---
description: View GetApp's list to see the best-rated Windows Investment Management Software. We provide Australia business users free, in-depth and specific guidance on the best software type for their business. Our user-friendly interactive tool allows you to filter by price, features, and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software for Windows - Prices & Reviews | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software for Windows](https://www.getapp.com.au/directory/17/investment-portfolio-management/software) > [Page 2](https://www.getapp.com.au/directory/17/investment-portfolio-management/software?page=2)

# Investment Management Software

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> Investment Management Software is a digital solution for managing and keeping track of an organisation’s investment portfolio and financial assets. It enables wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data and manage client-investor relationships. That includes savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition, investment portfolio management software typically includes tools for budgeting, risk assessment, audit compliance, managing personal finances, transferring funds, carrying out market analyses, and setting goals. Investment fund management software could be used by corporate investors, portfolio managers, and other professionals who manage their wealth to streamline investment workflows, comply with regulatory norms, and increase the performance of their funding activities. They could let users manage all their investments in one place, even if they are distributed globally. Investment manager software usually comes with different brokerage charges, helping to group and classify them for easy reference. Using watchlists, an investment tool can also track stock markets and accessible online securities sources. Investor management software can help reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. It could also enhance investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition, real estate investment management software could automate accounting functions and streamline the contribution and distribution of investment funds. Finally, investment tools can help ensure auditability and compliance by using a centralised data repository with automated processes in place to capture, store, share, and dispose of data per the law. One of the most typical features of wealth management software is the data import/export tool, which transfers reports and other files to and from the software. Another is the investment tracking feature, which enables users to monitor the allocation of capital and the fluctuation of asset prices over time. Fund management is also essential, organising the firm’s interactions with clients and their wealth. Investment tools are related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types.

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## Products

1. [Bloqhouse Technologies](https://www.getapp.com.au/software/2074831/bloqhouse-technologies) — 5.0/5 (6 reviews) — Cloud-based investment management solution
2. [Invelo](https://www.getapp.com.au/software/2071106/invelo) — 4.4/5 (5 reviews) — Real estate CRM and transaction management solution
3. [Macroaxis](https://www.getapp.com.au/software/8254/wealth-management-collaboration-platform) — 4.3/5 (4 reviews) — Wealth management and optimization platform
4. [COBIS Core](https://www.getapp.com.au/software/2052840/cobis-core) — 2.5/5 (4 reviews) — Banking solutions
5. [Powens](https://www.getapp.com.au/software/2055757/budget-insight) — 3.8/5 (4 reviews) — We open up finance to empower consumers \& businesses
6. [Minerva](https://www.getapp.com.au/software/2077147/minerva-1) — 4.0/5 (4 reviews) — End-to-End Software for Alternative investment market
7. [thinkorswim](https://www.getapp.com.au/software/2047669/thinkorswim) — 4.7/5 (3 reviews) — Cloud-based and on-premise investment management suite
8. [Tier1](https://www.getapp.com.au/software/2049396/tier1) — 5.0/5 (3 reviews) — CRM software for capital markets \& investment banking.
9. [Sharesight](https://www.getapp.com.au/software/2062356/sharesight) — 3.3/5 (3 reviews) — Investment portfolio tracking \& reporting
10. [SatuitCRM](https://www.getapp.com.au/software/2079339/satuitcrm) — 4.0/5 (3 reviews) — Cloud-based financial CRM tool for financial firms.
11. [The CRE Suite](https://www.getapp.com.au/software/113379/the-cre-suite) — 5.0/5 (2 reviews) — Commercial real estate property \& investment management
12. [TeamWox](https://www.getapp.com.au/software/9849/teamwox-groupware) — 5.0/5 (1 reviews) — Online groupware and collaboration software
13. [QUO](https://www.getapp.com.au/software/132655/quo) — 5.0/5 (1 reviews) — SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
14. [Forbury](https://www.getapp.com.au/software/2045179/forbury) — 5.0/5 (1 reviews) — Commercial Real Estate Valuation Software
15. [Vestio](https://www.getapp.com.au/software/2056040/vestio) — 5.0/5 (1 reviews) — Integrated wealth management and financial control system
16. [Titan Treasury](https://www.getapp.com.au/software/2077464/titan-treasury) — 4.0/5 (1 reviews) — Cloud-based treasury management tool for finance teams.
17. [RiskValue](https://www.getapp.com.au/software/109277/riskvalue) (0 reviews) — Investment \& risk management software systems
18. [Eze Investment Suite](https://www.getapp.com.au/software/120863/eze-investment-suite) (0 reviews) — Suite of tools for investment management
19. [ETNA White Label Trading Platform](https://www.getapp.com.au/software/126843/etna-trader) (0 reviews) — Web-based trading tools for brokers and digital advisors
20. [VestServe](https://www.getapp.com.au/software/128087/vestserve) (0 reviews) — Investment, funds, and accounting management solution
21. [Prospero](https://www.getapp.com.au/software/128923/prospero) (0 reviews) — Cloud-based platform for managing investments and funds
22. [InvestorPortaLPro](https://www.getapp.com.au/software/2038015/investorportalpro) (0 reviews) — Investment management software for private and public firms
23. [Bipsync](https://www.getapp.com.au/software/2046918/bipsync) (0 reviews) — The Platform that Powers your Investment Research Process
24. [PORTAX](https://www.getapp.com.au/software/2048780/portax) (0 reviews) — Windows-based portfolio management and planning software
25. [Broadridge Investment Accounting](https://www.getapp.com.au/software/2049777/broadridge-investment-accounting) (0 reviews) — Software for managing investment and accounting operations

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Next: [Next page](https://www.getapp.com.au/directory/17/investment-portfolio-management/deployment-options/windows/software?page=3)

## Related Categories

- [Financial Reporting Software](https://www.getapp.com.au/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.com.au/directory/1783/equity-management/software)
- [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software)
- [Fund Accounting Software](https://www.getapp.com.au/directory/168/fund-accounting/software)
- [Share Portfolio Management Software](https://www.getapp.com.au/directory/1535/stock-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.com.au/directory)

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