---
description: See our list of the best Investment Management Software. We provide Australian business users the most detailed information on software. Filter by price, features, and user rating to choose the best tool.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software - Prices & Reviews | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)

# 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. [Backstop](https://www.getapp.com.au/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
2. [GaiaLens](https://www.getapp.com.au/software/2076204/gaialens) (0 reviews) — Experts in Secure, Cost-Efficient AI Solutions
3. [First Rate Vantage](https://www.getapp.com.au/software/2058077/vantage-software) — 4.9/5 (18 reviews) — Investor portal and accounting platform
4. [VestServe](https://www.getapp.com.au/software/128087/vestserve) (0 reviews) — Investment, funds, and accounting management solution
5. [Morningstar Direct](https://www.getapp.com.au/software/2080459/morningstar-direct) — 4.1/5 (251 reviews) — Data, insights, and tools to drive smarter investments.
6. [Agicap](https://www.getapp.com.au/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
7. [Mint](https://www.getapp.com.au/software/90509/mint) — 4.5/5 (140 reviews) — Your financial life, all in one place
8. [Creatio CRM](https://www.getapp.com.au/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) — New era CRM to manage all customer and operational workflows
9. [Foundersuite](https://www.getapp.com.au/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
10. [Stessa](https://www.getapp.com.au/software/115019/stessa) — 4.5/5 (104 reviews) — Property management software designed for landlords
11. [Plaid](https://www.getapp.com.au/software/113185/plaid) — 4.4/5 (100 reviews) — Platform that enables apps to connect with bank accounts
12. [AppFolio Investment Manager](https://www.getapp.com.au/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews) — Real estate investment management solution
13. [WOWS Investment Portal](https://www.getapp.com.au/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
14. [Vestd](https://www.getapp.com.au/software/2069206/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to manage and issue shares.
15. [MRI Property Management](https://www.getapp.com.au/software/112823/mri-software) — 4.2/5 (94 reviews) — Cloud-based property management software
16. [Certent Equity Management](https://www.getapp.com.au/software/107231/certent-equity-management) — 4.6/5 (85 reviews) — Enterprise Class Equity Management \& Reporting Software
17. [Macabacus](https://www.getapp.com.au/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
18. [RealPage IMS](https://www.getapp.com.au/software/113433/ims-platform) — 4.5/5 (79 reviews) — Investor management for commercial real estate
19. [Carta](https://www.getapp.com.au/software/117139/carta-equity-management) — 4.2/5 (62 reviews) — Equity management solution for public \& private firms
20. [Juniper Square](https://www.getapp.com.au/software/111957/juniper-square) — 4.9/5 (61 reviews) — A universal system for private investment partnerships.
21. [HiddenLevers](https://www.getapp.com.au/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
22. [Bob Finance](https://www.getapp.com.au/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
23. [Social Security Timing](https://www.getapp.com.au/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
24. [ICONOMI](https://www.getapp.com.au/software/2072152/iconomi) — 4.5/5 (44 reviews) — Crypto portfolio management platform
25. [DealCheck](https://www.getapp.com.au/software/2047952/dealcheck) — 4.8/5 (38 reviews) — Analyze Any Investment Property in Seconds

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## 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)
- [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)
- [Financial Risk Management Software](https://www.getapp.com.au/directory/779/financial-risk-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)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/directory/17/investment-portfolio-management/software> |
| de-AT | <https://www.getapp.at/directory/17/investment-portfolio-management/software> |
| en | <https://www.getapp.com/finance-accounting-software/investment-portfolio-management/> |
| en-AE | <https://www.getapp.ae/directory/17/investment-portfolio-management/software> |
| en-AU | <https://www.getapp.com.au/directory/17/investment-portfolio-management/software> |
| en-CA | <https://www.getapp.ca/directory/17/investment-portfolio-management/software> |
| en-GB | <https://www.getapp.co.uk/directory/17/investment-portfolio-management/software> |
| en-IE | <https://www.getapp.ie/directory/17/investment-portfolio-management/software> |
| en-NZ | <https://www.getapp.co.nz/directory/17/investment-portfolio-management/software> |
| en-SG | <https://www.getapp.sg/directory/17/investment-portfolio-management/software> |
| en-ZA | <https://www.getapp.za.com/directory/17/investment-portfolio-management/software> |
| es | <https://www.getapp.es/directory/17/investment-portfolio-management/software> |
| es-CL | <https://www.getapp.cl/directory/17/investment-portfolio-management/software> |
| es-CO | <https://www.getapp.com.co/directory/17/investment-portfolio-management/software> |
| es-MX | <https://www.getapp.com.mx/directory/17/investment-portfolio-management/software> |
| fr | <https://www.getapp.fr/directory/17/investment-portfolio-management/software> |
| fr-BE | <https://fr.getapp.be/directory/17/investment-portfolio-management/software> |
| fr-CA | <https://fr.getapp.ca/directory/17/investment-portfolio-management/software> |
| nl | <https://www.getapp.nl/directory/17/investment-portfolio-management/software> |
| nl-BE | <https://www.getapp.be/directory/17/investment-portfolio-management/software> |
| pt | <https://www.getapp.com.br/directory/17/investment-portfolio-management/software> |
| pt-PT | <https://www.getapp.pt/directory/17/investment-portfolio-management/software> |

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