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Online Investment Management Software

Last updated: February 2026

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178 software options

Yardi Investment Manager logo

Yardi Investment Manager

Increase investor confidence and team efficiency

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Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal.

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GaiaLens logo

GaiaLens

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Experts in Secure, Cost-Efficient AI Solutions

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GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Optimized for Banking, loan servicing, and investment management, Creatio CRM for banking enables companies to automate customer profiling and wealth management workflows, orchestrate end-to-end customer journey and enhance client relationships with 360-degree customer view and AI recommendations.

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Vestd logo

Vestd, the easiest way to manage and issue shares.

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Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.

See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all.

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Mint logo

Your financial life, all in one place

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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

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Foundersuite logo

Investment management software

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Foundersuite is an all-in-one platform that streamlines fundraising and investor relations for startups. Access a DB of 230,000+ global investors, manage your pipeline using our CRM, send out your pitch deck, investor updates, follow up emails, and more.

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AppFolio Investment Manager logo

Real estate investment management solution

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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

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The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management.

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Morningstar Direct logo

Turn insights to investments with Morningstar Direct.

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Morningstar Direct integrates top-tier data, research, ratings, and analytics into one platform. It streamlines investment research, portfolio management, product development, and reporting, boosting efficiency, enhancing storytelling, and driving innovation for asset and wealth management firms.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Juniper Square logo

A universal system for private investment partnerships.

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Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership.

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Stessa logo

Property management software designed for landlords

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Stessa provides property management software for landlords that automates financial tracking and streamlines operational tasks. The platform offers features including automated bookkeeping, tenant screening, lease management with legal templates, maintenance tracking, and online rent collection. Landlords can access real-time financial dashboards and reports through both web and mobile interfaces.

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Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

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RealPage IMS logo

Investor management for commercial real estate

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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Social Security Timing logo

Cloud-based social security strategy management tool

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Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.

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MRI Property Management logo

Cloud-based property management software

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Unify all your leasing, property management, facilities, and finance operations with MRI’s AI-powered property management software.

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DealCheck logo

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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Ledgy logo

Equity management platform for compliance and automation

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Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant.

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Exirio logo

Multi-currency and multi-asset portfolio tracker

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Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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ICONOMI logo

Crypto portfolio management platform

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ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios.

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Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Dynamo Software logo

Investment Management Software

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Dynamo is an AI-powered investment management platform that automates workflows across CRM, portfolio tracking, fund accounting, and with built-in best practice out of the box reporting to help teams scale operations and make data-driven decisions with speed and precision.

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