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Top Rated Investment Management Software with Visual analytics - Page 4

Last updated: June 2026

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99 software options

Delio logo
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Web-based private markets technology for the finance sector

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Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

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Visible for Investors logo
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VC fund portfolio monitoring and reporting

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Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

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Solsten logo
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Real estate underwriting & proforma platform

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Solsten is a commercial real estate underwriting platform offering proforma modeling and deal analysis. It features machine learning forecasting, fifteen-factor risk scoring, and GP/LP waterfall analysis for income-producing properties. Users can import Excel data, generate operating statements and rent roll timelines, and collaborate with team members using role-based access controls and granular sharing permissions.

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Quartr logo
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Go beyond numbers

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Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

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Stropro logo
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Investment management platform

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Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

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Veld Portfolio logo
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Property portfolio tracking & deal analysis

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Veld Portfolio is a portfolio analytics and deal underwriting tool designed for landlords with one to ten rental properties. The software tracks equity, cash flow, cap rate, and loan-to-value ratio across properties, providing live rent and value estimates from market data. It includes deal analysis calculators, scenario modeling with multi-year projections, and mortgage amortization tracking.

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Abbove logo
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Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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WealthForce.ai logo
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Wealth management and relationship management platform

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WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

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TrackinV logo
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Portfolio tracker across multiple brokers

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TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

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Ventury Analytics logo
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For the managing and calculation of capitalization tables

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Ventury Analytics enables investors and start-ups to streamline financial projections. The software facilitates the design and calculation of capitalization tables. Thus, predicted performance serves as a basis for assessing company shares and future capital gains.

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RentCast logo
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Rental Property Data, Analytics and Portfolio Tracking

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View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

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Beanvest logo
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Stock portfolio tracker for investors

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

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Etops logo
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Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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Vestberry logo
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Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

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Perpstats logo
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Analytics dashboard for perpetual DEX tracking

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Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

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Sesame logo
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Empowering the modern investor

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Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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Irwin logo
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The most powerful & modern Investor Relations software.

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Investor relations software made for modern IR teams.

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AllInvestView logo
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Cloud-based investment and stock portfolio management tool

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AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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RiskValue logo
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Investment & risk management software systems

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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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etops Wealth Discovery logo
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360-degree wealth analytics with built-in compliance

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Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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Investment Metrics logo
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Solution for portfolio analysis, reporting, and data

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Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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Family Wealth Guru logo
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Integrated wealth management solution for family portfolios

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Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

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AlphaQuark logo
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Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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CEPRES logo
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Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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