# Best Investment Management Software - 2026 Reviews & Pricing > Find the best Investment Management Software for your organization. Compare top Investment Management Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/ca/investment-management --- [Home](https://www.softwareadvice.com/) / Investment Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Investment Management Software of 2026 Updated July 6, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 197 results ### Compare Products Showing 1 - 25 of 197 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Yardi Investment Manager 4.0 [(9)](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Yardi Investment Manager is a complete platform for managing relations with current and prospective real estate investors, tracking capital transactions and insights into investment metrics. Based on 20+ years of experience in real estate investment management, the platform is dedicated to organizations of all types and sizes, from owner and fund managers to REITs and family offices. Investment Manager simplifies collaboration with investors through a branded portal, providing investors self-service access to key documents, reports and published investment metrics, as well as insights into new investment opportunities. Through the same portal, investors can complete their entire onboarding process by updating their profile and signing subscription agreements electronically. The solution maintains a comprehensive record of all activities and communication with investors, supporting investment managers in ensuring compliance. It can be used as a standalone platform and is the only investor portal that integrates with other Yardi solutions to provide full transparency from investor to asset operations. Yardi Investment Manager significantly increases efficiency through streamlined reporting, optimized investor communication and automated capital raising. With customizable features, and easy-to-navigate interface, it delivers a comprehensive and user-friendly solution available from any device, any time. Quick and straightforward implementation and rollout, backed by our best-in-class support team and focus on customer satisfaction, remain at the forefront of our client relationships.... [Read more](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/) ### Best rated features: Document Storage 5.0 Document Management 5.0 Fund Management 5.0 Contact Management 4.5 ### Worst rated features: Client Management 4.0 [See all features](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/#key-features) ### Product: AppFolio Investment Manager 4.73 [(100)](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing investment portfolios, investor relationships, and fundraising activities. It is suitable for real estate investment companies of various sizes. AppFolio Investment Manager includes an investor portal that provides access to real-time investment data, performance metrics, and documents such as K-1s and reports. Investment management tools automate processes such as capital raising, waterfall calculations, and distribution payments. A relationship management system centralizes investor interactions. Asset management features use AI-powered data aggregation to monitor performance across multiple portfolios. AppFolio Investment Manager incorporates security measures such as SOC1 Type 2 and SOC2 certifications, data encryption, and two-factor authentication to safeguard sensitive information. Customizable reporting features allow managers to create tailored reports for investors and internal teams. Fund structure visualization tools help represent complex investment structures, and a deal tracking system facilitates sharing potential investment opportunities with investors.... [Read more](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/) ### Best rated features: Real-Time Notifications 5.0 Lead Management 5.0 Contact Database 5.0 Fee Management 5.0 ### Worst rated features: Task Management 2.0 Reporting & Statistics 3.0 CRM Integration 4.0 [See all features](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/#key-features) ### Product: Backstop 4.30 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. Features of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more. Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.... [Read more](https://www.softwareadvice.com/equity-management/backstop-profile/) ### Best rated features: For Hedge Funds 5.0 Access Controls/Permissions 5.0 Multi-Currency 5.0 Investments Tracking 5.0 ### Worst rated features: Campaign Management 3.0 Data Import/Export 3.6 Fund Management 4.0 Portfolio Management 4.0 [See all features](https://www.softwareadvice.com/equity-management/backstop-profile/#key-features) ### Product: GaiaLens ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions and corporates. Our mission is simple: to replace manual, fragmented, error-prone processes with intelligent, auditable AI that drives clarity, compliance, and competitive advantage. We began by solving one of the toughest challenges in finance: making ESG data transparent, reliable, and real-time. That experience, ingesting messy PDFs, unifying structured and unstructured data, and building explainable scoring systems, taught us how to bring trust to AI. Today, we apply that same expertise to a wider set of critical business processes. Our modular platform includes four key solutions: Regulation AI Take the pain out of multi-regulation compliance, from CSRD to SFDR to ISSB, with AI-generated reports that are transparent, traceable, and regulation-ready. Data AI Your internal systems hold critical insights, but they’re often stuck in silos, spreadsheets, or unstructured formats. Data