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Investment Management
Page 4

Online Investment Management Software - Page 4

Last updated: February 2026

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Client Portal(74)

API(122)

Compliance Management(55)

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Sponsored

The CRE Suite

5.0

(2)

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

Commercial real estate property & investment management

The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios

Read more about The CRE Suite

Users also considered

TIKR

5.0

(2)

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

Analytics platform for tracking stocks

TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

Read more about TIKR

Users also considered

Direct Advisory Suite

5.0

(3)

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

Build trust. Showcase value. Deliver elevated advice.

Optimize advisory workflows with Morningstar's Direct Advisory Suite. This unified platform connects deep investment research, planning, analysis and reporting tools. Features robust API integrations and enterprise-grade security for modern, tech-savvy financial professionals.

Read more about Direct Advisory Suite

Users also considered

Minerva

4.0

(4)

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

End-to-End Software for Alternative investment market

The only comprehensive, multi-asset investment management software designed for alternative investors to harness their data and achieve outperformance, enhancing returns, reporting, and impact assessment

Read more about Minerva

Users also considered

Crowdsofts

4.3

(3)

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

Crowdfunding and investment management

Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

Read more about Crowdsofts

Users also considered

Powens

3.8

(4)

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

We open up finance to empower consumers & businesses

Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

Read more about Powens

Users also considered

SatuitCRM

4.0

(3)

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

Cloud-based financial CRM tool for financial firms.

Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

Read more about SatuitCRM

Users also considered

Limina IMS

4.0

(2)

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

A Front-to-NAV Solution that Empowers Your Team

Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

Read more about Limina IMS

Users also considered

Uptrader

5.0

(1)

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

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

Read more about Uptrader

Users also considered

QUO

5.0

(1)

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

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

Read more about QUO

Users also considered

Enverus MineralSoft

5.0

(1)

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

Oil and Gas portfolio management for investment funds

Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

Read more about Enverus MineralSoft

Users also considered

BetterCapital.US

5.0

(1)

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

BetterCapital.us is a real estate investment management tool

BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

Read more about BetterCapital.US

Users also considered

Forbury

5.0

(1)

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

Commercial Real Estate Valuation Software

Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

Read more about Forbury

Users also considered

QUO

5.0

(1)

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

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

Read more about QUO

Users also considered

Uptrader

5.0

(1)

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

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

Read more about Uptrader

Users also considered

Allvue

5.0

(1)

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

Investment management software for private equity firms

In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

Read more about Allvue

Users also considered

Enverus MineralSoft

5.0

(1)

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

Oil and Gas portfolio management for investment funds

Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

Read more about Enverus MineralSoft

Users also considered

BetterCapital.US

5.0

(1)

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

BetterCapital.us is a real estate investment management tool

BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

Read more about BetterCapital.US

Users also considered

Forbury

5.0

(1)

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

Commercial Real Estate Valuation Software

Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

Read more about Forbury

Users also considered

Wealthsimple Invest

5.0

(1)

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

AI-driven tool designed to automatically place investments

Wealthsimple Invest is a tool for making investments via a fully automated process. Behind this tool hides an artificial intelligence facility and experts whose tasks are to optimize investments. The program aims to reduce the loss of money to an absolute minimum.

Read more about Wealthsimple Invest

Users also considered

Sharesight

3.3

(3)

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

Investment portfolio tracking & reporting

Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

Read more about Sharesight

Users also considered

Fi360 Toolkit

3.5

(2)

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

Cloud-based investment management software

Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

Read more about Fi360 Toolkit

Users also considered

COBIS Core

2.5

(4)

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

Banking solutions

A solution that integrates financial information in one place.

Read more about COBIS Core

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 a cloud-based tech platform that unifies the investment management process across public and private markets to enable better decision making.

Read more about Aladdin

Users also considered

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 a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

Read more about Titan Treasury

Users also considered

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