# InvestorFlow Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about InvestorFlow Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/169405/InvestorFlow

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# 

 InvestorFlow Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

InvestorFlow

## What is InvestorFlow?

InvestorFlow is a leading provider of investor experience applications for asset and investment managers. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services.

## What is InvestorFlow used for?

[Financial CRM](https://www.capterra.com/financial-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for InvestorFlow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.investorflow.com&name=InvestorFlow)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### InvestorFlow

0.0

VS.

[### AJ HYIP](https://www.capterra.com/p/181072/AJ-HYIP/)

[4.0 (1)](https://www.capterra.com/p/181072/AJ-HYIP/#reviews)

Starting Price

Contact vendor

Starting Price

$249

Per Feature, One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.0 (1)

Value For Money

0.0 (0)

Value For Money

4.0 (1)

Customer Service

0.0 (0)

Customer Service

4.0 (1)

## InvestorFlow alternatives

[Magnifinance](https://www.capterra.com/p/160279/Magnifinance/)

[0.0](https://www.capterra.com/p/160279/Magnifinance/#reviews)

Starting price

$21.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/160279/Magnifinance/)

Highest Rated

[Argo Trading Platform](https://www.capterra.com/p/81312/Argo-Trading-Platform/)

[5.0 (1)](https://www.capterra.com/p/81312/Argo-Trading-Platform/#reviews)

Starting price

$12000.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/81312/Argo-Trading-Platform/)

[Nasdaq IR Insight](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/)

[4.0 (1)](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/#reviews)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/)

[FundWare](https://www.capterra.com/p/150138/FundWare/)

[1.0 (1)](https://www.capterra.com/p/150138/FundWare/#reviews)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/150138/FundWare/)

[View all alternatives](https://www.capterra.com/p/169405/InvestorFlow/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Bonds/Stocks

Purchase and track both bonds and stocks in the portfolio

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

InvestorFlow 17 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Purchase and track both bonds and stocks in the portfolio

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track and trade contracts to transact in tangible goods at a certain price in the future

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Import and export data to and from software applications

Track collected or paid charges for services performed or access granted

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access software remotely via mobile devices

Manage and track customer orders for goods, investments, or any other purchases

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Get Advice

We can help you find the software with the features you need.

## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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