# Page 5 | Best Investment Management Software 2026 | Capterra

> Page 5 - 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 5

[## WealthERP](https://www.capterra.com/p/10028138/WealthERP/)

0.0 (0)

Investment management software that helps financial advisors and portfolio managers with financial planning capabilities. [Learn more about WealthERP](https://www.capterra.com/p/10028138/WealthERP/)

Investment Management features reviewers most value

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Modeling & Simulation

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Portfolio Management

[## Jacobi](https://www.capterra.com/p/189916/Jacobi/)

0.0 (0)

Jacobi’s technology supports the design and management of multi-asset portfolios at scale and enables dynamic client engagement. [Learn more about Jacobi](https://www.capterra.com/p/189916/Jacobi/)

Investment Management features reviewers most value

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[## UREBAL Hub](https://www.capterra.com/p/10031788/UREBAL-Hub/)

0.0 (0)

Portfolio management and rebalancing platform for RIAs with connectivity to all major custodians with CRM, billing, analytics and more. [Learn more about UREBAL Hub](https://www.capterra.com/p/10031788/UREBAL-Hub/)

Investment Management features reviewers most value

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[## Sydecar](https://www.capterra.com/p/10029478/Sydecar/)

0.0 (0)

Sydecar makes it simple and efficient for VCs to form SPVs and funds by automating banking, compliance, contracts, and reporting. [Learn more about Sydecar](https://www.capterra.com/p/10029478/Sydecar/)

Investment Management features reviewers most value

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[## Archway](https://www.capterra.com/p/80788/ATWeb/)

0.0 (0)

Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. [Learn more about Archway](https://www.capterra.com/p/80788/ATWeb/)

Investment Management features reviewers most value

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[## Wavvest](https://www.capterra.com/p/10031223/Wavvest/)

0.0 (0)

Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services. [Learn more about Wavvest](https://www.capterra.com/p/10031223/Wavvest/)

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[## PoliBit](https://www.capterra.com/p/10040194/PoliBit/)

0.0 (0)

PoliBit automates operations from fundraising to distributions for real estate, private equity, and private debt investments.  [Learn more about PoliBit](https://www.capterra.com/p/10040194/PoliBit/)

Investment Management features reviewers most value

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[## Genesis Risk Monitor](https://www.capterra.com/p/10037716/Genesis-Risk-Monitor/)

0.0 (0)

Genesis Risk Monitor is portfolio risk management software offering real-time data, VaR/CVaR analytics, and customizable dashboards. [Learn more about Genesis Risk Monitor](https://www.capterra.com/p/10037716/Genesis-Risk-Monitor/)

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[## DOMOS](https://www.capterra.com/p/192746/DOMOS/)

0.0 (0)

SaaS for private equity, real-estate, debt and infrastructure funds helping with data, risks, deals, LPs, reports, and compliance. [Learn more about DOMOS](https://www.capterra.com/p/192746/DOMOS/)

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[## EQS IR COCKPIT](https://www.capterra.com/p/201593/EQS-IR-COCKPIT/)

0.0 (0)

EQS IR COCKPIT is a cloud solution for investor relations managers. Manage contacts, disclosure obligations & news distribution. [Learn more about EQS IR COCKPIT](https://www.capterra.com/p/201593/EQS-IR-COCKPIT/)

Investment Management features reviewers most value

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[## AlphaSense](https://www.capterra.com/p/156911/AlphaSense/)

0.0 (0)

AlphaSense is a market intelligence and search platform empowering professionals to make business decisions with confidence and speed.  [Learn more about AlphaSense](https://www.capterra.com/p/156911/AlphaSense/)

Investment Management features reviewers most value

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[## inStream](https://www.capterra.com/p/155134/inStream/)

0.0 (0)

Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more. [Learn more about inStream](https://www.capterra.com/p/155134/inStream/)

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[## Stoxes](https://www.capterra.com/p/10027742/Stoxes/)

0.0 (0)

