0

App comparison

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

Software categories Blog & research About us

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

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Investment Management
Page 7

Investment Management Software - Page 7

Last updated: March 2026

Filter results

Features

Client Portal(75)

Compliance Management(56)

Collaboration Tools(29)

Data Visualization(48)

Integrated with

No filters available

Pricing model

One Time License(10)

Subscription(102)

Devices supported

Organization types

Small Business(178)

Large Enterprises(140)

Public Administrations(20)

Freelancers(96)

Mid Size Business(156)

User rating

All Reviews

& up

(97)

& up

(103)

& up

(107)

183 software options

Sort by

Sponsored

Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

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

Moneytree Advise

(0)

Planning solution for busy financial advisors

Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Read more about Moneytree Advise

Users also considered

Trinety

(0)

Lease property management software

Trinety is an online platform offering comprehensive solutions and services for net lease investment real estate. The platform provides net lease owners and investors with real-time access to proprietary tools and features designed to streamline the management and optimization of their net lease investments.

Read more about Trinety

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered

Jacobi

(0)

Your Intelligence. Your Story. Your platform

Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

Read more about Jacobi

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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

Capitally

(0)

Find your way to Financial Independence

Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

Read more about Capitally

Users also considered

AlphaSense

(0)

AI-enabled market intelligence platform

AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

Read more about AlphaSense

Users also considered

Ventury Analytics

(0)

For the managing and calculation of capitalization tables

Ventury Analytics enables investors and start-ups to streamline financial projections. The software facilitates the design and calculation of capitalization tables. Thus, predicted performance serves as a basis for assessing company shares and future capital gains.

Read more about Ventury Analytics

Users also considered

uTrade Algos

(0)

Algo Trading Made Simple for Indian Markets.

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

Wavvest

(0)

Wealth management platform for investment advisors

Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. The system features Canvas, a flexible planning engine that builds dynamic plans using natural language, alongside AI-powered note-taking and portfolio accounting across multiple custodians. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

Read more about Wavvest

Users also considered

Smart Capital Center

(0)

AI-powered, end-to-end CRE platform for investors & lenders

Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

Read more about Smart Capital Center

Users also considered

WealthForce.ai

(0)

Wealth management and relationship management platform

WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

Read more about WealthForce.ai

Users also considered

Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

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

Moneytree Advise

(0)

Planning solution for busy financial advisors

Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Read more about Moneytree Advise

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

Read more about WealthERP

Users also considered

Jacobi

(0)

Your Intelligence. Your Story. Your platform

Jacobi is a technology for multi-asset portfolio design, analytics, and client engagement. The solution enables firms to incorporate proprietary data, models, and visualizations to communicate meaningful insights.

Read more about Jacobi

Users also considered

Quartr

(0)

Go beyond numbers

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

Yardi Investment Accounting

(0)

Cloud-based real estate investment accounting

Yardi Investment Accounting is a real estate investment accounting solution designed to automate complex financial processes, streamline distributions and reporting. The platform supports all ownership structures and integrates with other Yardi solutions for full transparency from investor to asset.

Read more about Yardi Investment Accounting

Users also considered

Sydecar

(0)

Streamline venture operations

Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

Read more about Sydecar

Users also considered

The Novus Platform

(0)

Cloud-based tool to extract investment insights from data.

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

AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

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

Enfusion

(0)

See clearly. Act confidently.

Enfusion's investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

Read more about Enfusion

Users also considered

Etops

(0)

Cloud-based wealth and investment management platform

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

Sesame

(0)

Empowering the modern investor

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

page 7 of 8

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.