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Investment Management
Page 5

Investment Management Software for Small Business (2026) - Page 5

Last updated: February 2026

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API(121)

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Titan Treasury

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based treasury management tool for finance teams.

Titan Treasury is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Titan Treasury

Users also considered

Octopus

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Order- and portfolio management, fund accounting, risk & ICO

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

Read more about Octopus

Users also considered

ETNA Paper Trading Simulator

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simulation software for educational institutions

ETNA Paper Trading Simulator is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, Phone Support, FAQs/Forum, Knowledge Base, Email/Help Desk.

Read more about ETNA Paper Trading Simulator

Users also considered

Origin

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Data driven deal management for dealmakers

Origin is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Origin

Users also considered

eFront

2.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The go-to tech suite for alternative investment management.

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

Read more about eFront

Users also considered

Q4 Desktop

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investor relations solutions

Q4 Desktop is available for Small Business and offers the following support options: 24/7 (Live rep), Knowledge Base, Chat, Email/Help Desk, Phone Support, FAQs/Forum.

Read more about Q4 Desktop

Users also considered

Vidrio Financial

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Take Control of your Multi-Asset, Multi-Manager Investments

Vidrio Financial is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base.

Read more about Vidrio Financial

Users also considered

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

TheBizPlanner is available for Small Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about TheBizPlanner

Users also considered

Maestro

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth for value creation.

Maestro is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Maestro

Users also considered

RiskValue

(0)

Investment & risk management software systems

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

Read more about RiskValue

Users also considered

Q4 IR Websites

(0)

Investor engagement and trend analytics software

Q4 IR Websites is available for Small Business.

Read more about Q4 IR Websites

Users also considered

IPBS

(0)

International Financial Services with A.I.

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

Read more about IPBS

Users also considered

Diversiview

(0)

Portfolio analysis and optimization software

Diversiview is available for Small 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 Small 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 Small 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 Small Business.

Read more about INDIS

Users also considered

Stropro

(0)

Investment management platform

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

Read more about The Novus Platform

Users also considered

AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

AllInvestView is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Chat, Knowledge Base.

Read more about AllInvestView

Users also considered

Enfusion

(0)

See clearly. Act confidently.

Enfusion is available for Small 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 Small Business.

Read more about Sesame

Users also considered

Fundy

(0)

Real estate fund management software

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

Read more about Fundy

Users also considered

Trinety

(0)

Lease property management software

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

Read more about Trinety

Users also considered

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