---
description: Discover the best Investment Management Software for your organisation. Compare top Investment Management Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Best Investment Management Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

# Investment Management Software

Canonical: https://www.softwareadvice.co.uk/directory/4566/investment-management/software

Page: 1 / 8\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=2)

-----

## Products

1. [Backstop](https://www.softwareadvice.co.uk/software/127096/backstop) — 4.3/5 (46 reviews) — Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and ent...
2. [GaiaLens](https://www.softwareadvice.co.uk/software/510070/GaiaLens) (0 reviews) — GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions ...
3. [Unity](https://www.softwareadvice.co.uk/software/395666/unity) — 5.0/5 (3 reviews) — When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, l...
4. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) — Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-...
5. [Agicap](https://www.softwareadvice.co.uk/software/437138/agicap) — 4.3/5 (161 reviews) — Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS ...
6. [Mint](https://www.softwareadvice.co.uk/software/255107/mint) — 4.5/5 (140 reviews) — Mint is a personal finance management tool that helps users track their spending, save money and make more informed f...
7. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
8. [Foundersuite](https://www.softwareadvice.co.uk/software/84947/foundersuite) — 4.7/5 (110 reviews) — Foundersuite makes a database of investors + tools for raising capital and managing investor relations. Foundersuite ...
9. [Stessa](https://www.softwareadvice.co.uk/software/75594/stessa) — 4.5/5 (103 reviews) — Stessa is a property management software designed to help landlords manage rental property operations efficiently. It...
10. [AppFolio Investment Manager](https://www.softwareadvice.co.uk/software/149983/appfolio-investment-management) — 4.7/5 (100 reviews) — AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing inve...
11. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews) — The WOWS Investment Portal is a comprehensive platform designed to connect startups, SMEs, and investors. It simplifi...
12. [Vestd](https://www.softwareadvice.co.uk/software/250354/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to commun...
13. [Plaid](https://www.softwareadvice.co.uk/software/179020/plaid-for-lending) — 4.4/5 (95 reviews) — Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accou...
14. [MRI Property Management](https://www.softwareadvice.co.uk/software/231700/mri-software) — 4.2/5 (94 reviews) — MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage ac...
15. [Certent Equity Management](https://www.softwareadvice.co.uk/software/411099/certent-equity-management) — 4.6/5 (85 reviews) — •Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access ...
16. [Macabacus](https://www.softwareadvice.co.uk/software/418940/macabacus) — 4.7/5 (85 reviews) — Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps fi...
17. [RealPage IMS](https://www.softwareadvice.co.uk/software/84974/investor-management-services) — 4.5/5 (79 reviews) — Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer rela...
18. [Carta](https://www.softwareadvice.co.uk/software/66805/carta-for-investors) — 4.2/5 (62 reviews) — Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, va...
19. [Juniper Square](https://www.softwareadvice.co.uk/software/355420/juniper-square) — 4.9/5 (61 reviews) — Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system fo...
20. [HiddenLevers](https://www.softwareadvice.co.uk/software/285045/hiddenlevers) — 4.3/5 (58 reviews) — HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress tes...
21. [Bob Finance](https://www.softwareadvice.co.uk/software/191104/mosaic) — 4.8/5 (57 reviews) — HiBob Finance is a strategic finance platform that provides real-time financial analytics and planning. The platform ...
22. [Social Security Timing](https://www.softwareadvice.co.uk/software/248368/social-security-timing) — 4.7/5 (49 reviews) — Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social s...
23. [ICONOMI](https://www.softwareadvice.co.uk/software/438923/iconomi) — 4.5/5 (44 reviews) — ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto ...
24. [DealCheck](https://www.softwareadvice.co.uk/software/224233/dealcheck) — 4.8/5 (38 reviews) — DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can u...
25. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews) — Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunitie...

