# Page 5 | Best Investment Management Software - 2026 Reviews & Pricing > Page 5 - 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 5 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 5 Filter products 187 results ### Compare Products Showing 101 - 125 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. [MRI Property Management](https://www.softwareadvice.com/property/mri-software-profile/) MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, i...[Read more about MRI Property Management](https://www.softwareadvice.com/property/mri-software-profile/) **4.3** ([96 reviews](https://www.softwareadvice.com/property/mri-software-profile/reviews/)) Free trial Free version Integrations Integrations Procore Birdeye +31 more +30 more +29 more MRI Property Management's Best Rated Features 4.71Accounting See All MRI Property Management's Worst Rated Features 3.29Data Import/Export See All [Agicap](https://www.softwareadvice.com/accounting/agicap-profile/) 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](https://www.softwareadvice.com/accounting/agicap-profile/) **4.3** ([161 reviews](https://www.softwareadvice.com/accounting/agicap-profile/reviews/)) Free trial Free version Integrations Integrations Stripe Sellsy +1 more +0 more +0 more Agicap's Best Rated Features 4.43Electronic Payments See All Agicap's Worst Rated Features 2.80Third-Party Integrations See All [Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, h...[Read more about Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) **4.2** ([63 reviews](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/)) Free trial Free version Integrations Integrations Rippling Deel +3 more +2 more +1 more Carta's Best Rated Features 4.33Vesting Management See All Carta's Worst Rated Features 3.57Cap Table Management See All [Sharesight](https://www.softwareadvice.com/investment-management/sharesight-profile/) Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 450,000 investors ...[Read more about Sharesight](https://www.softwareadvice.com/investment-management/sharesight-profile/) **3.3** ([3 reviews](https://www.softwareadvice.com/investment-management/sharesight-profile/#reviews)) Free trial Free version Integrations Integrations Xero +0 more +0 more +0 more [Maestro](https://www.softwareadvice.com/product/268025-Maestro/) As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and...[Read more about Maestro](https://www.softwareadvice.com/product/268025-Maestro/) **1.0** ([1 reviews](https://www.softwareadvice.com/product/268025-Maestro/#reviews)) Free trial Free version [Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee...[Read more about Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) **4.0** ([36 reviews](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews)) Free trial Free version Human Interest's Best Rated Features 4.40Compliance Management See All Human Interest's Worst Rated Features 3.0Data Import/Export See All [Dealpath](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/) Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equit...[Read more about Dealpath](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/) **4.5** ([22 reviews](https://www.softwareadvice.com/business-performance-managemen/dealpath-profile/reviews/)) Free trial Free version Integrations Integrations Dropbox Business Box +4 more +3 more +2 more Dealpath's Best Rated Features 4.56Task Management See All Dealpath's Worst Rated Features 3.88Document Management See All [eFront](https://www.softwareadvice.com/product/84896-eFront/) eFront® technology covers alternative investment management to meet the needs of investment professionals across all major alter...[Read more about eFront](https://www.softwareadvice.com/product/84896-eFront/) **2.7** ([3 reviews](https://www.softwareadvice.com/product/84896-eFront/#reviews)) Free trial Free version Integrations Integrations Microsoft Excel +0 more +0 more +0 more [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ...[Read more about Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) **4.1** ([251 reviews](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/)) Free trial Free version Integrations Integrations Microsoft Excel Excel Add-ins +1 more +0 more +0 more Morningstar Direct's Best Rated Features 4.33Financial Analysis See All Morningstar Direct's Worst Rated Features 3.40Modeling & Simulation See All [Diligent Equity](https://www.softwareadvice.com/investment-management/equityeffect-profile/) Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and fina...[Read more about Diligent Equity](https://www.softwareadvice.com/investment-management/equityeffect-profile/) **3.7** ([12 reviews](https://www.softwareadvice.com/investment-management/equityeffect-profile/#reviews)) Free trial Free version Integrations Integrations Salesforce Starter Affinity Payroll +1 more +0 more +0 more [COBIS Core](https://www.softwareadvice.com/investment-management/cobis-core-profile/) COBIS Core is an investment management software designed to help cooperative banks and microfinance institutions manage customer...