--- title: "Best Investment Management Software 2026 | Capterra" description: "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_url: "https://www.capterra.com/investment-management-software/" page_type: "category" language: "en" --- # Best Investment Management Software Last updated on August 3, 2026 How to find the right Investment Management Software? Learn more from our team about Investment Management Software pricing features and benefits in our Investment Management Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is investment management software?  Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on August 3, 2026 [Investment management software](https://www.capterra.com/investment-management-software/) enables investors to monitor individual or client investment portfolios and financial assets. It lets them track investment performance, analyze risks, and identify potential investment opportunities. It helps monitor different investment types, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). This offers investors a complete picture of their investment portfolios to make better investment decisions. Investment management systems serve as a centralized platform for investment firms to oversee all portfolio activity, such as progress toward investment goals and performance of invested funds. Most tools also offer capabilities to track client communication, including their contact information, account balances, and interaction history. * * * For more information consult our [Investment Management Buyers Guide](#buyers-guide-content) ## AppFolio Investment Manager Rating: 4.7 out of 5 (100 reviews) Profile: [AppFolio Investment Manager](https://www.capterra.com/p/186948/AppFolio-Investment-Management/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $650.00 Pricing details: Other, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Client Portal: 4.9 rating - Investments Tracking: 4.8 rating - Client Management: 4.7 rating - Data Import/Export: 4.4 rating #### Lowest rated features - Performance Metrics: 4.0 rating - Mobile Access: 4.1 rating - Fund Management: 4.3 rating - Compliance Tracking: 4.7 rating #### Feature-related review snippet Reviewer: Juan V. Reviewer details: Real Estate, 1-10 employees Published: May 20, 2021 > "What I like most about the platform is that it's simple to use and it's appealing to the eye compared to other platforms." ### Gallery tab Ease of use: 4.7 out of 5 (100 reviews) #### Related review snippet Reviewer: Sally V. Reviewer details: Real Estate, 51-200 employees Published: November 11, 2022 > "IM allows us to have information about our investors and their history with us at our fingertips. And the Portal puts information at our investors fingertips! " ### Integrations tab AppFolio Investment Manager connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/186948/AppFolio-Investment-Management/#integrations) #### Most popular integrations - Homebase: 4.6 rating - Happy Property: 4.6 rating - Knock CRM: 4.8 rating - ShowMojo: 3.6 rating - Conservice ESG: 4.7 rating - Opiniion: 4.3 rating #### Integrations-related review snippet Reviewer: Morgan E. Reviewer details: Real Estate, 11-50 employees Published: March 31, 2021 > "The seamless integration with AppFolio Property Manager has saved us countless hours and headaches." --- ## Yardi Investment Manager Rating: 4.0 out of 5 (9 reviews) Profile: [Yardi Investment Manager](https://www.capterra.com/p/248341/Yardi-Investment-Manager/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? A complete real estate solution to track capital, manage new investment opportunities and provide investors with a branded portal. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 4.4 out of 5 - Features: 3.8 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Client Portal: 4.2 rating - Investments Tracking: 4.2 rating - Data Import/Export: 4.3 rating - Document Management: 5.0 rating #### Lowest rated features - Activity Dashboard: 3.5 rating - Fee Management: 3.0 rating - Client Management: 4.0 rating - Performance Metrics: 4.0 rating ### Gallery tab Ease of use: 3.9 out of 5 (9 reviews) --- ## Backstop Rating: 4.3 out of 5 (46 reviews) Profile: [Backstop](https://www.capterra.com/p/169054/Backstop/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 4.3 rating - Document Management: 4.5 rating - Client Management: 4.0 rating - Client Portal: 4.0 rating #### Lowest rated features - Fund Management: 4.0 rating - Performance Metrics: 4.0 rating - Portfolio Management: 4.0 rating - Investments Tracking: 5.0 rating #### Feature-related review snippet Reviewer: Idjaz B. Reviewer details: Financial Services, 11-50 employees Published: February 22, 2023 > "One of the best friendly user (UI/UX) interface in the space" ### Gallery tab Ease of use: 4.2 out of 5 (46 reviews) #### Related review snippet Reviewer: Ajay S. Reviewer details: Investment Management, 51-200 employees Published: April 13, 2023 > "Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins." --- ## GaiaLens Profile: [GaiaLens](https://www.capterra.com/p/10004097/GaiaLens/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Secure, explainable AI for compliance, reporting, risk, and ESG; built for financial institutions and corporates. #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: Yes ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Not available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Not available ### Gallery tab --- ## Macabacus Rating: 4.7 out of 5 (85 reviews) Profile: [Macabacus](https://www.capterra.com/p/10011368/Macabacus/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $200.