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Investment Management
Excel

Top Rated Investment Management Software with Excel

Last updated: October 2026

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Features

Investment Research

Client Portal

Accounting

Modeling & Simulation

Alerts/Notifications

Integrated with

Microsoft Excel

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

Linux

Web-based

Windows

Organization types

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

User rating

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Macabacus

4.7

(85)

5

60

4

24

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The fastest way to get more done in Microsoft 365

Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

Read more about Macabacus

Users also considered

DynamicDocs Excel to PDF Add-in

5.0

(10)

5

10

4

0

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Excel to PDF conversion with dynamic templates

DynamicDocs Excel to PDF Add-in enables users to create high-quality PDF documents directly from Excel spreadsheets with a single click. The add-in integrates with DynamicDocs API to transform Excel data into professional PDFs, offering features like template customization, simultaneous document creation, and support for complex charts and tables. Users can access a library of ready-to-use templates for various business documents.

Read more about DynamicDocs Excel to PDF Add-in

Users also considered

Creatio AI CRM

4.7

(151)

5

121

4

24

3

2

2

1

1

3

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI CRM where people and AI agents work together.

Optimized for Banking, loan servicing, and investment management, Creatio CRM for banking enables companies to automate customer profiling and wealth management workflows, orchestrate end-to-end customer journey and enhance client relationships with 360-degree customer view and AI recommendations.

Read more about Creatio AI CRM

Users also considered

U-Rite

5.0

(7)

5

7

4

0

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Underwriting & valuation management tool for the real estate

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

Dynamo Software

4.6

(34)

5

23

4

9

3

2

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment Management Software

Dynamo Software v3.0 is an AI-powered, end-to-end alternative investment management platform automating CRM, deal management, portfolio tracking, fund accounting, and reporting for GPs and LPs.

Read more about Dynamo Software

Users also considered

Certent

4.6

(85)

5

52

4

32

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management that grows with you

Certent takes employee equity management off your
hands, replacing manual processes with an automated and flexible
offering. Trusted for more than 20 years, it scales with your business
without any need for migration or broker lock-in.

Read more about Certent

Users also considered

DealCloud

4.5

(21)

5

15

4

3

3

2

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based deal & relationship platform for finance

DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.

Read more about DealCloud

Users also considered

Aladdin

4.0

(1)

5

0

4

1

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based portfolio management software

Aladdin is a cloud-based tech platform that unifies the investment management process across public and private markets to enable better decision making.

Read more about Aladdin

Users also considered

eFront

2.7

(3)

5

0

4

1

3

0

2

2

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The go-to tech suite for alternative investment management.

Purpose built, integrated data and tech enabling LPs, GPs, and Asset Servicers to manage the private markets' investment process.

Read more about eFront

Users also considered

Morningstar Direct

4.1

(278)

5

99

4

131

3

36

2

9

1

3

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Data, insights, and tools to drive smarter investments.

Morningstar Direct is a global investment platform that combines data, research, and tools to help investment professionals make confident decisions. With portfolio management, analytics, and reporting capabilities, Direct streamlines workflows and empowers users to communicate insights with clarity

Read more about Morningstar Direct

Users also considered

AlphaSense

(0)

Cloud AI market intelligence platform for enterprises

Cloud-based AI market intelligence platform for enterprises, aggregating 500M+ documents with generative search and summarization.

Read more about AlphaSense

Users also considered

YCharts

(0)

Investment management software for financial advisors

YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Read more about YCharts

Users also considered

inmonpl

(0)

NPL & REO portfolio management for Spanish real estate

SaaS built for NPL funds, asset servicers, and distressed real estate investors in Spain. Centralizes tape analysis, automated market valuation, AI-powered Opportunity Score, and portfolio reporting — replacing error-prone Excel workflows.

Read more about inmonpl

Users also considered

InvestorPortaLPro

(0)

Investment management software for private and public firms

InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting.

Read more about InvestorPortaLPro

Users also considered

Vestberry

(0)

Portfolio management & reporting software

VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

Read more about Vestberry

Users also considered

Planr

(0)

Private equity portfolio monitoring and data intelligence

Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

Read more about Planr

Users also considered

Related categories

Fund Accounting

Stock Portfolio Management

Equity Management

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