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Investment Management
https://www.capterra.com/investment-management-software/Niches in this category - the functional product types blended into "Investment Management" (54)
Portfolio Management System for Asset & Wealth Managers52Investment Accounting & Portfolio Reporting Platform26Investment Portfolio Risk & Analytics Platform18Financial & Investment Analytics Platform17Investment & Deal Management CRM17Trading Platform & Order/Execution Management System14Fund Administration & Private Markets Accounting Platform13Cap Table & Equity Management Software12Real Estate Investment & Portfolio Analysis Software12Investor Portal & LP Reporting Platform12Personal Investment Portfolio Tracker11Trading Journal & Trader Performance Analytics11Equity Crowdfunding & Private Placement Platform11Real Estate Syndication & Capital Raising Platform10Wealth & Financial Advisor CRM10Crypto Portfolio & Digital Asset Management Platform9Stock Research & Market Data Terminal8Financial Planning & Goals-Based Advice Software7Investor Relations & Public Company IR Platform5Investment Due Diligence & Manager Research Platform5Deal Sourcing & M&A/PE Market Intelligence Platform5Real Estate Underwriting & CRE Deal Analysis Software5Cash Flow & Treasury Management Software4Robo-Advisor & Automated Investing Platform3Industry-Specific Vertical Business Software3Open Banking & Account-to-Account Payment Platform3Retirement & 401(k) Plan Administration Platform3Mortgage Investment & Loan Portfolio Management Software3HYIP & High-Yield Investment Program Script3Vertical Industry Analytics Platform2Financial Planning & Analysis (FP&A) Platform2Personal Finance & Budgeting App2CRM Software2Banking-as-a-Service & Core Banking Platform1Website Builder & DIY Site Software1M&A Deal & Diligence Project Management Platform1All-in-One Team Collaboration Suite1Client Portal & Document Collection Platform1Document Generation & Assembly Software1Mineral Rights & Royalty Owner Management Software1Inventory & Order Management System1AI Decision Intelligence & Forecasting Platform1Enterprise AI Search & Knowledge Management1Financial Services Regulatory Compliance Software1Investment Compliance & Regulatory Reporting Platform1Regulatory & Statutory Reporting Software1No-Code / Low-Code Application Platform1Web Content Management System (WCMS) / Digital Experience Platform1Supply Chain Planning & Optimization Platform1Property & Building Operations Platform for CRE/Multifamily1Spreadsheet Data Connector & Add-In1Commercial Lease & Portfolio Management Software1Trading & Commodity Risk Management (CTRM/ETRM) Platform1Insurance Claims & RMIS Software1
318 products7 pages scraped of 7320 in category1 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 1 | Unity Ad | 5 | 3 | - | 5.0 / 5.0 / 5.0 / 5.0 | Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design. Learn more about Unity |
| 2 | 4.1 | 251 | - | 3.6 / 4.2 / 4.2 / 3.8 | Morningstar Direct offers data, research, and tools to help investment professionals make confident decisions and streamline workflows. Learn more about Morningstar Direct | |
| 3 | 4.3 | 161 | - | 4.3 / 4.5 / 4.2 / 3.7 | Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics. Learn more about Agicap | |
| 4 | 4.5 | 140 | 81% | 4.5 / 4.2 / 4.4 / 4.9 | Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. Learn more about Mint | |
| 5 | 4.7 | 133 | 90% | 4.7 / 4.7 / 4.7 / 4.7 | Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Learn more about Creatio CRM | |
| 6 | 4.7 | 110 | 89% | 4.6 / 4.8 / 4.4 / 4.4 | Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ Learn more about Foundersuite | |
| 7 | 4.5 | 104 | 83% | 4.5 / 4.3 / 4.2 / 4.4 | Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection. Learn more about Stessa | |
| 8 | 4.4 | 101 | - | 4.6 / 4.3 / 4.5 / 4.4 | Build a holistic view of your customer's investments Learn more about Plaid | |
| 9 | 4.7 | 100 | 91% | 4.7 / 4.9 / 4.5 / 4.8 | AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations. Learn more about AppFolio Investment Manager | |
| 10 | 4.9 | 97 | - | 4.7 / 4.9 / 4.7 / 4.6 | The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001. Learn more about Vestd | |
| 11 | 4.7 | 97 | - | 4.6 / 4.3 / 4.6 / 4.6 | Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors. Learn more about WOWS Investment Portal | |
| 12 | 4.3 | 95 | - | 4.1 / 4.1 / 4.1 / 3.9 | With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. Learn more about MRI Property Management | |
| 13 | 4.7 | 85 | - | 4.5 / 4.3 / 4.7 / 4.6 | Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. Learn more about Macabacus | |
| 14 | 4.6 | 85 | - | 4.5 / 4.8 / 4.4 / 4.4 | Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting Learn more about Certent Equity Management | |
| 15 | 4.5 | 79 | - | 4.2 / 4.6 / 4.3 / 4.4 | Streamline Investor Communications, Elevate Investor Engagement Learn more about RealPage IMS | |
| 16 | 4.5 | 74 | - | 4.5 / 4.3 / 4.3 / 4.3 | Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Learn more about Vestwell | |
| 17 | 4.2 | 62 | - | 4.0 / 3.7 / 4.1 / 3.6 | Carta is an equity management platform for companies, investors, and employees. Learn more about Carta | |
| 18 | 4.9 | 61 | - | 4.8 / 5.0 / 4.7 / 4.8 | Juniper Square is the leader in partnership enablement for the private funds industry. Learn more about Juniper Square | |
| 19 | 4.3 | 58 | - | 3.8 / 4.5 / 4.3 / 4.1 | Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. Learn more about HiddenLevers | |
| 20 | 4.8 | 57 | - | 4.6 / 4.9 / 4.5 / 4.6 | Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups. Learn more about Bob Finance | |
| 21 | 4.7 | 49 | - | 4.5 / 4.9 / 4.5 / 4.8 | Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value. Learn more about Social Security Timing | |
| 22 | 4.3 | 46 | - | 4.2 / 4.4 / 4.2 / 4.0 | Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. Learn more about Backstop | |
| 23 | 4.5 | 44 | - | 4.7 / 4.1 / 4.3 / 4.3 | Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios. Learn more about ICONOMI | |
| 24 | 4.8 | 38 | - | 4.8 / 4.5 / 4.8 / 4.8 | The Leading Real Estate Analysis Software and Calculator Learn more about DealCheck | |
| 25 | 4.7 | 37 | - | 4.5 / 4.6 / 4.6 / 4.5 | Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more. Learn more about Trade Ideas |