--- title: "Best Investment Management Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Investment Management software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/investment-management-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Investment Management Software for small business Written by David Jani David is an analyst with 5 years of experience covering technology for accounting, cybersecurity, and other business uses. His insights draw on 20+ studies and 2.5 million Capterra reviews. [See full bio and all articles](https://www.capterra.com/resources/author/david-jani/). [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 [## 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 [## Creatio AI CRM](https://www.capterra.com/p/130149/creatio-ai-crm/) [4.7 (151)](https://www.capterra.com/p/130149/creatio-ai-crm/reviews/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio AI CRM](https://www.capterra.com/p/130149/creatio-ai-crm/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 85% 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 [## Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (110)](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 (109)](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 97% recommend this product [## MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](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 [## 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 [## 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 [## 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 ## 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 (315) 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/) How to choose the right Investment Management Software? [Read our Buyer's Guide](https://www.capterra.com/investment-management-software/#buyers-guide-content)