Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

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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
AlternativeSoft is an investment management software designed to help allocators, consultants, fund managers, and third-party fund marketers manage fund selection, portfolio construction, and reporting. The platform enables administrators to track investments across private market funds, hedge funds, and mutual funds. Read more about AlternativeSoft
EquityEffect 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
FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Read more about FundCount
Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more. Read more about Crowdsofts
U-Rite is an Excel-based valuation management software that helps commercial real estate businesses manage property cash flow and tenant underwriting operations within a proprietary model. Professionals can screen profiles, bid on deals, and perform sensitivity analysis to finalize investments. Read more about U-Rite
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
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
StockMarketEye is an easy-to-use portfolio management software for individual investors and asset managers. Track all of your investments in one place and take charge of your investing outcomes. Read more about StockMarketEye
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. Read more about RealPage IMS
MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more Read more about MRI Software
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Read more about HiddenLevers
Stessa is an ai-powered accounting solution, purpose-built for real estate investors with rental properties. Our essential tool empowers landlords to maximize their profits with personalized performance metrics, automated expense and income tracking, document storage, tax-ready financials and more. Read more about Stessa
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. It also offers a self service portal for investors. Read more about AppFolio Investment Management
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
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Read more about Backstop
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
Ledgy is used by Analysts and Managers at leading VC funds to keep track of their investments. Scalable dashboard monitors liquidity rate, comparison models, waterfall analysis and more with custom reports, analytics. Swiss made: always accurate, private, secure and legally compliant. Read more about Ledgy
Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid
Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, & more Read more about Dynamo
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities Read more about HedgeGuard
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. Read more about AIM
Covercy is an international bank transfer platform designed to provide individuals & SMBs with a secure & easy way to transfer money abroad Read more about Covercy
SourceScrub is a market research management software designed to help businesses identify and gain real-time insights into privately-held organizations. The platform allows managers to assess website traffic, buyer guides associated with different organizations, and job postings to determine prospects. Read more about SourceScrub
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing... Read more about Macroaxis
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Read more about Kushim
Investor Deal Room is a cloud-based investor management software designed to help financial businesses manage clients, capital raisers, reports, documents, and more via a unified portal. The platform enables investors to update contact and legal entity details, view subscription documents, verify accreditation status, and subscribe to offerings... Read more about Investor Deal Room
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. Read more about Pinnakl
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence. Read more about TOGGLE
Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Read more about Orchestra
Global relationship management software for capital markets, corporate & investment banking, and investment management. Read more about Tier1
eFront provides end-to-end private equity solutions that help firms streamline operations while reducing risk, improving communication, and delivering insights Read more about eFront
The CRE Suite is a cloud-based real estate investment analysis platform which provides commercial real estate acquisitions and development teams with the tools to analyze and underwrite complex properties and portfolios Read more about The CRE Suite
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
TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages. Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the... Read more about TeamWox
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more Read more about Obsidian Suite
External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system Read more about QUO
In one fully-integrated system, Allvue’s Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs. Read more about Allvue
Enverus MineralSoft is a cloud-based oil and gas portfolio management solution designed for investment funds. Key features include trend identification, performance tracking, data analytics, records management, accounting, workflow management, auditing, and reporting. Read more about Enverus MineralSoft
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding. Read more about AdvisorEngine
Cash Flow Portal helps syndicators present new deals, share documents, administer property information, and manage fundraising. Read more about Cash Flow Portal
BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income. Read more about BetterCapital.US
Forbury is a web-based commercial real estate valuation software designed for valuing institutional-grade commercial and industrial real estate. A tool built for the needs of the industry is paramount. Forbury was developed specifically for commercial valuers. Read more about Forbury
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud
RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements Read more about RiskValue
Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting Read more about Perfona
FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships Read more about FundPortal
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
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 Web Trader
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting and analytics Read more about EXM
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers. Read more about VestServe
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4 Desktop
Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies. Read more about Uptrader
TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders. Read more about TradeSmart
MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time. Read more about MX.3
InvestorPortaLPro is an investment management software designed to help private and public firms collaborate, share, and publish information from a secure and unified portal. It lets venture capital investors manage fund raising, deal marketing, investor relations, and reporting. Read more about InvestorPortaLPro
Morningstar Advisor Workstation is a web-based investment management platform designed to help businesses create portfolios, generate hypothetical illustrations & streamline communication with clients. It allows specialists to analyze the costs and benefits of investments in the client’s portfolio. Read more about Morningstar Advisor Workstation
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
ODD360 is an operational due diligence software that helps businesses manage processes related to workflow automation, report publishing, question level benchmarking, and collaboration. Staff members can pre-populate answers, manage issues, and track clients’ report usage. Read more about ODD360
Elinvar supports investment advisors via a digital platform. Users can employ Elinvar to handle their administrative tasks and control investment processes. Users decide which functions they need and configure the platform accordingly. Read more about Elinvar
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
NetX360 is a cloud-based platform designed to help finance and investment organizations manage client onboarding, portfolios, accounts, engagement, and servicing. Features include financial planning, remote access, multi-currency trading, workflow creation, document management, and real-time alerts. Read more about NetX360
Betterfront allows venture capital investors (VC) to evaluate and present their track records to convince financial investors to invest. The cloud-based software replaces the need for Excel spreadsheets. Conversely, financial investors can use it to evaluate VC performance. Read more about Betterfront
Whether you’re new or experienced with flipping homes, FlipOS gives you all the tools you need for your next fix & flip investment. Take advantage of our free platform and start making money fast. Read more about FlipOS
Human Interest is a 401(k) management solution that handles mutliple aspects of corporate finances such as payroll integrations, investment management, human resources, IRS compliance, and real-time financial reporting. The system automates employee portfolios that can be viewed and altered by employees at any time. Additionally, Human interest... Read more about Human Interest
thinkorswim is a cloud-based and on-premise investment management suite of tools designed to help traders manage portfolios, analyze metrics, trade equities, and more. It allows professionals to compare historical earnings per share, view their effect on options prices, and track original estimates simultaneously to identify trends. Read more about thinkorswim
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
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. Read more about DealCheck
We power tomorrow’s private markets by providing the end-to-end digital infrastructure to issue, manage, buy and sell digital asset securities. Our platform lowers operational costs while enabling an efficient and convenient experience of transacting in private markets. Read more about iownit
Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business. Read more about Mosaic
Yardi Investment Manager is an all-in-one solution for managing investor relations, automating the subscription agreement process and increasing visibility into detailed investment and property metrics via a branded portal. Read more about Yardi Investment Manager
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform. Read more about Pepper

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