This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

All categories

Investment Management Software - Page 2

69 software options


Filter Results

Integrated with


Pricing models

Customer rating



Strategic planning and collaboration for fund managers

learn more
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting and analytics

Read more about EXM

RealPage IMS


Investor management for commercial real estate

learn more
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.

Read more about RealPage IMS



Smart accounting software for landlords.

learn more
Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more.

Read more about Stessa

AppFolio Investment Management


Real estate investment management

learn more
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors.

Read more about AppFolio Investment Management



Cloud-based investment management platform

learn more
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR

Read more about Backstop



The Equity Management Platform for High-Growth Companies

learn more
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.

Read more about Ledgy



Deals, relationship, and firm management software

learn more
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.

Read more about DealCloud



Investment management software

learn more
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more

Read more about Dynamo



Cloud-based private equity CRM solution for Salesforce

learn more
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

Read more about AIM



Investment portfolio management system

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

Read more about HedgeGuard



International bank transfer platform for SMBs

learn more
Covercy is an international bank transfer platform designed to provide individuals & SMBs with a secure & easy way to transfer money abroad

Read more about Covercy



An all-in-one investment tracking suite built for VCs

learn more
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

Read more about Kushim



Wealth management and optimization platform

learn more
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them

Read more about Macroaxis



AI-based investment insights and financial analysis tool

learn more
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

Read more about TOGGLE


(1) is a real estate investment management tool

learn more 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



Commercial Real Estate Valuation Software

learn more
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

Obsidian Suite


All-in-one investor management for financial firms

learn more
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more

Read more about Obsidian Suite



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

learn more
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



Online groupware and collaboration software

learn more
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

Read more about TeamWox

Cash Flow Portal


Real-estate syndication software to raise money faster

learn more
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising.

Read more about Cash Flow Portal

Active Trader Pro


Stock portfolio management for active investors

learn more
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

Read more about Active Trader Pro



Tool for evaluating venture capital investor performance

learn more
Betterfront allows venture capital investors (VC) to evaluate and present their track records to convince financial investors to invest. The cloud-based software replaces the need for Excel spreadsheets. Conversely, financial investors can use it to evaluate VC performance.

Read more about Betterfront



Analyze Any Investment Property in Seconds

learn more
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.

Read more about DealCheck



Elinvar is a digital platform for wealth managers

learn more
Elinvar supports investment advisors via a digital platform. Users can employ Elinvar to handle their administrative tasks and control investment processes. Users decide which functions they need and configure the platform accordingly.

Read more about Elinvar

Eze Investment Suite


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