getapp-logo

App comparison

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

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

Investment Management Software - Page 8

Last updated: February 2026

181 software options

EQS IR COCKPIT logo

Investor relations platform

learn more
EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

Read more about EQS IR COCKPIT

Users also considered
optionDash logo

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
Vantage Portfolio Accounting logo

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
Family Wealth Guru logo

Integrated wealth management solution for family portfolios

learn more
Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

Read more about Family Wealth Guru

Users also considered
Gain.pro logo

Find, understand and track companies that matter to you

learn more
Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

Read more about Gain.pro

Users also considered
Irwin logo

The most powerful & modern Investor Relations software.

learn more
Investor relations software made for modern IR teams.

Read more about Irwin

Users also considered