# Page 3 | Best Investment Management Software 2026 | Capterra

> 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: https://www.capterra.com/investment-management-software

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# Best Investment Management Software - Page 3

[## Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/)

[4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews)

Learn how to transform every client relationship into a wealth of new opportunities. [Learn more about Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/)

Investment Management features reviewers most value

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[## Stock Portfolio Organizer](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/)

[4.8 (5)](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/#reviews)

An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs [Learn more about Stock Portfolio Organizer](https://www.capterra.com/p/173102/Stock-Portfolio-Organizer/)

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[## AIRR](https://www.capterra.com/p/199969/AIRR/)

[4.8 (5)](https://www.capterra.com/p/199969/AIRR/#reviews)

AIRR is a full-service integration platform for investment professionals available as a single SaaS solution. [Learn more about AIRR](https://www.capterra.com/p/199969/AIRR/)

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[## Invelo](https://www.capterra.com/p/10015695/Invelo/)

[4.4 (5)](https://www.capterra.com/p/10015695/Invelo/#reviews)

From start to finish, Invelo that offers Real Estate Investors a range of features to manage, find, and close off-market properties.  [Learn more about Invelo](https://www.capterra.com/p/10015695/Invelo/)

Investment Management features reviewers most value

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[## Betterment](https://www.capterra.com/p/237514/Betterment/)

[4.2 (5)](https://www.capterra.com/p/237514/Betterment/#reviews)

Betterment offers automated investing, high-yield savings, and checking through its robo-advising and cash management platform. [Learn more about Betterment](https://www.capterra.com/p/237514/Betterment/)

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[## InvestingPro](https://www.capterra.com/p/248880/InvestingPro/)

[3.8 (5)](https://www.capterra.com/p/248880/InvestingPro/#reviews)

InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears. [Learn more about InvestingPro](https://www.capterra.com/p/248880/InvestingPro/)

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[## Edda](https://www.capterra.com/p/187533/Edda/)

[4.8 (4)](https://www.capterra.com/p/187533/Edda/#reviews)

Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence. [Learn more about Edda](https://www.capterra.com/p/187533/Edda/)

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[## PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/)

[4.8 (4)](https://www.capterra.com/p/157187/ReconAdvantage/#reviews)

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. [Learn more about PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/)

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[## Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)

[4.8 (4)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews)

All-in-one platform for financial advisors to deliver personalized advice, streamline workflows, and enhance client engagement. [Learn more about Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)

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[## Investor Deal Room](https://www.capterra.com/p/203188/Investor-Deal-Room/)

[4.5 (4)](https://www.capterra.com/p/203188/Investor-Deal-Room/#reviews)

Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital. [Learn more about Investor Deal Room](https://www.capterra.com/p/203188/Investor-Deal-Room/)

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[## Macroaxis](https://www.capterra.com/p/77263/Wealth-Management-Platform/)

[4.3 (4)](https://www.capterra.com/p/77263/Wealth-Management-Platform/#reviews)

Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio [Learn more about Macroaxis](https://www.capterra.com/p/77263/Wealth-Management-Platform/)

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[## iBalance](https://www.capterra.com/p/21392/iBalance/)

[4.0 (4)](https://www.capterra.com/p/21392/iBalance/#reviews)

Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. [Learn more about iBalance](https://www.capterra.com/p/21392/iBalance/)

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[## Minerva](https://www.capterra.com/p/10018091/Minerva/)

[4.0 (4)](https://www.capterra.com/p/10018091/Minerva/#reviews)

The only end-to-end, multi-asset investment management software for alternative investors to master their data & drive outperformance,  [Learn more about Minerva](https://www.capterra.com/p/10018091/Minerva/)

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[## Powens](https://www.capterra.com/p/247868/Powens/)

[3.8 (4)](https://www.capterra.com/p/247868/Powens/#reviews)

Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments. [Learn more about Powens](https://www.capterra.com/p/247868/Powens/)

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[## COBIS Core](https://www.capterra.com/p/229775/COBIS-Core/)

[2.5 (4)](https://www.capterra.com/p/229775/COBIS-Core/#reviews)

Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place. [Learn more about COBIS Core](https://www.capterra.com/p/229775/COBIS-Core/)

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[## ProTrak Advantage](https://www.capterra.com/p/169490/ProTrak-Advantage/)

[5.0 (3)](https://www.capterra.com/p/169490/ProTrak-Advantage/#reviews)

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms [Learn more about ProTrak Advantage](https://www.capterra.com/p/169490/ProTrak-Advantage/)

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[## qashqade](https://www.capterra.com/p/235514/Q-FUND/)

[5.0 (3)](https://www.capterra.com/p/235514/Q-FUND/#reviews)

An award-winning product suite helping private markets CFOs guarantee accuracy, improve transparency and build trust. [Learn more about qashqade](https://www.capterra.com/p/235514/Q-FUND/)

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[## SimCorp Dimension](https://www.capterra.com/p/13760/SimCorp-Dimension/)

[5.0 (3)](https://www.capterra.com/p/13760/SimCorp-Dimension/#reviews)

SimCorp software streamlines operations for asset managers, pension funds, and insurance firms. [Learn more about SimCorp Dimension](https://www.capterra.com/p/13760/SimCorp-Dimension/)

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[## BuyHoldTrack](https://www.capterra.com/p/229319/BuyHoldTrack/)

[5.0 (3)](https://www.capterra.com/p/229319/BuyHoldTrack/#reviews)

Investment management tool that allows real-estate investors to monitor, compare and share their real estate investments [Learn more about BuyHoldTrack](https://www.capterra.com/p/229319/BuyHoldTrack/)

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[## Docupace](https://www.capterra.com/p/211689/Docupace/)

[5.0 (3)](https://www.capterra.com/p/211689/Docupace/#reviews)

Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. [Learn more about Docupace](https://www.capterra.com/p/211689/Docupace/)

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[## Pinnakl](https://www.capterra.com/p/189442/Pinnakl/)

[5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews)

We are in business to help hedge funds win the tech battle by creating software that works better and costs less. [Learn more about Pinnakl](https://www.capterra.com/p/189442/Pinnakl/)

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[## Tier1](https://www.capterra.com/p/185566/Tier1CRM/)

[5.0 (3)](https://www.capterra.com/p/185566/Tier1CRM/#reviews)

Global relationship management software for capital markets, corporate and investment banking, and investment management. [Learn more about Tier1](https://www.capterra.com/p/185566/Tier1CRM/)

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[## Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design. [Learn more about Unity](https://www.capterra.com/p/275057/Unity/)

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[## Caruso](https://www.capterra.com/p/10031301/Caruso/)

[4.7 (3)](https://www.capterra.com/p/10031301/Caruso/#reviews)

Caruso is a fund administration software and service that helps streamline operations and enhances relations for private market funds. [Learn more about Caruso](https://www.capterra.com/p/10031301/Caruso/)

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[## thinkorswim](https://www.capterra.com/p/230493/thinkorswim/)

[4.7 (3)](https://www.capterra.com/p/230493/thinkorswim/#reviews)

Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more. [Learn more about thinkorswim](https://www.capterra.com/p/230493/thinkorswim/)

Investment Management features reviewers most value

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[## Chartsmart](https://www.capterra.com/p/135353/Chartsmart/)

[4.3 (3)](https://www.capterra.com/p/135353/Chartsmart/#reviews)

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. [Learn more about Chartsmart](https://www.capterra.com/p/135353/Chartsmart/)

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[## FamilyWealthGuru](https://www.capterra.com/p/181390/FamilyWealthGuru/)

[4.3 (3)](https://www.capterra.com/p/181390/FamilyWealthGuru/#reviews)

\* Automatic Mark-to-Market Reports \* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating [Learn more about FamilyWealthGuru](https://www.capterra.com/p/181390/FamilyWealthGuru/)

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[## Crowdsofts](https://www.capterra.com/p/209155/Crowdsofts/)

[4.3 (3)](https://www.capterra.com/p/209155/Crowdsofts/#reviews)

