Best Investment Management Software of 2026 - Page 3
Updated March 3, 2025 at 1:42 PM
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Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of prod...Read more about Edda
PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accoun...Read more about PortfolioShop
Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new in...Read more about Quoroom
AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party...Read more about AlternativeSoft
Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial de...Read more about Mint
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Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to infor...Read more about Allvue
BetterCapital.US is an investment management solution that helps investors measure ROIs from within a unified dashboard. Propert...Read more about BetterCapital.US
DXtrade is a multi-asset trading platform. It supports trading of various asset classes such as equities, derivatives, forex/CFD...Read more about DXtrade
Enverus MineralSoft makes it easy to monitor a rig’s location and the latest field data, enabling teams to steer their focus tow...Read more about Enverus MineralSoft
FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, instit...Read more about FINTRX Platform
M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for sma...Read more about M2Advisor
Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to fam...Read more about Masttro
QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business opera...Read more about QUO
Uptrader is a cloud-based process improvement solution that helps businesses streamline processes related to hiring, investment,...Read more about Uptrader
The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting ...Read more about Vestio
YouHodler is a crypto platform that offers a range of Web3 financial services. It caters to both experienced crypto users and th...Read more about Youhodler
Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage...Read more about Lendstream
TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform a...Read more about TrendSpider
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Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organize, and mark...Read more about Invelo
Investor Deal Room is a cloud-based solution that enables investors to manage investment documents, reports, clients, capital ra...Read more about Investor Deal Room
DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealChec...Read more about DealCheck
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thinkorswim is an investment management suite of tools, which enable professionals to handle trade across multiple products suc...Read more about thinkorswim
ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment ...Read more about ICONOMI
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Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digiti...Read more about Capboard
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Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides b...Read more about Crowdsofts