Stoxes provides tools and insights for investors to maximize dividends and build wealth through stocks and options. [Learn more about Stoxes](https://www.capterra.com/p/10027742/Stoxes/)

Investment Management features reviewers most value

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[## LUSID](https://www.capterra.com/p/191733/Finbourne/)

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LUSID is a complete investment data platform that brings functionality and services to help you get the most out of your data. [Learn more about LUSID](https://www.capterra.com/p/191733/Finbourne/)

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[## Netfolio](https://www.capterra.com/p/190240/Netfolio/)

0.0 (0)

Professional and flexible solution for Independent Asset Managers, Family Offices and Private Banks. [Learn more about Netfolio](https://www.capterra.com/p/190240/Netfolio/)

Investment Management features reviewers most value

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[## Capitally](https://www.capterra.com/p/10012688/Capitally/)

0.0 (0)

Track, understand and improve the performance of your investment strategy, and achieve your life goals sooner! [Learn more about Capitally](https://www.capterra.com/p/10012688/Capitally/)

Investment Management features reviewers most value

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[## B1 Financial](https://www.capterra.com/p/248581/B1-Financial/)

0.0 (0)

Cloud-based financial & credit management tool that assists businesses with accounting, risk modelling, customer data handling & more. [Learn more about B1 Financial](https://www.capterra.com/p/248581/B1-Financial/)

Investment Management features reviewers most value

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[## InvestorFlow](https://www.capterra.com/p/169405/InvestorFlow/)

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The Smarter, Simpler Investor Portal for Asset and Investment Managers  [Learn more about InvestorFlow](https://www.capterra.com/p/169405/InvestorFlow/)

Investment Management features reviewers most value

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[## Intralinks FundCentre](https://www.capterra.com/p/10031064/FundCentre/)

0.0 (0)

FundCentre™ is the alternative investment front-office platform designed to support your entire fund lifecycle in one place. [Learn more about Intralinks FundCentre](https://www.capterra.com/p/10031064/FundCentre/)

Investment Management features reviewers most value

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[## Enfusion](https://www.capterra.com/p/165409/Enfusion/)

0.0 (0)

Enfusion's investment management SaaS platform removes traditional information boundaries, uniting the front-, middle- and back-office. [Learn more about Enfusion](https://www.capterra.com/p/165409/Enfusion/)

Investment Management features reviewers most value

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[## Baxon Solutions](https://www.capterra.com/p/142254/Preqin-Solutions/)

0.0 (0)

Portfolio Management Made Easy - Private Capital Software [Learn more about Baxon Solutions](https://www.capterra.com/p/142254/Preqin-Solutions/)

Investment Management features reviewers most value

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[## INDIS](https://www.capterra.com/p/230023/IN-DIS/)

0.0 (0)

The integrated solution IN-DIS complies with management needs and reglementary directives for insurance companies. [Learn more about INDIS](https://www.capterra.com/p/230023/IN-DIS/)

Investment Management features reviewers most value

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[## XENTIS](https://www.capterra.com/p/87692/XENTIS/)

0.0 (0)

XENTIS, the integrated, modular solution designed to manage the entire investment lifecycle of leading financial institutions. [Learn more about XENTIS](https://www.capterra.com/p/87692/XENTIS/)

Investment Management features reviewers most value

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[## TradeSmart](https://www.capterra.com/p/211074/TradeSmart/)

0.0 (0)

TS simplifies the complexity of markets, by consolidating workflows for exchange-traded & OTC instruments on a single platform. [Learn more about TradeSmart](https://www.capterra.com/p/211074/TradeSmart/)

Investment Management features reviewers most value

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[## Yardi Investment Accounting](https://www.capterra.com/p/10029270/Yardi-Investment-Accounting/)

0.0 (0)

A dedicated investment accounting solution to automate complex financial processes and provide transparency from investor to asset.  [Learn more about Yardi Investment Accounting](https://www.capterra.com/p/10029270/Yardi-Investment-Accounting/)

