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Best 11 Software to Manage Investments

Looking for the best investment management software to track your investments effectively? Those 11 software for investment tracking will save time while providing valuable insights to optimize returns.

With the top investment tracking and portfolio management software solutions, you can aggregate accounts, see performance across assets, and identify opportunities.

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Customized Asset Management Solution - S-PRO
Alerts/Notification:  ☑
Fund Management:  ☑
Client Management:  ☑
Investments Tracking:  ☑
Mobile Access:  ☒
S-PRO offers a customizable software solution designed specifically for asset managers, offering efficient portfolio tracking for portfolios of any size and asset type. With pre-built modules ready to launch and unlimited customization flexibility, S-PRO provides an efficient, cost-effective solution to streamline portfolio management and scale operations. The software supports index strategies, active management in real-time, and user-customized reporting. Unlike generic SaaS tools, S-PRO is purpose-built for asset management. It handles complex portfolio tracking, order management, compliance checks, reporting, and more, making it an ideal solution for modern asset managers.
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Vestd
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Fund Management:  ☑
Client Management:  ☑
Investments Tracking:  ☑
Mobile Access:  ☒
Vestd’s software allows users to fully manage their investments and stock portfolios in one place. You can track investments in real time using data pulled directly from Companies House to ensure your holdings are accurate. You can also simulate future scenarios to estimate potential payouts. Vestd provides powerful, FCA-regulated tools to simplify issuing share certificates, reporting, and remaining compliant. You can set up Special Purpose Vehicles to manage syndicates, pledge funds, and manage your assets. Validate your target investments through equity reviews.
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WOWS Investment Portal
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Investments Tracking:  ☑
Mobile Access:  ☑
The WOWS Investment Portal offers a cutting-edge software solution for effective investment portfolio management. It provides seamless primary capital raises, alternative financing, and secondary transactions with early liquidity solutions. You can organize secure confidential data checks in their virtual data room, gain visibility through personalized company listings, and manage equity. WOWS also comes as a white-label portal solution for accelerators, incubators, fund managers, and others needing a customizable platform.
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SeedLegals
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Fund Management:  ☒
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Investments Tracking:  ☑
Mobile Access:  ☒
SeedLegals simplifies legal, accounting, and investment portfolio management for startups and investors. Founded in 2016, its intuitive platform automates routine tasks, saving time and money. Users can centralize legal documents, manage cap tables, and track investor relations in one place. With tools like a Pitch page for sharing fundraising details via a single link and features enabling flexible capital raises, the SeedLegals software streamlines processes and eliminates complex paperwork, helping startups focus on growth and governance.
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Juniper Square
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Fund Management:  ☑
Client Management:  ☑
Investments Tracking:  ☑
Mobile Access:  ☑
Juniper Square is the leading provider of partnership software in the private funds industry. Their system lets General Partners and Limited Partners connect at all times — from fundraising to operations and administration. Trusted by over 1,500 GPs and 500,000 LPs, the company sets the standard for promoting exceptional partnerships in the industry. For investment portfolio management, Juniper Square is a top choice.
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Dynamo Software
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Investments Tracking:  ☑
Mobile Access:  ☑
Asset managers can use Dynamo Software for CRM, deal management, fundraising & marketing, research management, and integrated investor relations. The cloud-based platform tracks stocks and other investments for individuals. It provides tools to research investments, analyze portfolios, and create visual reports. Dynamo continues to improve, and it aims to be among the best software options for investment management.
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Stessa
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Fund Management:  ☒
Client Management:  ☒
Investments Tracking:  ☑
Mobile Access:  ☑
Stessa simplifies property management for landlords with its user-friendly app. The software tracks income, expenses, leases, tenant screening, and rent collection. It provides dashboards and reports to help owners manage investments efficiently. It saves time and reduces stress for individuals with rental portfolios. Stessa streamlines accounting, maintenance, and communication. Over 200,000 satisfied users already streamlining their rental business with this highly-rated, downloadable tool.
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AppFolio Investment Manager
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Fund Management:  ☑
Client Management:  ☑
Investments Tracking:  ☑
Mobile Access:  ☑
The AppFolio Investment Manager platform tracks stocks and investments, allowing for simplified management. It aims to maximize returns and reduce overhead for real estate investments. The software provides tools to simplify portfolio monitoring and decision-making. Key features include investment tracking, stock monitoring, and detailed reporting. This investment management software enables efficient workflows to accelerate capital raises at scale. Ultimately, AppFolio Investment Manager creates satisfied, repeat investors by simplifying investment operations.
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Creatio CRM
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Investments Tracking:  ☒
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Creatio CRM software helps companies manage their investment portfolios and stock investments. It's optimized for banking, loan servicing, and investment management. Creatio offers an award-winning set of features to manage individuals' investments. The software gives companies unlimited freedom to innovate without code. Overall, Creatio CRM is a great software for banking and investment management. It helps companies optimize and automate workflows to manage investments and build client relationships.
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Mint
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Fund Management:  ☒
Client Management:  ☒
Investments Tracking:  ☑
Mobile Access:  ☒
Mint analyzes spending habits across all accounts, letting you categorize expenses and set budgets with ease. Visual charts and graphs make understanding your money simple. From monitoring cash flow to maximizing returns — Mint streamlines everything. This powerful portfolio management software is free for users. No more juggling statements or stressing about missing payments.
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RealPage IMS
Alerts/Notification:  ☑
Fund Management:  ☑
Client Management:  ☑
Investments Tracking:  ☑
Mobile Access:  ☑
RealPage IMS streamlines communication for investors, helps speed up raising capital, centralizes offerings, data, and documents, and provides insights to get ahead of the market. The software facilitates capital raising by offering documents and data in one secure, shareable place. This platform is the best choice for individuals and firms seeking to streamline communications with investors, expedite capital raises, and centralize offerings, data, and documentation. RealPage IMS makes it easier to communicate and manage portfolio investments for many stakeholders involved.
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Tips

Pick the right tool for you with these easy ideas.
How to Choose Software to Manage Investments: 5 Simple Tips
Pick the right tool for you with these easy ideas.
00
01
Look for Compliance

Keeping your investments secure is non-negotiable, and any investment performance software that doesn’t comply with legal standards in your jurisdiction isn’t worth your time.