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Modeling & Simulation: 4.6 rating - Data Import/Export: 4.7 rating - Document Management: 4.3 rating - Reporting/Analytics: 5.0 rating #### Lowest rated features - Financial Management: 5.0 rating #### Feature-related review snippet Reviewer: Will E. Reviewer details: Information Technology and Services, 201-500 employees Published: August 16, 2023 > "It is far easier to use than the native Office presentation functionality, and allows for the easy creation of impactful & persuasive visuals." ### Gallery tab Ease of use: 4.5 out of 5 (85 reviews) #### Related review snippet Reviewer: Jason W. Reviewer details: Banking, 5,001-10,000 employees Published: February 5, 2025 > "Macabacus saves me time on Excel and PPT by providing shortcuts to functions that otherwise would take up a large amount of time," ### Integrations tab Macabacus connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/10011368/Macabacus/#integrations) #### Most popular integrations - Microsoft PowerPoint: 4.8 rating - Microsoft Excel: 4.8 rating - Microsoft 365: 4.6 rating - Microsoft Word: 4.7 rating - Microsoft Azure: 4.6 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Electrical/Electronic Manufacturing, 11-50 employees Published: August 9, 2023 > "For powerpoint, I utilize the formatting shortcuts daily and find it to be the most useful tool." --- ## LienApp Profile: [LienApp](https://www.capterra.com/p/152516/LienApp/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Tax Lien Servicing in the Cloud. #### Pros and cons based on reviews Not available #### Starting price Starting price: $10000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Available ### Gallery tab --- ## First Rate Vantage Rating: 4.9 out of 5 (18 reviews) Profile: [First Rate Vantage](https://www.capterra.com/p/179626/Investor-Portal/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3000.00 Pricing details: Per Feature, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Data Import/Export: 4.8 rating - Fund Management: 4.6 rating - Accounting: 5.0 rating - Investments Tracking: 5.0 rating #### Lowest rated features - Financial Management: 4.0 rating - Real-Time Data: 4.3 rating - Client Management: 4.5 rating - Client Portal: 4.8 rating ### Gallery tab Ease of use: 4.7 out of 5 (18 reviews) ### Integrations tab First Rate Vantage connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/179626/Investor-Portal/#integrations) #### Most popular integrations - Microsoft Outlook: 4.5 rating --- ## VestServe Profile: [VestServe](https://www.capterra.com/p/24348/VestServe/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. #### Pros and cons based on reviews Not available #### Starting price Starting price: $27500.00 Pricing details: Per Feature, Per Year Free trial: No Free demo: Yes ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Available - Fund Management: Available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available ### Gallery tab ### Integrations tab VestServe connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/24348/VestServe/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 4.4 rating --- ## Morningstar Direct Rating: 4.1 out of 5 (252 reviews) Profile: [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Morningstar Direct offers data, research, and tools to help investment professionals make confident decisions and streamline workflows. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Pros: - Versatile portfolio analysis platform - Extensive fund data resources Cons: - Frequent slowdowns and lag - Recurring technical glitches #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Performance Metrics: 4.3 rating - Reporting/Analytics: 4.2 rating - Investments Tracking: 4.2 rating - Benchmarking: 4.1 rating #### Lowest rated features - API: 3.6 rating - Portfolio Management: 4.0 rating - Data Import/Export: 4.1 rating - Investment Research: 4.1 rating #### Feature-related review snippet Reviewer: George B. Reviewer details: Investment Management, 1-10 employees Published: February 10, 2026 > "I believe it could be better if the interface was designed more intuitively, some key features are difficult to find but the support staff are very helpful." ### Gallery tab Ease of use: 3.7 out of 5 (252 reviews) #### Related review snippet Reviewer: Jamie S. Reviewer details: Capital Markets, 11-50 employees Published: February 16, 2026 > "The Excel plus in (save as noted below) is very helpful and the Presentation Studio allows us to create informative graphs and charts (albeit there is a steep learning curve and it seems to be impossible to change colours of stocks across pages without updating the pages individually; changing it for the "report" does not appear to flow through)." ### Integrations tab Morningstar Direct connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/10027902/Morningstar-Direct/#integrations) #### Most popular integrations - Microsoft Excel: 4.4 rating - Excel Add-ins: 3.7 rating #### Integrations-related review snippet Reviewer: Gursimran K. Reviewer details: Financial Services, 10,001+ employees Published: March 4, 2025 > "Great. Although, I do wish that the immigration of various modules was more integrated." --- ## Agicap Rating: 4.3 out of 5 (161 reviews) Profile: [Agicap](https://www.capterra.com/p/196637/Agicap/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Real-Time Data: 4.3 rating - Cash Management: 5.0 rating - Financial Management: 5.0 rating - Accounting: 4.5 rating #### Lowest rated features - Data Import/Export: 4.5 rating ### Gallery tab Ease of use: 4.3 out of 5 (161 reviews) #### Related review snippet Reviewer: Victor S. Reviewer details: Financial Services, 11-50 employees Published: August 26, 2025 > "I like it's easiness to use and the visibility it gives me to my cashflow. And all the integrations it has enable velocity for implementation" ### Integrations tab Agicap connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/196637/Agicap/#integrations) #### Most popular integrations - Stripe: 4.6 rating - Sellsy: 3.0 rating - lexoffice: 4.4 rating --- ## Creatio CRM Rating: 4.7 out of 5 (150 reviews) Profile: [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Best-in-class financial services CRM and workflow platform with no-code and AI at its core. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Available - Modeling & Simulation: Not available - Mobile Access: Available - Alerts/Notifications: Available - Risk Management: Available - Accounting: Available #### Feature-related review snippet Reviewer: Vine S. Reviewer details: Biotechnology, 51-200 employees Published: June 15, 2026 > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." ### Gallery tab Ease of use: 4.6 out of 5 (150 reviews) #### Related review snippet Reviewer: Eduardo C. Reviewer details: Computer Software, 11-50 employees Published: June 14, 2026 > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support long-term growth." ### Integrations tab Creatio CRM connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/130149/bpm-online-CRM/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Mailchimp: 4.5 rating - Gmail: 4.8 rating - Google Calendar: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Contacts: 4.7 rating --- ## Mint Rating: 4.5 out of 5 (140 reviews) Profile: [Mint](https://www.capterra.com/p/213530/Mint/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.8 rating - Data Import/Export: 5.0 rating - Financial Management: 5.0 rating - Forecasting: 3.8 rating #### Lowest rated features - Alerts/Notifications: 5.0 rating - Financial Analysis: 5.0 rating #### Feature-related review snippet Reviewer: Raegan D. Reviewer details: Accounting, 1-10 employees Published: November 19, 2025 > "It was very intuitive and user friendly." ### Gallery tab Ease of use: 4.5 out of 5 (140 reviews) #### Related review snippet Reviewer: Raegan D. Reviewer details: Accounting, 1-10 employees Published: November 19, 2025 > "I love how simple Mint was to use without having to read or watch tutorials." --- ## Foundersuite Rating: 4.7 out of 5 (110 reviews) Profile: [Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $89.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Fund Management: 4.8 rating - Performance Metrics: 4.5 rating ### Gallery tab Ease of use: 4.6 out of 5 (110 reviews) #### Related review snippet Reviewer: Sanjay A. Reviewer details: Education Management, 1-10 employees Published: February 7, 2023 > "Having a power investor CRM database was absolutely key for us during the round and I am convinced it is one of the reasons we were able to achieve a fully subscriber round." --- ## MRI Property Management Rating: 4.3 out of 5 (108 reviews) Profile: [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5000.00 Free trial: No Free demo: No ### Features tab #### Highest rated features - Financial Management: 5.0 rating - Forecasting: 4.0 rating - Accounting: 3.0 rating - Performance Metrics: 3.0 rating #### Feature-related review snippet Reviewer: Richard M. Reviewer details: Airlines/Aviation, 1,001-5,000 employees Published: October 3, 2025 > "The interface is designed to be intuitive, so even those new to the platform can get up to speed without much hassle." ### Gallery tab Ease of use: 4.2 out of 5 (108 reviews) #### Related review snippet Reviewer: Daniel L. Reviewer details: Real Estate, 51-200 employees Published: June 2, 2026 > "It handles the day-to-day