Investment Management features reviewers most value

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[## ReubenAI](https://www.capterra.com/p/10037578/ReubenAI/)

0.0 (0)

ReubenAI is AI software aiding venture capital and private equity firms in deal research, due diligence, and portfolio monitoring. [Learn more about ReubenAI](https://www.capterra.com/p/10037578/ReubenAI/)

Investment Management features reviewers most value

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Client Management

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Fund Management

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Modeling & Simulation

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[## YCharts](https://www.capterra.com/p/210403/YCharts/)

0.0 (0)

Investment solution that helps businesses build portfolios, automate models, compare securities, visualize performances, and more. [Learn more about YCharts](https://www.capterra.com/p/210403/YCharts/)

Investment Management features reviewers most value

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[## FinBursa 360](https://www.capterra.com/p/10039772/FinBursa-360/)

0.0 (0)

All-in-one AI platform for private markets: CRM, deal management, and fundraising. Built for institutional and professional investors. [Learn more about FinBursa 360](https://www.capterra.com/p/10039772/FinBursa-360/)

Investment Management features reviewers most value

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[## VestServe](https://www.capterra.com/p/24348/VestServe/)

0.0 (0)

Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. [Learn more about VestServe](https://www.capterra.com/p/24348/VestServe/)

Investment Management features reviewers most value

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[## unCoded](https://www.capterra.com/p/10040198/unCoded/)

0.0 (0)

Run automated Binance Spot trading with a private, non-custodial bot instance. Apply DCA and micro-trading strategies, define risk cont [Learn more about unCoded](https://www.capterra.com/p/10040198/unCoded/)

Investment Management features reviewers most value

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[## My Property Organiser](https://www.capterra.com/p/10037507/My-Property-Organiser/)

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Property portfolio intelligence platform with 24/7 analytics, MTD compliance and investor wealth visibility. [Learn more about My Property Organiser](https://www.capterra.com/p/10037507/My-Property-Organiser/)

Investment Management features reviewers most value

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[## gator](https://www.capterra.com/p/10020128/gator/)

0.0 (0)

gator is a cloud-based open banking solution that helps financial institutions leverage banking data to gather customer insights. [Learn more about gator](https://www.capterra.com/p/10020128/gator/)

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[## Maxim Money](https://www.capterra.com/p/10032762/Maxim-Money/)

0.0 (0)

Maxim Money is a Windows finance software offering multi-currency support, investment tracking, and detailed financial reports. [Learn more about Maxim Money](https://www.capterra.com/p/10032762/Maxim-Money/)

Investment Management features reviewers most value

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[## AMDIS](https://www.capterra.com/p/229953/AM-DIS/)

0.0 (0)

Solution that helps asset managers produce high-quality analytics and reporting combining return, risk and ESG. [Learn more about AMDIS](https://www.capterra.com/p/229953/AM-DIS/)

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Modeling & Simulation

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[## Fundy](https://www.capterra.com/p/10027232/Fundy/)

0.0 (0)

Manage funds effortlessly with Fundy: real-time tracking, automated calculations, secure transactions, and seamless reporting. [Learn more about Fundy](https://www.capterra.com/p/10027232/Fundy/)

Investment Management features reviewers most value

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[## InvMon](https://www.capterra.com/p/10031960/InvMon/)

0.0 (0)

InvMon is finance software for tracking assets, investments, and portfolios in one secure, locally-installed application. [Learn more about InvMon](https://www.capterra.com/p/10031960/InvMon/)

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Modeling & Simulation

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[## PORTAX](https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/)

0.0 (0)

After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Includes International Currencies and Taxation. [Learn more about PORTAX](https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/)

Investment Management features reviewers most value

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[## Portfolio Genius](https://www.capterra.com/p/95808/Portfolio-Genius/)

0.0 (0)

Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more. [Learn more about Portfolio Genius](https://www.capterra.com/p/95808/Portfolio-Genius/)

