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Investment Management Software

Last updated: April 2026

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189 software options

GaiaLens logo

Experts in Secure, Cost-Efficient AI Solutions

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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.

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Yardi Investment Manager logo

Increase investor confidence and team efficiency

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Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal.

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U-Rite logo

Underwriting & valuation management tool for the real estate

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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.

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Finestel logo

API trading and asset management tool for Crypto and Forex

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Finestel is an enterprise-grade platform for pro traders and asset managers that offers API trading, copy trading (trade copier), TradingView and signal bots, bulk order execution, and trading terminal across Binance, Bybit, KuCoin, OKX, Gate, Bitget, Coinbase, Binance US.

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Avestor logo

Cloud-based investment management software

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Avestor is a cloud-based investment management platform that helps streamline the entire investment process, including fund formation and strategy, investor management, accounting, compliance, and administration.

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Forbury logo

Commercial Real Estate Valuation Software

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Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers.

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Qoblex logo

Inventory and Order Management Software

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Qoblex is the ultimate solution for streamlining your business operations. Designed to simplify every aspect of inventory management, Qoblex empowers you to effortlessly handle suppliers, orders, customers, products, sales, invoices, shipments, and more.

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DXtrade logo

SaaS Trading Platform for Brokers and Banks

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DXtrade SaaS, the industry-leading trading platform for brokers renowned for its flexibility, exceptional service, and agile white-label fintech software.

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Super logo

The Family Office OS

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Super is built for family offices. Ditch spreadsheets, PDFs, and scattered systems for Super. Experience fast setup, secure asset aggregation, and automated reporting — while protecting your time and your clients' privacy.

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Roundtable logo

Investment management platform for private markets

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Roundtable serves as a comprehensive platform and infrastructure for private market investments across Europe. The system enables founders, investment clubs, fund managers, and investors to efficiently participate in venture capital, private equity, and real estate opportunities through streamlined processes.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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A better way to map, access and sell into the global family office & registered investment advisor landscape.

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Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

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YouHodler crypto platform offers a comprehensive suite of Web3 fintech services to seamlessly connect fiat and crypto financial assets. The platform features a user-friendly MultiHODL trading service with fast execution and no order placement fees, as well as an exchange for real-time cryptocurrency, fiat, and stablecoin conversions.

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Enverus MineralSoft logo

Oil and Gas portfolio management for investment funds

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Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting.

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TIKR logo

Analytics platform for tracking stocks

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TIKR is an advanced analytics platform for tracking stocks. It enables users to be on top of their investment information with a global view of holdings, including stocks trading in Europe, Asia, and Australia.
TIKR offers 15+ years of detailed financial data, valuation metrics, consensus estimates, transcripts, filings, ownership data, news, and more.

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Docupace logo

Wealth management software solution

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The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

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BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

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BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

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TeamWox logo

Online groupware and collaboration software

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TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

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Wealthsimple Invest logo

AI-driven tool designed to automatically place investments

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Wealthsimple Invest is a tool for making investments via a fully automated process. Behind this tool hides an artificial intelligence facility and experts whose tasks are to optimize investments. The program aims to reduce the loss of money to an absolute minimum.

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Uptrader logo

Decision support for business process improvement

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Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

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qashqade logo

RETHINK PRIVATE MARKETS_

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qashqade is an enterprise product suite designed to streamline the calculation, allocation, tracking and reporting processes for private markets.

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Allvue logo

Investment management software for private equity firms

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In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Bloqhouse Technologies logo

Cloud-based investment management solution

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Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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