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Investment Management Software - Page 2

Last updated: April 2026

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127 software options

Vestd logo

Vestd, the easiest way to manage and issue shares.

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Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control.

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.

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Cash Flow Portal logo

Real-estate syndication software to raise money faster

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Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising.

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Exirio logo

Multi-currency and multi-asset portfolio tracker

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Exirio is a wealth and portfolio tracker that provides API connectivity to thousands of banks, brokers and crypto platforms. Any kind of asset can be tracked, in any currency: Exirio calculates performance metrics per investment and in aggregate, as well as full performance history.

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Altvia logo

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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Orchestra logo

Multiply your success

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Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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DealCheck logo

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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Direct Advisory Suite logo

Empower advisors with research, planning, and proposal tools

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Morningstar Direct Advisory Suite is an all-in-one platform for financial advisors, offering advanced research, planning tools, compliance support, and seamless integrations. It streamlines workflows, boosts client engagement, and delivers insights to help advisors scale and build trust.

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Edda logo

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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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.

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AppFolio Investment Manager logo

Real estate investment management solution

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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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Optio logo

Equity management for private & public companies

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Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

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WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

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The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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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.

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Social Security Timing logo

Cloud-based social security strategy management tool

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Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.

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WealthBlock logo

Capital Raising Simplified

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WealthBlock's white label platform supports Private Fund Managers across Venture Capital, Private Equity, and Real Estate Investment Firms to raise capital 5x faster and manage investors with 95% less effort.

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Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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FundCount logo

Integrated accounting and investment management solution

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FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

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Tyke logo

Where the best startups raise from community

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Tyke is a cloud-based platform that lets investors and startup founders invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Teams can easily track funds and manage deal flows.

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Dynamo Software logo

Investment Management Software

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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.

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Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

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AlternativeSoft logo

Investment management platform for fund managers

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Best in class fund selection, portfolio construction tool used by 100s of institutional investors. Fast, user-friendly, 24/7 support.

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RealPage IMS logo

Investor management for commercial real estate

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IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

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Mint logo

Your financial life, all in one place

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Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place.

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