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 Non profits - Page 6

Last updated: May 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

161 software options

uTrade Algos logo
(0)

Algo Trading Made Simple for Indian Markets.

learn more
uTrade Algos is a multi-asset algorithmic trading platform designed for retail traders. The platform features AI-driven insights through uTrade Intelligence, backtesting capabilities with historical data, and expert-made strategies via uTrade Originals. It offers a no-code environment where traders can create versatile multi-leg strategies, monitor real-time margin requirements, and generate payoff curves for informed decision-making.

Read more about uTrade Algos

Users also considered
Eze Investment Suite logo
(0)

Suite of tools for investment management

learn more
Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

Read more about Eze Investment Suite

Users also considered
MX.3 logo
(0)

Cloud-based software to manage trading, risk & compliance

learn more
MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

Read more about MX.3

Users also considered
InvestorPortaLPro logo
(0)

Investment management software for private and public firms

learn more
InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

Users also considered
daappa logo
(0)

Data management & administration platform for private assets

learn more
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered
ByAllAccounts logo
(0)

Web-based account aggregation and financial reporting tool

learn more
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

Users also considered
CircleBlack logo
(0)

All-in-one wealth management platform

learn more
Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

Users also considered
The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

learn more
The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

Users also considered
Delio logo
(0)

Web-based private markets technology for the finance sector

learn more
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.

Read more about Delio

Users also considered
Solsten logo
(0)

Real estate underwriting & proforma platform

learn more
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.

Read more about Solsten

Users also considered
Quartr logo
(0)

Go beyond numbers

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

Read more about Quartr

Users also considered
Stropro logo
(0)

Investment management platform

learn more
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.

Read more about Stropro

Users also considered
Allocator logo
(0)

Financial risk management software

learn more
Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

Read more about Allocator

Users also considered
Abbove logo
(0)

Wealth Planning Platform with centralized data management.

learn more
Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered
WealthForce.ai logo
(0)

Wealth management and relationship management platform

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

Read more about WealthForce.ai

Users also considered
LienApp logo
(0)

Digital tax lien management software

learn more
LienApp is a cloud-based digital tax lien solution that helps investors and alternative asset portfolio managers automate transactions, maintain certification portfolios, and manage collateral. The platform allows enterprises to store confidential documents in a unified repository and access them from multiple locations.

Read more about LienApp

Users also considered
RentCast logo
(0)

Rental Property Data, Analytics and Portfolio Tracking

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

Read more about RentCast

Users also considered
Beanvest logo
(0)

Stock portfolio tracker for investors

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

Read more about Beanvest

Users also considered
Etops logo
(0)

Cloud-based wealth and investment management platform

learn more
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.

Read more about Etops

Users also considered
Stonk Journal logo
(0)

Software for tracking and managing trading journals

learn more
Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

Users also considered
Vestberry logo
(0)

Portfolio management & reporting software

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

Read more about Vestberry

Users also considered
Perpstats logo
(0)

Analytics dashboard for perpetual DEX tracking

learn more
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.

Read more about Perpstats

Users also considered
Risk Shell logo
(0)

All-in-one Portfolio Construction and Risk Management SaaS

learn more
Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

Read more about Risk Shell

Users also considered
Sesame logo
(0)

Empowering the modern investor

learn more
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.

Read more about Sesame

Users also considered
ETNA White Label Trading Platform logo
(0)

Web-based trading tools for brokers and digital advisors

learn more
ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

Read more about ETNA White Label Trading Platform

Users also considered