# Page 6 | Best Investment Management Software 2026 | Capterra

> Page 6 - 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 6

[## etops Portfolio Manager](https://www.capterra.com/p/10031013/etops-Portfolio-Manager/)

0.0 (0)

etops Portfolio Manager simplifies investment oversight with customizable dashboards and advanced analytics tools. [Learn more about etops Portfolio Manager](https://www.capterra.com/p/10031013/etops-Portfolio-Manager/)

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[## IPBS](https://www.capterra.com/p/2089/IPBS/)

0.0 (0)

Fully integrated, Internet enabled, multiple entity, multi-currency accounting and management information system. [Learn more about IPBS](https://www.capterra.com/p/2089/IPBS/)

Investment Management features reviewers most value

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[## Diversiview](https://www.capterra.com/p/10008436/Diversiview/)

0.0 (0)

Portfolio Construction Tool that optimises allocations cross-market and cross-asset type, to a desired risk-return goal. [Learn more about Diversiview](https://www.capterra.com/p/10008436/Diversiview/)

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[## Moneytree Advise](https://www.capterra.com/p/211894/Moneytree-Plan/)

0.0 (0)

Moneytree Advise is designed to help you serve more accumulation-phase clients with streamlined, goal-based plans.  [Learn more about Moneytree Advise](https://www.capterra.com/p/211894/Moneytree-Plan/)

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[## MantaWealth](https://www.capterra.com/p/10037005/MantaWealth/)

0.0 (0)

Investment management solution that helps businesses with historical returns tracking, portfolio rebalancing, risk analytics, and more. [Learn more about MantaWealth](https://www.capterra.com/p/10037005/MantaWealth/)

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[## Aleta](https://www.capterra.com/p/10037261/Aleta/)

0.0 (0)

Aleta is the prefered family office platform providing intuitive wealth aggregation and consolidation. [Learn more about Aleta](https://www.capterra.com/p/10037261/Aleta/)

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[## Prospero](https://www.capterra.com/p/18383/Prospero/)

0.0 (0)

Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. [Learn more about Prospero](https://www.capterra.com/p/18383/Prospero/)

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[## Assetmax](https://www.capterra.com/p/149666/Assetmax/)

0.0 (0)

Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance. [Learn more about Assetmax](https://www.capterra.com/p/149666/Assetmax/)

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[## uTrade Algos](https://www.capterra.com/p/10031448/uTrade-Algos/)

0.0 (0)

uTrade Algos is an algorithmic trading platform that provides AI tools and expert strategies for traders in India. [Learn more about uTrade Algos](https://www.capterra.com/p/10031448/uTrade-Algos/)

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[## Eze Investment Suite](https://www.capterra.com/p/171904/Eze-Investment-Suite/)

0.0 (0)

Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software. [Learn more about Eze Investment Suite](https://www.capterra.com/p/171904/Eze-Investment-Suite/)

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[## MX.3](https://www.capterra.com/p/171161/MX-3/)

0.0 (0)

From trading and post-trade operations to risk management, MX.3 combine fit-for-purpose features with enterprise-level capability. [Learn more about MX.3](https://www.capterra.com/p/171161/MX-3/)

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[## InvestorPortaLPro](https://www.capterra.com/p/203847/InvestorPortaLPro/)

0.0 (0)

Investor portal software and investor relations solutions for public and private firms seeking investor collaboration in a secure way. [Learn more about InvestorPortaLPro](https://www.capterra.com/p/203847/InvestorPortaLPro/)

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[## HYIP Script](https://www.capterra.com/p/10028975/HYIP-Script/)

0.0 (0)

GP HYIP Script is a next-gen HYIP solution for startups to launch investment platforms with unmatched ease and flexibility. [Learn more about HYIP Script](https://www.capterra.com/p/10028975/HYIP-Script/)

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[## DiligenceVault](https://www.capterra.com/p/160876/DiligenceVault/)

0.0 (0)

DiligenceVault is an online software platform for asset managers and asset owners to manage due diligence. [Learn more about DiligenceVault](https://www.capterra.com/p/160876/DiligenceVault/)

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[## daappa](https://www.capterra.com/p/248386/daappa/)

0.0 (0)

The data, accounting and administration platform for private assets. [Learn more about daappa](https://www.capterra.com/p/248386/daappa/)

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[## ByAllAccounts](https://www.capterra.com/p/209692/ByAllAccounts/)

0.0 (0)

Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns. [Learn more about ByAllAccounts](https://www.capterra.com/p/209692/ByAllAccounts/)

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[## CircleBlack](https://www.capterra.com/p/264593/CircleBlack/)