side of property management really well, especially for finances, tenant management, and reporting. Once you get familiar with the system and its quirks, it becomes a very useful tool and saves a lot of manual work." ### Integrations tab MRI Property Management connects with 43+ software tools. [See all integrations](https://www.capterra.com/p/79570/MRI-Software/#integrations) #### Most popular integrations - Birdeye: 4.7 rating - AvidXchange: 4.3 rating - Happy Property: 4.6 rating - Brivo Access: 4.3 rating - Facilio: 4.0 rating - Dealpath: 4.5 rating - Dockwa: 4.9 rating - Conservice ESG: 4.7 rating - ClickNotices: 5.0 rating --- ## Plaid Rating: 4.4 out of 5 (105 reviews) Profile: [Plaid](https://www.capterra.com/p/174384/Plaid/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Build a holistic view of your customer's investments #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Cash Management: 5.0 rating - Investments Tracking: 5.0 rating - Risk Management: 5.0 rating #### Feature-related review snippet Reviewer: Niquan C. Reviewer details: Telecommunications, 1-10 employees Published: April 14, 2026 > "I like the simplicity of using the app it has a seamless aproach it is extremely helpful and i would definitely recommend" ### Gallery tab Ease of use: 4.5 out of 5 (105 reviews) #### Related review snippet Reviewer: Mai M. Reviewer details: Hospitality, 11-50 employees Published: March 31, 2026 > "Plaid acts like a secure bridge, immediately allowing apps to verify balances, check transaction history, and enable instant ACH transfers." ### Integrations tab Plaid connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/174384/Plaid/#integrations) #### Most popular integrations - Dwolla: 4.3 rating - Turnkey Lender: 4.6 rating - Adyen: 4.6 rating - Riskified: 4.6 rating - Ocrolus: 4.6 rating - Airwallex: 3.9 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Biotechnology, 10,001+ employees Published: April 8, 2026 > "The API capabilities are pretty strong and allow companies to build advanced financial features without dealing with banks directly." --- ## Stessa Rating: 4.5 out of 5 (104 reviews) Profile: [Stessa](https://www.capterra.com/p/181042/Stessa/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Investments Tracking: 5.0 rating - Data Import/Export: 5.0 rating - Financial Management: 5.0 rating #### Lowest rated features - Mobile Access: 5.0 rating - Alerts/Notifications: 5.0 rating - Modeling & Simulation: 5.0 rating - Performance Metrics: 5.0 rating #### Feature-related review snippet Reviewer: Seelan S. Reviewer details: Real Estate, 1-10 employees Published: April 3, 2025 > "In general, I am happy about it and it still needs some improvements compared to other apps available in the market" ### Gallery tab Ease of use: 4.5 out of 5 (104 reviews) #### Related review snippet Reviewer: Pedro C. Reviewer details: Real Estate, 1-10 employees Published: September 4, 2024 > "Stessa has simplified our lives and freed us up to focus on scaling our business." ### Integrations tab Stessa connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/181042/Stessa/#integrations) #### Most popular integrations - Docusign: 4.7 rating - AppFolio Property Manager: 3.0 rating --- ## Vestd Rating: 4.9 out of 5 (100 reviews) Profile: [Vestd](https://www.capterra.com/p/207791/Vestd/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £25.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 5.0 rating - Modeling & Simulation: 5.0 rating - Client Portal: 4.5 rating - Investments Tracking: 5.0 rating #### Lowest rated features - Reporting/Analytics: 5.0 rating #### Feature-related review snippet Reviewer: Geoffrey D. Reviewer details: Import and Export, 11-50 employees Published: June 24, 2024 > "Such a pleasure to work with [sensitive content hidden] and his colleagues." ### Gallery tab Ease of use: 4.7 out of 5 (100 reviews) #### Related review snippet Reviewer: Carla F. Reviewer details: Computer Software, 51-200 employees Published: September 9, 2024 > "Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations." --- ## WOWS Investment Portal Rating: 4.7 out of 5 (97 reviews) Profile: [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Portal: 4.6 rating - Accounting: 4.4 rating - Data Import/Export: 4.8 rating - Risk Management: 4.8 rating #### Lowest rated features - API: 4.1 rating - Forecasting: 4.0 rating - Performance Metrics: 4.5 rating - Document Management: 4.3 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Consumer Goods, 201-500 employees Published: November 4, 2024 > "With a very friendly UI, WOWS investment portal is one of the most beginner friendly tools one can use for investing in assets and derivatives." ### Gallery tab Ease of use: 4.6 out of 5 (97 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Consumer Goods, 201-500 employees Published: November 4, 2024 > "With a very friendly UI, WOWS investment portal is one of the most beginner friendly tools one can use for investing in assets and derivatives." --- ## Certent Equity Management Rating: 4.6 out of 5 (85 reviews) Profile: [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? One place to administer, account for, and report on equity compensation. Cap table, ASC 718 expense, and SEC disclosure on one dataset. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Audit Trail: 5.0 rating - Data Import/Export: 5.0 rating - Real-Time Data: 5.0 rating #### Feature-related review snippet Reviewer: Zach B. Reviewer details: Alternative Medicine, 51-200 employees Published: May 9, 2024 > "Certent equity management is fairly intuitive and doesn't take long to get used to." ### Gallery tab Ease of use: 4.5 out of 5 (85 reviews) #### Related review snippet Reviewer: Lynne W. Reviewer details: Pharmaceuticals, 501-1,000 employees Published: September 18, 2025 > "sensitive content hidden] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right questions if needed and provide for seamless transactions." ### Integrations tab Certent Equity Management connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/236476/Certent-Equity-Management/#integrations) #### Most popular integrations - Microsoft Excel: 5.0 rating #### Integrations-related review snippet Reviewer: Peter W. Reviewer details: Wholesale, 501-1,000 employees Published: January 20, 2025 > "The software makes it easier to stay compliant with SOX requirements, reports are fast and easy to generate, integrates well with Workday and brokerage firm." --- ## RealPage IMS Rating: 4.5 out of 5 (79 reviews) Profile: [RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Streamline Investor Communications, Elevate Investor Engagement #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1000.00 Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.5 rating - Client Management: 4.0 rating - Performance Metrics: 4.0 rating - Alerts/Notifications: 5.0 rating #### Lowest rated features - Data Import/Export: 3.0 rating - Client Portal: 3.0 rating - Risk Management: 3.0 rating - Accounting: 4.0 rating ### Gallery tab Ease of use: 4.2 out of 5 (79 reviews) #### Related review snippet Reviewer: Tommy H. Reviewer details: Real Estate, 1-10 employees Published: January 11, 2024 > "The user interface for our investors was simple and easy to use." ### Integrations tab RealPage IMS connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/169850/IMS-Platform/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Gmail: 4.8 rating - Docusign: 4.7 rating - Google Analytics 360: 4.7 rating - Microsoft Outlook: 4.5 rating - Google Maps: 4.7 rating - Rent Manager: 4.6 rating --- ## Vestwell Rating: 4.5 out of 5 (75 reviews) Profile: [Vestwell](https://www.capterra.com/p/189123/Vestwell/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $100.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Investments Tracking: Available - Performance Metrics: Available - Benchmarking: Not available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Not available - Modeling & Simulation: Not available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Not available - Accounting: Not available ### Gallery tab Ease of use: 4.4 out of 5 (75 reviews) #### Related review snippet Reviewer: Brandon P. Reviewer details: Computer Software, 11-50 employees Published: June 11, 2026 > "I like the colors of their website." --- ## Carta Rating: 4.2 out of 5 (64 reviews) Profile: [Carta](https://www.capterra.com/p/220278/Carta/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Carta is an equity management platform for companies, investors, and employees. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Document Management: 5.0 rating - Fund Management: 5.0 rating - Investments Tracking: 5.0 rating #### Lowest rated features - API: 5.0 rating - Audit Trail: 5.0 rating - Compliance Tracking: 5.0 rating - Data Import/Export: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 501-1,000 employees Published: March 1, 2021 > "I've used Carta through multiple companies and I love how it takes complex legal language and breaks it down for you to simply understand and visualize in its predictive outcomes." ### Gallery tab Ease of use: 4.0 out of 5 (64 reviews) #### Related review snippet Reviewer: Aleah H. Reviewer details: Food & Beverages, 501-1,000 employees Published: July 9, 2026 > "The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable." ### Integrations tab Carta connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/220278/Carta/#integrations) #### Most popular integrations - Rippling: 3.0 rating - Deel: 4.9 rating - Xero: 4.4 rating - QuickBooks Online Advanced: 4.4 rating --- ## Juniper Square Rating: 4.9 out of 5 (61 reviews) Profile: [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Juniper Square is the leader in partnership enablement for the private funds industry. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $18000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 5.0 rating - Data Import/Export: 4.5 rating - Investments Tracking: 4.5 rating - Accounting: 5.0 rating #### Lowest rated features - Fee Management: 4.0 rating - Mobile Access: 4.0 rating - Risk Management: 4.0 rating - Compliance Tracking: 5.0 rating #### Feature-related review snippet Reviewer: Esti A. Reviewer details: Investment Management, 1-10 employees Published: August 25, 2022 > "The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement." ### Gallery tab Ease of use: 4.8 out of 5 (61 reviews) #### Related review snippet Reviewer: Esti A. Reviewer details: Investment Management, 1-10 employees Published: August 25, 2022 > "The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement." ### Integrations tab Juniper Square connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/171269/Juniper-Square/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Docusign: 4.7 rating - Google Analytics 360: 4.7 rating - Wistia: 4.7 rating - Lob: 4.4 rating --- ## HiddenLevers Rating: 4.3 out of 5 (58 reviews) Profile: [HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $300.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Investments Tracking: Not available - Performance Metrics: Available - Benchmarking: Available - Portfolio Management: Available - Client Portal: Not available - Fund Management: Not available - Client Management: Available - Modeling & Simulation: Available - Mobile Access: Not available - Alerts/Notifications: Not available - Risk Management: Available - Accounting: Not available #### Feature-related review snippet Reviewer: Danny D. Reviewer details: Financial Services, 1-10 employees Published: August 5, 2020 > "Customization in great details (building custom portfolios for stress testing). " ### Gallery tab Ease of use: 3.8 out of 5 (58 reviews) #### Related review snippet Reviewer: Kory F. Reviewer details: Financial Services, 11-50 employees Published: August 19, 2020 > "Integrations with our performance and financial planning software allows us to easily bring in live data in for clients, saving time and effort in maintaining consistency across platforms." ### Integrations tab HiddenLevers connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/179454/HiddenLevers/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Redtail CRM: 4.1 rating --- ## Bob Finance Rating: 4.8 out of 5 (57 reviews) Profile: [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Financial Management: 5.0 rating - Reporting/Analytics: 5.0 rating #### Feature-related review snippet Reviewer: Ashley L. Reviewer details: Education Management, 51-200 employees Published: June 6, 2025 > "Mosaic is a powerful, intuitive FP&A platform that makes strategic finance faster, smarter, and more collaborative. If you're tired of juggling disconnected spreadsheets and slow reporting cycles, Mosaic might just be the operating system your finance team has been waiting for." ### Gallery tab Ease of use: 4.6 out of 5 (57 reviews) #### Related review snippet Reviewer: Ryan A. Reviewer details: Information Technology and Services, 201-500 employees Published: October 1, 2024 > "Mosaic allows you to simplify and even automate numerous monthly tasks including ARR reporting, headcount planning, SaaS metric reporting & benchmarking." ### Integrations tab Bob Finance connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/219079/Mosaic/#integrations) #### Most popular integrations - QuickBooks Online: 5.0 rating - Rippling: 4.9 rating - HubSpot CRM: 4.8 rating - Gusto: 4.8 rating - Stripe: 4.6 rating - Xero: 4.4 rating #### Integrations-related review snippet Reviewer: Omar A. Reviewer details: Computer Software, 201-500 employees Published: August 16, 2023 > "Mosaic is very dynamic and was so easy to connect to our accounting and CRM system." --- Page 1 of 8 ## 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 (367) Products: Sort By: Featured Partners * * * 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/) Table of Contents - [What are the common features of investment management software?](#what-are-the-common-features-of-investment-management-software) - [What are the benefits of investment management software?](#what-are-the-benefits-of-investment-management-software) - [How much does investment management software cost?](#how-much-does-investment-management-software-cost) - [Key considerations when purchasing investment management software](#key-considerations-when-purchasing-investment-management-software) ## What are the common features of investment management software? - **Performance metrics:** Calculate key performance metrics such as annualized return, volatility, and yield. These metrics help investors evaluate the performance of portfolios against expected returns. - **Investment tracking:** Monitor investments, including their performance, asset prices, value, and changes over time. This feature provides a centralized location for investors to track the progress of their portfolios. - **Data import/export:** Import and export financial data and reports in various formats, including CSV, PDF, and Excel. This data may include transaction history, current holdings, and other relevant financial information.  - **Risk management:** Analyze current and past market data and use tools such as value-at-risk (VaR) calculations to analyze investment risks. This feature helps investors identify and mitigate potential risks, such as credit risks, operational risks, and liquidity risks.  - **Client management:** Record and organize interactions with current and potential customers. This includes features for tracking client contact information, account balances, and investment goals. The software can also generate reports and other communications to inform clients about their investments’ performance. * * * ## What are the benefits of investment management software? - **Provides access to real-time market data:** With investment management software solutions, investors can actively track stock markets in real time, remain updated on market trends, and identify potential opportunities or risks. The software also lets them create customizable watchlists based on specific criteria, such as the types of securities, industries, or companies, enabling real-time monitoring of these selections. - **Minimizes tax liabilities:** Investment management software helps investors identify and divest underperforming assets to minimize tax liabilities on capital gains. Furthermore, it suggests instruments that offer tax benefits to reduce the tax burden on investment gains. These tools also minimize tax liabilities by enabling investors to implement tax-efficient investment strategies and optimize their portfolios for tax purposes. - **Enhances investment management:** These solutions help investment firms oversee multiple investment accounts, tailor investment strategies, and incorporate financial planning modules, all of which are important for wealth management. Additionally, they automate portfolio analysis and rebalancing, trade orders, and performance reporting. This automation not only saves time but also reduces the likelihood of manual reporting errors, improving investment monitoring processes. - **Improves risk management:** Investment management software monitors market data in real time, alerting investors about potential risks and allowing them to make informed decisions. It conducts risk analysis, such as stress testing, scenario analysis, and risk modeling, to help investors evaluate and manage risks associated with specific investments or portfolio allocations. The software also enables diversification, reducing concentration risks within portfolios. * * * ## How much does investment management software cost? Most investment management software tools on the market are priced on a “per user, per month” basis, and their entry-level pricing plans range from **$3 to $60+\***. An enterprise product that’s priced higher may include additional features such as two-factor authentication (2FA) enforcement, data analytics, document automation, compliance reports, e-signing integrations, advanced portfolios, audit trails, and liquidity analysis. _\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites as of Oct. 16, 2023._ * * * ## Key considerations when purchasing investment management software - **Outline the investment management features you need.** Evaluate your investment goals, portfolio size, and investment strategy to identify the software features you require. For instance, if you’re an investment manager overseeing a large portfolio with multiple asset classes, look for advanced features such as real-time tracking, asset allocation, and risk management. However, if you need to assess investment performance, you’ll require performance analytics tools such as benchmarking, risk analysis, and performance attribution. - **Look for portfolio management dashboards.** These dashboards offer an overview of investment portfolio performance, allowing quick assessment of asset allocation, risk exposure, and investment returns. To evaluate portfolio management dashboards, look for customization options, ease of use, level of detail, real-time data updates, and interactive charts and graphs. Also, check the solution’s ability to integrate with other investment management tools for a more comprehensive view of portfolio performance. - **Assess built-in stock market trading features.** Investment management solutions typically offer trading tools that let investors and portfolio managers manage and track trade orders—from initial entry to final execution. These tools simultaneously manage multiple trading orders in the stock market and provide real-time updates on each order. You can even customize these tools to meet specific trading requirements, such as trading frequency or order size. These solutions also have risk management tools, including real-time risk analytics and alerts, to help identify and manage the risk associated with trading. * * * **Sources** Products evaluated for the pricing calculation were taken from Capterra’s [investment management software](https://www.capterra.com/investment-management-software/) directory. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them.