--- title: "Page 3 | Best Investment Management Software 2026 | Capterra" description: "Page 3 - Find the top Investment Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://www.capterra.com/investment-management-software/?page=3" page_type: "category" language: "en" --- # Best Investment Management Software - Page 3 ## Windham Portfolio Advisor Rating: 4.8 out of 5 (6 reviews) Profile: [Windham Portfolio Advisor](https://www.capterra.com/p/82835/Windham-Portfolio-Advisor/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10000.00 Pricing details: Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Not available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Not available --- ## Quoroom Rating: 4.7 out of 5 (6 reviews) Profile: [Quoroom](https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Europe's most sophisticated digital share registry and fundraising management platform for growing companies. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £9.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available ### Gallery tab Ease of use: 4.5 out of 5 (6 reviews) --- ## Stock Portfolio Organizer Rating: 4.8 out of 5 (5 reviews) Profile: [Stock Portfolio Organizer](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.4 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$149.00 Pricing details: Per Feature, One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 4.4 out of 5 (5 reviews) --- ## AIRR Rating: 4.8 out of 5 (5 reviews) Profile: [AIRR](https://www.capterra.com/p/199969/AIRR/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? AIRR is a full-service integration platform for investment professionals available as a single SaaS solution. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $500.00 Pricing details: Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available ### Gallery tab Ease of use: 4.6 out of 5 (5 reviews) --- ## Invelo Rating: 4.4 out of 5 (5 reviews) Profile: [Invelo](https://www.capterra.com/p/10015695/Invelo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? From start to finish, Invelo that offers Real Estate Investors a range of features to manage, find, and close off-market properties. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 4.0 rating - Investments Tracking: 4.0 rating - Performance Metrics: 4.0 rating ### Gallery tab Ease of use: 4.6 out of 5 (5 reviews) ### Integrations tab Invelo connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/10015695/Invelo/#integrations) #### Most popular integrations - Gmail: 3.0 rating - Microsoft Outlook: 4.5 rating - Aircall: 4.2 rating --- ## Betterment Rating: 4.2 out of 5 (5 reviews) Profile: [Betterment](https://www.capterra.com/p/237514/Betterment/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Betterment offers automated investing, high-yield savings, and checking through its robo-advising and cash management platform. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 2.5 out of 5 - Features: 3.8 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.5 rating - Performance Metrics: 5.0 rating - Data Import/Export: 1.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (5 reviews) --- ## InvestingPro Rating: 3.8 out of 5 (5 reviews) Profile: [InvestingPro](https://www.capterra.com/p/248880/InvestingPro/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $2749.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Reporting/Analytics: 5.0 rating - Financial Analysis: 3.0 rating - Visual Analytics: 4.0 rating - Investments Tracking: 2.5 rating #### Lowest rated features - Portfolio Management: 2.0 rating - Alerts/Notifications: 1.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (5 reviews) --- ## Edda Rating: 4.8 out of 5 (4 reviews) Profile: [Edda](https://www.capterra.com/p/187533/Edda/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 4.8 out of 5 (4 reviews) ### Integrations tab Edda connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/187533/Edda/#integrations) #### Most popular integrations - Slack: 4.7 rating - Dropbox: 4.5 rating - Gmail: 4.8 rating - Microsoft Teams: 4.5 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.5 rating - Typeform: 4.7 rating - PitchBook: 4.4 rating - Crunchbase: 4.2 rating --- ## PortfolioShop Rating: 4.8 out of 5 (4 reviews) Profile: [PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.8 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1500.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available --- ## Investor Deal Room Rating: 4.5 out of 5 (4 reviews) Profile: [Investor Deal Room](https://www.capterra.com/p/203188/Investor-Deal-Room/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $250.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Not available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Available --- ## Macroaxis Rating: 4.3 out of 5 (4 reviews) Profile: [Macroaxis](https://www.capterra.com/p/77263/Wealth-Management-Platform/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 3.5 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.40 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 4.5 out of 5 (4 reviews) --- ## iBalance Rating: 4.0 out of 5 (4 reviews) Profile: [iBalance](https://www.capterra.com/p/21392/iBalance/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CA$8000.