0.0 (0)

The all-in-one wealth management platform for the relationship-focused advisor  [Learn more about CircleBlack](https://www.capterra.com/p/264593/CircleBlack/)

Investment Management features reviewers most value

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[## The Novus Platform](https://www.capterra.com/p/179969/Novus-Investment-Manager-Solutions/)

0.0 (0)

SEI Novus is a portfolio intelligence company solving the unique data and analytics challenges facing asset managers and asset owners. [Learn more about The Novus Platform](https://www.capterra.com/p/179969/Novus-Investment-Manager-Solutions/)

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[## Delio](https://www.capterra.com/p/232647/Delio/)

0.0 (0)

Configurable digital tools that enable institutions to distribute private investment deals compliantly, efficiently and intelligently.  [Learn more about Delio](https://www.capterra.com/p/232647/Delio/)

Investment Management features reviewers most value

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[## Visible for Investors](https://www.capterra.com/p/265961/Visible-for-Investors/)

0.0 (0)

Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, and reporting to stakeholders [Learn more about Visible for Investors](https://www.capterra.com/p/265961/Visible-for-Investors/)

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[## MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/)

0.0 (0)

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations. [Learn more about MIC Manager](https://www.capterra.com/p/54249/MIC-Manager/)

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[## Solsten](https://www.capterra.com/p/10040761/Solsten/)

0.0 (0)

Commercial real estate solution offering underwriting, proforma modeling, portfolio management, with an AI assistant for professionals. [Learn more about Solsten](https://www.capterra.com/p/10040761/Solsten/)

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[## Quartr](https://www.capterra.com/p/10022237/Quartr-Pro/)

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Transforming the way finance professionals conduct qualitative public market research. [Learn more about Quartr](https://www.capterra.com/p/10022237/Quartr-Pro/)

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[## Stropro](https://www.capterra.com/p/10009555/Stropro/)

0.0 (0)

Alternative investments marketplace with curated investment products, with tools for portfolio enhancement and investment control.  [Learn more about Stropro](https://www.capterra.com/p/10009555/Stropro/)

Investment Management features reviewers most value

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[## Allocator](https://www.capterra.com/p/197975/Allocator/)

0.0 (0)

Takes care of the flow of data contained in documents that investors in funds receive from their fund managers. [Learn more about Allocator](https://www.capterra.com/p/197975/Allocator/)

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[## Veld Portfolio](https://www.capterra.com/p/10041152/Veld-Portfolio/)

0.0 (0)

Veld Portfolio is software for landlords to track equity, cash flow, rental performance, and analyze potential real estate deals. [Learn more about Veld Portfolio](https://www.capterra.com/p/10041152/Veld-Portfolio/)

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[## Abbove](https://www.capterra.com/p/233471/PaxFamilia/)

0.0 (0)

Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place. [Learn more about Abbove](https://www.capterra.com/p/233471/PaxFamilia/)

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[## FX Agency Advisor](https://www.capterra.com/p/127705/FX-Agency-Advisor/)

0.0 (0)

Forex trading software with auto alert window integration that works on all time frames.  [Learn more about FX Agency Advisor](https://www.capterra.com/p/127705/FX-Agency-Advisor/)

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[## Horizon Dashboard](https://www.capterra.com/p/214412/Horizon-Dashboard/)

0.0 (0)

Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients. [Learn more about Horizon Dashboard](https://www.capterra.com/p/214412/Horizon-Dashboard/)

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[## SureInsight](https://www.capterra.com/p/10038062/SureInsight/)

0.0 (0)

Cloud-based and AI-enabled trading journal designed by traders that helps track every trade, uncover real patterns, and transform data. [Learn more about SureInsight](https://www.capterra.com/p/10038062/SureInsight/)

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[## PureFacts](https://www.capterra.com/p/174924/PureWealth-Enterprise-Software/)

0.0 (0)

A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals. [Learn more about PureFacts](https://www.capterra.com/p/174924/PureWealth-Enterprise-Software/)

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[## Trinety](https://www.capterra.com/p/10026783/Trinety/)

0.0 (0)

Trinety is a comprehensive software solution that streamlines net lease property management for investors and owners. [Learn more about Trinety](https://www.capterra.com/p/10026783/Trinety/)

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[## V3locity](https://www.capterra.com/p/53469/V3/)

0.0 (0)

Enterprise-class administration software for group insurance, pension, and institutional investments. [Learn more about V3locity](https://www.capterra.com/p/53469/V3/)

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[## Angeloop](https://www.capterra.com/p/156617/Angeloop/)

