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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 |
|---|---|---|---|---|---|---|
| 26 | 4.5 | 37 | - | 4.4 / 4.5 / 4.5 / 4.6 | Investment management platform that helps businesses capture Alpha across cryptocurrencies using automated algorithms Learn more about EndoTech | |
| 27 | 4 | 36 | - | 4.1 / 3.8 / 4.0 / 3.8 | Human Interest is a 401(k) management solution that handles investment opportunities and integrates with 100+ payroll systems. Learn more about Human Interest | |
| 28 | 4.6 | 34 | - | 4.4 / 4.7 / 4.5 / 4.6 | End-to-end AI-powered platform for ALTS investments unifying deal management, IR, portfolio analytics & fund accounting for GPs & LPs. Learn more about Dynamo Software | |
| 29 | 4.8 | 30 | - | 4.8 / 4.8 / 4.7 / 4.9 | Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more. Learn more about Exirio | |
| 30 | 4.9 | 29 | - | 4.7 / 4.9 / 4.5 / 4.7 | Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more. Learn more about Ledgy | |
| 31 | 4.6 | 28 | - | 4.5 / 4.3 / 4.5 / 4.2 | Cloud-based platform that lets users invest in private startups and track the performance of funds, KPIs & portfolios via a dashboard. Learn more about Tyke | |
| 32 | 4.7 | 25 | - | 4.7 / 4.8 / 4.4 / 4.6 | All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Learn more about Trademetria | |
| 33 | 4.4 | 24 | - | 4.3 / 5.0 / 4.1 / 4.6 | A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations. Learn more about AdvisorEngine | |
| 34 | 4.5 | 22 | - | 4.3 / 4.7 / 4.3 / 4.4 | Invest confidently with Dealpath, the industry's #1 cloud-based CRE software for deal analysis and management. Learn more about Dealpath | |
| 35 | 4.5 | 21 | - | 4.2 / 4.4 / 4.1 / 4.2 | Intapp DealCloud lets investment managers streamline deal flow, track performance, and manage investor relationships in one platform. Learn more about DealCloud | |
| 36 | 4.8 | 20 | - | 4.8 / 5.0 / 4.6 / 4.7 | A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more. Learn more about MadeMarket | |
| 37 | 4.8 | 20 | - | 4.6 / 4.9 / 4.6 / 4.2 | Sourcescrub is the market-leading M&A deal sourcing platform to research, find, and connect with founder-owned companies. Learn more about Sourcescrub | |
| 38 | 4.7 | 20 | - | 4.4 / 4.5 / 4.7 / 4.6 | InvestNext is the platform for innovative, compliant, and efficient real estate investment management. Never miss your next investment. Learn more about InvestNext | |
| 39 | 4.9 | 18 | - | 4.7 / 4.9 / 4.7 / 4.8 | First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Learn more about First Rate Vantage | |
| 40 | 4.7 | 16 | - | 4.7 / 4.8 / 4.6 / 4.7 | Digital solution for Private Fund Managers across Venture Capital, Private Equity and Real Estate Investments to close deals 5x faster. Learn more about WealthBlock | |
| 41 | 5 | 15 | - | 4.9 / 5.0 / 4.7 / 5.0 | Raise capital and spend less time doing it using SyndicationPro's Investor CRM, Investor Portal, and Investment Management software Learn more about SyndicationPro | |
| 42 | 4.7 | 15 | - | 4.4 / 4.5 / 4.4 / 4.1 | Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Learn more about FundCount | |
| 43 | 4.6 | 14 | - | 4.4 / 4.6 / 4.4 / 4.3 | We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios. Learn more about AlternativeSoft | |
| 44 | 4.4 | 14 | - | 3.9 / 4.4 / 4.4 / 4.1 | TrendSpider is a software platform that provides real-time market data, automated tools, and advanced analysis for investors. Learn more about TrendSpider | |
| 45 | 3.8 | 14 | - | 4.1 / 3.5 / 3.8 / 3.3 | Win prospects faster, drive a personalized client experience at scale, increase efficiency, and turn compliance into an opportunity. Learn more about Nitrogen | |
| 46 | 5 | 13 | - | 5.0 / 5.0 / 5.0 / 5.0 | We build purposefully lean technology that focuses on what matters — clarity, precision, and purpose. Learn more about Super | |
| 47 | 4.2 | 13 | - | 4.5 / 5.0 / 4.2 / 4.5 | Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups. Learn more about Rundit | |
| 48 | 3.2 | 13 | - | 3.2 / 3.0 / 3.4 / 3.4 | Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more. Learn more about Active Trader Pro | |
| 49 | 4.5 | 12 | - | 4.7 / 3.6 / 4.6 / 4.3 | TOGGLE AI alerts you to what might affect your portfolio holdings. Learn more about TOGGLE | |
| 50 | 4.5 | 12 | - | 4.2 / 4.7 / 4.1 / 4.3 | Enabling real estate firms to streamline all facets of investment management, raise capital, foster investor relations, and cut costs Learn more about Agora |