# Page 7 | Best Investment Management Software 2026 | Capterra > Page 7 - 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 7 [## WealthArc](https://www.capterra.com/p/143220/WealthArc/) 0.0 (0) A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. [Learn more about WealthArc](https://www.capterra.com/p/143220/WealthArc/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vestberry](https://www.capterra.com/p/181027/VESTBERRY/) 0.0 (0) Vestberry is fund management & reporting software solution for venture capital & private equity. The solution manages LP & GP relations [Learn more about Vestberry](https://www.capterra.com/p/181027/VESTBERRY/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Perpstats](https://www.capterra.com/p/10040228/Perpstats/) 0.0 (0) Free perp DEX analytics: compare APY, TVL, volume across 224+ exchanges. Portfolio tracker, on-chain data, multi-chain support [Learn more about Perpstats](https://www.capterra.com/p/10040228/Perpstats/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## optionDash](https://www.capterra.com/p/231792/optionDash/) 0.0 (0) A Covered Call Option Screener is a tool for Income Investors. Screen stock & option data to find income-producing covered call trades. [Learn more about optionDash](https://www.capterra.com/p/231792/optionDash/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## finbox.io](https://www.capterra.com/p/161314/finbox-io/) 0.0 (0) Cloud-based investment management tool that helps businesses find investments and understand the performance of their portfolios. [Learn more about finbox.io](https://www.capterra.com/p/161314/finbox-io/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Risk Shell](https://www.capterra.com/p/265390/Risk-Shell/) 0.0 (0) Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available. [Learn more about Risk Shell](https://www.capterra.com/p/265390/Risk-Shell/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## PM1e](https://www.capterra.com/p/112928/PM1e/) 0.0 (0) PM1 from Expersoft offers financial services providers wealth and asset management software solutions for managing portfolios. [Learn more about PM1e](https://www.capterra.com/p/112928/PM1e/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Zapflow](https://www.capterra.com/p/164085/Zapflow/) 0.0 (0) Manage deals, track portfolios & close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams. [Learn more about Zapflow](https://www.capterra.com/p/164085/Zapflow/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Solovis](https://www.capterra.com/p/146253/Solovis/) 0.0 (0) Cloud-based portfolio management platform that assists with data aggregation, analytics, predictions, and more. [Learn more about Solovis](https://www.capterra.com/p/146253/Solovis/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Pivolt](https://www.capterra.com/p/10033010/Pivolt/) 0.0 (0) Pivolt is an investment management platform that helps users streamline portfolio operations and client services with AI technology. [Learn more about Pivolt](https://www.capterra.com/p/10033010/Pivolt/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Eze Eclipse](https://www.capterra.com/p/10005230/Eze-Eclipse/) 0.0 (0) An all-in-one, front-to-back office cloud solution designed to optimize operations, mitigate risk, and reduce total cost of ownership. [Learn more about Eze Eclipse](https://www.capterra.com/p/10005230/Eze-Eclipse/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Sesame](https://www.capterra.com/p/248207/Sesame/) 0.0 (0) A next-generation, secure and data-centric technology platform that revolutionises the investment reporting and analysis process. [Learn more about Sesame](https://www.capterra.com/p/248207/Sesame/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Visible Alpha](https://www.capterra.com/p/169046/Visible-Alpha-Insights/) 0.0 (0) Investment research solution that provides consensus data and analytics tools for institutional investors, brokers, and corporates. [Learn more about Visible Alpha](https://www.capterra.com/p/169046/Visible-Alpha-Insights/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## ETNA White Label Trading Platform](https://www.capterra.com/p/196477/Web-Trader/) 0.0 (0) White Label Trading Platform for broker-dealers and financial advisors. [Learn more about ETNA White Label Trading Platform](https://www.capterra.com/p/196477/Web-Trader/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## DXmatch](https://www.capterra.com/p/10021579/DXmatch/) 0.0 (0) DXmatch is a complete infrastructure for launching exchanges: order matching engine, market data delivery, storage, risk management