AI helps you clean, tag, and connect internal data sources (like CRM systems, production outputs, and financial reports) and merge them with third-party or public data for smarter workflows. Document AI Transform static PDFs into interactive intelligence. With Document AI, you can ingest filings, disclosures, or internal documents and instantly extract structured data, or even chat with them using our bespoke-trained GenAI engine. Risk AI From fraud and bribery to sanctions breaches and reputational controversies, Risk AI continuously monitors global news and filings to flag early warning signals. Every alert is scored, categorised, and explained to support rapid decision-making. Sustainability AI Our flagship sustainability toolkit provides daily ESG scores, automated SFDR and TCFD reporting, and AI-powered greenwashing detection. With GL Chat and GL Report, sustainability professionals save hundreds of hours per year on reporting and analysis. What makes GaiaLens different is not just what we build, but how we build it. Every solution is: Explainable - every recommendation, score, and report comes with context you can trust. Secure - designed for regulated industries with enterprise-grade data privacy and governance. Tailored - our AI integrates with your workflows, your data, and your regulatory requirements. Scalable - built to grow with your organisation, from single modules to a full AI workflow engine. From ESG pioneers to enterprise AI transformation partners, GaiaLens is helping organisations enter the AI era with confidence, clarity, and control.... [Read more](https://www.softwareadvice.com/product/510070-GaiaLens/) ### Product: ETNA White Label Trading Platform ### Pricing availability Free trial: Available Free version: Available Software Advice Summary ETNA Web Trading Platform is an advanced, next generation all web trader software for broker-dealers and FinTech firms. It provides a lightning fast, personalized trading user interface where you can trade from anywhere in the platform: charts, watchlists, analytics. Personalize trading with drag'n'drop layout and "widget designer" to seamlessly connect to third party web applications.... [Read more](https://www.softwareadvice.com/investment-management/etna-web-trader-profile/) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/investment-management/etna-web-trader-profile/#pricing-and-plans) ### Product: VestServe ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning, cash flow tracking, trade order management and financial reporting. Employees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments. VestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.... [Read more](https://www.softwareadvice.com/investment-management/vestserve-profile/) ### Product: Macabacus 4.69 [(85)](https://www.softwareadvice.com/accounting/macabacus-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to standardize documents and ensure brand consistency. Additionally, it lets stakeholders link Microsoft Excel with Microsoft PowerPoint and Microsoft Word to manage content on a centralized dashboard.... [Read more](https://www.softwareadvice.com/accounting/macabacus-profile/) ### Best rated features: Template Management 5.0 Financial Management 5.0 Formula Management 4.7 Search/Filter 4.6 [See all features](https://www.softwareadvice.com/accounting/macabacus-profile/#key-features) ### Basic $200.00/year Essential M365 productivity tools for individuals. -Basic tools for Excel, PowerPoint & Word -Excel shortcuts -Formula auditing tools -Customized color palette -Basic support -Free on-demand training... [Read more](https://www.softwareadvice.com/accounting/macabacus-profile/#pricing-and-plans) ### Professional $360.00/month Advanced productivity and brand compliance, plus collaboration features. -Linking between Excel and PowerPoint/Word -Advanced modeling capabilities -Personal & shared libraries for brand consistency and standardized content -Charting tools & visualizations -Collaboration features -Presentation automation & proofing -Up to 5 administrators... [Read more](https://www.softwareadvice.com/accounting/macabacus-profile/#pricing-and-plans) ### Enterprise Custom Pricing available upon request Customization and advanced collaboration capabilities for high-performing teams to drive productivity and brand compliance to the next level. -No feature limits, unlimited libraries & admins -Templated tombstones and access to 22M+ brand logos -AI Writing Assistant & AI Review for PPT -SSO & 3rd party integrations -Live onboarding & training support -Dedicated account manager -Premium, high-touch support experience -Supports users across multiple groups for firm-wide deployment... [Read more](https://www.softwareadvice.com/accounting/macabacus-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/accounting/macabacus-profile/#pricing-and-plans) ### Product: First Rate Vantage 4.89 [(18)](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary First Rate Vantage is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity, real estate, and venture capital firms. First Rate Vantage Insight is an investor portal and business intelligence platform for intuitive graphical reporting and performance analysis of investment activities in one central hub. Insight aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis and can provide near real-time communication between investor and manager, allowing a firm to communicate clearly and intuitively to their clients. First Rate Vantage Investor provides partnership accounting to manage all the complex transactions and accounting from both GP and LP perspectives and for all types of single and multi-class partnerships. Investor allows the gaining and