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Investment Management Software for Small Business (2026)
Last updated: February 2026
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177 software options
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Yardi Investment Manager
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Increase investor confidence and team efficiency
Read more about Yardi Investment Manager
GaiaLens
Experts in Secure, Cost-Efficient AI Solutions
Read more about GaiaLens
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
Vestd, the easiest way to manage and issue shares.
Read more about Vestd
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Your financial life, all in one place
Read more about Mint
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Read more about Foundersuite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Read more about AppFolio Investment Manager
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
Read more about WOWS Investment Portal
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn insights to investments with Morningstar Direct.
Read more about Morningstar Direct
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Manage your cashflow with ease
Read more about Agicap
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Read more about Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A universal system for private investment partnerships.
Read more about Juniper Square
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Property management software designed for landlords
Read more about Stessa
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise Class Equity Management & Reporting Software
Read more about Certent Equity Management
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investor management for commercial real estate
Read more about RealPage IMS
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Strategic financial planning platform for decision making
Read more about Bob Finance
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
Read more about Plaid
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
Read more about Social Security Timing
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
Read more about MRI Property Management
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Analyze Any Investment Property in Seconds
Read more about DealCheck
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management platform for compliance and automation
Read more about Ledgy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Multi-currency and multi-asset portfolio tracker
Read more about Exirio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Read more about HiddenLevers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
Read more about ICONOMI
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Read more about Carta