02
Support Matters

You’re choosing a service—and a good service must be able to help you out in a pinch with customer support that resolves issues fast and easily. Make sure the software values your business.

03
Flexibility is Key

If you want your portfolio to succeed, you need a tool that works for market research, fee configuration, and fraud prevention – and can do even more with extra customization.

04
Compare Pricing

No need to overpay for investment management software just based on software reputation, look for affordable alternatives that rival the big names, both in price and functionality.

05
Seek Unique Features

There is no shortage of good investment software, so make sure your pick stands out with excellent investment tracking functionality and powerful analytics. Consider current trends and keep an eye out for them.

Features

Key Features to Look for in Investment Management Software

A good investor has different assets to keep tabs on, so portfolio tracking and management is a must-have. Long-term tracking and the ability to work flexibly with your investments are invaluable.
Portfolio Management
You need to be able to easily buy and sell bonds, set up automated dumping based on market levels and investment performance. Working with orders is a core feature of any investment app.
Order Management
Keeping your risks low is vital to fund management, so your software should warn about risky investments and volatile markets. This may include automatic flagging of potentially unwise investments.
Risk Assessment
Regardless of which platform you use, security is key. Your investment software should perform compliance verification before and after each operation.
Compliance Checks
You should be able to compile accessible reports to understand your portfolio’s performance. Good investment management apps offer in-depth analytics just for that.
Flexible Reporting
Whether it’s selling underperforming assets, reporting on market fluctuations, or checking for fraud, your investment tracking software should do it automatically.
Full Automation
Connecting your investment app to your banking software makes asset management easier, so make sure your software of choice supports third-party integrations.
Simple Integration
It’s good to understand just how much tax you will pay out on some assets. Apps should be able to not only calculate taxes but also suggest ways to minimize them and restructure your portfolio accordingly.
Tax Optimization

FAQ

What are the main features of investment management software?

Advanced programs may offer projections, scenario analysis, risk assessment, and other planning tools. Some other key features include:

  • Portfolio tracking. Portfolio management software syncs with your brokerages and accounts, allowing you to view your portfolio balances and performance across multiple accounts in one place.
  • Trading capabilities. Many programs allow you to buy and sell investments directly through the platform. Some even offer automated trading options.
  • Statistics. Gauge your performance versus benchmarks.

Overall, the software aims to provide the visibility and insights needed to manage investments actively.

How does investment software help with portfolio tracking?

Software updates market values and provides an overall snapshot of your asset allocation and performance. Key tracking features include:

  • Consolidated view. See the big picture of your holdings across multiple accounts.
  • Detailed transaction history. Review deposits, withdrawals, purchases, sales, dividends, etc. for each investment.
  • Performance metrics. Check the realized and unrealized gains/losses, cost basis, and other stats on individual assets or your entire portfolio.
  • Tax management tools. Some programs help you track taxable investment events and harvest losses to offset capital gains.
  • Customizable alerts. Set up notifications if an investment hits a certain price target or your portfolio allocation gets out of balance.

You can track returns over custom periods and view changes to your asset allocation. Many software programs let you categorize accounts into groups, such as retirement, taxable, and college savings, for segmented tracking.

Can investment management software provide real-time data and analytics?

Yes, top investment software leverages live data connections to deliver real-time portfolio tracking and analytics. As your account balances, prices, and transactions update during the day, so does your portfolio dashboard.

Real-time data enables dynamic performance analysis and accurate calculations of metrics like returns and cost basis. You can set up customizable analytics, like risk/return forecasts, scenario comparisons, and stress tests that react to live market data.

Is it possible to integrate investment software with financial institutions or platforms?

Absolutely. The best investment management solutions can sync holdings and transaction data directly from your brokerage accounts and banks. It allows for seamless tracking without manual data entry. Some investment tracking software also supports trading via integrated order entry systems.

What types of investments can the software handle (e.g., stocks, real estate, mutual funds)?

Although functionality may vary, most support the major securities, fund types, and asset classes retail investors hold:

  • Equities. Stocks, ETFs, and ADRs across global markets.
  • Mutual funds. Actively managed funds, index funds, and money market funds.
  • Annuities. Fixed, variable, indexed annuity contracts.
  • Insurance. Permanent, term life insurance policies.

This diversity of investment tracking allows you to analyze your total portfolio allocation across different assets. The best portfolio management software can handle individual securities and grouped investments like mutual funds. Portfolio views can be segmented by asset class or customized categories.

What are the costs of using or developing investment management software?

Costs vary significantly depending on whether you use an existing investment platform or develop custom software to manage investments. Entry-level platforms are often free or charge monthly fees under $20. Mid-tier solutions cost $50-$100 per month, with discounts for annual subscriptions. High-end software with robust analytics and integration capabilities can charge over $1,000 annually.

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