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Best Investment Management Software of 2026 - Page 4

Updated March 3, 2025 at 1:42 PM

Compare Products

Showing 76 - 100 of 178 products

Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manag...Read more about Aladdin

4.0

(1 reviews)

Free trial
Free version
Integrations
Microsoft Excel
Microsoft Excel
+0 more

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

4.0

(1 reviews)

Free trial
Free version

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

4.0

(1 reviews)

Free trial
Free version

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

4.0

(1 reviews)

Free trial
Free version

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

4.0

(1 reviews)

Free trial
Free version

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

Free trial
Free version
Integrations
Redtail CRM
Redtail CRM
+3 more

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to acce...Read more about Plaid

Free trial
Free version
Integrations
Stripe
Stripe
+16 more

Plaid's Best Rated Features

5.0Secure Data Storage

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Plaid's Worst Rated Features

4.33Mobile Payments

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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

4.3

(9 reviews)

Free trial
Free version

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

4.0

(2 reviews)

Free trial
Free version

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

4.2

(5 reviews)

Free trial
Free version

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

4.0

(3 reviews)

Free trial
Free version

Stessa is a property management software designed to help landlords manage rental property operations efficiently. It supports t...Read more about Stessa

Free trial
Free version
Integrations
Docusign
Docusign
+1 more

Stessa's Best Rated Features

5.0Investments Tracking

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Stessa's Worst Rated Features

3.30Owner Portal

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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

4.0

(4 reviews)

Free trial
Free version

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

4.1

(7 reviews)

Free trial
Free version

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

3.5

(2 reviews)

Free trial
Free version

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and...Read more about Rundit

Free trial
Free version

Rundit's Best Rated Features

4.50Investments Tracking

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Rundit's Worst Rated Features

3.50Alerts/Notifications

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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

Free trial
Free version

Backstop's Best Rated Features

4.86Contact Management

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Backstop's Worst Rated Features

4.86Contact Management

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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

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+1 more

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

Free trial
Free version
Integrations
Stripe
Stripe
+1 more

Agicap's Best Rated Features

4.43Electronic Payments

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Agicap's Worst Rated Features

2.80Third-Party Integrations

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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

3.8

(4 reviews)

Free trial
Free version

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

2.0

(1 reviews)

Free trial
Free version

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

2.0

(1 reviews)

Free trial
Free version

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, s...Read more about Agora

Free trial
Free version
Integrations
Zapier
Zapier
+1 more

Agora's Best Rated Features

4.50Performance Metrics

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Agora's Worst Rated Features

4.25Investments Tracking

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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

1.0

(1 reviews)

Free trial
Free version

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

3.3

(3 reviews)

Free trial
Free version
Integrations
Xero
Xero
+0 more
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