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab Ease of use: 3.8 out of 5 (4 reviews) --- ## Minerva Rating: 4.0 out of 5 (4 reviews) Profile: [Minerva](https://www.capterra.com/p/10018091/Minerva/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The only end-to-end, multi-asset investment management software for alternative investors to master their data & drive outperformance, #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.3 rating - Performance Metrics: 3.7 rating - Activity Dashboard: 4.5 rating - Portfolio Management: 3.3 rating #### Lowest rated features - Portfolio Rebalancing: 2.5 rating - Reporting/Analytics: 3.3 rating - Compliance Tracking: 3.0 rating - Data Import/Export: 4.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (4 reviews) --- ## Powens Rating: 3.8 out of 5 (4 reviews) Profile: [Powens](https://www.capterra.com/p/247868/Powens/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 3.8 out of 5 - Features: 3.8 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 4.3 out of 5 (4 reviews) ### Integrations tab Powens connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/247868/Powens/#integrations) #### Most popular integrations - OAuth: 4.4 rating - Pay --- ## COBIS Core Rating: 2.5 out of 5 (4 reviews) Profile: [COBIS Core](https://www.capterra.com/p/229775/COBIS-Core/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place. #### Rating breakdown - Ease of Use: 3.0 out of 5 - Customer Service: 2.3 out of 5 - Features: 3.0 out of 5 - Value for Money: 2.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available ### Gallery tab Ease of use: 3.0 out of 5 (4 reviews) --- ## ProTrak Advantage Rating: 5.0 out of 5 (3 reviews) Profile: [ProTrak Advantage](https://www.capterra.com/p/169490/ProTrak-Advantage/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15000.00 Pricing details: Per Feature, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Not available - Benchmarking: Available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) --- ## qashqade Rating: 5.0 out of 5 (3 reviews) Profile: [qashqade](https://www.capterra.com/p/235514/Q-FUND/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? An award-winning product suite helping private markets CFOs guarantee accuracy, improve transparency and build trust. #### Rating breakdown - Ease of Use: 3.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Performance Metrics: 5.0 rating ### Gallery tab Ease of use: 3.3 out of 5 (3 reviews) --- ## Cryptool.io Rating: 5.0 out of 5 (3 reviews) Profile: [Cryptool.io](https://www.capterra.com/p/10045187/Cryptool/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? All-in-one investor management for crypto: track every wallet and chain, raise capital, trade OTC, and manage funds in one dashboard. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Flat Rate Free trial: No Free demo: No ### Features tab #### Highest rated features - Activity Dashboard: 5.0 rating - Portfolio Management: 5.0 rating - For Investors & Traders: 5.0 rating - Investments Tracking: 4.5 rating #### Lowest rated features - Fee Management: 4.0 rating - Investment Research: 4.0 rating - Commodity Futures: 5.0 rating - Performance Metrics: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) --- ## SimCorp Dimension Rating: 5.0 out of 5 (3 reviews) Profile: [SimCorp Dimension](https://www.capterra.com/p/13760/SimCorp-Dimension/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? SimCorp software streamlines operations for asset managers, pension funds, and insurance firms. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Fund Management: 5.0 rating - Investments Tracking: 5.0 rating - Order Management: 5.0 rating #### Lowest rated features - Risk Management: 2.0 rating - Bonds/Stocks: 4.0 rating - Performance Metrics: 4.0 rating --- ## BuyHoldTrack Rating: 5.0 out of 5 (3 reviews) Profile: [BuyHoldTrack](https://www.capterra.com/p/229319/BuyHoldTrack/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment management tool that allows real-estate investors to monitor, compare and share their real estate investments #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $49.95 Pricing details: Usage Based, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 4.3 out of 5 (3 reviews) --- ## Docupace Rating: 5.0 out of 5 (3 reviews) Profile: [Docupace](https://www.capterra.com/p/211689/Docupace/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) ### Integrations tab Docupace connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/211689/Docupace/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Wealthbox CRM: 4.7 rating - SIGNiX: 3.9 rating - Redtail CRM: 4.1 rating - AdvisorEngine: 4.4 rating - Fidelity: 4.5 rating - Envestnet | MoneyGuide: 5.0 rating - Orion --- ## Pinnakl Rating: 5.0 out of 5 (3 reviews) Profile: [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? We are in business to help hedge funds win the tech battle by creating software that works better and costs less. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.7 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) --- ## Tier1 Rating: 5.0 out of 5 (3 reviews) Profile: [Tier1](https://www.capterra.com/p/185566/Tier1CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Global relationship management software for capital markets, corporate and investment banking, and investment management. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 4.7 out of 5 (3 reviews) ### Integrations tab Tier1 connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/185566/Tier1CRM/#integrations) #### Most popular integrations - Salesforce.org Nonprofit Cloud: 4.7 rating - FactSet: 4.9 rating - LSEG Risk Intelligence: 4.5 rating - BlueMatrix --- ## Unity Rating: 5.0 out of 5 (3 reviews) Profile: [Unity](https://www.capterra.com/p/275057/Unity/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3500.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Client Portal: 5.0 rating - Investments Tracking: 5.0 rating - Portfolio Management: 5.0 rating #### Lowest rated features - Visual Analytics: 4.0 rating - Risk Management: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) ### Integrations tab Unity connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/275057/Unity/#integrations) #### Most popular integrations - Fireblocks - Kraken --- ## Caruso Rating: 4.7 out of 5 (3 reviews) Profile: [Caruso](https://www.capterra.com/p/10031301/Caruso/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Caruso is a fund administration software and service that helps streamline operations and enhances relations for private market funds. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 4.7 rating - Document Management: 4.7 rating - Audit Trail: 5.0 rating - Fund Management: 4.5 rating #### Lowest rated features - Data Import/Export: 4.0 rating - Performance Metrics: 4.0 rating - Reporting/Analytics: 4.5 rating - Alerts/Notifications: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) ### Integrations tab Caruso connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/10031301/Caruso/#integrations) #### Most popular integrations - Gmail: 4.8 rating - HubSpot CRM: 4.5 rating - Xero: 4.4 rating - ActiveCampaign: 4.0 rating - Yardi Breeze: 4.2 rating - Salesforce Data Cloud: 4.1 rating - Outlook Email Extractor: 4.0 rating --- ## thinkorswim Rating: 4.7 out of 5 (3 reviews) Profile: [thinkorswim](https://www.capterra.com/p/230493/thinkorswim/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Real-Time Data: 5.0 rating - Mobile Access: 4.5 rating - Visual Analytics: 4.0 rating - Financial Analysis: 5.0 rating #### Lowest rated features - Reporting/Analytics: 3.0 rating - Bonds/Stocks: 4.0 rating - Performance Metrics: 4.0 rating - Portfolio Management: 4.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (3 reviews) --- ## Chartsmart Rating: 4.3 out of 5 (3 reviews) Profile: [Chartsmart](https://www.capterra.com/p/135353/Chartsmart/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CA$600.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 5.0 out of 5 (3 reviews) --- ## FamilyWealthGuru Rating: 4.3 out of 5 (3 reviews) Profile: [FamilyWealthGuru ](https://www.capterra.com/p/181390/FamilyWealthGuru/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: ₹10000.00 Pricing details: Per User, One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab Ease of use: 4.7 out of 5 (3 reviews) --- ## Crowdsofts Rating: 4.3 out of 5 (3 reviews) Profile: [Crowdsofts](https://www.capterra.com/p/209155/Crowdsofts/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5000.00 Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 4.3 out of 5 (3 reviews) --- ## PortfolioPathway Rating: 4.0 out of 5 (3 reviews) Profile: [PortfolioPathway](https://www.capterra.com/p/93539/PortfolioPathway/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $500.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available ### Gallery tab Ease of use: 4.0 out of 5 (3 reviews) --- ## SatuitCRM Rating: 4.0 out of 5 (3 reviews) Profile: [SatuitCRM](https://www.capterra.com/p/139631/SatuitCRM/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Customer relationship management (CRM) solution for buy-side investment professionals for investment managers. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 5.0 out of 5 - Features: 3.7 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 4.3 out of 5 (3 reviews) --- ## Sharesight Rating: 3.3 out of 5 (3 reviews) Profile: [Sharesight](https://www.capterra.com/p/207519/Sharesight/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. #### Rating breakdown - Ease of Use: 3.3 out of 5 - Customer Service: 4.5 out of 5 - Features: 3.7 out of 5 - Value for Money: 2.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$0.00 Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Not available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 3.3 out of 5 (3 reviews) ### Integrations tab Sharesight connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/207519/Sharesight/#integrations) #### Most popular integrations - Xero: 4.4 rating --- ## eFront Rating: 2.7 out of 5 (3 reviews) Profile: [eFront](https://www.capterra.com/p/76288/eFront/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? eFront is a go to platform to manage private markets investments in one place. #### Rating breakdown - Ease of Use: 2.3 out of 5 - Customer Service: 3.7 out of 5 - Features: 3.0 out of 5 - Value for Money: 1.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 4.0 rating - Accounting: 3.0 rating - Fund Management: 3.0 rating - Investments Tracking: 2.0 rating #### Lowest rated features - Risk Management: 1.0 rating - Performance Metrics: 2.0 rating ### Integrations tab eFront connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/76288/eFront/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating --- ## TIKR Rating: 5.0 out of 5 (2 reviews) Profile: [TIKR](https://www.capterra.com/p/231145/TIKR/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? TIKR is building the Bloomberg Terminal for everyone. TIKR offers investment research software that helps users find and research 50k+ #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 3.