Top 10 Investment Management Software Comparison – Find the Right Solution

Choosing the right Investment Management Software can be challenging with so many options available. To simplify your decision-making, we have created this comprehensive comparison table of the top 10 Investment Management Software solutions. Compare their features, pricing, user ratings, and overall performance to find the perfect fit for your needs. Whether you're looking for affordability, advanced features, or seamless integrations, this side-by-side analysis will help you make an informed choice. Whether you’re a small business, enterprise, or individual user, explore this in-depth top 10 Investment Management Software comparison to select the best solution with confidence.

Comparison Table of Top 10 Investment Management Software

Product
Mint

Mint
Morningstar Advisor Workstation

Morningstar Advisor Workstation
Betterment

Betterment
Broadridge Investment Accounting

Broadridge Investment Accounting
Certent Equity Management

Certent Equity Management
Comarch Wealth Management

Comarch Wealth Management

AppFolio Investment Manager

AppFolio Investment Manager
Backstop

Backstop
Juniper Square

Juniper Square
AdvisorEngine CRM

AdvisorEngine CRM
Review & Ratings

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available

No reviews available
Description

Mint is a comprehensive financial management tool designed to simplify... Read more about Mint

Morningstar Advisor Workstation is a comprehensive investment management software tailored... Read more about Morningstar Advisor Workstation

Betterment is a cutting-edge investment management software that helps individuals... Read more about Betterment

Broadridge Investment Accounting is a comprehensive investment management software designed... Read more about Broadridge Investment Accounting

Certent Equity Management is an investment management software designed to... Read more about Certent Equity Management

Comarch Wealth Management is an innovative stock portfolio management software... Read more about Comarch Wealth Management

AppFolio Investment Manager is a comprehensive investment management software designed... Read more about AppFolio Investment Manager

Backstop is a powerful investment management software tailored for private... Read more about Backstop

Juniper Square is an innovative investment management platform tailored for... Read more about Juniper Square

AdvisorEngine CRM is a sophisticated software platform designed specifically for... Read more about AdvisorEngine CRM

Free Trial

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA
Starting Price

NA

$20000 Per Feature

$650 Per Month

$65 Per Month

Features
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Artificial Intelligence
Other Info
Deployment
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
  • Cloud Hosted
Devices Supported
  • Web-Based
  • Android
  • Mac
  • Web-Based
  • iPhone
  • Android
  • Web-Based
  • Web-Based
  • Web-Based
  • Web-Based
  • iPhone
  • Android
  • Web-Based
  • iPhone
  • Android
  • Web-Based
  • Web-Based
  • iPhone
  • Android
Pricing Model
  • Contact Vendor
  • Contact Vendor
  • Contact Vendor
  • Per Feature
  • Contact Vendor
  • Per Feature
  • Contact Vendor
  • Contact Vendor
  • Contact Vendor
  • Per User
Support
  • Knowledge Base
  • Email
  • Phone
  • Knowledge Base
  • FAQs/Forum
  • Email
  • FAQs/Forum
 NA
  • Email
  • Phone
  • Knowledge Base
  • FAQs/Forum
 NA
  • Email
  • Phone
  • Chat
  • Knowledge Base
  • FAQs/Forum
  • 24x7 Support
  • Email
  • Phone
  • Knowledge Base
  • Email
  • Chat
  • Knowledge Base
  • 24x7 Support
  • Chat
Target Company Size
  • Self-Employed
  • Small-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

FAQs About Investment Management Software Comparison

With so many Investment Management Software solutions available, a side-by-side comparison helps you identify which tool offers the best features, pricing, and user experience for your specific needs. By evaluating multiple options at once, you can pinpoint the solution that aligns with your budget, technical requirements, and business goals.

Small businesses often benefit from budget-friendly, easy-to-deploy, and intuitive platforms. For example, Mint, Morningstar Advisor Workstation, Betterment, Broadridge Investment Accounting, Certent Equity Management, Comarch Wealth Management , AppFolio Investment Manager, Juniper Square, Backstop and AdvisorEngine CRM are popular picks in the Investment Management Software category, offering simple setup, affordable plans, and essential features suitable for smaller teams.

Enterprises typically require advanced security, robust reporting, and scalability. Tools like AdvisorEngine CRM in the Investment Management Software category excel at handling complex workflows, large user bases, and offer dedicated enterprise support.

Yes! Many Investment Management Software solutions—such as Mint, Morningstar Advisor Workstation, AppFolio Investment Manager, Backstop and AdvisorEngine CRM—provide mobile apps for on-the-go access. This allows you to manage features, collaborate in real time, and stay updated wherever you are. If mobile functionality is crucial for your business, be sure to confirm each software’s app availability and compatibility.