retention of confidence of clients by providing accurate reporting in addition to powerful document and relationship management capabilities. First Rate Vantage Portfolio Accounting provides up-to-the-minute transactions, valuation tracking, performance, risk, and many other statistics at your investors’ fingertips. This enables general partners to intuitively manage and monitor portfolio investments and fund-of-fund accounting while performing investment analysis and reporting at every step during the investment life cycle. First Rate Vantage Deal Flow manager streamlines the stages of a deal, enhances due diligence, reduces costs, and expedites the deal process. Effective deal flow management means the difference between missing an opportunity and landing a lucrative investment. Deal Flow gives investment professionals the tools needed to not only analyze potential investments and investors, but also to gain efficient collaboration among deal team members. First Rate’s Vantage Fundraising portal automates investor onboarding by reducing clerical errors, speeding funding, and ensuring compliance with KYC (Know Your Customer) requirements. Fundraising will help you to raise capital faster by streamlining your marketing, document preparation, data room, and document signing processes.... [Read more](https://www.softwareadvice.com/product/373670-Investor-Portal/) ### Best rated features: Reporting & Statistics 5.0 Mobile Access 5.0 Performance Metrics 5.0 Fee Management 5.0 ### Worst rated features: Financial Reporting 3.8 Real-Time Notifications 4.0 Activity Tracking 4.0 [See all features](https://www.softwareadvice.com/product/373670-Investor-Portal/#key-features) ### Basic $3,000.00/year [See full pricing details](https://www.softwareadvice.com/product/373670-Investor-Portal/#pricing-and-plans) ### Product: Juniper Square [Juniper Square](https://www.softwareadvice.com/investment-management/juniper-square-profile/) 4.92 [(61)](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds.... [Read more](https://www.softwareadvice.com/investment-management/juniper-square-profile/) ### Best rated features: Client Portal 5.0 Accounting 5.0 Compliance Tracking 5.0 Investments Tracking 4.5 ### Worst rated features: Mobile Access 4.0 Risk Management 4.0 Fee Management 4.0 [See all features](https://www.softwareadvice.com/investment-management/juniper-square-profile/#key-features) ### Product: Vestd [Vestd](https://www.softwareadvice.com/legal/vestd-profile/) 4.88 [(97)](https://www.softwareadvice.com/legal/vestd-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless. Vestd is fully synced with Companies House, making paperwork a piece of cake. And it’s also FCA regulated, giving you peace of mind. \*\*Sharing the love\*\* Vestd’s oh-so-simple dashboard is loved by company leaders and inspires shareholders and investors like nothing else. The platform is the perfect partner for all of the UK’s favourite and most tax-efficient share schemes and also enables you to split interests the right way with your shareholders, right from the off. \*Vestd for Accounting\*: Take the pain out of annual or monthly reporting and make compliance headaches a thing of the past with Vestd. From issuing share certificates to cleaning up the cap table or communicating with investors, Vestd’s powerful tools ensure that sharing has never been so effortless. \*Vestd for HR or team engagement\*: Vestd, the easiest way to issue shares to team members, keeping them engaged and aligned with company goals. The platform is the perfect partner for Enterprise Management Incentives (EMI) - the UK’s favourite and most tax-efficient share scheme - but also makes light work of all kinds of shares and options such as CSOPs, Growth Shares etc. And in terms of recipients, staff can log in to view their shares in real-time, and model what their cut might look like if the company rises in value. An unrivalled motivator! Oh, and with conditional equity, you can make sure that people only walk away with what they deserve. Safe as houses. \*Vestd for Legal and Contract Management\*: Vestd, the easiest way to create, automate and distribute your shareholder contracts. From Vestd’s library of templates to our secure data storage rooms and powerful communication tools, Vestd makes your equity contracts simpler than ever. \*\*Sharing the love\*\* Using our automated workflows, Vestd’s customers can easily issue new shares, send out certificates or set up conditions in relation to shares or options. The platform is the perfect partner for all of the UK’s favourite and most tax-efficient share schemes and also enables you to split interests the right way with your shareholders, right from the off. \*Vestd for Investors or VCs\*: 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 to be assured that your stake is accurate and simulate future scenarios to estimate potential payouts - Vestd does it all. \*\*Why Vestd?