---
description: Page 5 - 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.
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title: Page 5 - Investment Management Software - Prices & Reviews | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software) > [Page 5](https://www.getapp.com.au/directory/17/investment-portfolio-management/software?page=5)

# 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. [Origin](https://www.getapp.com.au/software/2052826/origin-1) — 4.0/5 (1 reviews) — Data driven deal management for dealmakers
2. [Vestio](https://www.getapp.com.au/software/2056040/vestio) — 5.0/5 (1 reviews) — Integrated wealth management and financial control system
3. [Octopus](https://www.getapp.com.au/software/2056531/octopus) — 4.0/5 (1 reviews) — Order- and portfolio management, fund accounting, risk \& ICO
4. [Wealthsimple Invest](https://www.getapp.com.au/software/2057471/wealthsimple-invest) — 5.0/5 (1 reviews) — AI-driven tool designed to automatically place investments
5. [Vidrio Financial](https://www.getapp.com.au/software/2059690/vidrio-financial) — 2.0/5 (1 reviews) — Take Control of your Multi-Asset, Multi-Manager Investments
6. [TheBizPlanner](https://www.getapp.com.au/software/2059926/thebizplanner) — 1.0/5 (1 reviews) — End-to-end productivity software for Business Planning
7. [FINTRX Platform](https://www.getapp.com.au/software/2072873/fintrx-platform) — 5.0/5 (1 reviews) — Family Office \& Investment Advisor Data
8. [Youhodler](https://www.getapp.com.au/software/2080831/youhodler) — 5.0/5 (1 reviews) — Cloud-based solution to buy, sell \& exchange cyrptocurrency
9. [Masttro](https://www.getapp.com.au/software/2076019/masttro) — 5.0/5 (1 reviews) — Your platform for wealth visibility, your partner for wealth
10. [DXtrade](https://www.getapp.com.au/software/2077297/dxtrade) — 5.0/5 (1 reviews) — SaaS Trading Platform for Brokers and Banks
11. [Titan Treasury](https://www.getapp.com.au/software/2077464/titan-treasury) — 4.0/5 (1 reviews) — Cloud-based treasury management tool for finance teams.
12. [Aladdin](https://www.getapp.com.au/software/2079276/aladdin-1) — 4.0/5 (1 reviews) — Cloud-based portfolio management software
13. [RiskValue](https://www.getapp.com.au/software/109277/riskvalue) (0 reviews) — Investment \& risk management software systems
14. [Eze Investment Suite](https://www.getapp.com.au/software/120863/eze-investment-suite) (0 reviews) — Suite of tools for investment management
15. [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
16. [VestServe](https://www.getapp.com.au/software/128087/vestserve) (0 reviews) — Investment, funds, and accounting management solution
17. [Prospero](https://www.getapp.com.au/software/128923/prospero) (0 reviews) — Cloud-based platform for managing investments and funds
18. [FolioSure](https://www.getapp.com.au/software/1996167/foliosure) (0 reviews) — Cloud-based portfolio monitoring \& equity management tool
19. [TradeSmart](https://www.getapp.com.au/software/2036447/tradesmart) (0 reviews) — SaaS order execution management system (OEMS) software
20. [MX.3](https://www.getapp.com.au/software/2037071/mx-3) (0 reviews) — Cloud-based software to manage trading, risk \& compliance
21. [ByAllAccounts](https://www.getapp.com.au/software/2035299/morningstar-byallaccounts) (0 reviews) — Web-based account aggregation and financial reporting tool
22. [InvestorPortaLPro](https://www.getapp.com.au/software/2038015/investorportalpro) (0 reviews) — Investment management software for private and public firms
23. [YCharts](https://www.getapp.com.au/software/2038131/ycharts) (0 reviews) — Investment management software for financial advisors
24. [Ventury Analytics](https://www.getapp.com.au/software/2042599/ventury-analytics) (0 reviews) — For the managing and calculation of capitalization tables
25. [Bipsync](https://www.getapp.com.au/software/2046918/bipsync) (0 reviews) — The Platform that Powers your Investment Research Process

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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 Services Software](https://www.getapp.com.au/directory/1075/financial-services/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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