-----

Page: 1 / 8\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4566/investment-management/software?page=2)

## Related Categories

- [Human Resources Software](https://www.softwareadvice.co.uk/directory/4198/hr/software)
- [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software)
- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)
- [Reporting Tools](https://www.softwareadvice.co.uk/directory/4284/reporting-tools/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/4566/investment-management/software> |
| en | <https://www.softwareadvice.com/investment-management/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4566/investment-management/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4566/investment-management/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4566/investment-management/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4566/investment-management/software> |
| fr | <https://www.softwareadvice.fr/directory/4566/investment-management/software> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.uk/#organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@type":"WebSite","@id":"https://www.softwareadvice.co.uk/#website","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Investment Management Software","description":"Discover the best Investment Management Software for your organisation. Compare top Investment Management Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software","about":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#webpage","mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#itemlist"},"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#breadcrumblist"}]}
</script><script type="application/ld+json">
  {"name":"Best Investment Management Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Backstop","position":1,"description":"Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. \n\nFeatures of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.\n\nEnterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f8e3bdf-4cb7-401c-aaca-af9d4b05fd2a.png","url":"https://www.softwareadvice.co.uk/software/127096/backstop","@type":"ListItem"},{"name":"GaiaLens","position":2,"description":"GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions and corporates. Our mission is simple: to replace manual, fragmented, error-prone processes with intelligent, auditable AI that drives clarity, compliance, and competitive advantage.\n\nWe began by solving one of the toughest challenges in finance: making ESG data transparent, reliable, and real-time. That experience, ingesting messy PDFs, unifying structured and unstructured data, and building explainable scoring systems, taught us how to bring trust to AI. Today, we apply that same expertise to a wider set of critical business processes.\n\nOur modular platform includes four key solutions:\n\nRegulation AI\nTake the pain out of multi-regulation compliance, from CSRD to SFDR to ISSB, with AI-generated reports that are transparent, traceable, and regulation-ready.\n\nData AI\nYour internal systems hold critical insights, but they’re often stuck in silos, spreadsheets, or unstructured formats. Data AI helps you clean, tag, and connect internal data sources (like CRM systems, production outputs, and financial reports) and merge them with third-party or public data for smarter workflows.\n\nDocument AI\nTransform static PDFs into interactive intelligence. With Document AI, you can ingest filings, disclosures, or internal documents and instantly extract structured data, or even chat with them using our bespoke-trained GenAI engine.\n\nRisk AI\nFrom fraud and bribery to sanctions breaches and reputational controversies, Risk AI continuously monitors global news and filings to flag early warning signals. Every alert is scored, categorised, and explained to support rapid decision-making.\n\nSustainability AI \nOur flagship sustainability toolkit provides daily ESG scores, automated SFDR and TCFD reporting, and AI-powered greenwashing detection. With GL Chat and GL Report, sustainability professionals save hundreds of hours per year on reporting and analysis.\n\nWhat makes GaiaLens different is not just what we build, but how we build it. Every solution is:\n\nExplainable - every recommendation, score, and report comes with context you can trust.\n\nSecure - designed for regulated industries with enterprise-grade data privacy and governance.\n\nTailored - our AI integrates with your workflows, your data, and your regulatory requirements.\n\nScalable - built to grow with your organisation, from single modules to a full AI workflow engine.\n\nFrom ESG pioneers to enterprise AI transformation partners, GaiaLens is helping organisations enter the AI era with confidence, clarity, and control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51fbc695-57ef-4b2a-97b1-763425b34ec6.png","url":"https://www.softwareadvice.co.uk/software/510070/GaiaLens","@type":"ListItem"},{"name":"Unity","position":3,"description":"When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits.  \n\nThat is where we would like to introduce ourselves. We are Unity - a revolutionary multi-asset trading platform that gives access to client trading with all asset classes (cash, marginal, OTC and structured instruments like shares, bonds, FX, crypto, commodities, ETFs, indices, options, futures, derivatives and many more). The system has a web-terminal, two mobile applications and administrative interface to manage clients' trading. Unity will help you to increase revenues and provide your clients with the highest level of service.   \n\n- Fulfil all obligations using our built-in middle and back-office infrastructure \n- Discover all necessary instruments for trading (charts  with Trading View functionality, price alerts, trade ideas from various providers, news, order book, wallet and wide range of order types)\n- Customise appearance up to your preferences\n- Manage clients' finances flexibly with the integration of payment infrastructure\n- Connect any liquidity and market data provider\n- Control your clients' risk exposure and trading parameters \n\nFind everything you need within our platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.softwareadvice.co.uk/software/395666/unity","@type":"ListItem"},{"name":"Morningstar Direct","position":4,"description":"Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive design, and robust reporting tools. \n\nWith Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale. Built on a comprehensive database of over 800,000 investments worldwide, Direct empowers users to make confident, data-driven decisions. \n\nWho is Morningstar Direct for? \n\nMorningstar Direct is designed for the complex workflows of asset and wealth management firms but is also valuable for other financial professionals. Typical users include portfolio managers, investment researchers, analysts, advisors, product and marketing teams, performance and risk analysts, and data scientists. \n\nKey Features \n\nInvestment Research: Locate investments, explore data across asset classes, and refine securities using custom screens, datasets, and Morningstar’s trusted ratings. \n\nPortfolio Management: Build resilient portfolios, stress test holdings, and conduct attribution analysis to understand performance drivers. \n\nReporting: Create custom-branded reports, presentations, and scorecards with Morningstar’s data and analytics, ensuring impactful communication. \n\nTime-Saving Automation: Streamline workflows with tools like Presentation Studio and Report Portal, enabling teams to generate reports and insights on demand. \n\nMorningstar Direct is a trusted partner dedicated to your success. With expert support and intuitive tools, it helps you unlock new opportunities, drive innovation, and stay ahead in a competitive market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28e95feb-4038-49fb-86a4-f2e15ec31ac7.png","url":"https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct","@type":"ListItem"},{"name":"Agicap","position":5,"description":"Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, we aim to transform how financial professionals manage their most challenging aspect - cash flows - enabling them to concentrate on value-adding activities.\n\nOur comprehensive solution consists of three key modules: Agicap Cashflow for efficient cash flow management, forecasting, and analysis; Agicap CashCollect for proactive customer receivables tracking and collection; and Agicap Payment for streamlined supplier invoice payments and centralization.\n\nThe platform automates financial operations, ensuring accurate, reliable, and efficient cash flow management. This includes effortless monitoring, forecasting, and reporting capabilities. Agicap also addresses essential business functions that significantly affect cash flows. Using our platform, finance teams can effectively manage, streamline, and enhance their accounts payable and receivable processes, benefiting from simplified payment procedures and automated workflows.\n\nSince its inception in 2016, Agicap has earned the trust of over 7,000 clients across more than 12 countries. Our platform offers a robust financial ecosystem, equipped with cutting-edge data integration technology. This technology seamlessly synchronizes and processes data from all major banks and business software in Europe in real-time. Additionally, our commitment to providing personalized support has been highly appreciated by our user base, further establishing our reputation as a trusted partner in financial management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61990a7c-9425-4847-aac2-763b110bf6eb.png","url":"https://www.softwareadvice.co.uk/software/437138/agicap","@type":"ListItem"},{"name":"Mint","position":6,"description":"Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear picture of your spending, budgeting and investing. Use Mint to track your spending and set budgets, pay off debt faster, save money on interest and late fees.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3cf65f0-646f-4358-b0f4-21d9d8bf3c8d.jpeg","url":"https://www.softwareadvice.co.uk/software/255107/mint","@type":"ListItem"},{"name":"Creatio CRM","position":7,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Foundersuite","position":8,"description":"Foundersuite makes a database of investors +\ntools for raising capital and managing investor\nrelations. Foundersuite will help you build a target investor list and run an efficient fundraising process. Foundersuite has been used by 87,000 startups around the world to raise over $17B in capital. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 230,000+ investors to help you build your funnel. Foundersuite is an all-in-one platform that streamlines fundraising and investor relations for startups. Access a DB of 230,000+ global investors, manage your pipeline using our CRM, send out your pitch deck, investor updates, follow up emails, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bef16f0b-ab69-4446-ba29-4b1db43a6f10.png","url":"https://www.softwareadvice.co.uk/software/84947/foundersuite","@type":"ListItem"},{"name":"Stessa","position":9,"description":"Stessa is a property management software designed to help landlords manage rental property operations efficiently. It supports tasks such as tracking income and expenses, managing leases, screening tenants, collecting rent online, and organizing tax-related information. The platform is suitable for landlords managing portfolios of various sizes.