Investment Management features reviewers most value

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Client Management

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Fund Management

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Modeling & Simulation

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[## Cogency](https://www.capterra.com/p/32114/Cogency/)

0.0 (0)

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis. [Learn more about Cogency](https://www.capterra.com/p/32114/Cogency/)

Investment Management features reviewers most value

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Modeling & Simulation

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[## Athena Systems](https://www.capterra.com/p/253276/Athena-Systems/)

0.0 (0)

Unified front, middle, and back-office features for hedge funds and buy-side firms - all collected on one central platform. [Learn more about Athena Systems](https://www.capterra.com/p/253276/Athena-Systems/)

Investment Management features reviewers most value

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[## Gain.pro](https://www.capterra.com/p/219373/Gain-pro/)

0.0 (0)

Gain.pro is a platform that specialises in private market data. [Learn more about Gain.pro](https://www.capterra.com/p/219373/Gain-pro/)

Investment Management features reviewers most value

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Client Management

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Modeling & Simulation

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[## Pepper](https://www.capterra.com/p/232097/Pepper/)

0.0 (0)

The Go-To-Market Platform Powering Independent Distribution [Learn more about Pepper](https://www.capterra.com/p/232097/Pepper/)

Investment Management features reviewers most value

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Modeling & Simulation

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[## StatPro Revolution](https://www.capterra.com/p/80814/StatPro-Revolution/)

0.0 (0)

StatPro Revolution is a sophisticated and beautiful portfolio analytics service. [Learn more about StatPro Revolution](https://www.capterra.com/p/80814/StatPro-Revolution/)

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[## SimianX](https://www.capterra.com/p/10037892/SimianX/)

0.0 (0)

Crypto investment analysis solution that helps businesses use AI agents to debate market conditions and generate trading insights. [Learn more about SimianX](https://www.capterra.com/p/10037892/SimianX/)

Investment Management features reviewers most value

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[## FinlogiK](https://www.capterra.com/p/90449/FinlogiK/)

0.0 (0)

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers. [Learn more about FinlogiK](https://www.capterra.com/p/90449/FinlogiK/)

Investment Management features reviewers most value

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[## Smart Capital Center](https://www.capterra.com/p/10030956/Smart-Capital-Center/)

0.0 (0)

Smart Capital Center is the AI-powered CRE platform—24/7 intelligence, automation, and ROI across the entire investment lifecycle.  [Learn more about Smart Capital Center](https://www.capterra.com/p/10030956/Smart-Capital-Center/)

Investment Management features reviewers most value

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Client Management

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Fund Management

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Modeling & Simulation

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[## Kore Investments](https://www.capterra.com/p/10030736/Kore-Investments/)

0.0 (0)

Kore Investments software automates treasury operations and offers real-time tracking with advanced risk analysis capabilities. [Learn more about Kore Investments](https://www.capterra.com/p/10030736/Kore-Investments/)

Investment Management features reviewers most value

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Client Management

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Modeling & Simulation

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[## Orchestrade](https://www.capterra.com/p/136657/Orchestrade/)

0.0 (0)

Orchestrade helps financial firms and energy companies manage trading risks and operations. [Learn more about Orchestrade](https://www.capterra.com/p/136657/Orchestrade/)

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[## Q4 IR Websites](https://www.capterra.com/p/10006546/Q4-IR-Websites/)

0.0 (0)

Market's fastest IR & corporate website updates with 99.99% uptime, SOC2 certified security, and award-winning 24/7 support. [Learn more about Q4 IR Websites](https://www.capterra.com/p/10006546/Q4-IR-Websites/)

Investment Management features reviewers most value

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[## PropLedgr](https://www.capterra.com/p/10040115/PropLedgr/)

0.0 (0)

Trading management solution that helps prop firm and brokerage traders track payouts, withdrawals, expenses, taxes, and more. [Learn more about PropLedgr](https://www.capterra.com/p/10040115/PropLedgr/)

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