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 Subscription - Page 8

Last updated: July 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

204 software options

GaiaLens logo
(0)

Experts in Secure, Cost-Efficient AI Solutions

learn more
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.

Read more about GaiaLens

Users also considered
Tapeboard logo
(0)

Stock scanner & data terminal for retail traders

learn more
Tapeboard is a browser-based market terminal designed for retail traders that provides real-time stock scanning across US equities. The platform features charting tools with technical indicators, SEC filing analysis, options flow data, and access to macro economic series. It includes modules for heatmaps, fundamentals analysis, a trade journal, paper trading simulator, and coverage of cryptocurrency, forex, and commodities markets.

Read more about Tapeboard

Users also considered
Etops logo
(0)

Cloud-based wealth and investment management platform

learn more
Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

Read more about Etops

Users also considered
Stonk Journal logo
(0)

Software for tracking and managing trading journals

learn more
Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

Users also considered
Vestberry logo
(0)

Portfolio management & reporting software

learn more
VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

Read more about Vestberry

Users also considered
Perpstats logo
(0)

Analytics dashboard for perpetual DEX tracking

learn more
Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

Read more about Perpstats

Users also considered
optionDash logo
(0)

Call screening tool for income investors

learn more
optionDash is a call screening software that helps businesses screen stock and options data to find income-producing covered call trades. The main screens are stocks, options, money puts and calls, earnings, volatility point, and option codes.

Read more about optionDash

Users also considered
Risk Shell logo
(0)

All-in-one Portfolio Construction and Risk Management SaaS

learn more
Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

Read more about Risk Shell

Users also considered
Eze Eclipse logo
(0)

Cloud-based solution for investment management.

learn more
Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

Read more about Eze Eclipse

Users also considered
Sesame logo
(0)

Empowering the modern investor

learn more
Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

Read more about Sesame

Users also considered
TickerScribe logo
(0)

Free journal for stocks and options — wheel to spreads

learn more
Free trading journal for stocks and options. 30+ option strategies, wheel trades end-to-end, broker CSVs import, double-entry ledger.

Read more about TickerScribe

Users also considered
ETNA White Label Trading Platform logo
(0)

Web-based trading tools for brokers and digital advisors

learn more
ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

Read more about ETNA White Label Trading Platform

Users also considered
DXmatch logo
(0)

Modular system built for launching exchanges and dark pools

learn more
DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

Read more about DXmatch

Users also considered
Planr logo
(0)

Private equity portfolio monitoring and data intelligence

learn more
Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

Read more about Planr

Users also considered
Irwin logo
(0)

The most powerful & modern Investor Relations software.

learn more
Investor relations software made for modern IR teams.

Read more about Irwin

Users also considered
AllInvestView logo
(0)

Cloud-based investment and stock portfolio management tool

learn more
AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

Read more about AllInvestView

Users also considered
RiskValue logo
(0)

Investment & risk management software systems

learn more
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

Read more about RiskValue

Users also considered
Vantage Portfolio Accounting logo
(0)

Cloud-based portfolio accounting software for investors

learn more
Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

Users also considered
Broadridge Investment Accounting logo
(0)

Software for managing investment and accounting operations

learn more
Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

Read more about Broadridge Investment Accounting

Users also considered
FolioSure logo
(0)

Cloud-based portfolio monitoring & equity management tool

learn more
FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

learn more
Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

Users also considered
DealFlowPro logo
(0)

Multifamily underwriting software for realty pros.

learn more
DealFlowPro is multifamily underwriting software for 2–200 unit properties. AI extracts OMs, rent rolls, and T-12s, then generates cap rate, DSCR, IRR, and max offer price. Gmail integration parses broker emails; DealMachine sync pulls leads.

Read more about DealFlowPro

Users also considered
Delta Data Asset Management Solutions logo
(0)

Simplifying the Asset Managers & Distributors Relationship

learn more
Delta Data Asset Management Solutions are a comprehensive suite of oversight products for mutual fund companies that leverage distribution transparency data integrated with reporting, analytics, and counterparty management to provide unparalleled insights.

Read more about Delta Data Asset Management Solutions

Users also considered
Investment Metrics logo
(0)

Solution for portfolio analysis, reporting, and data

learn more
Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

Read more about Investment Metrics

Users also considered
GroundBreaker logo
(0)

Investment management software

learn more
GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.

Read more about GroundBreaker

Users also considered