\n\nThe software includes automated bookkeeping that connects to bank accounts to categorize transactions and reduce manual data entry. It provides financial reporting tools with real-time dashboards that display income statements, cash flow reports, and tenant ledgers. Features include maintenance tracking, tenant screening, lease management with customizable templates, and electronic signature functionality. A mobile application allows landlords to scan receipts, monitor metrics, and manage properties remotely.\n\nStessa includes banking tools tailored for property management, offering options to create separate accounts for individual properties. Its rent collection system automates payment reminders, late fee calculations, and deposits. Tax preparation is supported through built-in reports that organize financial data in accountant-friendly formats. Maintenance tracking features allow landlords to log repair requests, schedule vendors, and maintain detailed records of property-related work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b683aec6-3706-4067-98cb-e47cb3676798.png","url":"https://www.softwareadvice.co.uk/software/75594/stessa","@type":"ListItem"},{"name":"AppFolio Investment Manager","position":10,"description":"AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing investment portfolios, investor relationships, and fundraising activities. It is suitable for real estate investment companies of various sizes.\n\nAppFolio Investment Manager includes an investor portal that provides access to real-time investment data, performance metrics, and documents such as K-1s and reports. Investment management tools automate processes such as capital raising, waterfall calculations, and distribution payments. A relationship management system centralizes investor interactions. Asset management features use AI-powered data aggregation to monitor performance across multiple portfolios.\n\nAppFolio Investment Manager incorporates security measures such as SOC1 Type 2 and SOC2 certifications, data encryption, and two-factor authentication to safeguard sensitive information. Customizable reporting features allow managers to create tailored reports for investors and internal teams. Fund structure visualization tools help represent complex investment structures, and a deal tracking system facilitates sharing potential investment opportunities with investors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0ba4fa5-f678-4f5f-9789-5fdc40f2188f.png","url":"https://www.softwareadvice.co.uk/software/149983/appfolio-investment-management","@type":"ListItem"},{"name":"WOWS Investment Portal","position":11,"description":"The WOWS Investment Portal is a comprehensive platform designed to connect startups, SMEs, and investors. It simplifies capital raises, financing options, and secondary transactions to provide early liquidity. Companies can securely organize data, conduct due diligence in a virtual data room, enhance visibility through personalized listings, and manage equity portfolios. Investors, such as Angels, VCs, Private Equity, Family Offices, and Funds, can explore a wide network of companies, access funding histories, pitch decks, and deal rooms, and track investments with personalized dashboards. Additionally, the platform is available as a customizable white label solution for accelerators, incubators, and fund managers, tailored to meet their unique needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4b4c2639-023c-4170-bc29-58a9f3191bb5.png","url":"https://www.softwareadvice.co.uk/software/430406/wows-invest","@type":"ListItem"},{"name":"Vestd","position":12,"description":"Vestd, the easiest way to issue shares to team members and investors.\n\nFrom motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless.\n\nVestd is fully synced with Companies House, making paperwork a piece of cake. And it’s also FCA regulated, giving you peace of mind.\n\n**Sharing the love**\n\nVestd’s oh-so-simple dashboard is loved by company leaders and inspires shareholders and investors like nothing else.\n\nThe platform is the perfect partner for all of the UK’s favourite and most tax-efficient share schemes and also enables you to split interests the right way with your shareholders, right from the off.\n\n\n\n\n\n*Vestd for Accounting*: Take the pain out of annual or monthly reporting and make compliance headaches a thing of the past with Vestd. From issuing share certificates to cleaning up the cap table or communicating with investors, Vestd’s powerful tools ensure that sharing has never been so effortless.\n\n\n\n\n*Vestd for HR or team engagement*: Vestd, the easiest way to issue shares to team members, keeping them engaged and aligned with company goals.\n\nThe platform is the perfect partner for Enterprise Management Incentives (EMI) - the UK’s favourite and most tax-efficient share scheme - but also makes light work of all kinds of shares and options such as CSOPs, Growth Shares etc. And in terms of recipients, staff can log in to view their shares in real-time, and model what their cut might look like if the company rises in value. An unrivalled motivator! Oh, and with conditional equity, you can make sure that people only walk away with what they deserve. Safe as houses.\n\n\n\n\n*Vestd for Legal and Contract Management*: Vestd, the easiest way to create, automate and distribute your shareholder contracts.\n\nFrom Vestd’s library of templates to our secure data storage rooms and powerful communication tools, Vestd makes your equity contracts simpler than ever.\n\n**Sharing the love**\n\nUsing our automated workflows, Vestd’s customers can easily issue new shares, send out certificates or set up conditions in relation to shares or options.\n\nThe platform is the perfect partner for all of the UK’s favourite and most tax-efficient share schemes and also enables you to split interests the right way with your shareholders, right from the off.