[Read more about COBIS Core](https://www.softwareadvice.com/investment-management/cobis-core-profile/) **2.5** ([4 reviews](https://www.softwareadvice.com/investment-management/cobis-core-profile/#reviews)) Free trial Free version [Active Trader Pro](https://www.softwareadvice.com/investment-management/active-trader-pro-profile/) Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help users make inf...[Read more about Active Trader Pro](https://www.softwareadvice.com/investment-management/active-trader-pro-profile/) **3.2** ([13 reviews](https://www.softwareadvice.com/investment-management/active-trader-pro-profile/reviews/)) Free trial Free version Active Trader Pro's Best Rated Features 3.14Risk Management See All Active Trader Pro's Worst Rated Features 2.89Portfolio Rebalancing See All [Nitrogen](https://www.softwareadvice.com/product/489070-Riskalyze/) Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, and asset m...[Read more about Nitrogen](https://www.softwareadvice.com/product/489070-Riskalyze/) **3.8** ([14 reviews](https://www.softwareadvice.com/product/489070-Riskalyze/#reviews)) Free trial Free version Integrations Integrations Redtail CRM Direct Advisory Suite +2 more +1 more +0 more Nitrogen's Best Rated Features 3.0Reporting/Analytics See All Nitrogen's Worst Rated Features 2.50Risk Assessment See All [AMDIS](https://www.softwareadvice.com/stock-portfolio-management/am-dis-profile/) AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and g...[Read more about AMDIS](https://www.softwareadvice.com/stock-portfolio-management/am-dis-profile/) No reviews yet Free trial Free version [Abbove](https://www.softwareadvice.com/erp/paxfamilia-profile/) End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitor...[Read more about Abbove](https://www.softwareadvice.com/erp/paxfamilia-profile/) No reviews yet Free trial Free version [AllInvestView](https://www.softwareadvice.com/investment-management/allinvestview-profile/) AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analyti...[Read more about AllInvestView](https://www.softwareadvice.com/investment-management/allinvestview-profile/) No reviews yet Free trial Free version [AlphaQuark](https://www.softwareadvice.com/product/539397-AlphaQuark/) AlphaQuark is a model portfolio platform designed for SEBI-registered research analysts and registered investment advisers in In...[Read more about AlphaQuark](https://www.softwareadvice.com/product/539397-AlphaQuark/) No reviews yet Free trial Free version [AlphaSense](https://www.softwareadvice.com/bi/alphasense-profile/) AlphaSense is a market intelligence platform that helps knowledge professionals surface and track insights from millions of docu...[Read more about AlphaSense](https://www.softwareadvice.com/bi/alphasense-profile/) No reviews yet Free trial Free version [Athena Systems](https://www.softwareadvice.com/investment-management/athena-systems-profile/) Athena Systems is a financial risk management system that extracts data from any technology, normalizes source data, checks for ...[Read more about Athena Systems](https://www.softwareadvice.com/investment-management/athena-systems-profile/) No reviews yet Free trial Free version [B1 Financial](https://www.softwareadvice.com/investment-management/b1-financial-profile/) B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and custom...[Read more about B1 Financial](https://www.softwareadvice.com/investment-management/b1-financial-profile/) No reviews yet Free trial Free version [Beanvest](https://www.softwareadvice.com/investment-management/beanvest-profile/) Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their diffe...[Read more about Beanvest](https://www.softwareadvice.com/investment-management/beanvest-profile/) No reviews yet Free trial Free version [Bipsync](https://www.softwareadvice.com/investment-management/bipsync-profile/) Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity,...[Read more about Bipsync](https://www.softwareadvice.com/investment-management/bipsync-profile/) No reviews yet Free trial Free version [Broadridge Investment Accounting](https://www.softwareadvice.com/investment-management/broadridge-investment-accounting-profile/) Broadridge Investment Accounting is an asset management solution designed for businesses in capital markets, consumer finance, h...[Read more about Broadridge Investment Accounting](https://www.softwareadvice.com/investment-management/broadridge-investment-accounting-profile/) No reviews yet Free trial Free version [ByAllAccounts](https://www.softwareadvice.com/accounting/morningstar-byallaccounts-profile/) Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and cha...[Read more about ByAllAccounts](https://www.softwareadvice.com/accounting/morningstar-byallaccounts-profile/) No reviews yet Free trial Free version [CEPRES](https://www.softwareadvice.com/investment-management/cepres-profile/) CEPRES is an investment platform that allows private market investors to access investment data and analytics according to requi...[Read more about CEPRES](https://www.softwareadvice.com/investment-management/cepres-profile/) No reviews yet Free trial Free version ... 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