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Investment Management
Page 5

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

Last updated: March 2026

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Client Portal(74)

API(123)

Compliance Management(53)

Collaboration Tools(28)

Data Visualization(46)

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Web-based(175)

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Small Business

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Large Enterprises(137)

Public Administrations(18)

Freelancers(94)

Mid Size Business(156)

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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

Aladdin

4.0

(1)

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

Cloud-based portfolio management software

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

Read more about Aladdin

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

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

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

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

VestServe

(0)

Investment, funds, and accounting management solution

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

Read more about VestServe

Users also considered

Bipsync

(0)

The Platform that Powers your Investment Research Process

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

Read more about Bipsync

Users also considered

InvestorPortaLPro

(0)

Investment management software for private and public firms

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

Read more about InvestorPortaLPro

Users also considered

YCharts

(0)

Investment management software for financial advisors

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

Read more about YCharts

Users also considered

Ventury Analytics

(0)

For the managing and calculation of capitalization tables

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

Read more about Ventury Analytics

Users also considered

TradeSmart

(0)

SaaS order execution management system (OEMS) software

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

Read more about TradeSmart

Users also considered

MX.3

(0)

Cloud-based software to manage trading, risk & compliance

MX.3 is available for Small Business and offers the following support options: 24/7 (Live rep), Knowledge Base, Phone Support, Email/Help Desk.

Read more about MX.3

Users also considered

Broadridge Investment Accounting

(0)

Software for managing investment and accounting operations

Broadridge Investment Accounting is available for Small Business.

Read more about Broadridge Investment Accounting

Users also considered

Abbove

(0)

Wealth Planning Platform with centralized data management.

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

Read more about Abbove

Users also considered

Pepper

(0)

Investment data management platform

Pepper is available for Small Business.

Read more about Pepper

Users also considered

RentCast

(0)

Rental Property Data, Analytics and Portfolio Tracking

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

Read more about RentCast

Users also considered

Gain.pro

(0)

Find, understand and track companies that matter to you

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

Read more about Gain.pro

Users also considered

Allocator

(0)

Financial risk management software

Allocator is available for Small Business.

Read more about Allocator

Users also considered

GroundBreaker

(0)

Investment management software

GroundBreaker is available for Small Business.

Read more about GroundBreaker

Users also considered

LienApp

(0)

Digital tax lien management software

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

Read more about LienApp

Users also considered

Athena Systems

(0)

Financial risk management platform

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

Read more about Athena Systems

Users also considered

Delio

(0)

Web-based private markets technology for the finance sector

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

Read more about Delio

Users also considered

EQS IR COCKPIT

(0)

Investor relations platform

EQS IR COCKPIT is available for Small Business.

Read more about EQS IR COCKPIT

Users also considered

page 5 of 8

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