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Investment Management Software for Windows

Last updated: February 2026

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74 software options

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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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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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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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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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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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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InvestNext logo

Where Deals Get Done

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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DealCloud logo

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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FundCount logo

Integrated accounting and investment management solution

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FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

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PackHedge logo

Portfolio management and accounting analysis software

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Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

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AlternativeSoft logo

Investment management platform for fund managers

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Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is a cloud-based data analysis platform that helps investors manage trading through real-time asset data. The solution provides various automation and market research tools to streamline trading workflows and conduct in-depth technical and fundamental analysis. Key capabilities include charting with automated pattern recognition, multi-timeframe analysis, and built-in indicators.

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Avestor logo

Cloud-based investment management software

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Avestor is a cloud-based investment management platform that helps streamline the entire investment process, including fund formation and strategy, investor management, accounting, compliance, and administration.

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U-Rite logo

Underwriting & valuation management tool for the real estate

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U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments.

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HedgeGuard logo

Investment portfolio management system

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HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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Bloqhouse Technologies logo

Cloud-based investment management solution

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Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

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Optio logo

Equity management for private & public companies

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Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

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Lendstream logo

Loan origination & servicing software for lenders & brokers.

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Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

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Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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