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

83 software options

YCharts logo
(0)

Investment management software for financial advisors

learn more
YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.

Read more about YCharts

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
ETNA White Label Trading Platform logo
(0)

Web-based trading tools for brokers and digital advisors

learn more
ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

Read more about ETNA White Label Trading Platform

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
Irwin logo
(0)

The most powerful & modern Investor Relations software.

learn more
Investor relations software made for modern IR teams.

Read more about Irwin

Users also considered
RiskValue logo
(0)

Investment & risk management software systems

learn more
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

Read more about RiskValue

Users also considered
EQS IR COCKPIT logo
(0)

Investor relations platform

learn more
EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

Read more about EQS IR COCKPIT

Users also considered
FolioSure logo
(0)

Cloud-based portfolio monitoring & equity management tool

learn more
FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered
Investment Metrics logo
(0)

Solution for portfolio analysis, reporting, and data

learn more
Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

Read more about Investment Metrics

Users also considered
Bipsync logo
(0)

The Platform that Powers your Investment Research Process

learn more
Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Read more about Bipsync

Users also considered
AlphaQuark logo
(0)

Model portfolio platform for investment advisors

learn more
AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

Read more about AlphaQuark

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
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
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
Prospero logo
(0)

Cloud-based platform for managing investments and funds

learn more
Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It allows organizations to create multi-channel campaigns and send targeted messages or emails to specific prospects.

Read more about Prospero

Users also considered
uTrade Algos logo
(0)

Algo Trading Made Simple for Indian Markets.

learn more
uTrade Algos is a multi-asset algorithmic trading platform designed for retail traders. The platform features AI-driven insights through uTrade Intelligence, backtesting capabilities with historical data, and expert-made strategies via uTrade Originals. It offers a no-code environment where traders can create versatile multi-leg strategies, monitor real-time margin requirements, and generate payoff curves for informed decision-making.

Read more about uTrade Algos

Users also considered
Eze Investment Suite logo
(0)

Suite of tools for investment management

learn more
Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

Read more about Eze Investment Suite

Users also considered
HYIP Script logo
(0)

Script for building high-yield investment platforms

learn more
HYIP Script is an advanced investment script designed to provide secure, scalable, and reliable solutions for building high-yield investment platforms. This powerful script offers features like encrypted payment processing, automated deposit and withdrawal management, and customizable investment plans. With robust security measures and seamless integration capabilities, HYIP Script empowers businesses to launch and manage successful investment projects confidently and easily.

Read more about HYIP Script

Users also considered
daappa logo
(0)

Data management & administration platform for private assets

learn more
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered
Smart Capital Center logo
(0)

AI-powered, end-to-end CRE platform for investors & lenders

learn more
Smart Capital Center is the only AI-powered CRE platform delivering ultra-fast underwriting, real-time intelligence, automation, and ROI across the entire investment lifecycle to power faster decisions and unstoppable returns.

Read more about Smart Capital Center

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
Gain.pro logo
(0)

Find, understand and track companies that matter to you

learn more
Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

Read more about Gain.pro

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
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