# Page 4 | Best Investment Management Software 2026 | Capterra > Page 4 - 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 --- # Best Investment Management Software - Page 4 [## Uptrader](https://www.capterra.com/p/208380/Uptrader/) [5.0 (1)](https://www.capterra.com/p/208380/Uptrader/#reviews) Uptrader puts the power of decision-making consultants into profitable software for investment analysis professionals. [Learn more about Uptrader](https://www.capterra.com/p/208380/Uptrader/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Youhodler](https://www.capterra.com/p/10028485/Youhodler/) [5.0 (1)](https://www.capterra.com/p/10028485/Youhodler/#reviews) Whether you're an experienced trader or just getting started, YouHodler gives you everything you need to buy, sell, and manage assets.  [Learn more about Youhodler](https://www.capterra.com/p/10028485/Youhodler/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## TeamWox](https://www.capterra.com/p/89809/TeamWox-GroupWare/) [5.0 (1)](https://www.capterra.com/p/89809/TeamWox-GroupWare/#reviews) TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other. [Learn more about TeamWox](https://www.capterra.com/p/89809/TeamWox-GroupWare/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Archer](https://www.capterra.com/p/147244/Archer/) [5.0 (1)](https://www.capterra.com/p/147244/Archer/#reviews) Middle- to back-office operations solutions, including an enterprise web application & outsourcing services to fit each manager's needs [Learn more about Archer](https://www.capterra.com/p/147244/Archer/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vestio](https://www.capterra.com/p/149032/VESTIO/) [5.0 (1)](https://www.capterra.com/p/149032/VESTIO/#reviews) IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region. [Learn more about Vestio](https://www.capterra.com/p/149032/VESTIO/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Argo Trading Platform](https://www.capterra.com/p/81312/Argo-Trading-Platform/) [5.0 (1)](https://www.capterra.com/p/81312/Argo-Trading-Platform/#reviews) Broker-neutral multi-assets trading Platform combines order management and charting screens, algorithmic trading servers and more. [Learn more about Argo Trading Platform](https://www.capterra.com/p/81312/Argo-Trading-Platform/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## M2Advisor](https://www.capterra.com/p/153395/M2Advisor/) [5.0 (1)](https://www.capterra.com/p/153395/M2Advisor/#reviews) Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement [Learn more about M2Advisor](https://www.capterra.com/p/153395/M2Advisor/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Aumni](https://www.capterra.com/p/203518/Aumni/) [5.0 (1)](https://www.capterra.com/p/203518/Aumni/#reviews) Aumni is an investment analytics company for the Innovation Economy. [Learn more about Aumni](https://www.capterra.com/p/203518/Aumni/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Charles River IMS](https://www.capterra.com/p/80796/Charles-River-IMS/) [5.0 (1)](https://www.capterra.com/p/80796/Charles-River-IMS/#reviews) Award-winning software for all security types that enhances investment management operations from decision support through settlement. [Learn more about Charles River IMS](https://www.capterra.com/p/80796/Charles-River-IMS/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## ZagTrader](https://www.capterra.com/p/181358/ZagTrader/) [5.0 (1)](https://www.capterra.com/p/181358/ZagTrader/#reviews) Platform that serves banks, financial services & insurance organizations in investment management. [Learn more about ZagTrader](https://www.capterra.com/p/181358/ZagTrader/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Kwanti](https://www.capterra.com/p/106294/Portfolio-Lab/) [5.0 (1)](https://www.capterra.com/p/106294/Portfolio-Lab/#reviews) Portfolio modeling tool that helps with performance analysis, risk metrics, allocation analysis, and more. [Learn more about Kwanti](https://www.capterra.com/p/106294/Portfolio-Lab/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Verivest Manager Portal](https://www.capterra.com/p/10018449/Verivest-Manager-Portal/) [5.0 (1)](https://www.capterra.com/p/10018449/Verivest-Manager-Portal/#reviews) Investment management solution that helps businesses manage contacts, accounts, opportunities, documents, billing, and more. [Learn more about Verivest Manager Portal](https://www.capterra.com/p/10018449/Verivest-Manager-Portal/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## BetterCapital.US](https://www.capterra.com/p/215602/BetterCapital-US/) [5.0 (1)](https://www.capterra.com/p/215602/BetterCapital-US/#reviews) BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time. [Learn more about BetterCapital.US](https://www.capterra.com/p/215602/BetterCapital-US/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Our fund portfolio management software that allows you to manage your exposures and risk in a single place [Learn more about Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Credence](https://www.capterra.com/p/10042266/Credence/) [5.0 (1)](https://www.capterra.com/p/10042266/Credence/#reviews) Credence automates accounting, management, and reporting for CRE investment managers, developers, and operators. [Learn more about Credence](https://www.capterra.com/p/10042266/Credence/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## CircleCastle](https://www.capterra.com/p/10038589/CircleCastle/) [5.0 (1)](https://www.capterra.com/p/10038589/CircleCastle/#reviews) CircleCastle is a trading journal and analytics tool that helps traders track trades, analyze performance, and refine strategies. [Learn more about CircleCastle](https://www.capterra.com/p/10038589/CircleCastle/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## DXtrade](https://www.capterra.com/p/166590/DXtrade/) [5.0 (1)](https://www.capterra.com/p/166590/DXtrade/#reviews) Discover DXtrade, the industry-leading solution that stands out for flexibility, service and their agile white-label fintech software. [Learn more about DXtrade](https://www.capterra.com/p/166590/DXtrade/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## FINTRX Platform](https://www.capterra.com/p/136891/FINTRX-Platform/) [5.0 (1)](https://www.capterra.com/p/136891/FINTRX-Platform/#reviews) A better way to map, access and sell into the family office & registered investment advisor landscape. [Learn more about FINTRX Platform](https://www.capterra.com/p/136891/FINTRX-Platform/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Theorem](https://www.capterra.com/p/179129/Theorem/) [5.0 (1)](https://www.capterra.com/p/179129/Theorem/#reviews) Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts. [Learn more about Theorem](https://www.capterra.com/p/179129/Theorem/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## CrowdStreet Suite](https://www.capterra.com/p/172602/CrowdStreet/) [5.0 (1)](https://www.capterra.com/p/172602/CrowdStreet/#reviews) Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate. [Learn more about CrowdStreet Suite](https://www.capterra.com/p/172602/CrowdStreet/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## QUO](https://www.capterra.com/p/200770/QUO-Trader/) [5.0 (1)](https://www.capterra.com/p/200770/QUO-Trader/#reviews) Asset Management, Family Office Platform - Aggregate positions from 300+ & brokers banks in real-time. Trade 15 MM+ securities online [Learn more about QUO](https://www.capterra.com/p/200770/QUO-Trader/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Forbury](https://www.capterra.com/p/200018/Forbury/) [5.0 (1)](https://www.capterra.com/p/200018/Forbury/#reviews) User-friendly and intuitive CRE valuation software for property professionals. To talk to us about our product, please book a demo. [Learn more about Forbury](https://www.capterra.com/p/200018/Forbury/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Enverus MineralSoft](https://www.capterra.com/p/179745/MineralSoft/) [5.0 (1)](https://www.capterra.com/p/179745/MineralSoft/#reviews) Drive higher profitability with the leading portfolio management platform for minerals, royalties and non-op working interest. [Learn more about Enverus MineralSoft](https://www.capterra.com/p/179745/MineralSoft/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## AXLE](https://www.capterra.com/p/199864/AXLE/) [5.0 (1)](https://www.capterra.com/p/199864/AXLE/#reviews) A complete wealth platform for family offices, investment experts, and asset managers. [Learn more about AXLE](https://www.capterra.com/p/199864/AXLE/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## POSIT](https://www.capterra.com/p/80812/POSIT/) [5.0 (1)](https://www.capterra.com/p/80812/POSIT/#reviews) Hedge fund tool that helps traders enhance liquidity across investments and minimize information leakage as well as its market impact. [Learn more about POSIT](https://www.capterra.com/p/80812/POSIT/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Masttro](https://www.capterra.com/p/213955/Masttro/) [5.0 (1)](https://www.capterra.com/p/213955/Masttro/#reviews) Masttro is a SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions. [Learn more about Masttro](https://www.capterra.com/p/213955/Masttro/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## CapIntel](https://www.capterra.com/p/237172/CapIntel/) [5.0 (1)](https://www.capterra.com/p/237172/CapIntel/#reviews) Compare funds & build portfolios. Create beautiful, branded proposals in as little as 3-clicks. Close more deals. [Learn more about CapIntel](https://www.capterra.com/p/237172/CapIntel/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Ledgex](https://www.capterra.com/p/133107/Ledgex/) [5.0 (1)](https://www.capterra.com/p/133107/Ledgex/#reviews) Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more. [Learn more about Ledgex](https://www.capterra.com/p/133107/Ledgex/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## The Imagine Trading System](https://www.capterra.com/p/123481/The-Imagine-Trading-System/) [4.0 (1)](https://www.capterra.com/p/123481/The-Imagine-Trading-System/#reviews) Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more. [Learn more about The Imagine Trading System](https://www.capterra.com/p/123481/The-Imagine-Trading-System/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## AJ HYIP](https://www.capterra.com/p/181072/AJ-HYIP/) [4.0 (1)](https://www.capterra.com/p/181072/AJ-HYIP/#reviews) Makes it possible for businessmen to generate capital and reinvest the money for quick profits. [Learn more about AJ HYIP](https://www.capterra.com/p/181072/AJ-HYIP/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Titan Treasury](https://www.capterra.com/p/240400/Titan-Treasury/) [4.0 (1)](https://www.capterra.com/p/240400/Titan-Treasury/#reviews) A vast range of investment instruments can be inputted in Titan: Money market Bonds Funds Equities Real estate Commodities ...  [Learn more about Titan Treasury](https://www.capterra.com/p/240400/Titan-Treasury/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Nasdaq IR Insight](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/) [4.0 (1)](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/#reviews) Nasdaq IR Insight empowers IR teams to measure impact, uncover trends, and demonstrate ROI. [Learn more about Nasdaq IR Insight](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Octopus](https://www.capterra.com/p/150818/Octopus/) [4.0 (1)](https://www.capterra.com/p/150818/Octopus/#reviews) Fund & Portfolio management, Reconciliation, Fund accounting, Reporting. Unlimited AUM & portfolios/funds. Private cloud web-based. [Learn more about Octopus](https://www.capterra.com/p/150818/Octopus/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Katipult](https://www.capterra.com/p/218058/Katipult/) [4.0 (1)](https://www.capterra.com/p/218058/Katipult/#reviews) SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. [Learn more about Katipult](https://www.capterra.com/p/218058/Katipult/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## SharePad](https://www.capterra.com/p/171196/Sharepad/) [4.0 (1)](https://www.capterra.com/p/171196/Sharepad/#reviews) Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard. [Learn more about SharePad](https://www.capterra.com/p/171196/Sharepad/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Addepar](https://www.capterra.com/p/275617/Addepar/) [4.0 (1)](https://www.capterra.com/p/275617/Addepar/#reviews) Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation. [Learn more about Addepar](https://www.capterra.com/p/275617/Addepar/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Aladdin](https://www.capterra.com/p/10013812/Aladdin/) [4.0 (1)](https://www.capterra.com/p/10013812/Aladdin/#reviews) Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios. [Learn more about Aladdin](https://www.capterra.com/p/10013812/Aladdin/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## ETNA Paper Trading Simulator](https://www.capterra.com/p/196474/Trading-Simulator/) [4.0 (1)](https://www.capterra.com/p/196474/Trading-Simulator/#reviews) Stock and options simulator for beginner traders, FinTech developers, and educators.  [Learn more about ETNA Paper Trading Simulator](https://www.capterra.com/p/196474/Trading-Simulator/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Origin](https://www.capterra.com/p/239752/Origin/) [4.0 (1)](https://www.capterra.com/p/239752/Origin/#reviews) Origin is a powerful, data driven real estate deal management platform for teams of any size. [Learn more about Origin](https://www.capterra.com/p/239752/Origin/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## TradingFront](https://www.capterra.com/p/196756/TradingFront/) [4.0 (1)](https://www.capterra.com/p/196756/TradingFront/#reviews) TradingFront offers RIAs a white label robo advisor with automated onboarding, account management, and branded client portals. [Learn more about TradingFront](https://www.capterra.com/p/196756/TradingFront/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Update Capital](https://www.capterra.com/p/198048/Update-Capital/) [3.0 (1)](https://www.capterra.com/p/198048/Update-Capital/#reviews) Update Capital software provides investors transparency and streamlines fundraising for real estate investment management. [Learn more about Update Capital](https://www.capterra.com/p/198048/Update-Capital/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Coin Market Manager](https://www.capterra.com/p/238013/Coin-Market-Manager/) [3.0 (1)](https://www.capterra.com/p/238013/Coin-Market-Manager/#reviews) Coin Market Manager is a cloud-based analytics and journaling tool specifically made for crypto traders. [Learn more about Coin Market Manager](https://www.capterra.com/p/238013/Coin-Market-Manager/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Rapper Software](https://www.capterra.com/p/138277/Rapper-Software/) [3.0 (1)](https://www.capterra.com/p/138277/Rapper-Software/#reviews) Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients. [Learn more about Rapper Software](https://www.capterra.com/p/138277/Rapper-Software/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Q4 Desktop](https://www.capterra.com/p/185653/Q4-Desktop/) [2.0 (1)](https://www.capterra.com/p/185653/Q4-Desktop/#reviews) Target proactively, identify activists, and report on impact with the only IR CRM powered by investor behavior tracking. [Learn more about Q4 Desktop](https://www.capterra.com/p/185653/Q4-Desktop/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vidrio Financial](https://www.capterra.com/p/206968/Vidrio-Financial/) [2.0 (1)](https://www.capterra.com/p/206968/Vidrio-Financial/#reviews) Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives. [Learn more about Vidrio Financial](https://www.capterra.com/p/206968/Vidrio-Financial/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Maestro](https://www.capterra.com/p/232824/Maestro/) [1.0 (1)](https://www.capterra.com/p/232824/Maestro/#reviews) From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation. [Learn more about Maestro](https://www.capterra.com/p/232824/Maestro/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## TheBizPlanner](https://www.capterra.com/p/184369/TheBizPlanner/) [1.0 (1)](https://www.capterra.com/p/184369/TheBizPlanner/#reviews) Connect and collaborate with investors across the world [Learn more about TheBizPlanner](https://www.capterra.com/p/184369/TheBizPlanner/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## FundWare](https://www.capterra.com/p/150138/FundWare/) [1.0 (1)](https://www.capterra.com/p/150138/FundWare/#reviews) SAAS technology for fund managers seeking investment compliance, regulatory reporting, risk, depositary and fund document solutions. [Learn more about FundWare](https://www.capterra.com/p/150138/FundWare/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Dasseti ESG](https://www.capterra.com/p/180269/Diligend/) 0.0 (0) Allows institutional investors and investment consultants to collect and compare manager and fund data, in half the time. [Learn more about Dasseti ESG](https://www.capterra.com/p/180269/Diligend/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Sentry PM](https://www.capterra.com/p/117912/Sentry-PM/) 0.0 (0) Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process. [Learn more about Sentry PM](https://www.capterra.com/p/117912/Sentry-PM/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management Page 4 of 7 ## 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 (320) Products: Sort By: Sponsored * * * 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 AI Copilot Alerts/Notifications Benchmarking Bonds/Stocks Client Management Client Portal Commodity Futures Compliance Tracking Financial Analysis For Investment Advisors For Investors & Traders Fund Management Generative AI Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management Portfolio Rebalancing 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/)