Best Investment Management Software for 2026 - Krowdbase

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 portfoli...load more

eMoney Advisor, LLC ( eMoney ) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney s solutions strengthen client relationships, streamline business operations, enhance busin...load more

Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation.

Investment solution that helps businesses build portfolios, automate models, compare securities, visualize performances, and more.

Quicken is a practical choice for SMBs managing finances without enterprise-level complexity. Its flat-rate pricing and single-user model offer predictability, but limited scalability and a dated interface may be drawbacks. For teams prioritizing sim...load more

InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. Unique Hosted on...load more

FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the port...load more

Financial reporting solution that helps businesses with trade, order, execution & content management processes on a unified interface.

SS&C Eze's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-ba...load more

Used by many of the world s largest institutional investors, AlternativeSoft is a multi-award-winning hedge fund investment and risk management solution. User-friendly, highly intuitive and fast, making it easy to perform quantitative screens and sea...load more

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions in North America. Today, more than 15,000 investment professionals use Croesus solutions to manage over $1.7 trillion in financial assets. With...load more

SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. Cli...load more

Front to back, cloud-based, cross-asset solutions for financial markets.

Eze Eclipse is a born-in-the-cloud solution that meets the needs of global investment managers looking to expand their business capabilities, optimize operational efficiencies, and minimize total cost of ownership. Eclipse consolidates the entire inv...load more

Betterment is an automated investing software that provides individuals and businesses with tax-optimized investing portfolios, high-yield savings accounts, and checking accounts with debit cards. The software handles the ongoing management of custom...load more

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 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 financial...load more

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 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 vie...load more

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 ar...load more

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 acces...load more

AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.

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 secondar...load more

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 Compan...load more

MRI Property Management helps small businesses manage leases, accounting, and property operations with daily-use tools. Its most used by administrative and finance teams in real estate. Users value its flexibility and support, though reporting and sy...load more