getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Investment Management Software with Open source - Page 7

Last updated: October 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

216 software options

uTrade Algos logo
(0)

Algo Trading Made Simple for Indian Markets.

learn more
uTrade Algos is a multi-asset algorithmic trading platform designed for retail traders. The platform features AI-driven insights through uTrade Intelligence, backtesting capabilities with historical data, and expert-made strategies via uTrade Originals. It offers a no-code environment where traders can create versatile multi-leg strategies, monitor real-time margin requirements, and generate payoff curves for informed decision-making.

Read more about uTrade Algos

Users also considered
Eze Investment Suite logo
(0)

Suite of tools for investment management

learn more
Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

Read more about Eze Investment Suite

Users also considered
MX.3 logo
(0)

Cloud-based software to manage trading, risk & compliance

learn more
MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

Read more about MX.3

Users also considered
InvestorPortaLPro logo
(0)

Investment management software for private and public firms

learn more
InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

Users also considered
BitStat logo
(0)

BitStat statistical analysis software

learn more
BitStat is a statistical analysis tool offering data processing and reporting capabilities for business and research users.

Read more about BitStat

Users also considered
HYIP Script logo
(0)

Script for building high-yield investment platforms

learn more
HYIP Script is an advanced investment script designed to provide secure, scalable, and reliable solutions for building high-yield investment platforms. This powerful script offers features like encrypted payment processing, automated deposit and withdrawal management, and customizable investment plans. With robust security measures and seamless integration capabilities, HYIP Script empowers businesses to launch and manage successful investment projects confidently and easily.

Read more about HYIP Script

Users also considered
daappa logo
(0)

Data management & administration platform for private assets

learn more
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered
ByAllAccounts logo
(0)

Empower advisors with research, planning, and proposal tools

learn more
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterp

Read more about ByAllAccounts

Users also considered
CircleBlack logo
(0)

All-in-one wealth management platform

learn more
Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

Users also considered
The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

learn more
The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

Read more about The Novus Platform

Users also considered
QuantLink logo
(0)

AI-powered equity research and analysis platform

learn more
QuantLink is an equity research terminal designed for analyzing United States stocks through artificial intelligence-powered research agents and institutional-grade data. The platform features stock screening capabilities, customizable charts and dashboards, portfolio management tools, and factor models for fundamental analysis. It incorporates predictive machine learning signals and provides access to institutional fundamentals for equity and ETF research.

Read more about QuantLink

Users also considered
Delio logo
(0)

Web-based private markets technology for the finance sector

learn more
Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

Read more about Delio

Users also considered
Visible for Investors logo
(0)

VC fund portfolio monitoring and reporting

learn more
Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

Read more about Visible for Investors

Users also considered
DomainEthos logo
(0)

Real data behind every domain valuation.

learn more
AI-powered domain appraisal, registration, and management platform, with a public API, MCP server, and CLI for investors, brokers, founders and AI agents.

Read more about DomainEthos

Users also considered
Solsten logo
(0)

Real estate underwriting & proforma platform

learn more
Solsten is a commercial real estate underwriting platform offering proforma modeling and deal analysis. It features machine learning forecasting, fifteen-factor risk scoring, and GP/LP waterfall analysis for income-producing properties. Users can import Excel data, generate operating statements and rent roll timelines, and collaborate with team members using role-based access controls and granular sharing permissions.

Read more about Solsten

Users also considered
EquiReason logo
(0)

Business software solution for organizations

learn more
EquiReason is a software solution designed to support business operations, though specific features, deployment type, and target.

Read more about EquiReason

Users also considered
Jolv logo
(0)

AI ops layer for PE valuation & portfolio monitoring

learn more
Jolv helps PE funds run valuation campaigns, monitor PortCos, and ship audit-ready comps and reporting with filing-backed evidence, alongside your existing tools.

Read more about Jolv

Users also considered
Quartr logo
(0)

Go beyond numbers

learn more
Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

Users also considered
Stropro logo
(0)

Investment management platform

learn more
Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

Read more about Stropro

Users also considered
AInvestor.World logo
(0)

Cloud-based AI investment research for investors

learn more
Cloud-based AI investment research platform offering automated reports, stock screening, and market analysis for investors.

Read more about AInvestor.World

Users also considered
Allocator logo
(0)

Financial risk management software

learn more
Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

Read more about Allocator

Users also considered
Veld Portfolio logo
(0)

Property portfolio tracking & deal analysis

learn more
Veld Portfolio is a portfolio analytics and deal underwriting tool designed for landlords with one to ten rental properties. The software tracks equity, cash flow, cap rate, and loan-to-value ratio across properties, providing live rent and value estimates from market data. It includes deal analysis calculators, scenario modeling with multi-year projections, and mortgage amortization tracking.

Read more about Veld Portfolio

Users also considered
Abbove logo
(0)

Wealth Planning Platform with centralized data management.

learn more
Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered
tickerseer logo
(0)

AI-powered stock scoring and valuation platform

learn more
tickerseer is a stock research tool scoring over 500 U.S. stocks weekly on quality, valuation, and catalyst signals. It evaluates stocks across 11 dimensions like profitability, cash flow, financial strength, growth, and predictability, comparing valuations to historical norms. It publishes investment calls on a public ledger tracking outcomes and offers nightly catalyst scanning, options flow analysis, and earnings insights.

Read more about tickerseer

Users also considered
FX-Agency Advisor 4 logo
(0)

Non-repainting MT4/MT5 signals with entry, SL & TP built in

learn more
FX-Agency Advisor 4 is a non-repainting buy/sell signal indicator and live dashboard for MetaTrader 4 and MT5. Every signal arrives with its entry, stop-loss and take-profit pre-calculated, placed on the account in one click. Forex, indices, metals and stocks. One-time payment, unlimited accounts.

Read more about FX-Agency Advisor 4

Users also considered