getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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: March 2026

183 software options

Sesame logo
(0)

Empowering the modern investor

learn more
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
DXmatch logo
(0)

Modular system built for launching exchanges and dark pools

learn more
DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

Read more about DXmatch

Users also considered
GaiaLens logo
(0)

Experts in Secure, Cost-Efficient AI Solutions

learn more
GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

Users also considered
PORTAX logo
(0)

Windows-based portfolio management and planning software

learn more
PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.

Read more about PORTAX

Users also considered
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

learn more
Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

Users also considered
etops Portfolio Manager logo
(0)

Unified portfolio oversight with real-time analytics

learn more
Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

Read more about etops Portfolio Manager

Users also considered
Etops logo
(0)

Cloud-based wealth and investment management platform

learn more
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