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 3

Last updated: April 2026

1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

104 software options

Rundit logo

A single source of truth to stay on top of investments.

learn more
One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

Read more about Rundit

Users also considered
Betterment logo

Cloud-based platform for managing investments and returns

learn more
Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

Read more about Betterment

Users also considered
Carta logo

Equity management solution for public & private firms

learn more
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Read more about Carta

Users also considered
ARGUS Enterprise logo

Commercial property valuation and asset management software

learn more
ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

Read more about ARGUS Enterprise

Users also considered
ETNA Paper Trading Simulator logo

Simulation software for educational institutions

learn more
ETNA Trading Simulator is a simulation software designed to help businesses manage multi-leg orders and option chains. Administrators can utilize built-in trading widgets to create personalized dashboards and execute orders.

Read more about ETNA Paper Trading Simulator

Users also considered
Nitrogen logo

The world's first purpose-built growth platform

learn more
Financial technology that helps small to large advisory businesses through risk assessments, portfolio analysis, retirement maps, remote meetings, lead generation questionnaires, and more.

Read more about Nitrogen

Users also considered
Diligent Equity logo

Cloud-based equity management solution

learn more
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered
Fi360 Toolkit logo

Cloud-based investment management software

learn more
Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

Read more about Fi360 Toolkit

Users also considered
Sharesight logo

Investment portfolio tracking & reporting

learn more
Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

Read more about Sharesight

Users also considered
Active Trader Pro logo

Stock portfolio management for active investors

learn more
Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

Read more about Active Trader Pro

Users also considered
eFront logo

The go-to tech suite for alternative investment management.

learn more
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
Maestro logo

A single source of truth for value creation.

learn more
From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

Read more about Maestro

Users also considered
TheBizPlanner logo

End-to-end productivity software for Business Planning

learn more
TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

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
Sydecar logo
(0)

Streamline venture operations

learn more
Sydecar is a deal execution platform that automates back-office operations for venture investors. It helps streamline the creation of Special Purpose Vehicles (SPVs), provides instant investment agreements, handles entity formation and banking setup, and offers data rooms for document management. Sydecar also simplifies investor onboarding, KYC/AML checks, cap table management, and syndicate administration, while managing fund accounting, tax filings, and distributions.

Read more about Sydecar

Users also considered
Wavvest logo
(0)

Wealth management platform for investment advisors

learn more
Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

Read more about Wavvest

Users also considered
AlphaSense logo
(0)

AI-enabled market intelligence platform

learn more
AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

Read more about AlphaSense

Users also considered
Capitally logo
(0)

Find your way to Financial Independence

learn more
Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

Read more about Capitally

Users also considered
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered
INDIS logo
(0)

Cloud-based risk management solution

learn more
INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

Read more about INDIS

Users also considered
FinBursa 360 logo
(0)

Private market deals & investor relations tool

learn more
FinBursa 360 is a digital platform designed for institutional private market participants to manage deal flow, fundraising, and investor relations. The platform includes features such as deal pipeline management, virtual data rooms with document sharing capabilities, investor relations tools with CRM functionality, and fundraising campaign management. It offers white-label customization options and provides analytics for performance tracking and decision-making.

Read more about FinBursa 360

Users also considered
unCoded logo
(0)

Automated crypto trading bot for Binance spot

learn more
unCoded is a non-custodial automated crypto trading bot developed by ArrowTrade AG that executes systematic micro-trading and dollar-cost averaging strategies on Binance spot markets via API. The software operates as a self-hosted instance, allowing users to retain full control of their funds while the bot executes trades continuously. It includes features such as customizable risk management settings, transparent real-time reporting, and a micro-trading engine.

Read more about unCoded

Users also considered
Athena Systems logo
(0)

Financial risk management platform

learn more
The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.

Read more about Athena Systems

Users also considered
Diversiview logo
(0)

Portfolio analysis and optimization software

learn more
Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

Read more about Diversiview

Users also considered
Moneytree Advise logo
(0)

Planning solution for busy financial advisors

learn more
Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Read more about Moneytree Advise

Users also considered