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Best Investment Management Software

An investment creates a viable scope of generating more revenue, income, and profit. Hence most investors are looking to manage their finances accurately. Implementing smart investment software can help to simplify all such intricate tasks and even streamline accounting solutions. 

What is Investment Management Software 

An investment management software is an automation tool that helps investment managers to create, monitor, and manage investor portfolios seamlessly. The advanced and next-generation investment tools provide asset reporting, client communication, and investment analytics tool, along with portfolio management, asset allocation, financial planning, and advising benefits. The software also plays a pivotal role in data import and export and benchmarking. 

How to Select the Best Investment Management Software? 

Selecting the right investment management software can be tricky for investors due to a plethora of options. Hence, Goodfirms has come up with the list of the best investment management tools to help investors pick an optimal software tool. The list provides a brief overview of the software along with prominent features, pricing models, deployment options,  support available, and much more. You can opt for the investment tool that precisely matches your personal or business requirements.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Aug 12, 2026
132 Software

List of the Best investment Software | Best Investment Tools

  • Universal Rebalancer

    5.05 ReviewsVerified

    "SoftPak Financial Systems delivers quantitative wealth management solutions that empower global investment firms and financial institutions. SoftPak's financial technology works as the foundation for institutions that excel in portfolio analytics, rule-based rebalancing, ... read more about Universal Rebalancer

    Universal Rebalancer Reviews

    Global Compliance Framework Developmentreviewed by: patrick L, Asset Management at Greenoaks
    Entry Level Price
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    Free Trial
    N/A
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    50% in Investment Management Software
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  • AlphaWiseWin

    5.01 ReviewVerified

    By simply entering any stock code, our multi-agent AI system will analyze market data, financial reports, and news to deliver a detailed analysis report within 10 minutes. By simply entering any news ... read more about AlphaWiseWin

    AlphaWiseWin Review

    Simple, straight forward for stock pickup and ratingreviewed by: Emily Grace
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Investment Management Software
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  • LenderKit

    LenderKit is a white-label investment software and crowdfunding platform suite for regulated and private investment businesses that focus on startup or real estate project financing. The crowdfunding software comes with extensive out-of-box features that will help you launch and prototype, MVP or a full-scale investment platform in the USA, UK, Europe or the MENA region. LenderKit offers investment solutions for ... read more about LenderKit

    Entry Level Price
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    Free Trial
    N/A
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    50% in Investment Management Software
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  • TurnKey Lender

    4.816 ReviewsVerified

    TurnKey Lender`s intelligent automation of the entire loan management process allows for flexible loan disbursal and servicing. Loan Servicing comes as part of an end-to-end tools suite that can be easily integrated ... read more about TurnKey Lender

    TurnKey Lender Reviews

    TurnKey Lender is a complete system that automates all phases of the loanreviewed by: JM Littman, Director at Webheads
    Entry Level Price
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    N/A
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    16% in Investment Management Software
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  • Altss

    5.04 ReviewsVerified

    Altss is a database built for fund managers, founders, and investor relations teams who need accurate information on capital partners. It covers family offices, venture funds, private equity firms, and institutional allocators, ... read more about Altss

    Altss Reviews

    Great database of family officesreviewed by: Alex Dovzhenko, CMO at POD
    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
    Per User
    30% in Investment Management Software
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  • 4Degrees

    5.01 Review

    The 4Degrees CRM identifies the right connections to focus on, works with you to strengthen those relationships, and activate your network when you need it. Automatically track your relationships & deals with ... read more about 4Degrees

    4Degrees Review

    Best tool with user-friendly features!reviewed by: Lisa Arlington, Founder at Gifts Nerd
    Entry Level Price
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    N/A
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    50% in Investment Management Software
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  • MaxelPay

    5.01 Review

    MaxelPay is a revolutionary No-KYC crypto payment gateway designed to simplify and streamline crypto transactions for businesses of all sizes. With ultra-low transaction fees of just 0.4%, seamless API integration, a WordPress ... read more about MaxelPay

    MaxelPay Review

    Robust Security features for Financial Services and seamless transactionsreviewed by: Colin Brown, Customer Specialist at Tru India
    Entry Level Price
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    Free Trial
    Available
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    100% in Investment Management Software
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  • Axia

    4.51 Review

    Axia is the award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Axia enhances ... read more about Axia

    Axia Review

    AXIA literally saved our back in the crisis. Highly recommended!reviewed by: Catriona Jasica, Content Specialist at Top Vouchers Code
    Entry Level Price
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    Free Trial
    N/A
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    60% in Investment Management Software
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  • DXtrade

