Top 20 Value for Money Investment Management Software

Mint is a leading personal finance app that empowers you to manage all your financial accounts in one secure location. Seamlessly connect your bank accounts, credit cards, loans, and investments to gain a comprehensive view of your financial h... Read more

Stessa is a leading real estate accounting solution designed specifically for landlords and property managers. Streamline your finances with automated income and expense tracking, online rent collection, tenant screening, and lease creation. G... Read more

DealCheck is a powerful property analysis software designed for real estate investors, agents, and wholesalers. It streamlines the investment property evaluation process, offering features like instant property data import, comparable property... Read more

Foundersuite is a comprehensive platform designed to streamline the fundraising process for startups and manage investor relations effectively. Featuring a database of over 230,000 investors, Foundersuite provides tools to build targeted inves... Read more

Vestd is a comprehensive equity management platform designed specifically for UK companies. It simplifies the process of issuing shares to employees and investors, managing cap tables, ensuring compliance with Companies House and FCA regulatio... Read more

Tyke is a cloud-based investment platform designed to connect promising startups with investors and facilitate efficient portfolio management. It provides tools for deal flow management, fund tracking, KPI monitoring, and performance analysis.... Read more

Plaid is a leading financial technology platform that empowers developers to build innovative applications by securely connecting to users’ bank accounts. Offering a comprehensive suite of solutions including Auth for instant account verificat... Read more

Capboard is a comprehensive equity management platform designed to simplify and automate cap table management, equity plan administration, and investor relations. It empowers startups and growing companies to maintain accurate records, model f... Read more

Rundit is a cloud-based investment analytics platform designed specifically for venture capital firms. It centralizes and streamlines investment data, providing fund managers with a single source of truth for tracking portfolio performance, an... Read more

Agicap is a comprehensive cash management platform designed for small and medium-sized businesses (SMBs) and mid-market companies. It provides a unified solution for managing, forecasting, and analyzing cash flow, streamlining accounts receiva... Read more

TOGGLE is a cloud-based financial analytics platform leveraging the power of artificial intelligence to provide businesses and finance professionals with real-time market data, insightful analysis, and actionable investment opportunities. It ... Read more

Macabacus is a powerful financial performance management platform seamlessly integrated with Microsoft 365. Designed for finance and banking professionals, it streamlines data analysis, budgeting, forecasting, and reporting. Macabacus empowers... Read more

Human Interest is a comprehensive investment strategy and management software designed to help businesses of all sizes optimize their financial resources. The platform provides tools for goal setting, portfolio construction, automated investme... Read more

Creatio is a powerful, no-code CRM and business process automation platform designed to help organizations of all sizes streamline operations, enhance customer experiences, and drive revenue. Offering a comprehensive suite of applications – in... Read more

Social Security Timing is a cloud-based platform designed to empower financial advisors with the tools they need to optimize their clients' Social Security claiming strategies. The software analyzes individual client data, generates comprehens... Read more

Active Trader Pro is a robust trading platform designed for active investors seeking to maximize portfolio performance. It delivers real-time market data, advanced analytics, and customizable tools to facilitate informed trading strategies. Us... Read more

SourceScrub is a powerful market research and investment management platform designed to help businesses uncover valuable insights into privately-held companies. It streamlines the process of identifying potential prospects by providing real-t... Read more

Nitrogen is a comprehensive growth platform designed specifically for wealth management firms and financial advisors. It empowers advisors to attract new leads, convert prospects into clients, and cultivate client loyalty through data-driven i... Read more

Dealpath is a leading cloud-based platform designed to streamline the entire real estate investment lifecycle. From initial pipeline management and due diligence to portfolio monitoring and reporting, Dealpath provides a centralized system of ... Read more

InvestNext is a comprehensive SaaS platform designed to empower businesses with streamlined front and back-office operations and robust portfolio management capabilities. This unified portal provides clients with customizable reporting and das... Read more