# Page 3 | Best Investment Management Software - 2026 Reviews & Pricing > Page 3 - 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/investment-management --- [Home](https://www.softwareadvice.com/) / [Investment Management Software](https://www.softwareadvice.com/investment-management/) / Page 3 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 - Page 3 Filter products 187 results ### Compare Products Showing 51 - 75 of 187 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. [TIKR](https://www.softwareadvice.com/investment-management/tikr-profile/) TIKR is an analytics platform that enables users to track any stocks that the investor has disclosed globally, including in Euro...[Read more about TIKR](https://www.softwareadvice.com/investment-management/tikr-profile/) **5.0** ([2 reviews](https://www.softwareadvice.com/investment-management/tikr-profile/#reviews)) Free trial Free version [The CRE Suite](https://www.softwareadvice.com/investment-management/the-cre-suite-profile/) The CRE Suite is an investment management software designed to help commercial investors, developers, and asset managers track, ...[Read more about The CRE Suite](https://www.softwareadvice.com/investment-management/the-cre-suite-profile/) **5.0** ([2 reviews](https://www.softwareadvice.com/investment-management/the-cre-suite-profile/#reviews)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Google Maps +1 more +0 more +0 more [Edda](https://www.softwareadvice.com/product/216643-Edda/) 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](https://www.softwareadvice.com/product/216643-Edda/) **4.8** ([4 reviews](https://www.softwareadvice.com/product/216643-Edda/#reviews)) Free trial Free version Integrations Integrations Slack Dropbox Business +9 more +8 more +7 more [PortfolioShop](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/) PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accoun...[Read more about PortfolioShop](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/) **4.8** ([4 reviews](https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/#reviews)) Free trial Free version [Quoroom](https://www.softwareadvice.com/equity-management/highcastle-profile/) Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new in...[Read more about Quoroom](https://www.softwareadvice.com/equity-management/highcastle-profile/) **4.7** ([6 reviews](https://www.softwareadvice.com/equity-management/highcastle-profile/#reviews)) Free trial Free version [AlternativeSoft](https://www.softwareadvice.com/investment-management/alternativesoft-profile/) AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party...[Read more about AlternativeSoft](https://www.softwareadvice.com/investment-management/alternativesoft-profile/) **4.6** ([14 reviews](https://www.softwareadvice.com/investment-management/alternativesoft-profile/reviews/)) Free trial Free version [ICONOMI](https://www.softwareadvice.com/cryptocurrency-exchange/iconomi-profile/) ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment ...[Read more about ICONOMI](https://www.softwareadvice.com/cryptocurrency-exchange/iconomi-profile/) **4.5** ([44 reviews](https://www.softwareadvice.com/cryptocurrency-exchange/iconomi-profile/reviews/)) Free trial Free version ICONOMI's Best Rated Features 4.88Dashboard See All ICONOMI's Worst Rated Features 3.69Reporting/Analytics See All [Lendstream](https://www.softwareadvice.com/investment-management/lendstream-profile/) Lendstream is a cloud-based loan origination and servicing software for small to medium lending, crowdfunding and loan brokerage...[Read more about Lendstream](https://www.softwareadvice.com/investment-management/lendstream-profile/) **4.6** ([7 reviews](https://www.softwareadvice.com/investment-management/lendstream-profile/#reviews)) Free trial Free version Integrations Integrations Microsoft 365 GoCardless +3 more +2 more +1 more [Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) 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](https://www.softwareadvice.com/investment-management/capboard-profile/) **4.7** ([10 reviews](https://www.softwareadvice.com/investment-management/capboard-profile/#reviews)) Free trial Free version Capboard's Best Rated Features 4.67Cap Table Management See All Capboard's Worst Rated Features 4.67Cap Table Management See All [thinkorswim](https://www.softwareadvice.com/investment-management/thinkorswim-profile/) thinkorswim is an investment management suite of tools, which enable professionals to handle trade across multiple products suc...[Read more about thinkorswim](https://www.softwareadvice.com/investment-management/thinkorswim-profile/) **4.7** ([3 reviews](https://www.softwareadvice.com/investment-management/thinkorswim-profile/#reviews)) Free trial Free version [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to infor...[Read more about Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews)) Free trial Free version [BetterCapital.US](https://www.softwareadvice.com/investment-management/bettercapital-us-profile/) BetterCapital.US is an investment management solution that helps investors measure ROIs from within a unified dashboard. Propert...[Read more about BetterCapital.US](https://www.softwareadvice.com/investment-management/bettercapital-us-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/investment-management/bettercapital-us-profile/#reviews)) Free trial Free version Integrations Integrations Rent Manager Propertyware +2 more +1 more +0 more [DXtrade](https://www.softwareadvice.com/product/450165-DXtrade/) DXtrade is a multi-asset trading platform. It supports trading of various asset classes such as equities, derivatives, forex/CFD...