    4.01 Review

    DXtrade is a trading platform for OTC brokers, looking for a solution that gives them flexibility in setting up their business model, and provides tools for traders engagement and retention. Attract clients ... read more about DXtrade

    DXtrade Review

    Goodreviewed by: Rav Talek
    Entry Level Price
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    Free Trial
    N/A
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    100% in Investment Management Software
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  • Acorns

    4.01 Review

    Take control with all-in-one investment, retirement, checking, and more. In under 5 minutes, get investment accounts for you and your family, plus retirement, checking, ways to earn more money, and grow your ... read more about Acorns

    Acorns Review

    Best Wealth Management Software with zero commissions!reviewed by: Hew Blair, Chairman & Buying Director at Justerini & Brooks Ltd
    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Investment Management Software
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  • Morningstar Advisor Workstation

    4.01 Review

    Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process ... read more about Morningstar Advisor Workstation

    Morningstar Advisor Workstation Review

    Highly recommend this easy-to-use and web-based WMS software.reviewed by: Lucas Robinson, CMO at Crediful
    Entry Level Price
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    Free Trial
    N/A
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    33% in Investment Management Software
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  • Eze Investment Suite

    Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of ... read more about Eze Investment Suite

    Entry Level Price
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    Free Trial
    N/A
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    40% in Investment Management Software
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  • FinFolio

    FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.

    Entry Level Price
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    N/A
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    40% in Investment Management Software
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  • eMoney

    eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage ... read more about eMoney

    Entry Level Price
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    Free Trial
    14 Days
    Pricing Type
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    30% in Investment Management Software
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  • HEDGEGUARD

    Hedgeguard understand the dynamics of your fund, the demands from investors and the drive to maximise alpha. Our Portfolio Management System is designed to deliver the analytics, views and reports you need to stay on top of your strategies. HedgeGuard PMS is engineered by seasoned professionals born in the Hedge Fund industry who perfectly know your needs and stakes. The ... read more about HEDGEGUARD

    Entry Level Price
    $1581 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    30% in Investment Management Software
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  • Social Security Timing

    With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. It is a software to help clientele optimize their ... read more about Social Security Timing

    Entry Level Price
    $49.99 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    100% in Investment Management Software
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  • PackHedge

    PackHedge is the world’s most advanced investment industry solution for multi-asset classes; Alternative and Traditional investments including Hedge funds, Private Equity funds, Mutual funds and many other investment instruments such as UCITS, ETFs, Equities, Real Estate, etc. empowering qualitative and quantitative research and analysis. PackHedge provides comprehensive portfolio construction, simulation, what-if modelling, tracking and management tools of mixed assets types ... read more about PackHedge

    Entry Level Price
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    Free Trial
    N/A
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    50% in Investment Management Software
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  • AIRR

    AIRR is a full-service SaaS solution that includes integration with any system that investor is using, consolidates information from all these systems and helps synchronize the work of each participant in the investment process. We offer a real-time visual reporting tool where all data is transmitted through an API, updated continuously and available to you 24 hours a day. We ... read more about AIRR

    Entry Level Price
    $500 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    60% in Investment Management Software
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  • FactSet

    FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

    Entry Level Price
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    Free Trial
    N/A
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    34% in Investment Management Software
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  • ReconAdvantage

    ReconAdvantage portfolio management platform which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting. ReconAdvantage ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. ReconAdvantage provides an extensive collection of highly customizable, automated reports that ... read more about ReconAdvantage

    Entry Level Price
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    N/A
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    30% in Investment Management Software
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  • Stock Portfolio Organizer

    Stock Portfolio Management software that is easy to use for both investors, traders and self managed super funds. Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer ... read more about Stock Portfolio Organizer

    Entry Level Price
    $99 One-time
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Investment Management Software
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  • Chartsmart

    here are many stock screening and stock charting tools on the web but none can match the flexibility and speed of Chartsmart. Use Chartsmart to screen, chart, and manage Canadian and U.S. securities. Chartsmart installs directly on your PC so screening is fast and your personal settings, filter sets, and watch lists are kept secure on your computer, not on ... read more about Chartsmart

    Entry Level Price
    $600 Per Year
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    100% in Investment Management Software
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  • FA Solutions

    FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally. FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. FA Platform is ... read more about FA Solutions

    Entry Level Price
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    Free Trial
    N/A
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    100% in Investment Management Software
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  • PHI 1

