# Page 4 | Best Investment Management Software - 2026 Reviews & Pricing > Page 4 - 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 4 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 4 Filter products 187 results ### Compare Products Showing 76 - 100 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. [Investor Deal Room](https://www.softwareadvice.com/investment-management/investor-deal-room-profile/) 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](https://www.softwareadvice.com/investment-management/investor-deal-room-profile/) **4.5** ([4 reviews](https://www.softwareadvice.com/investment-management/investor-deal-room-profile/#reviews)) Free trial Free version [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to acce...[Read more about Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) **4.4** ([103 reviews](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/)) Free trial Free version Integrations Integrations Stripe Dwolla +17 more +16 more +15 more Plaid's Best Rated Features 5.0Secure Data Storage See All Plaid's Worst Rated Features 4.38Real-Time Reporting See All [Invelo](https://www.softwareadvice.com/crm/invelo-profile/) Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organize, and mark...[Read more about Invelo](https://www.softwareadvice.com/crm/invelo-profile/) **4.4** ([5 reviews](https://www.softwareadvice.com/crm/invelo-profile/#reviews)) Free trial Free version Integrations Integrations Gmail Microsoft Outlook +2 more +1 more +0 more [Crowdsofts](https://www.softwareadvice.com/mortgage/crowdsofts-profile/) Crowdsofts is a white label crowdfunding solution for startups and non profit organizations. The cloud-based platform provides b...[Read more about Crowdsofts](https://www.softwareadvice.com/mortgage/crowdsofts-profile/) **4.3** ([3 reviews](https://www.softwareadvice.com/mortgage/crowdsofts-profile/#reviews)) Free trial Free version [AdvisorEngine](https://www.softwareadvice.com/accounting/advisorengine-profile/) AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers...[Read more about AdvisorEngine](https://www.softwareadvice.com/accounting/advisorengine-profile/) **4.4** ([24 reviews](https://www.softwareadvice.com/accounting/advisorengine-profile/reviews/)) Free trial Free version Integrations Integrations Redtail CRM Nitrogen +3 more +2 more +1 more [Aladdin](https://www.softwareadvice.com/product/515883-Aladdin/) Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manag...[Read more about Aladdin](https://www.softwareadvice.com/product/515883-Aladdin/) **4.0** ([1 reviews](https://www.softwareadvice.com/product/515883-Aladdin/#reviews)) Free trial Free version Integrations Integrations Microsoft Excel +0 more +0 more +0 more [ETNA Paper Trading Simulator](https://www.softwareadvice.com/investment-management/etna-trading-simulator-profile/) ETNA Trading Simulator is a cloud-based platform that lets users manage investments, access real-time quotes, and create customi...[Read more about ETNA Paper Trading Simulator](https://www.softwareadvice.com/investment-management/etna-trading-simulator-profile/) **4.0** ([1 reviews](https://www.softwareadvice.com/investment-management/etna-trading-simulator-profile/#reviews)) Free trial Free version [Octopus](https://www.softwareadvice.com/product/350809-Octopus/) Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Su...[Read more about Octopus](https://www.softwareadvice.com/product/350809-Octopus/) **4.0** ([1 reviews](https://www.softwareadvice.com/product/350809-Octopus/#reviews)) Free trial Free version [Origin](https://www.softwareadvice.com/product/334980-origin/) Origin by Altrio is a powerful, data driven real estate deal management platform for teams of any size. Optimize your investme...[Read more about Origin](https://www.softwareadvice.com/product/334980-origin/) **4.0** ([1 reviews](https://www.softwareadvice.com/product/334980-origin/#reviews)) Free trial Free version [Titan Treasury](https://www.softwareadvice.com/financial-risk-management/titan-treasury-profile/) Titan Treasury is a multi-user, multi-currency solution covering corporate companies' treasury valuation and financial risks ana...[Read more about Titan Treasury](https://www.softwareadvice.com/financial-risk-management/titan-treasury-profile/) **4.0** ([1 reviews](https://www.softwareadvice.com/financial-risk-management/titan-treasury-profile/#reviews)) Free trial Free version [Covercy](https://www.softwareadvice.com/investment-management/covercy-profile/) Covercy is the first real estate syndication platform where banking meets investment management. Now the Platform incorporates A...[Read more about Covercy](https://www.softwareadvice.com/investment-management/covercy-profile/) **4.3** ([9 reviews](https://www.softwareadvice.com/investment-management/covercy-profile/#reviews)) Free trial Free version [Limina IMS](https://www.softwareadvice.com/investment-management/limina-ims-profile/) Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designed for insti...[Read more about Limina IMS](https://www.softwareadvice.com/investment-management/limina-ims-profile/) **4.0** ([2 reviews](https://www.softwareadvice.com/investment-management/limina-ims-profile/#reviews)) Free trial Free version [Betterment](https://www.softwareadvice.com/product/498740-Betterment/) Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversif...