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Investment Management Software with Performance Metrics (2026) - Page 3

Last updated: March 2026

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142 software options

Direct Advisory Suite logo

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.

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Invelo logo

Real estate CRM and transaction management solution

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Invelo offers real estate investors a range of features to manage, find, and close off-market properties.

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Pinnakl logo

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.

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qashqade logo

RETHINK PRIVATE MARKETS_

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qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

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Unity logo

Next-generation multi-asset trading platform

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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

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Investor Deal Room logo

Investment management software

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Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings via a self-service portal.

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Betterment logo

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.

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thinkorswim logo

Cloud-based and on-premise investment management suite

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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.

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Macroaxis logo

Wealth management and optimization platform

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Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

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The CRE Suite logo

Commercial real estate property & investment management

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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

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Minerva logo

End-to-End Software for Alternative investment market

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The only comprehensive, multi-asset investment management software designed for alternative investors to harness their data and achieve outperformance, enhancing returns, reporting, and impact assessment

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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

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TeamWox logo

Online groupware and collaboration software

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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.

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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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QUO logo

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

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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

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Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

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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.

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BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

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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.

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Vestio logo

Integrated wealth management and financial control system

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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.

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Wealthsimple Invest logo

AI-driven tool designed to automatically place investments

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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.

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DXtrade logo

SaaS Trading Platform for Brokers and Banks

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

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Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

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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.

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Sharesight logo

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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