    PHI 1 is an all-in-one algorithmic trading platform that sets you free from daily mundane tasks, by automating them so you can focus on exploring opportunities in the stock market. Key Features: 1. Advanced Charting: Analyze multiple facets of stocks in a hassle-free way without spending time and energy on data integration 2. Advanced Screener: Scan and filter stocks quickly ... read more about PHI 1

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Investment Management Software
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  • FXCM

    A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. Around the world, FXCM offices provide Spread Bet, Forex, Cryptocurrency Trading and CFD trading. We pride ourselves on meeting strict regulatory and financial standards, so you can feel comfortable as you trade global markets. So, whether you're new to online trading or you're an experienced ... read more about FXCM

    Entry Level Price
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    Free Trial
    N/A
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    100% in Investment Management Software
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  • iLEVEL

    Powering the world's financial markets with data, technology, and innovation. IHS Markit provides industry-leading data, software, and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation. Our services benefit the entire financial enterprise, from traders, ... read more about iLEVEL

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    50% in Investment Management Software
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  • Captools/net

    Captools/net is the third generation of investment portfolio management, ROI performance measurement and performance reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets. Employing a client/server architecture and utilizing MS-Windows web-server and SQL database technologies, Captools/net delivers a powerful, scalable, and cost-effective investment tracking and client-reporting system. Because Captools/net ... read more about Captools/net

    Entry Level Price
    $600 Per Year
    Free Trial
    More than 30 days
    Pricing Type
    Flat Rate
    100% in Investment Management Software
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  • fi360 Toolkit

    Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes ... read more about fi360 Toolkit

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    100% in Investment Management Software
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  • Argo Trading Platform

    Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data ... read more about Argo Trading Platform

    Entry Level Price
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    100% in Investment Management Software
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  • SimCorp Asset Manager

    SimCorp’s portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility. Used in combination or individually, our portfolio management software supports the entire investment management value chain and instruments landscape. ... read more about SimCorp Asset Manager

    Entry Level Price
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    100% in Investment Management Software
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  • Complex Interests

    Complex Interests is software used in the stewardship of complex family wealth. Many families with significant private wealth maintain complex legal and financial relationships on account of: -> direct investments in operating companies and real estate entities -> elaborate tax and estate planning -> participation in a myriad of alternative investment vehicles -> considerable use of debt as a borrow ... read more about Complex Interests

    Entry Level Price
    $500 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Investment Management Software
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  • Croesus

    Croesus is Wealth management solutions. User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committed to providing their clients with the very ... read more about Croesus

    Entry Level Price
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    20% in Investment Management Software
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  • CrowdStreet

    CrowdStreet is a real estate investing platform that gives investors direct access to individual commercial real estate investment opportunities, allowing you to review, compare, and personally choose the deals that meet your own investment criteria. Our managed funds and advisory services give you the same level of access, but we’ll handle the portfolio, making it even easier for you to ... read more about CrowdStreet

    Entry Level Price
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    100% in Investment Management Software
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  • FINTRX Platform

    Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. The FINTRX family office investor platform provides ... read more about FINTRX Platform

    Entry Level Price
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    100% in Investment Management Software
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FeatureUniversal Rebalancer5.0AlphaWiseWin5.0LenderKitTurnKey Lender4.8Altss5.04Degrees5.0MaxelPay5.0Axia4.5
All features (13 features)
Accounting Management
Asset Management
Benchmarking
Client Portal
Data Import/Export
Fund Management
Investment Tracking
Modeling & Simulation
Performance Metrics
Portfolio Management
Reporting
Risk Management
AI Features
Total supportedout of 13 features7/133/1310/1311/132/138/136/137/13
Full supportNot supported
Feature scores: supported = 1, not supported = 0

What the matrix tells you

Which Investment Management Software products lead on features, and where the rest fall short.

Feature-count leaders

7 products tie at 12 of 13 features supported - choose on price and category fit, not breadth.

  • eMoney12 / 13
  • PackHedge 12 / 13
  • FA Solutions 12 / 13
  • PHI 112 / 13
  • iLEVEL12 / 13

Most features (6-10)

Solid all-rounders just behind the leaders - strong picks if a top choice does not fit your budget or stack.

  • VESTIO 12 / 13
  • Archer12 / 13
  • TurnKey Lender11 / 13
  • FinFolio11 / 13
  • HEDGEGUARD 11 / 13

Watch-outs - missing table stakes

These products support the fewest features - confirm they cover your must-haves before shortlisting.

  • FINTRX Platform 1 / 13
  • Chartsmart 1 / 13
  • Wealth EOffice 2 / 13
  • Complex Interests2 / 13
  • Argo Trading Platform 2 / 13

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