\*\* From issuing share certificates to filing, reporting and remaining compliant, Vestd’s powerful and fully FCA-regulated tools ensure that managing your ventures has never been easier. Plus, you can set up SPVs to create and manage syndicates, pledge funds and managed funds. And you can validate your target investments via equity reviews. Vestd puts your investments in the palm of your hands, and with its award-winning full integration with Companies House, you can kiss admin headaches goodbye.... [Read more](https://www.softwareadvice.com/legal/vestd-profile/) ### Best rated features: Modeling & Simulation 5.0 Audit Management 5.0 Investments Tracking 5.0 Transaction History 5.0 ### Worst rated features: Performance Metrics 3.7 Audit Trail 4.0 Reporting & Statistics 4.0 Employee Portal 4.0 [See all features](https://www.softwareadvice.com/legal/vestd-profile/#key-features) ### Product: Ledgy [Ledgy](https://www.softwareadvice.com/investment-management/ledgy-profile/) 4.90 [(29)](https://www.softwareadvice.com/investment-management/ledgy-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and automated equity-related processes. Companies can use Ledgy to track finances and simplify compliance. This platform supports end-to-end account management for business capital structures, ranging from modeling financing rounds and digitizing cap tables to handling investor relations and option expensing. Venture capitalists and angel investors can create a dashboard, manage multiple portfolios, determine possible investments, and analyze various exit model scenarios. Ledgy generates automated equity performance reports, allowing companies to share key performance indicators with shareholders easily. It has an employee engagement dashboard with current and future valuations of workers’ stakes, and users can monitor employee benefits and compensation.... [Read more](https://www.softwareadvice.com/investment-management/ledgy-profile/) ### Best rated features: Cap Table Management 5.0 Third-Party Integrations 5.0 Employee Portal 5.0 Investor Reporting 5.0 ### Worst rated features: Portfolio Management 4.0 Document Management 4.0 [See all features](https://www.softwareadvice.com/investment-management/ledgy-profile/#key-features) ### Launch €0.00 ### Growth €3.00/month 7-day free trial is available ### Scale €300.00/month [See full pricing details](https://www.softwareadvice.com/investment-management/ledgy-profile/#pricing-and-plans) ### Product: Creatio CRM [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.74 [(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/) ### Best rated features: Task Management 5.0 Calendar Sync 5.0 ROI Tracking 5.0 Conversion Tracking 5.0 ### Worst rated features: Surveys & Feedback 3.0 Live Chat 3.0 Activity/News Feed 4.0 [See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features) ### Product: SyndicationPro [SyndicationPro](https://www.softwareadvice.com/investment-management/syndicationpro-profile/) 5.0 [(15)](https://www.softwareadvice.com/investment-management/syndicationpro-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal. SyndicationPro provides a powerful and easy-to-use investor CRM, investor portal and investment management software, enabling users to nurture leads, automate fundraising and streamline investor operations.... [Read more](https://www.softwareadvice.com/investment-management/syndicationpro-profile/) ### Product: Exirio [Exirio](https://www.softwareadvice.com/product/496886-Exirio/) 4.83 [(30)](https://www.softwareadvice.com/product/496886-Exirio/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Exirio's desktop and mobile applications allow businesses to track their investments in multiple currencies from within a unified platform. Users can connect their bank or brokerage accounts as well as their crypto accounts for the system to automatically track transactions, investments or divestments and calculate all the corresponding investment metrics.... [Read more](https://www.softwareadvice.com/product/496886-Exirio/) ### Best rated features: Risk Management 5.0 Financial Analysis 5.0 Portfolio Management 5.0 Investments Tracking 4.8 [See all features](https://www.softwareadvice.com/product/496886-Exirio/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/product/496886-Exirio/#pricing-and-plans) ### Product: Super [Super](https://www.softwareadvice.com/website-builder/super-profile/) 5.0 [(13)](https://www.softwareadvice.com/website-builder/super-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Managing wealth is just the first step. Designed as a Family Office Operating System, Super gives family offices and wealth managers the tools they need for every part of the wealth lifecycle, including asset tracking, liability management, secure document storage, automated reporting, client portals, and seamless integrations. Ditch spreadsheets, PDFs, and scattered systems for Super. Experience fast setup, secure asset aggregation, and automated reporting — while protecting your time and your clients' privacy. Super lets single & multi family offices, and advisors collaborate to consolidate assets, manage relationships, and simplify reporting to operate with clarity, protect wealth, and deliver value.... [Read more](https://www.softwareadvice.com/website-builder/super-profile/) ### Best rated features: Content Management 5.0 Access Controls/Permissions 5.0 Website Management 5.0 Real Time Editing 5.0 [See all features](https://www.softwareadvice.com/website-builder/super-profile/#key-features) ### Core £1,000.00/month Designed for family offices and advisors. [See full pricing details](https://www.softwareadvice.com/website-builder/super-profile/#pricing-and-plans) ### Product: Qoblex [Qoblex](https://www.softwareadvice.com/investment-management/stockandbuy-profile/) 5.0 [(11)](https://www.softwareadvice.com/investment-management/stockandbuy-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Qoblex simplifies inventory management for small to medium-sized businesses, making tasks like bundling, tracking shipments, handling back orders, manufacturing, and predicting demand easier than ever. Some key features of Qoblex include: Kitting - easily bundle products together for streamlined management. Cost tracking - keep track of expenses associated with your inventory. Data import and reporting - import data seamlessly and generate insightful reports. Sales tracking - monitor sales across products to stay informed. Stock filtering - filter incoming stock from purchase