\n\n\n\n\n*Vestd for Investors or VCs*: Are you a VC or investor who wants to see the value of your ventures all in one place? Vestd gives you full control. \n\nSee real-time data, pulled directly from Companies House, check your shareholdings to be assured that your stake is accurate and simulate future scenarios to estimate potential payouts - Vestd does it all.\n\n**Why Vestd?**\n\nFrom issuing share certificates to filing, reporting and remaining compliant, Vestd’s powerful and fully FCA-regulated tools ensure that managing your ventures has never been easier. \n\nPlus, you can set up SPVs to create and manage syndicates, pledge funds and managed funds. And you can validate your target investments via equity reviews.\n\nVestd puts your investments in the palm of your hands, and with its award-winning full integration with Companies House, you can kiss admin headaches goodbye.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ff1a289-88e4-484a-943f-2e9156ec8a53.png","url":"https://www.softwareadvice.co.uk/software/250354/vestd","@type":"ListItem"},{"name":"Plaid","position":13,"description":"Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income, verify assets and more.\n\nDesigned to facilitate both lenders and borrowers, Plaid offers secure access to the bank information. It offers a host of features including transaction history, Automated Clearing House (ACH) authentication, real-time account balance, assets verification, employer verification and more. Additionally, it allows verifying email, mailing address, phone number and generating reports in JavaScript Object Notation (JSON) and Portable Document Format (PDF).\n\nProviding information on geolocation, merchant, and categories, Plaid directly integrates with any digital loan application to provide real-time updates. Pricing of the offering is based on the number of instances and per month basis. Support is extended via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.softwareadvice.co.uk/software/179020/plaid-for-lending","@type":"ListItem"},{"name":"MRI Property Management","position":14,"description":"MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows businesses to secure property data in a centralized repository using a single sign-on (SSO). \n\nFeatures of MRI Software are real estate lifecycle management, financial accounting, commercial leasing, retail management, client management, a tenant portal and more. It offers an investment management module, which lets users manage portfolio performance using graphical dashboards.  Additionally, it provides MRI FM, which enables professionals to schedule maintenance work orders, handle communications with contractors, track assets and more.\n\nAdministrators can utilize space management solution, which helps streamline planning of floors on CAD layouts and seating charts. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/07549564-570c-4dc5-a3aa-32cc66d06388.png","url":"https://www.softwareadvice.co.uk/software/231700/mri-software","@type":"ListItem"},{"name":"Certent Equity Management","position":15,"description":"•Transmit information seamlessly between existing data sources.\n\n•Your choice of broker and payroll providers\n \n•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant\n\n•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement\n\n•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements\n\n•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting\"","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93b98691-03ee-48bf-a4c8-6298d3330212.png","url":"https://www.softwareadvice.co.uk/software/411099/certent-equity-management","@type":"ListItem"},{"name":"Macabacus","position":16,"description":"Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to standardize documents and ensure brand consistency. Additionally, it lets stakeholders link Microsoft Excel with Microsoft PowerPoint and Microsoft Word to manage content on a centralized dashboard.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b6485d7c-bf9b-4fca-ab75-d0c8d9b72f8b.png","url":"https://www.softwareadvice.co.uk/software/418940/macabacus","@type":"ListItem"},{"name":"RealPage IMS","position":17,"description":"Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request tracking and email templates. \n\n\nThe application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.\n\n\nInvestor Management Services comes with a mobile application for Android and iOS, which allows investors to share documents and view project information. It is available on monthly subscriptions and support is provided via phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e99f3d6-136c-4a39-ada9-712fd37fa4d6.png","url":"https://www.softwareadvice.co.uk/software/84974/investor-management-services","@type":"ListItem"},{"name":"Carta","position":18,"description":"Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture capitalists to review evolving Internal Rate of Returns (IRR) on a centralized dashboard.\n\n\nCarta allows supervisors to view important information based on raised cash or last preferred valuation and request access to investors' capitalization table. It lets businesses store paper certificates in a secured vault, eliminating the risk of theft or loss. Additionally, investors can utilize mobile applications on Android and iOS devices to track investment ownership and assets’ performance in real-time.