sui [Learn more about DXmatch](https://www.capterra.com/p/10021579/DXmatch/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Stayke](https://www.capterra.com/p/10030093/Stayke/) 0.0 (0) Investment management solution that helps businesses with portfolio performance tracking, anomaly detection, document parsing and more. [Learn more about Stayke](https://www.capterra.com/p/10030093/Stayke/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) 0.0 (0) Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to. [Learn more about Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Capleva](https://www.capterra.com/p/10035370/Capleva/) 0.0 (0) Venture capital and portfolio intelligence software offering portfolio tracking, return calculation, and liquidity planning features. [Learn more about Capleva](https://www.capterra.com/p/10035370/Capleva/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## InvestGlass](https://www.capterra.com/p/230007/InvestGlass-CRM--PMS/) 0.0 (0) InvestGlass is #1 Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. [Learn more about InvestGlass](https://www.capterra.com/p/230007/InvestGlass-CRM--PMS/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## IVP Treasury](https://www.capterra.com/p/158747/IVP-Treasury/) 0.0 (0) Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management. [Learn more about IVP Treasury](https://www.capterra.com/p/158747/IVP-Treasury/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Smartround](https://www.capterra.com/p/10007485/Smartround/) 0.0 (0) Investment management platform that lets users send convocation notifications, collect meeting proxies & communicate with shareholders. [Learn more about Smartround](https://www.capterra.com/p/10007485/Smartround/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Irwin](https://www.capterra.com/p/195582/Irwin/) 0.0 (0) Find, engage and build relationships with the right investors at the right time. [Learn more about Irwin](https://www.capterra.com/p/195582/Irwin/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Days to Expiry](https://www.capterra.com/p/10037886/Days-to-Expiry/) 0.0 (0) Days to Expiry helps options traders analyze covered calls, cash-secured puts, track portfolios, and backtest income strategies. [Learn more about Days to Expiry](https://www.capterra.com/p/10037886/Days-to-Expiry/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## AllInvestView](https://www.capterra.com/p/10015072/AllInvestView/) 0.0 (0) Cloud-based solution that enables investors to manage and track assets, past performance, dividends, stock allocation, and more. [Learn more about AllInvestView](https://www.capterra.com/p/10015072/AllInvestView/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## RiskValue](https://www.capterra.com/p/150938/RiskValue/) 0.0 (0) Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms. [Learn more about RiskValue](https://www.capterra.com/p/150938/RiskValue/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## InvestWell](https://www.capterra.com/p/164558/InvestWell/) 0.0 (0) InvestWell's mutual fund software platform enables distributors, RIAs, and corporates to manage portfolios, reporting and transactions. [Learn more about InvestWell](https://www.capterra.com/p/164558/InvestWell/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vantage Portfolio Accounting](https://www.capterra.com/p/240123/Vantage-Portfolio-Accounting/) 0.0 (0) Comprehensive Portfolio Accounting Software for Alternative Investment, Fund-of-Fund Managers and Advisory Firms [Learn more about Vantage Portfolio Accounting](https://www.capterra.com/p/240123/Vantage-Portfolio-Accounting/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Pulse](https://www.capterra.com/p/120820/RADAR/) 0.0 (0) Portfolio management system for investment advisors that provides a combination of web-based software and personalized service. [Learn more about Pulse](https://www.capterra.com/p/120820/RADAR/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Broadridge Investment Accounting](https://www.capterra.com/p/131019/QED/) 0.0 (0) Gain complete, accurate and timely information to support investment management functions. [Learn more about Broadridge Investment Accounting](https://www.capterra.com/p/131019/QED/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## BarraOne](https://www.capterra.com/p/59716/BarraOne/) 0.0 (0) Financial risk management solution that helps identify sources of portfolio risk through attribution analysis, VaR simulations & more. [Learn more about BarraOne](https://www.capterra.com/p/59716/BarraOne/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Equify](https://www.capterra.com/p/200717/Equify/) 