orders based on various criteria like supplier, date, variant, and location. Additionally, Qoblex offers an API that allows businesses to integrate the platform with other systems they use. You can access Qoblex through monthly or annual subscriptions, and support is available through FAQs, documentation, and other online resources.... [Read more](https://www.softwareadvice.com/investment-management/stockandbuy-profile/) ### Best rated features: Purchase Order Management 5.0 Inventory Tracking 5.0 Inventory Control 5.0 Inventory Management 5.0 ### Worst rated features: Invoice Processing 4.0 Access Controls/Permissions 4.0 [See all features](https://www.softwareadvice.com/investment-management/stockandbuy-profile/#key-features) ### Basic $149.00/month [See full pricing details](https://www.softwareadvice.com/investment-management/stockandbuy-profile/#pricing-and-plans) ### Product: Bob Finance [Bob Finance](https://www.softwareadvice.com/product/191104-Mosaic/) 4.77 [(57)](https://www.softwareadvice.com/product/191104-Mosaic/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HiBob Finance is a strategic finance platform that provides real-time financial analytics and planning. The platform caters to a variety of industries, such as software, professional services, healthcare, financial services, B2C, and nonprofit organizations. HiBob Finance's key features include collaborative budgeting, automated reporting and metrics, and AI-powered insights. It allows businesses to make a team plan by inviting business partners to forecast their expenses and headcount, with built-in workflows to streamline the budgeting process. It enables users to leverage out-of-the-box metrics or build and customize their own metrics, automating monthly and quarterly reports. Teams can identify performance drivers and summarize trends in board-ready formats, allowing users to shape their narrative with chat-based prompts.... [Read more](https://www.softwareadvice.com/product/191104-Mosaic/) ### Best rated features: Real Time Editing 5.0 Third-Party Integrations 5.0 Expense Management 5.0 Collaboration Tools 5.0 ### Worst rated features: Predictive Analytics 2.0 Workflow Management 3.8 Functions/Calculations 4.0 Single Page View 4.0 [See all features](https://www.softwareadvice.com/product/191104-Mosaic/#key-features) ### Analytics Custom Pricing available upon request ### Foundation Custom Pricing available upon request ### Growth Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/product/191104-Mosaic/#pricing-and-plans) ### Product: MadeMarket [MadeMarket](https://www.softwareadvice.com/crm/mademarket-profile/) 4.80 [(20)](https://www.softwareadvice.com/crm/mademarket-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps teams discover and close more deals faster while lowering upfront costs by making it easier to set up and use. With ready-built dashboards and reports designed around automated and easy-to-use data entry tools, MadeMarket makes it simple to create and share business and relationship intelligence firms can depend on. Along with engagement tools that make it easier to build buyers lists, send and track emails in bulk, and log detailed updates directly from Outlook, MadeMarket empowers firms to move faster with confidence. In addition to an Outlook integration that lets users log detailed activity updates to the platform’s contacts and projects directly from their email, other integrations include Office 365, Gmail, Zapier, Crunchbase, Capital IQ, Pitchbook, and more. Trusted by various investment banks and a growing number of capital markets firms, MadeMarket also offers a dedicated customer success manager, integration and training services, and a robust help desk with user-friendly videos.... [Read more](https://www.softwareadvice.com/crm/mademarket-profile/) ### Best rated features: Search/Filter 5.0 Client Management 5.0 CRM 5.0 Alerts/Notifications 5.0 ### Worst rated features: Reporting/Analytics 3.6 Lead Capture 3.8 Lead Qualification 4.0 [See all features](https://www.softwareadvice.com/crm/mademarket-profile/#key-features) ### Product: DynamicDocs Excel to PDF Add-in [DynamicDocs Excel to PDF Add-in](https://www.softwareadvice.com/product/536546-DynamicDocs-Excel-to-PDF-Add-in/) 5.0 [(10)](https://www.softwareadvice.com/product/536546-DynamicDocs-Excel-to-PDF-Add-in/) ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create professional-quality reports directly within the MS Excel environment. The add-in supports features such as dynamic charts, tables, and logical structures, including if-statements and for-loops. Generated PDFs are automatically saved to a designated folder on the computer. The add-in includes access to an online template library with pre-designed options and supports custom templates created using LaTeX for advanced customization. It enables users to generate multiple PDFs simultaneously through asynchronous calls. Users can also use DynamicDocs Excel to PDF Add-in to create JSON payloads from spreadsheet data to streamline the document creation process. The interface is designed to be user-friendly for basic tasks while offering advanced functionality for more complex operations.... [Read more](https://www.softwareadvice.com/product/536546-DynamicDocs-Excel-to-PDF-Add-in/) ### Best rated features: Visual Analytics 5.0 For Financial Institutions 5.0 Templates 5.0 Financial Analysis 5.0 [See all features](https://www.softwareadvice.com/product/536546-DynamicDocs-Excel-to-PDF-Add-in/#key-features) ### Product: Roundtable [Roundtable](https://www.softwareadvice.com/product/530824-Roundtable/) 5.0 [(9)](https://www.softwareadvice.com/product/530824-Roundtable/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Roundtable