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 6

Investment Management Software for Small Business (2026) - Page 6

Last updated: March 2026

1 filter applied

Features

Client Portal(74)

API(123)

Compliance Management(53)

Collaboration Tools(28)

Data Visualization(46)

Integrated with

No filters available

Pricing model

Free(40)

Open Source(3)

Free Trial(75)

One Time License(10)

Subscription(99)

Devices supported

Mac(48)

iPad(37)

Android(41)

Linux(29)

Web-based(175)

iPhone(43)

Windows(71)

Organization types

Small Business

Non Profit(19)

Large Enterprises(137)

Public Administrations(18)

Freelancers(94)

Mid Size Business(156)

User rating

All Reviews

& up

(96)

& up

(102)

& up

(105)

178 software options

Sort by

Sponsored

Beanvest

(0)

Stock portfolio tracker for investors

Beanvest is available for Small Business and offers the following support options: FAQs/Forum, Knowledge Base.

Read more about Beanvest

Users also considered

optionDash

(0)

Call screening tool for income investors

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

Read more about optionDash

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

Vantage Portfolio Accounting is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

Read more about Vantage Portfolio Accounting

Users also considered

CircleBlack

(0)

All-in-one wealth management platform

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

Read more about CircleBlack

Users also considered

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

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

Read more about Risk Shell

Users also considered

daappa

(0)

Data management & administration platform for private assets

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

Read more about daappa

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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

Read more about FolioSure

Users also considered

Prospero

(0)

Cloud-based platform for managing investments and funds

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

Read more about Prospero

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

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

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

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

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

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

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

Read more about Risk Shell

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

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

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

Moneytree Advise

(0)

Planning solution for busy financial advisors

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

Read more about Moneytree Advise

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

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

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

Read more about WealthERP

Users also considered

page 6 of 8

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.