0.0 (0)

Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence. [Learn more about Angeloop](https://www.capterra.com/p/156617/Angeloop/)

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[## WealthForce.ai](https://www.capterra.com/p/10031828/WealthForce-ai/)

0.0 (0)

WealthForce.ai is an AI-drive wealth management software that helps streamline relationship manager productivity and client engagement. [Learn more about WealthForce.ai](https://www.capterra.com/p/10031828/WealthForce-ai/)

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[## TrackinV](https://www.capterra.com/p/10039518/TrackinV/)

0.0 (0)

Know your real investment returns. Track TWR, dividends, benchmarks & multi-currency performance. Built for self-directed investors. [Learn more about TrackinV](https://www.capterra.com/p/10039518/TrackinV/)

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[## Clearwater](https://www.capterra.com/p/119727/Investment-Reporting-Analytics/)

0.0 (0)

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. [Learn more about Clearwater](https://www.capterra.com/p/119727/Investment-Reporting-Analytics/)

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[## Floww](https://www.capterra.com/p/214331/Floww/)

0.0 (0)

Floww is a financial data platform that helps startups connect with investors. [Learn more about Floww](https://www.capterra.com/p/214331/Floww/)

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[## TermSheet](https://www.capterra.com/p/10017330/TermSheet/)

0.0 (0)

The industry's most customizable end-to-end operating system for real estate investment teams.  [Learn more about TermSheet](https://www.capterra.com/p/10017330/TermSheet/)

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[## Ventury Analytics](https://www.capterra.com/p/219710/Ventury-Analytics/)

0.0 (0)

Ventury Analytics is a start-up funding tool for young entrepreneurs and investors to use for financial calculations. [Learn more about Ventury Analytics](https://www.capterra.com/p/219710/Ventury-Analytics/)

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[## LienApp](https://www.capterra.com/p/152516/LienApp/)

0.0 (0)

Tax Lien Servicing in the Cloud. [Learn more about LienApp](https://www.capterra.com/p/152516/LienApp/)

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[## RentCast](https://www.capterra.com/p/230351/RentCast/)

0.0 (0)

Rental Property Data, Analytics and Portfolio Tracking [Learn more about RentCast](https://www.capterra.com/p/230351/RentCast/)

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Modeling & Simulation

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[## MIMICS Portfolio Management](https://www.capterra.com/p/77738/MIMICS-Portfolio-Management/)

0.0 (0)

Powerful and flexible software solutions for managing your business' Portfolio functions. [Learn more about MIMICS Portfolio Management](https://www.capterra.com/p/77738/MIMICS-Portfolio-Management/)

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[## Beanvest](https://www.capterra.com/p/235817/Beanvest/)

0.0 (0)

Portfolio performance tracker that enables investors to track investments, including stocks, ETFs, mutual funds, and cryptocurrencies. [Learn more about Beanvest](https://www.capterra.com/p/235817/Beanvest/)

Investment Management features reviewers most value

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Modeling & Simulation

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[## Emblem](https://www.capterra.com/p/10037901/Emblem/)

0.0 (0)

Emblem is an AI-native operating system for financial firms. [Learn more about Emblem](https://www.capterra.com/p/10037901/Emblem/)

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Modeling & Simulation

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[## Vumi](https://www.capterra.com/p/10014094/Vumi/)

0.0 (0)

Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. [Learn more about Vumi](https://www.capterra.com/p/10014094/Vumi/)

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[## Etops](https://www.capterra.com/p/10020644/Etops/)

0.0 (0)

Advanced wealth platform with analytics, asset consolidation, and hyperapps aids financial institutions in streamlined operations. [Learn more about Etops](https://www.capterra.com/p/10020644/Etops/)

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[## Stonk Journal](https://www.capterra.com/p/10005879/Stonk-Journal/)

0.0 (0)

Stonk Journal is free trading journal that focuses on quick and easy journal entry experience for seamless integration with your daily [Learn more about Stonk Journal](https://www.capterra.com/p/10005879/Stonk-Journal/)

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[## Godel Terminal](https://www.capterra.com/p/10042474/Godel-Terminal/)

0.0 (0)

Godel Terminal is a web-based software tool that provides real-time market data, news, and research tools for investment professionals. [Learn more about Godel Terminal](https://www.capterra.com/p/10042474/Godel-Terminal/)

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[## KoreConX](https://www.capterra.com/p/160895/KoreConX-Manage-IR/)

0.0 (0)

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.  [Learn more about KoreConX](https://www.capterra.com/p/160895/KoreConX-Manage-IR/)

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