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 Risk management

Last updated: May 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

102 software options

GaiaLens logo

GaiaLens

(0)

Experts in Secure, Cost-Efficient AI Solutions

visit website
GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

Users also considered
Juniper Square logo

A universal system for private investment partnerships.

learn more
Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

Read more about Juniper Square

Users also considered
Ledgy logo

Equity management platform for compliance and automation

learn more
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

Read more about Ledgy

Users also considered
Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
Optimized for Banking, loan servicing, and investment management, Creatio CRM for banking enables companies to automate customer profiling and wealth management workflows, orchestrate end-to-end customer journey and enhance client relationships with 360-degree customer view and AI recommendations.

Read more about Creatio CRM

Users also considered
Exirio logo

Multi-currency and multi-asset portfolio tracker

learn more
Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.

Read more about Exirio

Users also considered
AppFolio Investment Manager logo

Real estate investment management solution

learn more
AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Read more about AppFolio Investment Manager

Users also considered
WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

learn more
The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management.

Read more about WOWS Investment Portal

Users also considered
PackHedge logo

Portfolio management and accounting analysis software

learn more
Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

Read more about PackHedge

Users also considered
Social Security Timing logo

Cloud-based social security strategy management tool

learn more
Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.

Read more about Social Security Timing

Users also considered
U-Rite logo

Underwriting & valuation management tool for the real estate

learn more
U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments.

Read more about U-Rite

Users also considered
Bloqhouse Technologies logo

Cloud-based investment management solution

learn more
Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

Read more about Bloqhouse Technologies

Users also considered
Dynamo Software logo

Investment Management Software

learn more
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.

Read more about Dynamo Software

Users also considered
FundCount logo

Integrated accounting and investment management solution

learn more
FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

Read more about FundCount

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

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
Tier1 logo

CRM software for capital markets & investment banking.

learn more
Global relationship management software for capital markets, corporate & investment banking, and investment management.

Read more about Tier1

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
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
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
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
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