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Investment Management
Page 6

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

Last updated: February 2026

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Features

Client Portal(74)

API(121)

Compliance Management(54)

Collaboration Tools(29)

Data Visualization(47)

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Linux(29)

Web-based(174)

iPhone(43)

Windows(71)

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Small Business

Non Profit(20)

Large Enterprises(138)

Public Administrations(19)

Freelancers(92)

Mid Size Business(157)

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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

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

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

Vestberry

(0)

Portfolio management & reporting software

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

Read more about Vestberry

Users also considered

Irwin

(0)

The most powerful & modern Investor Relations software.

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

Read more about Irwin

Users also considered

Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

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

Read more about Family Wealth Guru

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

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

Eze Investment Suite

(0)

Suite of tools for investment management

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

Read more about Eze Investment Suite

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

ETNA White Label Trading Platform

(0)

Web-based trading tools for brokers and digital advisors

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

Read more about ETNA White Label Trading Platform

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

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

B1 Financial

(0)

Financial and credit management solution

B1 Financial is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about B1 Financial

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

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

Stonk Journal

(0)

Software for tracking and managing trading journals

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

Read more about Stonk Journal

Users also considered

gator

(0)

Cloud-based open banking solution

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

Read more about gator

Users also considered

Etops

(0)

Cloud-based wealth and investment management platform

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

Read more about Etops

Users also considered

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