[Read more about Betterment](https://www.softwareadvice.com/product/498740-Betterment/) **4.2** ([5 reviews](https://www.softwareadvice.com/product/498740-Betterment/#reviews)) Free trial Free version [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset ...[Read more about SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** ([3 reviews](https://www.softwareadvice.com/product/466225-SatuitCRM/#reviews)) Free trial Free version [TrendSpider](https://www.softwareadvice.com/product/450495-TrendSpider/) TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform a...[Read more about TrendSpider](https://www.softwareadvice.com/product/450495-TrendSpider/) **4.4** ([15 reviews](https://www.softwareadvice.com/product/450495-TrendSpider/#reviews)) Free trial Free version TrendSpider's Best Rated Features 4.43Data Visualization See All TrendSpider's Worst Rated Features 4.0Monitoring See All [Minerva](https://www.softwareadvice.com/product/520092-Minerva/) Minerva stands as the premier end-to-end, multi-asset investment management software designed specifically for alternative inves...[Read more about Minerva](https://www.softwareadvice.com/product/520092-Minerva/) **4.0** ([4 reviews](https://www.softwareadvice.com/product/520092-Minerva/#reviews)) Free trial Free version [Rundit](https://www.softwareadvice.com/equity-management/rundit-profile/) Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and...[Read more about Rundit](https://www.softwareadvice.com/equity-management/rundit-profile/) **4.2** ([13 reviews](https://www.softwareadvice.com/equity-management/rundit-profile/#reviews)) Free trial Free version Rundit's Best Rated Features 4.50Investments Tracking See All Rundit's Worst Rated Features 3.50Alerts/Notifications See All [ARGUS Enterprise](https://www.softwareadvice.com/property/argus-enterprise-profile/) ARGUS Enterprise is a cloud-based commercial property valuation and asset management software designed to meet the complex needs...[Read more about ARGUS Enterprise](https://www.softwareadvice.com/property/argus-enterprise-profile/) **4.1** ([7 reviews](https://www.softwareadvice.com/property/argus-enterprise-profile/#reviews)) Free trial Free version [Fi360 Toolkit](https://www.softwareadvice.com/investment-management/fi360-toolkit-profile/) Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and tr...[Read more about Fi360 Toolkit](https://www.softwareadvice.com/investment-management/fi360-toolkit-profile/) **3.5** ([2 reviews](https://www.softwareadvice.com/investment-management/fi360-toolkit-profile/#reviews)) Free trial Free version [HiddenLevers](https://www.softwareadvice.com/investment-management/hiddenlevers-profile/) HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolio...[Read more about HiddenLevers](https://www.softwareadvice.com/investment-management/hiddenlevers-profile/) **4.3** ([58 reviews](https://www.softwareadvice.com/investment-management/hiddenlevers-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Redtail CRM +1 more +0 more +0 more [InvestNext](https://www.softwareadvice.com/investment-management/investnext-profile/) InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficient...[Read more about InvestNext](https://www.softwareadvice.com/investment-management/investnext-profile/) **4.7** ([20 reviews](https://www.softwareadvice.com/investment-management/investnext-profile/reviews/)) Free trial Free version Integrations Integrations HubSpot CRM Zapier +2 more +1 more +0 more InvestNext's Best Rated Features 4.86Client Portal See All InvestNext's Worst Rated Features 4.25Accounting See All [Powens](https://www.softwareadvice.com/product/347231-Powens/) Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech st...[Read more about Powens](https://www.softwareadvice.com/product/347231-Powens/) **3.8** ([4 reviews](https://www.softwareadvice.com/product/347231-Powens/#reviews)) Free trial Free version [Agora](https://www.softwareadvice.com/real-estate-transaction-manage/agora-profile/) Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, s...[Read more about Agora](https://www.softwareadvice.com/real-estate-transaction-manage/agora-profile/) **4.5** ([12 reviews](https://www.softwareadvice.com/real-estate-transaction-manage/agora-profile/reviews/)) Free trial Free version Integrations Integrations Zapier Salesforce Platform +1 more +0 more +0 more Agora's Best Rated Features 4.50Performance Metrics See All Agora's Worst Rated Features 4.25Investments Tracking See All [Q4 Desktop](https://www.softwareadvice.com/email-marketing/q4-desktop-profile/) The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key processes. W...[Read more about Q4 Desktop](https://www.softwareadvice.com/email-marketing/q4-desktop-profile/) **2.0** ([1 reviews](https://www.softwareadvice.com/email-marketing/q4-desktop-profile/#reviews)) Free trial Free version [Vidrio Financial](https://www.softwareadvice.com/investment-management/vidrio-financial-profile/) Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asse...[Read more about Vidrio Financial](https://www.softwareadvice.com/investment-management/vidrio-financial-profile/) **2.0** ([1 reviews](https://www.softwareadvice.com/investment-management/vidrio-financial-profile/#reviews)) Free trial Free version [1](https://www.softwareadvice.com/investment-management/)[2](https://www.softwareadvice.com/investment-management/?page=2)[3](https://www.softwareadvice.com/investment-management/?page=3) 4 [5](https://www.softwareadvice.com/investment-management/?page=5) ... 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