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 3.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Financial Analysis: 5.0 rating - Reporting/Analytics: 5.0 rating - Alerts/Notifications: 4.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (2 reviews) --- ## Navatar Edge Rating: 5.0 out of 5 (2 reviews) Profile: [Navatar Edge](https://www.capterra.com/p/203798/Navatar-Edge/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Hundreds of private equity managers, investment banks, and strategic buyers use Navatar to streamline their deal-sourcing processes. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 3.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate Free trial: No Free demo: No ### Features tab #### Highest rated features - Mobile Access: 5.0 rating --- ## Croesus Rating: 5.0 out of 5 (2 reviews) Profile: [Croesus](https://www.capterra.com/p/129800/Croesus/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Wealth management solutions including portfolio management, rebalancing tools, risk and compliance management modules, APIs. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $100000.00 Pricing details: Other, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Not available --- ## FA Solutions Rating: 5.0 out of 5 (2 reviews) Profile: [FA Solutions](https://www.capterra.com/p/145333/FA-Solutions/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €850.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab Ease of use: 5.0 out of 5 (2 reviews) --- ## Wealthsimple Invest Rating: 5.0 out of 5 (2 reviews) Profile: [Wealthsimple Invest](https://www.capterra.com/p/252527/Wealthsimple-Invest/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Wealthsimple Invest is a tool for optimizing holdings and investments to limit the risk of financial loss. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, One Time Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 5.0 rating - Performance Metrics: 5.0 rating - Portfolio Rebalancing: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (2 reviews) --- ## Finestel Rating: 5.0 out of 5 (2 reviews) Profile: [Finestel](https://www.capterra.com/p/10031861/Finestel/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Multi-Account Crypto Trading Automation and Asset Management Infrastructure for Professional Traders, Trading Desks & Asset Managers. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $299.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 5.0 rating - Reporting/Analytics: 4.5 rating - Financial Analysis: 5.0 rating - Portfolio Management: 5.0 rating #### Lowest rated features - Real-Time Data: 3.0 rating - Performance Metrics: 4.0 rating - Portfolio Rebalancing: 5.0 rating - Visual Analytics: 5.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (2 reviews) ### Integrations tab Finestel connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/10031861/Finestel/#integrations) #### Most popular integrations - Binance: 4.4 rating - OKX: 4.6 rating - Bitget: 4.1 rating - Kraken: 4.8 rating - Gate: 4.0 rating --- ## LenderKit Rating: 5.0 out of 5 (2 reviews) Profile: [LenderKit](https://www.capterra.com/p/242221/LenderKit/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Investment management solution that helps businesses streamline crowdfunding and private or real estate equity investing operations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 5.0 rating - Performance Metrics: 3.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (2 reviews) ### Integrations tab LenderKit connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/242221/LenderKit/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Google Analytics 360: 4.7 rating - Twilio: 4.4 rating - Google Tag Manager 360: 4.8 rating - Mangopay: 4.3 rating - Minio: 4.5 rating --- ## The CRE Suite Rating: 5.0 out of 5 (2 reviews) Profile: [The CRE Suite](https://www.capterra.com/p/173300/The-CRE-Suite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Investment real estate platform for acquisitions, development, asset management and investor reporting. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $100.00 Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab Ease of use: 5.0 out of 5 (2 reviews) ### Integrations tab The CRE Suite connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/173300/The-CRE-Suite/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Google Maps: 4.7 rating --- ## Intellibonds Rating: 4.5 out of 5 (2 reviews) Profile: [Intellibonds](https://www.capterra.com/p/217116/Portfolio-Assist/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? AI-Augmented Fixed Income Investing #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Not available - Benchmarking: Not available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Not available --- ## Calibre RMS Rating: 4.5 out of 5 (2 reviews) Profile: [Calibre RMS](https://www.capterra.com/p/194475/Calibre-RMS/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Purpose-built research, modelling, analysis and collaboration tools for fundamental equity analysts and portfolio managers. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 5.0 rating - Mobile Access: 3.5 rating - Benchmarking: 1.0 rating - Fund Management: 1.0 rating #### Lowest rated features - Investments Tracking: 1.0 rating - Modeling & Simulation: 1.