Learn why GetApp is free

Investment Management Software

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

Here's our list of apps for Investment Management Software. Filters help you narrow down the results to find exactly what you’re looking for.

Sort by

208 Software options

Backstop

Cloud-based investment management platform

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal. Read more about Backstop

Vantage Software

Investor portal and accounting platform

Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle. Read more about Vantage Software

Agicap

Manage your cashflow with ease

Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis. Read more about Agicap

Mint

Your financial life, all in one place

Mint pulls all your financial accounts into one place. Already more than 7 million users who know their information is always secure. All data is protected and validated by VeriSign and TRUSTe. Mint automatically pulls all your financial information into one place. Read more about Mint

Creatio CRM

Boost marketing, sales and service performance!

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Read more about Creatio CRM

Foundersuite

Investment management software

Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform. Read more about Foundersuite

AppFolio Investment Manager

Real estate investment management

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations. Read more about AppFolio Investment Manager

Stessa

Smart accounting software for landlords.

Stessa helps rental property owners and operators eliminate busywork and maximize returns. Join 200,000+ landlords using Stessa today! Read more about Stessa

Vestd

Vestd, the easiest way to manage and issue shares.

Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control. See real-time data, pulled directly from Companies House, check your shareholdings for accuracy and simulate future scenarios to estimate potential payouts - Vestd does it all. Read more about Vestd

WOWS Investment Portal

The WOWS Investment Portal. One Portal. Everything You Need.

The WOWS Investment Portal connects startups, SMEs, and investors for capital raises, investor matching, and equity management. Read more about WOWS Investment Portal

SeedLegals

Faster fundraising and effortless admin solution

The UK's number 1 for funding rounds, cap table and EMI option schemes. Read more about SeedLegals

MRI Software

Cloud-based real estate, investment, workplace and facilities management software

MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more Read more about MRI Software

RealPage IMS

Investor management for commercial real estate

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more. Read more about RealPage IMS

Macabacus

The fastest way to get more done in Microsoft 365

Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations. Read more about Macabacus

Certent Equity Management

Enterprise Class Equity Management & Reporting Software

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Read more about Certent Equity Management

Juniper Square

A universal system for private investment partnerships.

Juniper Square provides a way for GPs and their LPs to seamlessly connect and communicate across every stage of their partnership. Read more about Juniper Square

Carta

Equity management solution for public & private firms

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Read more about Carta

HiddenLevers

Portfolio stress testing software for advisory firms

HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns. Read more about HiddenLevers

Social Security Timing

Cloud-based social security strategy management tool

Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits. Read more about Social Security Timing

Plaid

Platform that enables apps to connect with bank accounts

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid

ICONOMI

Crypto portfolio management platform

ICONOMI is a crypto portfolio management platform that offers cryptocurrency trading and investment through multiple portfolios. Read more about ICONOMI

Seeking Alpha

Stock market analysis tools for portfolio management

Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades... Read more about Seeking Alpha

Mosaic

Strategic finance platform for better decision making

Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business. Read more about Mosaic

Dynamo Software

Investment management software

Dynamo Software is an end-to-end investment management platform that is highly configurable, cloud-based to meet the front-to-back office needs of GPs, LPs, and service providers. Dynamo’s modules can work together to build one centralized, automated, and comprehensive FinTech platform. Read more about Dynamo Software

DealCheck

Analyze Any Investment Property in Seconds

Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals. Read more about DealCheck

1
2
3
…
9
>

Related categories