is a platform and infrastructure solution for private markets, enabling the launch of SPVs and funds with professional structures and administrative support. It serves various stakeholders in the investment ecosystem, including founders, investment clubs, fund managers, and individual investors across Europe. Roundtable manages assets under administration and serves investors from numerous nationalities, establishing itself as a platform for private market investments. The platform offers features to streamline the investment process. It includes an investor onboarding system with integrated compliance checks, supporting global investors in multiple currencies. Fundraising management capabilities include secure deal presentation, real-time commitment tracking, e-signatures, and automatic payment reconciliation. Roundtable also provides centralized portfolio management with document storage and visualization tools to track investment value over time. Roundtable supports diverse investment types across venture capital, private equity, and real estate markets. It offers multiple SPV structures, such as Luxembourg special limited partnership, French société civile, and French société par actions simplifiée, to accommodate different investment needs. As a registered EuVECA manager with the Commission de Surveillance du Secteur Financier, Roundtable ensures regulatory compliance and simplifies cap table management by consolidating multiple investors into single investment vehicles.... [Read more](https://www.softwareadvice.com/product/530824-Roundtable/) ### Best rated features: Fund Management 5.0 Client Portal 5.0 Reporting/Analytics 5.0 Client Management 5.0 [See all features](https://www.softwareadvice.com/product/530824-Roundtable/#key-features) ### Product: Foundersuite [Foundersuite](https://www.softwareadvice.com/crm/foundersuite-profile/) 4.67 [(110)](https://www.softwareadvice.com/crm/foundersuite-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Foundersuite makes a database of investors + tools for raising capital and managing investor relations. Foundersuite will help you build a target investor list and run an efficient fundraising process. Foundersuite has been used by 87,000 startups around the world to raise over $17B in capital. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 230,000+ investors to help you build your funnel. Foundersuite is an all-in-one platform that streamlines fundraising and investor relations for startups. Access a DB of 230,000+ global investors, manage your pipeline using our CRM, send out your pitch deck, investor updates, follow up emails, and more.... [Read more](https://www.softwareadvice.com/crm/foundersuite-profile/) ### Best rated features: API 5.0 Fund Management 4.8 Performance Metrics 4.5 [See all features](https://www.softwareadvice.com/crm/foundersuite-profile/#key-features) ### Platinum $134.00/month $134 per month billed annually ### Gold $89.00/month $89 per month billed annually. ### Silver $62.00/month $62 per month billed annually. [See full pricing details](https://www.softwareadvice.com/crm/foundersuite-profile/#pricing-and-plans) ### Product: WOWS Investment Portal [WOWS Investment Portal](https://www.softwareadvice.com/nonprofit/wows-invest-profile/) 4.70 [(97)](https://www.softwareadvice.com/nonprofit/wows-invest-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary The WOWS Investment Portal is a comprehensive platform designed to connect startups, SMEs, and investors. It simplifies capital raises, financing options, and secondary transactions to provide early liquidity. Companies can securely organize data, conduct due diligence in a virtual data room, enhance visibility through personalized listings, and manage equity portfolios. Investors, such as Angels, VCs, Private Equity, Family Offices, and Funds, can explore a wide network of companies, access funding histories, pitch decks, and deal rooms, and track investments with personalized dashboards. Additionally, the platform is available as a customizable white label solution for accelerators, incubators, and fund managers, tailored to meet their unique needs.... [Read more](https://www.softwareadvice.com/nonprofit/wows-invest-profile/) ### Best rated features: Data Import/Export 4.9 Risk Management 4.8 Activity Dashboard 4.8 Client Management 4.8 ### Worst rated features: Forecasting 4.0 [See all features](https://www.softwareadvice.com/nonprofit/wows-invest-profile/#key-features) ### Basic $0.00/month The Basic plan is free and includes a live profile on My Deal Flow, sharing your pitch deck with global investors, equity dashboards, company and holdings portfolio management, simplified equity management, and unlimited stakeholders. No credit card required.... [Read more](https://www.softwareadvice.com/nonprofit/wows-invest-profile/#pricing-and-plans) ### Pitch Ready $249.00/month The Pitch Ready plan costs $249/month and includes everything in the Basic plan plus a 7-day free trial, "Ready to Pitch" profile, pitch session booking, access to exclusive investor events, pitch or product video uploads, and zero success fees. Cancel anytime.... [Read more](https://www.softwareadvice.com/nonprofit/wows-invest-profile/#pricing-and-plans) ### Endorsed $999.00/month The Endorsed plan, at $999/month (minimum 3 months), includes everything in Pitch Ready, plus a co-branded deal room, internal network fundraising campaign, WOWS-endorsed profile, dedicated investment manager, investor meeting preparations, term sheet negotiation, and success fees on equity and debt financing.... [Read more](https://www.softwareadvice.com/nonprofit/wows-invest-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/nonprofit/wows-invest-profile/#pricing-and-plans) ### Product: PackHedge [PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) 4.91 [(11)](https://www.softwareadvice.com/product/473991-PackHedge/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative and traditional funds, hedge funds, private equity, mutual funds, ETFs, equities, indices, bonds, and real estate. The platform serves a diverse clientele such as family offices, managed accounts, fund of funds, banks, pension funds, and charitable organizations. At the core of PackHedge is a powerful data management engine that provides a rich set of functionalities. This includes statistical and quantitative analysis, performance analysis, attribution and contribution analysis, risk management, scenario and stress testing, research and query tools, asset allocation, portfolio construction, portfolio management, and compliance. The modular design of PackHedge allows it to be integrated into existing infrastructure, catering to the unique needs and budgets of each client. PackHedge offers several key benefits. It improves compliance and productivity. It enhances client support and marketing effectiveness. It safeguards the investment in and retention of intellectual capital. Additionally, it streamlines workflows and reduces operational risks, providing a comprehensive and efficient investment management solution.... [Read more](https://www.softwareadvice.com/product/473991-PackHedge/) ### Best rated features: Performance Metrics 5.0 [See all features](https://www.softwareadvice.com/product/473991-PackHedge/#key-features) ### Basic CHF5,000.00/year [See full pricing details](https://www.softwareadvice.com/product/473991-PackHedge/#pricing-and-plans) ### Product: Avestor [Avestor](https://www.softwareadvice.com/product/523559-Avestor/) 5.0 [(8)](https://www.softwareadvice.com/product/523559-Avestor/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Avestor is a web-based platform that allows fund managers to raise capital through customizable funds and helps streamline the entire capital raising process for private investments. Fund managers can define a business plan, including investment strategy, fund structure and manager compensation. Avestor ensures that the customizable fund documents meet regulatory requirements. It also assists with investor management, investor experience automation, tax information delivery and more.... [Read more](https://www.softwareadvice.com/product/523559-Avestor/) ### Best rated features: Investments Tracking 5.0 Fund Management 4.9 Activity Dashboard 4.8 Client Portal 4.7 ### Worst rated features: Data Import/Export 3.5 [See all features](https://www.softwareadvice.com/product/523559-Avestor/#key-features) ### Product: Social Security Timing [Social Security Timing](https://www.softwareadvice.com/investment-management/social-security-timing-profile/) 4.69 [(49)](https://www.softwareadvice.com/investment-management/social-security-timing-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing, financial advisors first input their client's data, including personal details, income and social security information. The tool then analyzes this information and provides the advisor with a list of recommended social security strategies. Advisors can further customize these recommendations by adjusting the inputs according to their clients' needs.... [Read more](https://www.softwareadvice.com/investment-management/social-security-timing-profile/) ### Best rated features: Modeling & Simulation 4.8 [See all features](https://www.softwareadvice.com/investment-management/social-security-timing-profile/#key-features) ### Social Security Timing $49.99/month The plan price is per advisor. The annual plan price is $599/per year. [See full pricing details](https://www.softwareadvice.com/investment-management/social-security-timing-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/investment-management/?page=2)[3](https://www.softwareadvice.com/investment-management/?page=3)[4](https://www.softwareadvice.com/investment-management/?page=4)[5](https://www.softwareadvice.com/investment-management/?page=5) ... [8](https://www.softwareadvice.com/investment-management/?page=8) ## Popular Comparisons [ WOWS Investment Portal vs Morningstar Direct ](https://www.softwareadvice.com/compare/430406-wows-invest/vs/526658-Morningstar-Direct/)[ RealPage IMS vs AppFolio Investment Manager ](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/vs/investor-management-services/)[ Certent Equity Management vs Vestd ](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/vs/vestd/) Managing financial assets can be challenging for portfolio managers, independent traders, and private bankers due to the lack of timely access to data, changing market trends, complex risk analysis, and time-consuming calculations. Investment management software can help deal with these challenges by automating key functions such as portfolio management, asset reporting, and accounting. However, picking the right investment management solution can be challenging: there's a diversity of solutions on the market and they differ in price, deployment options, and features. For instance, should you go with a cloud-based investment management solution, or is an on-premise one better for your business? To help you decide, we've created this Buyers Guide that gives an overview of investment management software, its common features, and key considerations. Here's what we'll cover: [What is investment management software?](#Whatisinvestmentmanagementsoftware) [Common features of investment management software](#Commonfeaturesofinvestmentmanagementsoftware) [What type of buyer are you?](#Whattypeofbuyerareyou) [Key considerations](#Keyconsiderations) ## What