Best Investment Management Software for 2026 - Krowdbase
Investment Management helps organizations improve customer and employee experiences at scale while aligning stakeholders around clear responsibilities and outcomes. Instead of stitching together point tools, a dedicated investment management platform centralizes workflows, data, and communication so decisions move faster and errors drop. Teams across finance and compliance teams that need audit trails see immediate gains from consistent processes, governed access, and reliable records of who did what and when. Krowdbase lists the best Investment Management Software with pricing, features, screenshots, and demos. Compare vendors easily to find the right fit for your team size, industry, and budget.
During evaluation, focus on configurability, admin effort, reporting depth, and how well it integrates with data lakes and BI dashboards for analysis. Selecting the right investment management solution today sets a durable foundation for scale, resilience, and measurable ROI over time. Clear pricing and transparent roadmaps help teams adopt confidently.
331 Softwares | Rankings updated: Jan 13, 2026
Top 5 Investment Management Software
Explore top Investment Management Softwares with features, pricing, screenshots, and videos
Unity
Software solution for real-time game and content developers which is powered by tools and services to help create interactive content. With its all-in-one editor, the app is compatible with Windows, Mac, and Linux. It supports both 2D and 3D content...load more
Agicap
Agicap is the market leader in SaaS solutions for corporate cash flow management. Agicap is providing cutting-edge solutions to streamline Financial Management processes. Our Financial Management platform helps businesses gain comprehensive...load more
Mint
Mint is a free online money management tool that helps you budget, track spending, and monitor your credit score. Mint pulls all of your financial accounts into one place so you can finally get a complete picture of where your money is going.
Creatio CRM
Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Sales Creatio is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360...load more
Foundersuite
Foundersuite makes a database of investors + tools for raising capital and managing investor relations. Foundersuite will help you build a target investor list and run an efficient fundraising process. Foundersuite has been used by 87,000 startups...load more
Stessa
Stessa is a property management and accounting tool built for small real estate businesses and independent landlords. Users highlight its ease of use and time-saving dashboards for tracking income, expenses, and leases. While praised for mobile...load more
AppFolio Investment Manager
AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
Morningstar Direct
Morningstar Direct is everything that makes Morningstar special data, research, ratings, analytics, and a mission to empower investor success. This comprehensive application helps asset and wealth managers build their assets and manage their...load more
WOWS Investment Portal
The WOWS Investment Portal is an integrated platform that streamlines the capital raising process for startups, SMEs, and investors alike. Our portal offers a seamless experience for primary capital raises, alternative financing options, and...load more
Vestd
Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating with your investors, Vestd powerful tools ensure that sharing has never been so effortless. Vestd is fully synced with...load more