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 5

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

2.2M+ verified reviews. Learn more

14+ years of expertise. Learn more

2M+ monthly users.

Filter 177 results

Features


Integrated with


Pricing model




User rating


Sort by
TheBizPlanner logo
1.0
1

End-to-end productivity software for Business Planning

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    2.0
    Ease of use
    3.0
    Features
    1.0
    Customer support
    0.0
Pros and Cons from TheBizPlanner users   
No pros & cons found
FundPortal logo
0

File sharing, marketing & analytics tools for hedge funds

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from FundPortal users   
No pros & cons found
Vestberry logo
0

Portfolio management & reporting software

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Vestberry users   
No pros & cons found
Pepper logo
0

Investment data management platform

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Pepper users   
No pros & cons found
Equity+ Security Workstation logo
0

View Securities Market Data Exactly How You Want

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Equity+ Security Workstation users   
No pros & cons found
YCharts logo
0

Investment management software for financial advisors

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from YCharts users   
No pros & cons found
MX.3 logo
0

Cloud-based software to manage trading, risk & compliance

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from MX.3 users   
No pros & cons found
FlipOS logo
0

So Flippin’ Easy.

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from FlipOS users   
No pros & cons found
Ventury Analytics logo
0

For the managing and calculation of capitalization tables

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Ventury Analytics users   
No pros & cons found
Risk Shell logo
0

All-in-one Portfolio Construction and Risk Management SaaS

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Risk Shell users   
No pros & cons found
Navexa logo
0

Investment portfolio tracking platform

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Navexa users   
No pros & cons found
AlphaSense logo
0

AI-enabled market intelligence platform

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from AlphaSense users   
No pros & cons found
Investipal logo
0

Investment management software

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Investipal users   
No pros & cons found
Class Portfolio logo
0

Automation to manage administration, accounting & reporting

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Class Portfolio users   
No pros & cons found
INDIS logo
0

Cloud-based risk management solution

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from INDIS users   
No pros & cons found
Broadridge Investment Accounting logo
0

Software for managing investment and accounting operations

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Broadridge Investment Accounting users   
No pros & cons found
TheInvestorNet logo
0

Enterprise SaaS for institutional investors

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from TheInvestorNet users   
No pros & cons found
Vermögensmanagement logo
0

Investment Management

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Vermögensmanagement users   
No pros & cons found
Envision Investor Management Suite logo
0

Real-time investor recordkeeping and sub-accounting solution

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Envision Investor Management Suite users   
No pros & cons found
Allocator logo
0

Financial risk management software

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Allocator users   
No pros & cons found
Irwin logo
0

The most powerful & modern Investor Relations software.

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Irwin users   
No pros & cons found
PaxFamilia logo
0

Wealth Planning Platform with centralized data management.

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from PaxFamilia users   
No pros & cons found
ByAllAccounts logo
0

Web-based account aggregation and financial reporting tool

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from ByAllAccounts users   
No pros & cons found
Elinvar logo
0

Elinvar is a digital platform for wealth managers

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Elinvar users   
No pros & cons found
VestServe logo
0

Investment, funds, and accounting management solution

learn more
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from VestServe users   
No pros & cons found