\n\n\nCarta comes with an application programming interface (API), which lets professionals integrate the system with several third-party platforms such as Namely, Xero, QuickBooks and more. Pricing is available on request and support is extended via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8989ecd5-eebe-43f3-80ad-9fcce409f77e.png","url":"https://www.softwareadvice.co.uk/software/66805/carta-for-investors","@type":"ListItem"},{"name":"Juniper Square","position":19,"description":"Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management and fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale their operations efficiently, and improve investor satisfaction. More than 2,000 GPs rely on Juniper Square to manage more than 600,000 LPs in more than 38,000 private funds.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/53816717-65c1-4d1a-b514-47ea34d5bc70.png","url":"https://www.softwareadvice.co.uk/software/355420/juniper-square","@type":"ListItem"},{"name":"HiddenLevers","position":20,"description":"HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory platform, staff members can generate custom branded proposals, monitor client risk tolerance, and create investment cost comparisons, among other operations.  \n\nHiddenLevers enables team members to conduct what-if scenario analysis and stress testing to visualize and gain insights into overall business product performance. It lets employees use investment objectives, loss tolerance, and other custom benchmarks to track allocation drifts. It allows users to gain visibility into downside and upside risks for cash flow, assets, EBITDA, and revenue across multiple macroeconomic scenarios. Additionally, supervisors can automatically reconcile net flows, generate reports on new clients, and monitor advisor performance.\n\nHiddenLevers comes with an application programming interface (API), which allows businesses to integrate the platform with several third-party solutions. It is available on annual and monthly subscriptions and support is extended via phone, live chat, email, documentation, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91b71c4a-6486-47c2-9d3f-ba99cb737138.png","url":"https://www.softwareadvice.co.uk/software/285045/hiddenlevers","@type":"ListItem"},{"name":"Bob Finance","position":21,"description":"HiBob Finance is a strategic finance platform that provides real-time financial analytics and planning. The platform caters to a variety of industries, such as software, professional services, healthcare, financial services, B2C, and nonprofit organizations.\n\nHiBob Finance's key features include collaborative budgeting, automated reporting and metrics, and AI-powered insights. It allows businesses to make a team plan by inviting business partners to forecast their expenses and headcount, with built-in workflows to streamline the budgeting process. It enables users to leverage out-of-the-box metrics or build and customize their own metrics, automating monthly and quarterly reports. Teams can identify performance drivers and summarize trends in board-ready formats, allowing users to shape their narrative with chat-based prompts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3db32ed6-1489-4965-9060-9ac1ced55666.png","url":"https://www.softwareadvice.co.uk/software/191104/mosaic","@type":"ListItem"},{"name":"Social Security Timing","position":22,"description":"Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. \n\nIn order to use Social Security Timing, financial advisors first input their client's data, including personal details, income and social security information. The tool then analyzes this information and provides the advisor with a list of recommended social security strategies. Advisors can further customize these recommendations by adjusting the inputs according to their clients' needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6fe77e9f-19ff-49db-a8fc-51227c02c2d8.png","url":"https://www.softwareadvice.co.uk/software/248368/social-security-timing","@type":"ListItem"},{"name":"ICONOMI","position":23,"description":"ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios. The solution connects to various exchanges and takes into account real-time market movements. It provides several rules-based trading strategies, including stop-loss, take-profit, price-based, and time-based rules. Additionally, investors can also track the performance of their portfolio through asset health, historical charts, and rebalance history.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3624b28-9253-4c10-a689-3cefe708efeb.jpeg","url":"https://www.softwareadvice.co.uk/software/438923/iconomi","@type":"ListItem"},{"name":"DealCheck","position":24,"description":"DealCheck offers an all-in-one solution to help you analyze a wide range of real estate investments. Businesses can use DealCheck to quickly analyze rental properties, flips, rehab projects, BRRRR's, wholesale deals, and multi-family buildings.\n\nDealCheck can help you compare and narrow down potential investment properties, look up sales and rental comps, create professional investment reports, and put together better offers to sellers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/74604ebb-e454-4810-8939-8480ff12c3b4.png","url":"https://www.softwareadvice.co.uk/software/224233/dealcheck","@type":"ListItem"},{"name":"Human Interest","position":25,"description":"Human Interest is a financial human resources solution that manages employee 401(k) accounts, investment opportunities, employee records and profiles, contribution rates, and more. The system's investment management functionality allows businesses to diversify portfolios for company plans and provide information for self-directed plans that can be specified to employee interests.  Additionally, Human Interest integrates with multiple payrolls systems to manage employee payroll all in one location.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13748edb-972f-4da6-84f0-17e48ac664af.png","url":"https://www.softwareadvice.co.uk/software/240185/human-interest","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4566/investment-management/software#itemlist","numberOfItems":25}
</script>