Best Investment Management Software of 2026 - Page 4
Updated March 3, 2025 at 1:42 PM
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Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manag...Read more about Aladdin

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

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Su...Read more about Octopus

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

Titan Treasury is a multi-user, multi-currency solution covering corporate companies' treasury valuation and financial risks ana...Read more about Titan Treasury

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers...Read more about AdvisorEngine

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to acce...Read more about Plaid
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Covercy is the first real estate syndication platform where banking meets investment management. Now the Platform incorporates A...Read more about Covercy

Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designed for insti...Read more about Limina IMS

Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversif...Read more about Betterment

SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset ...Read more about SatuitCRM

Stessa is a property management software designed to help landlords manage rental property operations efficiently. It supports t...Read more about Stessa
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Minerva stands as the premier end-to-end, multi-asset investment management software designed specifically for alternative inves...Read more about Minerva

ARGUS Enterprise is a cloud-based commercial property valuation and asset management software designed to meet the complex needs...Read more about ARGUS Enterprise

Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and tr...Read more about Fi360 Toolkit

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and...Read more about Rundit
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Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise bus...Read more about Backstop
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HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolio...Read more about HiddenLevers

Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, w...Read more about Agicap
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Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech st...Read more about Powens

The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key processes. W...Read more about Q4 Desktop

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

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, s...Read more about Agora
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As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and...Read more about Maestro

Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 450,000 investors ...Read more about Sharesight