0.0 (0) Equify is the equity and stockholder management solution for fast-growing European companies. [Learn more about Equify](https://www.capterra.com/p/200717/Equify/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## FolioSure](https://www.capterra.com/p/208263/FolioSure/) 0.0 (0) AI-powered portfolio monitoring and reporting solution for Private Markets, combining automation and expert oversight for decisions. [Learn more about FolioSure](https://www.capterra.com/p/208263/FolioSure/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## HYIP Manager Script](https://www.capterra.com/p/153400/HYIP-Manager-Script/) 0.0 (0) Set up an investment management website that will work on any devise. [Learn more about HYIP Manager Script](https://www.capterra.com/p/153400/HYIP-Manager-Script/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## eVestment](https://www.capterra.com/p/211640/eVestment/) 0.0 (0) Nasdaq eVestment™ enables investors and managers to make portfolio decisions and optimize investment intelligence. [Learn more about eVestment](https://www.capterra.com/p/211640/eVestment/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Tresmark](https://www.capterra.com/p/10029959/Tresmark/) 0.0 (0) Tresmark is a financial market data platform that delivers real-time analytics and insights for investors and businesses. [Learn more about Tresmark](https://www.capterra.com/p/10029959/Tresmark/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## PeakAI](https://www.capterra.com/p/10040302/PeakAI/) 0.0 (0) Cloud-based and AI-driven trading tool offering retail traders tools for trade journaling, market research, and portfolio management. [Learn more about PeakAI](https://www.capterra.com/p/10040302/PeakAI/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## etops Wealth Discovery](https://www.capterra.com/p/10031009/etops-Wealth-Discovery/) 0.0 (0) etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights. [Learn more about etops Wealth Discovery](https://www.capterra.com/p/10031009/etops-Wealth-Discovery/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Delta Data Asset Management Solutions](https://www.capterra.com/p/10008601/Delta-Data-Asset-Management-Solutions/) 0.0 (0) A comprehensive suite of oversight products for mutual fund companies, creating efficiency around intermediary relationships. [Learn more about Delta Data Asset Management Solutions](https://www.capterra.com/p/10008601/Delta-Data-Asset-Management-Solutions/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Investment Metrics](https://www.capterra.com/p/176686/InvestWorks/) 0.0 (0) Global leading provider of investment analytics, reporting, and data for the institutional investment community. [Learn more about Investment Metrics](https://www.capterra.com/p/176686/InvestWorks/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## GroundBreaker](https://www.capterra.com/p/183376/GroundBreaker/) 0.0 (0) All-in-one CRE tech to automate fundraising, investment management, and investor relations. [Learn more about GroundBreaker](https://www.capterra.com/p/183376/GroundBreaker/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Family Wealth Guru](https://www.capterra.com/p/229429/Family-Wealth-Guru/) 0.0 (0) Family Wealth Guru makes managing your wealth simpler. An unbeatable combination of automation, security and convenience at once. [Learn more about Family Wealth Guru](https://www.capterra.com/p/229429/Family-Wealth-Guru/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## CAMS](https://www.capterra.com/p/2118/CAMS/) 0.0 (0) Customer Cash Management Systems. CAMS processes a multitude of investment products. [Learn more about CAMS](https://www.capterra.com/p/2118/CAMS/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Bipsync](https://www.capterra.com/p/138677/Bipsync/) 0.0 (0) Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance. [Learn more about Bipsync](https://www.capterra.com/p/138677/Bipsync/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## AlphaQuark](https://www.capterra.com/p/10037985/AlphaQuark/) 0.0 (0) Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios. [Learn more about AlphaQuark](https://www.capterra.com/p/10037985/AlphaQuark/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## CEPRES](https://www.capterra.com/p/245996/CEPRES/) 0.0 (0) CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes. [Learn more about CEPRES](https://www.capterra.com/p/245996/CEPRES/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management Page 7 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/)