White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool. [Learn more about Crowdsofts](https://www.capterra.com/p/209155/Crowdsofts/)

Investment Management features reviewers most value

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[## PortfolioPathway](https://www.capterra.com/p/93539/PortfolioPathway/)

[4.0 (3)](https://www.capterra.com/p/93539/PortfolioPathway/#reviews)

Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more. [Learn more about PortfolioPathway](https://www.capterra.com/p/93539/PortfolioPathway/)

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[## SatuitCRM](https://www.capterra.com/p/139631/SatuitCRM/)

[4.0 (3)](https://www.capterra.com/p/139631/SatuitCRM/#reviews)

Customer relationship management (CRM) solution for buy-side investment professionals for investment managers. [Learn more about SatuitCRM](https://www.capterra.com/p/139631/SatuitCRM/)

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[## Sharesight](https://www.capterra.com/p/207519/Sharesight/)

[3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews)

Track your stocks, trades, dividends, stock splits & more with Sharesight - the award-winning online investment portfolio tracker. [Learn more about Sharesight](https://www.capterra.com/p/207519/Sharesight/)

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[## eFront](https://www.capterra.com/p/76288/eFront/)

[2.7 (3)](https://www.capterra.com/p/76288/eFront/#reviews)

eFront is a go to platform to manage private markets investments in one place. [Learn more about eFront](https://www.capterra.com/p/76288/eFront/)

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[## TIKR](https://www.capterra.com/p/231145/TIKR/)

[5.0 (2)](https://www.capterra.com/p/231145/TIKR/#reviews)

TIKR is building the Bloomberg Terminal for everyone. TIKR offers investment research software that helps users find and research 50k+ [Learn more about TIKR](https://www.capterra.com/p/231145/TIKR/)

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[## Navatar Edge](https://www.capterra.com/p/203798/Navatar-Edge/)

[5.0 (2)](https://www.capterra.com/p/203798/Navatar-Edge/#reviews)

Hundreds of private equity managers, investment banks, and strategic buyers use Navatar to streamline their deal-sourcing processes. [Learn more about Navatar Edge](https://www.capterra.com/p/203798/Navatar-Edge/)

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[## Croesus](https://www.capterra.com/p/129800/Croesus/)

[5.0 (2)](https://www.capterra.com/p/129800/Croesus/#reviews)

Wealth management solutions including portfolio management, rebalancing tools, risk and compliance management modules, APIs. [Learn more about Croesus](https://www.capterra.com/p/129800/Croesus/)

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[## FA Solutions](https://www.capterra.com/p/145333/FA-Solutions/)

[5.0 (2)](https://www.capterra.com/p/145333/FA-Solutions/#reviews)

With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales. [Learn more about FA Solutions](https://www.capterra.com/p/145333/FA-Solutions/)

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[## Wealthsimple Invest](https://www.capterra.com/p/252527/Wealthsimple-Invest/)

[5.0 (2)](https://www.capterra.com/p/252527/Wealthsimple-Invest/#reviews)

Wealthsimple Invest is a tool for optimizing holdings and investments to limit the risk of financial loss. [Learn more about Wealthsimple Invest](https://www.capterra.com/p/252527/Wealthsimple-Invest/)

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[## Finestel](https://www.capterra.com/p/10031861/Finestel/)

[5.0 (2)](https://www.capterra.com/p/10031861/Finestel/#reviews)

SaaS for traders & asset managers. Trade Copier, TradingView & signal bots, API trading on multiple exchanges & MT4/MT5. +White-label  [Learn more about Finestel](https://www.capterra.com/p/10031861/Finestel/)

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[## LenderKit](https://www.capterra.com/p/242221/LenderKit/)

[5.0 (2)](https://www.capterra.com/p/242221/LenderKit/#reviews)

Investment management solution that helps businesses streamline crowdfunding and private or real estate equity investing operations. [Learn more about LenderKit](https://www.capterra.com/p/242221/LenderKit/)

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[## The CRE Suite](https://www.capterra.com/p/173300/The-CRE-Suite/)

