App comparison
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Investment Management Software
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Last updated: April 2026
No filters available
192 software options
Sponsored
Yardi Investment Manager
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Increase investor confidence and team efficiency
Read more about Yardi Investment Manager
Backstop
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
Read more about Backstop
GaiaLens
Experts in Secure, Cost-Efficient AI Solutions
Read more about GaiaLens
First Rate Vantage
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investor portal and accounting platform
Read more about First Rate Vantage
VestServe
Investment, funds, and accounting management solution
Read more about VestServe
Macabacus
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Read more about Macabacus
LienApp
Digital tax lien management software
Read more about LienApp
ETNA White Label Trading Platform
Web-based trading tools for brokers and digital advisors
Read more about ETNA White Label Trading Platform
Pinnakl
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading and portfolio management solution for hedge funds
Read more about Pinnakl
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A universal system for private investment partnerships.
Read more about Juniper Square
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Vestd, the easiest way to manage and issue shares.
See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all.
Read more about Vestd
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management platform for compliance and automation
Read more about Ledgy
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
Read more about Creatio CRM
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Read more about SyndicationPro
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Multi-currency and multi-asset portfolio tracker
Read more about Exirio
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Family Office OS
Read more about Super
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Read more about AppFolio Investment Manager
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Strategic financial planning platform for decision making
Read more about Bob Finance
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Inventory and Order Management Software
Read more about Qoblex
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and deal management platform
Read more about MadeMarket
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Excel to PDF conversion with dynamic templates
Read more about DynamicDocs Excel to PDF Add-in
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Read more about Foundersuite
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management platform for private markets
Read more about Roundtable
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
Read more about WOWS Investment Portal
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio management and accounting analysis software
Read more about PackHedge
