App comparison

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

Investment Management Software - Page 3

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

197 software options


Filter results


Integrated with

Pricing model

User rating

Personalize your search

Any industry

Any business size

Agora logo

Built for better investment management

learn more
Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

Read more about Agora

Users also considered
Capboard logo

Equity management tool to digitize cap tables & equity plans

learn more
Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Read more about Capboard

Users also considered
U-Rite logo

Underwriting & valuation management tool for the real estate

learn more
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.

Read more about U-Rite

Users also considered

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

Users also considered
Cash Flow Portal logo

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

Users also considered
Rundit logo

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

learn more
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.

Read more about Rundit

Users also considered
Bloqhouse Technologies logo

Cloud-based investment management solution

learn more
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.

Read more about Bloqhouse Technologies

Users also considered
HedgeGuard logo

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

Users also considered
Optio logo

Equity management for private & public companies

learn more
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

Read more about Optio

Users also considered
OptionTrax logo

Capitalization table and equity management software

learn more
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans.

Read more about OptionTrax

Users also considered logo

Automated Multifamily Market Analysis

learn more
AI data extraction platform that extracts structured data from documents including PDFs and Excel workbooks and delivers it via API.

Read more about

Users also considered
Nitrogen logo

The world's first purpose-built growth platform

learn more
Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

Read more about Nitrogen

Users also considered
Lendstream logo

Loan origination & servicing software for lenders & brokers.

learn more
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.

Read more about Lendstream

Users also considered
Quoroom logo

Cloud-based equity and investment management platform

learn more
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.

Read more about Quoroom

Users also considered
Diligent Equity logo

Cloud-based equity management solution

learn more
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered
Flowlie logo

Close your fundraise faster.

learn more
Flowlie is the PandaDoc of fundraising, enabling founders to forecast and plan the details of their fundraise, create investment-ready materials, share more than just their deck, and track rich investor analytics.

Read more about Flowlie

Users also considered
Kushim logo

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

Users also considered
Invelo logo

Real estate CRM and transaction management solution

learn more
Invelo offers real estate investors a range of features to manage, find, and close off-market properties.

Read more about Invelo

Users also considered
ARGUS Enterprise logo

Commercial property valuation and asset management software

learn more
ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

Read more about ARGUS Enterprise

Users also considered
Pinnakl logo

Trading and portfolio management solution for hedge funds

learn more
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

Read more about Pinnakl

Users also considered
qashqade logo


learn more
qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

Read more about qashqade

Users also considered
Tier1 logo

CRM software for capital markets & investment banking.

learn more
Global relationship management software for capital markets, corporate & investment banking, and investment management.

Read more about Tier1

Users also considered
Unity logo

Next-generation multi-asset trading platform

learn more
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

Read more about Unity

Users also considered
Docupace logo

Wealth management software solution

learn more
The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

Read more about Docupace

Users also considered
Human Interest logo

Investment strategy and management software for businesses

learn more
Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest provides an employee database to track and manage finances with reporting features customized per employee.

Read more about Human Interest

Users also considered