[5.0 (2)](https://www.capterra.com/p/173300/The-CRE-Suite/#reviews)

Investment real estate platform for acquisitions, development, asset management and investor reporting. [Learn more about The CRE Suite](https://www.capterra.com/p/173300/The-CRE-Suite/)

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[## Intellibonds](https://www.capterra.com/p/217116/Portfolio-Assist/)

[4.5 (2)](https://www.capterra.com/p/217116/Portfolio-Assist/#reviews)

AI-Augmented Fixed Income Investing [Learn more about Intellibonds](https://www.capterra.com/p/217116/Portfolio-Assist/)

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[## Calibre RMS](https://www.capterra.com/p/194475/Calibre-RMS/)

[4.5 (2)](https://www.capterra.com/p/194475/Calibre-RMS/#reviews)

Purpose-built research, modelling, analysis and collaboration tools for fundamental equity analysts and portfolio managers. [Learn more about Calibre RMS](https://www.capterra.com/p/194475/Calibre-RMS/)

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[## iLEVEL](https://www.capterra.com/p/127624/iLEVEL/)

[4.5 (2)](https://www.capterra.com/p/127624/iLEVEL/#reviews)

IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors. [Learn more about iLEVEL](https://www.capterra.com/p/127624/iLEVEL/)

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[## Captools/net](https://www.capterra.com/p/60670/Captools-net/)

[4.5 (2)](https://www.capterra.com/p/60670/Captools-net/#reviews)

Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more. [Learn more about Captools/net](https://www.capterra.com/p/60670/Captools-net/)

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[## Forex Tester](https://www.capterra.com/p/188415/Forex-Tester/)

[4.5 (2)](https://www.capterra.com/p/188415/Forex-Tester/#reviews)

Special software for back testing trading strategies on historical data using various indicators and tools. [Learn more about Forex Tester](https://www.capterra.com/p/188415/Forex-Tester/)

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[## Limina IMS](https://www.capterra.com/p/254789/Limina-IMS/)

[4.0 (2)](https://www.capterra.com/p/254789/Limina-IMS/#reviews)

Front-to-Middle/Back SaaS that consolidate systems and elevate portfolio data quality. Best investment workflows in the cloud. [Learn more about Limina IMS](https://www.capterra.com/p/254789/Limina-IMS/)

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[## Fi360 Toolkit](https://www.capterra.com/p/140812/fi360-Toolkit/)

[3.5 (2)](https://www.capterra.com/p/140812/fi360-Toolkit/#reviews)

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand. [Learn more about Fi360 Toolkit](https://www.capterra.com/p/140812/fi360-Toolkit/)

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[## Investment Account Manager](https://www.capterra.com/p/135008/Investment-Account-Manager/)

[3.0 (2)](https://www.capterra.com/p/135008/Investment-Account-Manager/#reviews)

Desktop based investment software for portfolio management. [Learn more about Investment Account Manager](https://www.capterra.com/p/135008/Investment-Account-Manager/)

Investment Management features reviewers most value

Benchmarking

Client Management

Client Portal

Fund Management

Investments Tracking

Mobile Access

Modeling & Simulation

Performance Metrics

Portfolio Management

[## Axys](https://www.capterra.com/p/23601/Axys/)

[3.0 (2)](https://www.capterra.com/p/23601/Axys/#reviews)

Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more. [Learn more about Axys](https://www.capterra.com/p/23601/Axys/)

Investment Management features reviewers most value

Benchmarking

Client Management

Client Portal

Fund Management

Investments Tracking

Mobile Access

Modeling & Simulation

Performance Metrics

Portfolio Management

[## TradeLog](https://www.capterra.com/p/161856/TradeLog/)

[3.0 (2)](https://www.capterra.com/p/161856/TradeLog/#reviews)

On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders. [Learn more about TradeLog](https://www.capterra.com/p/161856/TradeLog/)

Investment Management features reviewers most value

Benchmarking

Client Management

Client Portal

Fund Management

Investments Tracking

Mobile Access

Modeling & Simulation

Performance Metrics

Portfolio Management

Page 3 of 7

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