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Investment Management Software with Relationship Tracking (2026)
Last updated: March 2026
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
Read more about Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Read more about Foundersuite
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Investment Management Software
Read more about Dynamo Software
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Cloud-based investment management platform
Read more about Backstop
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Customer relationship and deal management platform
Read more about MadeMarket
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Wealth management platform for investment companies
Read more about AdvisorEngine
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Deals, relationship, and firm management software
Read more about DealCloud
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Cloud-based private equity CRM solution for Salesforce
Read more about Altvia
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Cloud-based CRM software for financial services institutions
Read more about Financial Services Cloud
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CRM software for capital markets & investment banking.
Read more about Tier1
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Cloud-based financial CRM tool for financial firms.
Read more about SatuitCRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software for private equity firms
Read more about Allvue
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investor relations solutions
Read more about Q4 Desktop