suite

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
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
ICONOMI logo

Crypto portfolio management platform

learn more
ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.

Read more about ICONOMI

Users also considered
TOGGLE logo

AI-based investment insights and financial analysis tool

learn more
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

Read more about TOGGLE

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
thinkorswim logo

Cloud-based and on-premise investment management suite

learn more
thinkorswim is a cloud-based and on-premise investment management suite of tools designed to help traders manage portfolios, analyze metrics, trade equities, and more. It allows professionals to compare historical earnings per share, view their effect on options prices, and track original estimates simultaneously to identify trends.

Read more about thinkorswim

Users also considered
Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

learn more
YouHodler crypto platform offers a comprehensive suite of Web3 fintech services to seamlessly connect fiat and crypto financial assets. The platform features a user-friendly MultiHODL trading service with fast execution and no order placement fees, as well as an exchange for real-time cryptocurrency, fiat, and stablecoin conversions.

Read more about Youhodler

Users also considered
TeamWox logo

Online groupware and collaboration software

learn more
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

Read more about TeamWox

Users also considered
Vestio logo

Integrated wealth management and financial control system

learn more
VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

Read more about Vestio

Users also considered
BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

learn more
BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

Read more about BetterCapital.US

Users also considered
Allvue logo

Investment management software for private equity firms

learn more
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.

Read more about Allvue

Users also considered
DXtrade logo

SaaS Trading Platform for Brokers and Banks

learn more
DXtrade SaaS, the industry-leading trading platform for brokers renowned for its flexibility, exceptional service, and agile white-label fintech software.

Read more about DXtrade

Users also considered
QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

learn more
External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

Read more about QUO

Users also considered
Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

learn more
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

Read more about Enverus MineralSoft

Users also considered