[Read more about DXtrade](https://www.softwareadvice.com/product/450165-DXtrade/) **5.0** ([1 reviews](https://www.softwareadvice.com/product/450165-DXtrade/#reviews)) Free trial Free version [Enverus MineralSoft](https://www.softwareadvice.com/accounting/enverus-mineralsoft-profile/) 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](https://www.softwareadvice.com/accounting/enverus-mineralsoft-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/accounting/enverus-mineralsoft-profile/#reviews)) Free trial Free version [FINTRX Platform](https://www.softwareadvice.com/financial-services/fintrx-platform-profile/) FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, instit...[Read more about FINTRX Platform](https://www.softwareadvice.com/financial-services/fintrx-platform-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/financial-services/fintrx-platform-profile/#reviews)) Free trial Free version [M2Advisor](https://www.softwareadvice.com/investment-management/m2advisor-profile/) M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for sma...[Read more about M2Advisor](https://www.softwareadvice.com/investment-management/m2advisor-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/investment-management/m2advisor-profile/#reviews)) Free trial Free version [Masttro](https://www.softwareadvice.com/financial-services/masttro-profile/) 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](https://www.softwareadvice.com/financial-services/masttro-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/financial-services/masttro-profile/#reviews)) Free trial Free version [QUO](https://www.softwareadvice.com/investment-management/quo-profile/) QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business opera...[Read more about QUO](https://www.softwareadvice.com/investment-management/quo-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/investment-management/quo-profile/#reviews)) Free trial Free version [Uptrader](https://www.softwareadvice.com/scm/uptrader-profile/) Uptrader is a cloud-based process improvement solution that helps businesses streamline processes related to hiring, investment,...[Read more about Uptrader](https://www.softwareadvice.com/scm/uptrader-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/scm/uptrader-profile/#reviews)) Free trial Free version [Vestio](https://www.softwareadvice.com/financial-risk-management/vestio-profile/) The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting ...[Read more about Vestio](https://www.softwareadvice.com/financial-risk-management/vestio-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/financial-risk-management/vestio-profile/#reviews)) Free trial Free version [Youhodler](https://www.softwareadvice.com/product/527243-Youhodler/) 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](https://www.softwareadvice.com/product/527243-Youhodler/) **5.0** ([1 reviews](https://www.softwareadvice.com/product/527243-Youhodler/#reviews)) Free trial Free version [unCoded](https://www.softwareadvice.com/product/547011-unCoded/) unCoded is a non-custodial crypto trading bot designed to automate systematic micro-trading and dollar cost averaging strategies...[Read more about unCoded](https://www.softwareadvice.com/product/547011-unCoded/) **5.0** ([1 reviews](https://www.softwareadvice.com/product/547011-unCoded/#reviews)) Free trial Free version Integrations Integrations Telegram Docker +1 more +0 more +0 more [Direct Advisory Suite](https://www.softwareadvice.com/product/119101-Direct-Advisory-Suite/) Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a robust software platform tailored for financial advisors, ...[Read more about Direct Advisory Suite](https://www.softwareadvice.com/product/119101-Direct-Advisory-Suite/) **4.8** ([4 reviews](https://www.softwareadvice.com/product/119101-Direct-Advisory-Suite/#reviews)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Microsoft 365 +5 more +4 more +3 more [Stessa](https://www.softwareadvice.com/property/stessa-profile/) Stessa is a property management software designed to help landlords manage rental property operations efficiently. It supports t...[Read more about Stessa](https://www.softwareadvice.com/property/stessa-profile/) **4.5** ([104 reviews](https://www.softwareadvice.com/property/stessa-profile/reviews/)) Free trial Free version Integrations Integrations Docusign AppFolio Property Manager +1 more +0 more +0 more Stessa's Best Rated Features 5.0Investments Tracking See All Stessa's Worst Rated Features 3.30Transaction History See All [DealCheck](https://www.softwareadvice.com/investment-management/dealcheck-profile/) 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](https://www.softwareadvice.com/investment-management/dealcheck-profile/) **4.8** ([38 reviews](https://www.softwareadvice.com/investment-management/dealcheck-profile/reviews/)) Free trial Free version Integrations Integrations RentCast +0 more +0 more +0 more DealCheck's Best Rated Features 4.92Performance Metrics See All DealCheck's Worst Rated Features 4.15Alerts/Notifications See All [1](https://www.softwareadvice.com/investment-management/)[2](https://www.softwareadvice.com/investment-management/?page=2) 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)