--- title: "Update Capital Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Update Capital Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/198048/Update-Capital/" page_type: "product" language: "en" --- # Update Capital Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Update Capital ## What is Update Capital? Update Capital is a cloud-based investment management software for real estate investment firms. The platform streamlines the fund lifecycle from investor onboarding to capital calls, data reporting, and communications. Features include a modern investor portal, customizable investor reporting, document sharing, and integrated fund administration. Update Capital modernizes operations, funds deals faster, saves time, reduces errors, and boosts limited partner satisfaction. ## What is Update Capital used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Update Capital?[Manage this product listing](https://www.g2.com/products/update-capital/claim_requests/new?auto=true) ## 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. ### Update Capital 3.0 (1) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 3.9 (108) Value For Money 3.0 (1) Value For Money 4.0 (84) Customer Service 5.0 (1) Customer Service 4.4 (91) ## Update Capital alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars Highest Rated [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) ## FAQs about Update Capital Overview ### What company size and specific industries is Update Capital built for? Update Capital is designed for commercial real estate investment firms of any size, with a clear focus on the CRE sector. It is built for organizations involved in real estate investment activities rather than general business use, making it best suited to firms operating within commercial property markets. Features and Usability ### What are the key features of Update Capital? Update Capital offers API access, an activity dashboard, and a client portal for managing investor and trader workflows. Core capabilities include compliance tracking, document management, investments tracking, and performance metrics, plus reporting and analytics with visual analytics for monitoring real estate investment data. Getting Started and Support ### What training and onboarding options does Update Capital offer? Update Capital provides in-person training, webinars, and documentation to help teams get started. In-person training supports direct guidance, webinars cover live or scheduled instruction, and documentation offers written reference material for self-paced review and setup steps. Getting Started and Support ### What customer support options does Update Capital offer? Update Capital provides chat support. No reviewer feedback about support experience is available, so response speed, helpfulness, and common issues cannot be described from user reports. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Update Capital supports all three of the features reviewers rate most highly: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to monitor holdings and trends, and provide the reporting needed for better decision-making, helping businesses track investment performance with more accuracy and confidence. Investments Tracking 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Activity Dashboard 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Client Portal 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Visual Analytics 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Interact with data visualization elements, such as charts and graphs, to drill down into data API Application programming interface that allows for integration with other systems/databases Update Capital 10 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Document Management: Store, manage, and track all electronic documents in a centralized location - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Features 3.0 (1) 3.0 Based on 1 reviews ## Pricing Value for money 3.0 (1) Value for money 3.0 (1) 3.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (1) 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 Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 3.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent TH Tommy H. General Partner Real Estate ### "Decent, Not Stellar" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 January 3, 2024 Pros The support team was friendly and always helpful. The platform has a good amount of features for the price and was easy enough to navigate and use. Cons The lack of modern features like embedded investor accreditations or payment processing. Also the integrations with Hubspot (via Zapier) was terrible!!! Switched from [RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) Update Capital had a few features that we needed at the time of our company growth. Reasons for choosing Update Capital The ease of use at the time and the features were different than the competitors Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.