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (2 reviews) --- ## iLEVEL Rating: 4.5 out of 5 (2 reviews) Profile: [iLEVEL](https://www.capterra.com/p/127624/iLEVEL/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.5 out of 5 - Value for Money: 3.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £36000.00 Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available --- ## Captools/net Rating: 4.5 out of 5 (2 reviews) Profile: [Captools/net](https://www.capterra.com/p/60670/Captools-net/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1499.99 Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available ### Gallery tab Ease of use: 4.0 out of 5 (2 reviews) --- ## Forex Tester Rating: 4.5 out of 5 (2 reviews) Profile: [Forex Tester](https://www.capterra.com/p/188415/Forex-Tester/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Special software for back testing trading strategies on historical data using various indicators and tools. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $199.00 Pricing details: Flat Rate, One Time Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Performance Metrics: 4.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (2 reviews) --- ## Limina IMS Rating: 4.0 out of 5 (2 reviews) Profile: [Limina IMS](https://www.capterra.com/p/254789/Limina-IMS/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Front-to-Middle/Back SaaS that consolidate systems and elevate portfolio data quality. Best investment workflows in the cloud. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 3.5 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39000.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.5 rating - Data Import/Export: 3.5 rating - Order Management: 3.5 rating ### Gallery tab Ease of use: 4.5 out of 5 (2 reviews) --- ## Fi360 Toolkit Rating: 3.5 out of 5 (2 reviews) Profile: [Fi360 Toolkit](https://www.capterra.com/p/140812/fi360-Toolkit/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.0 out of 5 - Features: 3.5 out of 5 - Value for Money: 3.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $200.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Not available ### Gallery tab Ease of use: 4.0 out of 5 (2 reviews) --- ## Investment Account Manager Rating: 3.0 out of 5 (2 reviews) Profile: [Investment Account Manager](https://www.capterra.com/p/135008/Investment-Account-Manager/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Desktop based investment software for portfolio management. #### Rating breakdown - Ease of Use: 3.0 out of 5 - Customer Service: 5.0 out of 5 - Features: 3.0 out of 5 - Value for Money: 3.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Per Feature, One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 3.0 out of 5 (2 reviews) --- ## Axys Rating: 3.0 out of 5 (2 reviews) Profile: [Axys](https://www.capterra.com/p/23601/Axys/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more. #### Rating breakdown - Ease of Use: 2.5 out of 5 - Customer Service: 3.0 out of 5 - Features: 2.5 out of 5 - Value for Money: 3.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Available --- Page 3 of 9 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (385) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting [Activity Dashboard](https://www.capterra.com/investment-management-software/features/activity-dashboard/) AI Copilot [Alerts/Notifications](https://www.capterra.com/investment-management-software/features/alerts-notifications/) Benchmarking Bonds/Stocks [Client Management](https://www.capterra.com/investment-management-software/features/client-management/) [Client Portal](https://www.capterra.com/investment-management-software/features/client-portal/) Commodity Futures Compliance Tracking [Data Import/Export](https://www.capterra.com/investment-management-software/features/data-import-export/) Financial Analysis For Investment Advisors For Investors & Traders [Fund Management](https://www.capterra.com/investment-management-software/features/fund-management/) Generative AI [Investment Research](https://www.capterra.com/investment-management-software/features/investment-research/) [Investments Tracking](https://www.capterra.com/investment-management-software/features/investments-tracking/) [Mobile Access](https://www.capterra.com/investment-management-software/features/mobile-access/) [Modeling & Simulation](https://www.capterra.com/investment-management-software/features/modeling-simulation/) [Performance Metrics](https://www.capterra.com/investment-management-software/features/performance-metrics/) [Portfolio Management](https://www.capterra.com/investment-management-software/features/portfolio-management/) Portfolio Rebalancing [Real-Time Data](https://www.capterra.com/investment-management-software/features/real-time-data/) [Reporting/Analytics](https://www.capterra.com/investment-management-software/features/reporting-analytics/) [Risk Management](https://www.capterra.com/investment-management-software/features/risk-management/) Visual Analytics Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Stock Portfolio Management Software](https://www.capterra.com/stock-portfolio-management-software/)[Equity Management Software](https://www.capterra.com/equity-management-software/) I'm looking for Investment Management Software that is: [Free](https://www.capterra.com/investment-management-software/s/free/)