is investment management software? Investment management software helps manage investment portfolios, audit compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. The users of investment management software include traditional investment management firms, independent traders and investment advisers, and vendors of alternative investment (such as hedge funds). ## Common features of investment management software Investment management software has a wide range of functionality such as investment tracking, portfolio performance, asset reporting, and benchmarking. Here are the common features of the software: **Investment tracking** Track, allocate, and analyze client holdings such as futures, stocks, options, and complete portfolios through a centralized dashboard. **Portfolio performance** Generate valuation reports to track portfolio performance across clients, asset classes, geographies, and time periods. **Data importing** Import digital contract notes, trade-book files, stocks, futures, and options in formats such as Excel, HTML, and PDF. You can also import data from social media feeds, analyst reports, and news channels to identify market sentiments. **Benchmarking** Analyze the risk or return of a portfolio based on multiple benchmarks, and assess how a portfolio is performing against different market segments. **Asset reporting** Generate reports such as annualized return reports, absolute gains, transaction reports, and stock registers across assets, portfolios, and asset classes. **Financial risk management** Mitigate risks by creating, validating, and deploying high-performing risk models; customize these as per changes in market trends. Leverage current and past market data to predict risks associated with a portfolio. To further understand the features and benefits of investment management software, call our advisors at **(855) 998-8505** for an obligation-free consultation. They will listen to your requirements and help you narrow down your options by recommending the best-suited software for you business needs. ## What type of buyer are you? These are the two broad categories of investment management software buyers: - **Independent professionals:** These include individual traders and investment advisers. Independent traders are primarily involved in selling shares, bonds, and financial assets on behalf of their clients (individuals or banks), whereas independent investment advisers make investment recommendations and conduct security analysis. - **Firms:** These include small, medium, and large investment firms. They manage portfolio investment management projects for wealthy individuals or corporations. Features in the previous section are inherent to efficient investment management, thus relevant to both the buyer types. Businesses are advised to consult preferred vendors on their specific requirements such as level of support required, favorable price points, and data storage capacity. ## Benefits of investment management software By now you should have an idea about the benefits you can expect from investment management software, but we'll summarize them below: - **Improved decision making:** The solution offers timely access to data via reports and dashboards to make informed investment decisions. It allows users to assess gaps in investments and track the performance of factors such as the debt-equity ratio to optimize investment plans. Further, users can also get live, daily, and monthly price updates of mutual funds, bonds, and stocks. - **Better risk management:** The software leverages real-time asset reporting and diverse risk models to help identify assets prone to risks or low returns. This allows users to mitigate risk by balancing investments with safer and more rewarding ones. - **Easier portfolio management:** The tool helps categorize and organize portfolios on a centralized platform. This makes accessing and sifting through them easier. ## Key considerations As the last step to purchasing investment management software, you need to keep a few additional things in mind. - **Deployment options:** You can either go for a cloud-based solution or an on-premise one. The latter option requires higher upfront investment in acquiring and implementing the software and relevant infrastructure but doesn't incur recurring monthly/yearly subscription fees like could-based tools. On the other hand, cloud solutions can be used right away after paying the subscription fee, which make them favorable for independent professionals and small businesses. - **Scalability of the software:** Irrespective of whether you're an independent trader or an investment firm of any size, scalability of the software should be a top priority. Check with the vendor if the software can accommodate your growing portfolio, relationships, investor base, prospect data, and scale for a mass market. - **Third-party integrations:** This is particularly important for businesses as they use multiple software tools to support different aspects of their operations. Integrating the investment management software with tools such as online accounting software and financial CRM software will facilitate data exchange between these systems, thus saving time and effort on redundant data entries and possible errors in manually copying over data. _Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication._ ### Related Investment Management Software - [Equity Management Software](https://www.softwareadvice.com/equity-management/) - [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) - [Hedge Fund Software](https://www.softwareadvice.com/hedge-fund/) - [Stock Portfolio Management Software](https://www.softwareadvice.com/stock-portfolio-management/)