Software Category

Best Online Investment Management Software - Page 3

In an always-connected world, many businesses prefer investment management software solutions that require no local installation. Below, you’ll find top online investment management software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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★★★★★4.8 average rating from 29 reviews
Last Updated: October 09, 2026
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Popular Picks in Investment Management Software

AdvisorEngine CRM Logo

AdvisorEngine CRM

   (4.5)

AppFolio Investment Manager Logo

AppFolio Investment Manager

   (5.0)

Backstop Logo

Backstop

   (5.0)

Complete Product Directory

List of Top Web-Based Investment Management Software - Page 3

Continue with products 51–75. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Cloud Based Investment Management Software Products 51–75

Use search, filters, and available product tabs to evaluate the next 25 listings in this category.

25 products shown

Overview

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States

Overview

ARGUS Taliance is a sophisticated Investment Management Software designed to streamline and optimize the portfolio management processes for investment firms, asset managers, and financial professionals. The platform offers a comprehensive suite of tools for portfolio tracking, pe...

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Free TrialNA Starting Price$0.01 Per month HeadquartersCanada

Overview

ARGUS Enterprise is a robust real estate property management software designed to support portfolio managers, investors, and asset managers in overseeing commercial property assets. The platform offers tools for financial modeling, lease management, and asset valuation, helping u...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersCanada
#54

See the portfolio behind every trade.

No approved reviews yet. Be the first to review

Overview

Macroaxis is a cloud-based investment analytics software and portfolio optimization platform designed to help investors analyze, build, and manage portfolios using data-driven insights and quantitative models. Built for individual investors, financial professionals, and fintech u...

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Free TrialNA Starting Price$39.4 Per month HeadquartersUnited States

Overview

CrowdStreet Suite is an innovative investment management software that empowers commercial real estate professionals to manage and streamline their investment processes. This platform provides a comprehensive set of tools for fundraising, investor communication, and portfolio man...

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Free TrialNA Starting Price$12000 Per user HeadquartersUnited States

Overview

Human Interest is an investment management software designed to help businesses offer retirement plans to employees. It allows companies to set up and manage 401(k) and other investment plans, ensuring compliance with regulations and providing employees with a seamless investment...

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Free TrialNA Starting Price$120 Per month HeadquartersUnited States
#57
No approved reviews yet. Be the first to review

Overview

Nansen is a powerful investment management software designed for asset managers, hedge funds, and institutional investors to track, manage, and analyze their investment portfolios. With Nansen, users can seamlessly integrate data from a variety of sources, including market feeds,...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited Kingdom
#58
No approved reviews yet. Be the first to review

Overview

Addepar is a sophisticated investment management software tailored for wealth managers, family offices, and financial advisors. It offers advanced portfolio analysis, reporting, and data aggregation features, enabling financial professionals to manage client assets with precision...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#59
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Overview

Axys is a comprehensive investment management software designed to support financial professionals in managing portfolios and analyzing investment performance. This platform offers tools for tracking asset allocations, generating reports, and conducting risk assessments, enabling...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#60
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Overview

ICONOMI is a cryptocurrency exchange software platform that allows users to trade a wide variety of digital assets in a secure, efficient, and user-friendly environment. Designed for both beginners and experienced traders, ICONOMI offers real-time market data, advanced trading to...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited Kingdom

Overview

SimCorp Dimension is a comprehensive investment management software designed for financial institutions to manage their portfolios effectively. With features such as risk management, compliance monitoring, and performance analytics, SimCorp Dimension provides valuable insights in...

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Free TrialNA Starting PriceContact Vendor HeadquartersDenmark

Overview

LongView Trading is an innovative investment management software designed to streamline trading operations and enhance decision-making for financial professionals. With its powerful analytics tools, users can monitor market trends, manage portfolios, and execute trades efficientl...

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Free TrialNA Starting Price$5000 Per user HeadquartersUnited States

Overview

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to mak...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#64

AlphaSense

🏆 SW Recommended
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Overview

AlphaSense is an advanced artificial intelligence software that revolutionizes the way businesses access and analyze information. Designed for researchers and analysts, AlphaSense leverages powerful AI algorithms to sift through vast amounts of data, providing users with relevant...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#65

Accelerate your workflow with AI insights you can trust

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Overview

Sentieo is a financial services software platform designed to help investors, analysts, and financial professionals research, analyze, and track market data. The platform offers a wide range of features, including financial document search, real-time data feeds, and advanced anal...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#66

Agentic AI Research with Holly

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Overview

Trade Ideas is an advanced investment management software that helps investors and traders make smarter, data-driven decisions. With its powerful AI-powered algorithms, Trade Ideas provides real-time market analysis, predictive trading signals, and automated strategies to identif...

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Free TrialNA Starting Price$17 Per month HeadquartersUnited States

Overview

StatPro Revolution is an innovative investment management software designed to empower asset managers with advanced analytics and reporting capabilities. This comprehensive platform offers tools for portfolio performance measurement, risk assessment, and compliance monitoring, en...

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Free TrialNA Starting Price£5 Per user HeadquartersUnited Kingdom
#68
No approved reviews yet. Be the first to review

Overview

MX.3 is a powerful investment management software designed for financial institutions, asset managers, and traders to streamline their investment processes and enhance decisionmaking. This comprehensive platform offers tools for portfolio management, risk assessment, and trading...

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Free TrialNA Starting PriceContact Vendor HeadquartersFrance

Overview

TrendSpider is a powerful data analysis software designed for technical traders and investors. It utilizes advanced algorithms and machine learning to analyze market trends, identify patterns, and automate trading strategies. TrendSpider’s intuitive interface allows users to visu...

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Free TrialNA Starting Price$107 Per user HeadquartersUnited States
#70
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Overview

Itiviti is a leading investment management software designed to streamline and enhance the operations of investment firms, asset managers, and financial institutions. It offers a comprehensive suite of tools for portfolio management, trading, compliance, and reporting, ensuring t...

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Free TrialNA Starting PriceContact Vendor HeadquartersSweden
#71
No approved reviews yet. Be the first to review

Overview

Stessa is a versatile real estate property management software designed to help property owners and managers streamline their operations and maximize profitability. It offers a comprehensive platform for tracking income and expenses, managing leases, and monitoring property perfo...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#72
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Overview

Vestwell is a leading benefits administration software designed to simplify the management of employee benefits programs. This robust platform allows organizations to seamlessly manage retirement plans, health benefits, and other employee perks with ease. Vestwell offers a user-f...

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Free TrialNA Starting Price$100 Per user HeadquartersUnited States
#73
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Overview

Agicap is a cutting-edge financial management software designed to help businesses efficiently manage cash flow, track expenses, and optimize financial planning. The platform allows users to visualize cash flow in real time, making it easier to forecast income and expenditures, t...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersFrance

Overview

Visible for Investors is a comprehensive investment management software solution designed to help investors, portfolio managers, and financial advisors manage, track, and analyze their investment portfolios. The software offers a user-friendly interface for tracking assets, monit...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#75
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Overview

Kurtosys is an innovative investment management software designed to streamline operations for asset managers and financial institutions. With its user-friendly interface, Kurtosys enables users to manage portfolios, track performance, and generate insightful reports effortlessly...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States

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