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 7

Last updated: April 2026

Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

191 software options

ByAllAccounts logo
(0)

Web-based account aggregation and financial reporting tool

learn more
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

Users also considered
CircleBlack logo
(0)

All-in-one wealth management platform

learn more
Elevate client-facing activities with CircleBlack's all-in-one wealth management platform. Quickly see and assess allocations, balances, performance, exposures, and more over multiple time periods.

Read more about CircleBlack

Users also considered
The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

learn more
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
Delio logo
(0)

Web-based private markets technology for the finance sector

learn more
Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.

Read more about Delio

Users also considered
Visible for Investors logo
(0)

VC fund portfolio monitoring and reporting

learn more
Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

Read more about Visible for Investors

Users also considered
Quartr logo
(0)

Go beyond numbers

learn more
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
Stropro logo
(0)

Investment management platform

learn more
Stropro is an investment management software that helps businesses handle alternative income-generating or wealth-preservation investments. It enables teams to enhance the portfolio with products from top-tier global banks and fund managers via a seamless digital platform.

Read more about Stropro

Users also considered
Allocator logo
(0)

Financial risk management software

learn more
Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

Read more about Allocator

Users also considered
Veld Portfolio logo
(0)

Property portfolio tracking & deal analysis

learn more
Veld Portfolio is a portfolio analytics and deal underwriting tool designed for landlords with one to ten rental properties. The software tracks equity, cash flow, cap rate, and loan-to-value ratio across properties, providing live rent and value estimates from market data. It includes deal analysis calculators, scenario modeling with multi-year projections, and mortgage amortization tracking.

Read more about Veld Portfolio

Users also considered
Abbove logo
(0)

Wealth Planning Platform with centralized data management.

learn more
Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered
Trinety logo
(0)

Lease property management software

learn more
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
V3locity logo
(0)

Global provider of benefits and investment administration

learn more
V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

Read more about V3locity

Users also considered
WealthForce.ai logo
(0)

Wealth management and relationship management platform

learn more
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
TrackinV logo
(0)

Portfolio tracker across multiple brokers

learn more
TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

Read more about TrackinV

Users also considered
Ventury Analytics logo
(0)

For the managing and calculation of capitalization tables

learn more
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
LienApp logo
(0)

Digital tax lien management software

learn more
LienApp is a cloud-based digital tax lien solution that helps investors and alternative asset portfolio managers automate transactions, maintain certification portfolios, and manage collateral. The platform allows enterprises to store confidential documents in a unified repository and access them from multiple locations.

Read more about LienApp

Users also considered
RentCast logo
(0)

Rental Property Data, Analytics and Portfolio Tracking

learn more
View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

Read more about RentCast

Users also considered
Beanvest logo
(0)

Stock portfolio tracker for investors

learn more
Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

Read more about Beanvest

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
Stonk Journal logo
(0)

Software for tracking and managing trading journals

learn more
Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

Users also considered
Vestberry logo
(0)

Portfolio management & reporting software

learn more
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
Perpstats logo
(0)

Analytics dashboard for perpetual DEX tracking

learn more
Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

Read more about Perpstats

Users also considered
optionDash logo
(0)

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
Risk Shell logo
(0)

All-in-one Portfolio Construction and Risk Management SaaS

learn more
Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

Read more about Risk Shell

Users also considered
Eze Eclipse logo
(0)

Cloud-based solution for investment management.

learn more
Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

Read more about Eze Eclipse

Users also considered