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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 |
|---|---|---|---|---|---|---|
| 51 | 3.7 | 12 | - | 3.8 / 4.3 / 3.4 / 4.2 | Diligent is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Learn more about Diligent Equity | |
| 52 | 5 | 11 | - | 4.9 / 5.0 / 4.9 / 5.0 | Track multichannel inventory, sell more, and scale effortlessly with Qoblex's all-in-one eCommerce operations management platform. Learn more about Qoblex | |
| 53 | 4.9 | 11 | - | 4.4 / 4.9 / 4.5 / 4.7 | Investment management solution to streamline portfolio construction & accounting, risk management, workflows and custom reporting. Learn more about PackHedge | |
| 54 | 4.8 | 11 | - | 4.3 / 5.0 / 4.7 / 4.8 | Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance Learn more about Altvia | |
| 55 | 4.8 | 11 | - | 4.5 / 5.0 / 4.5 / 4.9 | Unlock more value for your business through deeper shareholder relationships, share schemes that actually reward employees, and capital Learn more about Orchestra | |
| 56 | 5 | 10 | - | 4.7 / 5.0 / 4.8 / 4.7 | DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps. Learn more about DynamicDocs Excel to PDF Add-in | |
| 57 | 4.7 | 10 | - | 4.5 / 4.8 / 4.4 / 4.9 | Helping committed founders take care of their greatest asset - their company's equity - with a powerful digital solution. Learn more about Capboard | |
| 58 | 5 | 9 | - | 4.9 / 5.0 / 5.0 / 5.0 | Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal. Learn more about AtomInvest | |
| 59 | 5 | 9 | - | 5.0 / 5.0 / 5.0 / 5.0 | Roundtable is Europe's leading platform and financial infrastructure for private markets. Learn more about Roundtable | |
| 60 | 4.9 | 9 | - | 4.2 / 4.6 / 4.7 / 4.3 | FactSet provides integrated software and data solutions to investment professionals. Learn more about FactSet | |
| 61 | 4.7 | 9 | - | 4.7 / 4.9 / 4.3 / 4.9 | Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing Learn more about HedgeGuard | |
| 62 | 4.3 | 9 | - | 4.0 / 4.0 / 4.4 / 4.4 | Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Now with AI. Learn more about Covercy | |
| 63 | 3.7 | 9 | - | 3.7 / 3.6 / 4.4 / 3.8 | Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. Learn more about FinFolio | |
| 64 | 5 | 8 | - | 4.8 / 5.0 / 4.9 / 4.5 | Avestor is an investment management platform for real estate and alternative investments. Learn more about Avestor | |
| 65 | 4 | 8 | - | 3.5 / 4.1 / 4.0 / 3.7 | From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals Learn more about NaviPlan | |
| 66 | 5 | 7 | - | 5.0 / 4.9 / 5.0 / 5.0 | Excel-based CRE underwriting and valuation platform that saves time and unlocks productivity. Learn more about U-Rite | |
| 67 | 4.9 | 7 | - | 4.9 / 5.0 / 4.7 / 5.0 | Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital. Learn more about Cash Flow Portal | |
| 68 | 4.7 | 7 | - | 4.4 / 4.7 / 4.4 / 4.6 | Optio is a cloud-based equity management solution that helps large & small companies set up & monitor incentive programs for employees. Learn more about Optio | |
| 69 | 4.6 | 7 | - | 4.3 / 4.5 / 4.7 / 5.0 | Integrated API-driven loan origination & servicing software with portfolio secondary marketing & investor management options. Learn more about Lendstream | |
| 70 | 4.1 | 7 | - | 3.6 / 3.7 / 3.7 / 3.7 | Cloud-based commercial real estate software to build cash flow forecasts and valuations, and manage asset performance and risk. Learn more about ARGUS Enterprise | |
| 71 | 5 | 6 | - | 4.8 / 5.0 / 4.7 / 5.0 | Our Fund Management solution is designed for modern investment companies wanting to create a seamless experience for investors. Learn more about Bloqhouse Technologies | |
| 72 | 4.8 | 6 | - | 4.7 / 4.8 / 4.5 / 4.8 | A portfolio & investment management platform that helps businesses handle multi-asset class investments from private, public to RE. Learn more about Investera Pro | |
| 73 | 4.8 | 6 | - | 4.5 / 4.8 / 4.8 / 4.4 | For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management. Learn more about Windham Portfolio Advisor | |
| 74 | 4.7 | 6 | - | 4.5 / 4.7 / 4.7 / 4.7 | Europe's most sophisticated digital share registry and fundraising management platform for growing companies. Learn more about Quoroom | |
| 75 | 4.8 | 5 | - | 4.2 / 4.8 / 4.4 / 4.5 | Learn how to transform every client relationship into a wealth of new opportunities. Learn more about Financial Services Cloud |