0

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Investment Management
Page 5

Investment Management Software for Mid Size Business (2026) - Page 5

Last updated: February 2026

1 filter applied

Features

Client Portal(68)

API(106)

Compliance Management(50)

Collaboration Tools(27)

Data Visualization(45)

Integrated with

No filters available

Pricing model

Free(33)

Open Source(2)

Free Trial(70)

One Time License(6)

Subscription(88)

Devices supported

Mac(41)

iPad(33)

Android(36)

Linux(24)

Web-based(154)

iPhone(39)

Windows(62)

Organization types

Small Business(157)

Non Profit(18)

Large Enterprises(136)

Public Administrations(17)

Freelancers(78)

Mid Size Business

User rating

All Reviews

& up

(86)

& up

(93)

& up

(96)

157 software options

Sort by

Sponsored

Q4 IR Websites

(0)

Investor engagement and trend analytics software

Q4 IR Websites is available for Mid Size Business.

Read more about Q4 IR Websites

Users also considered

Diversiview

(0)

Portfolio analysis and optimization software

Diversiview is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about Diversiview

Users also considered

Delta Data Asset Management Solutions

(0)

Simplifying the Asset Managers & Distributors Relationship

Delta Data Asset Management Solutions is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum.

Read more about Delta Data Asset Management Solutions

Users also considered

AMDIS

(0)

Cloud-based financial risk management solution

AMDIS is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about AMDIS

Users also considered

INDIS

(0)

Cloud-based risk management solution

INDIS is available for Mid Size Business.

Read more about INDIS

Users also considered

Stropro

(0)

Investment management platform

Stropro is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about Stropro

Users also considered

Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

Investment Metrics is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Chat, Phone Support, Email/Help Desk.

Read more about Investment Metrics

Users also considered

Jacobi

(0)

Your Intelligence. Your Story. Your platform

Jacobi is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about Jacobi

Users also considered

The Novus Platform

(0)

Cloud-based tool to extract investment insights from data.

The Novus Platform is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Chat.

Read more about The Novus Platform

Users also considered

Enfusion

(0)

See clearly. Act confidently.

Enfusion is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Chat.

Read more about Enfusion

Users also considered

Sesame

(0)

Empowering the modern investor

Sesame is available for Mid Size Business.

Read more about Sesame

Users also considered

Fundy

(0)

Real estate fund management software

Fundy is available for Mid Size Business and offers the following support options: Email/Help Desk.

Read more about Fundy

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

WealthERP is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about WealthERP

Users also considered

CEPRES

(0)

Cloud-based private equity data analytics platform

CEPRES is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, 24/7 (Live rep), Phone Support.

Read more about CEPRES

Users also considered

Yardi Investment Accounting

(0)

Cloud-based real estate investment accounting

Yardi Investment Accounting is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about Yardi Investment Accounting

Users also considered

DXmatch

(0)

Modular system built for launching exchanges and dark pools

DXmatch is available for Mid Size Business and offers the following support options: FAQs/Forum, Email/Help Desk.

Read more about DXmatch

Users also considered

AlphaSense

(0)

AI-enabled market intelligence platform

AlphaSense is available for Mid Size Business and offers the following support options: Chat.

Read more about AlphaSense

Users also considered

Quartr

(0)

Go beyond numbers

Quartr is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base, Chat.

Read more about Quartr

Users also considered

Moneytree Advise

(0)

Planning solution for busy financial advisors

Moneytree Advise is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Moneytree Advise

Users also considered

Stonk Journal

(0)

Software for tracking and managing trading journals

Stonk Journal is available for Mid Size Business and offers the following support options: Email/Help Desk.

Read more about Stonk Journal

Users also considered

Etops

(0)

Cloud-based wealth and investment management platform

Etops is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support.

Read more about Etops

Users also considered

uTrade Algos

(0)

Algo Trading Made Simple for Indian Markets.

uTrade Algos is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about uTrade Algos

Users also considered

Wavvest

(0)

Wealth management platform for investment advisors

Wavvest is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Wavvest

Users also considered

Smart Capital Center

(0)

AI-powered, end-to-end CRE platform for investors & lenders

Smart Capital Center is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Chat.

Read more about Smart Capital Center

Users also considered

WealthForce.ai

(0)

Wealth management and relationship management platform

WealthForce.ai is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, Chat.

Read more about WealthForce.ai

Users also considered

page 5 of 7

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.