# Best Investment Management Software 2026 | Capterra > 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 Last updated on April 16, 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 April 16, 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) [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) A complete real estate solution to track capital, manage new investment opportunities and provide investors with a branded portal.  [Learn more about Yardi Investment Manager](https://www.capterra.com/p/248341/Yardi-Investment-Manager/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations. [Learn more about AppFolio Investment Manager](https://www.capterra.com/p/186948/AppFolio-Investment-Management/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 91% recommend this product 0.0 (0) Secure, explainable AI for compliance, reporting, risk, and ESG; built for financial institutions and corporates. [Learn more about GaiaLens](https://www.capterra.com/p/10004097/GaiaLens/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Morningstar Direct offers data, research, and tools to help investment professionals make confident decisions and streamline workflows. [Learn more about Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Agicap](https://www.capterra.com/p/196637/Agicap/) [4.3 (161)](https://www.capterra.com/p/196637/Agicap/reviews/) Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics. [Learn more about Agicap](https://www.capterra.com/p/196637/Agicap/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Mint](https://www.capterra.com/p/213530/Mint/) [4.5 (140)](https://www.capterra.com/p/213530/Mint/reviews/) Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. [Learn more about Mint](https://www.capterra.com/p/213530/Mint/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 81% recommend this product [## Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 90% recommend this product [## Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) [4.7 (110)](https://www.capterra.com/p/144844/Foundersuite/reviews/) Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ [Learn more about Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 89% recommend this product [## Stessa](https://www.capterra.com/p/181042/Stessa/) [4.5 (104)](https://www.capterra.com/p/181042/Stessa/reviews/) Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection. [Learn more about Stessa](https://www.capterra.com/p/181042/Stessa/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 83% recommend this product [## Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/) Build a holistic view of your customer's investments [Learn more about Plaid](https://www.capterra.com/p/174384/Plaid/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.  [Learn more about Vestd](https://www.capterra.com/p/207791/Vestd/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors. [Learn more about WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.2 (94)](https://www.capterra.com/p/79570/MRI-Software/reviews/) With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. [Learn more about MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Macabacus](https://www.capterra.com/p/10011368/Macabacus/) [4.7 (85)](https://www.capterra.com/p/10011368/Macabacus/reviews/) Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. [Learn more about Macabacus](https://www.capterra.com/p/10011368/Macabacus/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting [Learn more about Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) [4.5 (79)](https://www.capterra.com/p/169850/IMS-Platform/reviews/) Streamline Investor Communications, Elevate Investor Engagement [Learn more about RealPage IMS](https://www.capterra.com/p/169850/IMS-Platform/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Vestwell](https://www.capterra.com/p/189123/Vestwell/) [4.5 (74)](https://www.capterra.com/p/189123/Vestwell/reviews/) Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. [Learn more about Vestwell](https://www.capterra.com/p/189123/Vestwell/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (62)](https://www.capterra.com/p/220278/Carta/reviews/) Carta is an equity management platform for companies, investors, and employees. [Learn more about Carta](https://www.capterra.com/p/220278/Carta/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) [4.9 (61)](https://www.capterra.com/p/171269/Juniper-Square/reviews/) Juniper Square is the leader in partnership enablement for the private funds industry. [Learn more about Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) [4.3 (58)](https://www.capterra.com/p/179454/HiddenLevers/reviews/) Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. [Learn more about HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups. [Learn more about Bob Finance](https://www.capterra.com/p/219079/Mosaic/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Social Security Timing](https://www.capterra.com/p/204948/Social-Security-Timing/) [4.7 (49)](https://www.capterra.com/p/204948/Social-Security-Timing/reviews/) Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value. [Learn more about Social Security Timing](https://www.capterra.com/p/204948/Social-Security-Timing/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. [Learn more about Backstop](https://www.capterra.com/p/169054/Backstop/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) [4.5 (44)](https://www.capterra.com/p/10016975/ICONOMI/reviews/) Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios. [Learn more about ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (38)](https://www.capterra.com/p/205089/DealCheck/reviews/) The Leading Real Estate Analysis Software and Calculator [Learn more about DealCheck](https://www.capterra.com/p/205089/DealCheck/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management Page 1 of 13 Filter (315) 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/) 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.