---
description: Discover and compare Investment Management Software Applications & Tools for Mac. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Investment Management Software for Mac - Price comparison & Reviews - Capterra UK 2026
---

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# Investment Management Software

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> Investment Management software for UK businesses is a tool that helps to streamline the management of investment portfolios, financial assets, and wealth. Investment Management software offers an integrated solution for UK investment professionals to access real-time data to assess risks, track portfolio performance, and manage client investor relationships all from one place. Choosing the right investment management solution gives investment managers in the UK the tools they need to address client investors’ needs. 

Investment Management software typically includes features such as compliance tracking, benchmarking, portfolio analytics, and commodity features. Investment Management software is also known as Wealth Management software. UK finance professionals may also be interested in Banking Systems software and Financial Risk Management software.

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## Products

1. [Agicap](https://www.capterra.co.uk/software/196637/agicap) — 4.3/5 (161 reviews) — Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics.
2. [Mint](https://www.capterra.co.uk/software/213530/mint) — 4.5/5 (140 reviews) — Financial management solution that helps create budgets, track investments, manage bills \& receive reminders for upcoming payments.
3. [Creatio CRM](https://www.capterra.co.uk/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
4. [AppFolio Investment Manager](https://www.capterra.co.uk/software/186948/appfolio-investment-management) — 4.7/5 (100 reviews) — AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
5. [Vestd](https://www.capterra.co.uk/software/207791/vestd) — 4.9/5 (97 reviews) — The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.
6. [WOWS Investment Portal](https://www.capterra.co.uk/software/1051443/wows) — 4.7/5 (97 reviews) — Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors.
7. [MRI Property Management](https://www.capterra.co.uk/software/79570/mri-software) — 4.2/5 (94 reviews) — With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
8. [Carta](https://www.capterra.co.uk/software/176931/carta) — 4.2/5 (62 reviews) — Carta is an equity management platform for companies, investors, and employees.
9. [ICONOMI](https://www.capterra.co.uk/software/1061574/iconomi) — 4.5/5 (44 reviews) — Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios.
10. [DealCloud](https://www.capterra.co.uk/software/139967/dealcloud) — 4.5/5 (21 reviews) — Intapp DealCloud lets investment managers streamline deal flow, track performance, and manage investor relationships in one platform.
11. [InvestNext](https://www.capterra.co.uk/software/185770/investnext) — 4.8/5 (20 reviews) — InvestNext is the platform for innovative, compliant, and efficient real estate investment management. Never miss your next investment.
12. [MadeMarket](https://www.capterra.co.uk/software/1033660/mademarket) — 4.8/5 (20 reviews) — A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more.
13. [FundCount](https://www.capterra.co.uk/software/110568/fundcount) — 4.7/5 (15 reviews) — Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L
14. [Active Trader Pro](https://www.capterra.co.uk/software/210415/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
15. [Rundit](https://www.capterra.co.uk/software/1015177/rundit) — 4.2/5 (13 reviews) — Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups.
16. [TrendSpider](https://www.capterra.co.uk/software/1038427/trendspider) — 4.6/5 (13 reviews) — TrendSpider is a software platform that provides real-time market data, automated tools, and advanced analysis for investors.
17. [FactSet](https://www.capterra.co.uk/software/176269/factset) — 4.9/5 (9 reviews) — FactSet provides integrated software and data solutions to investment professionals.
18. [Avestor](https://www.capterra.co.uk/software/1071382/Avestor) — 5.0/5 (8 reviews) — Avestor is an investment management platform for real estate and alternative investments.
19. [Lendstream](https://www.capterra.co.uk/software/186109/lendstream) — 4.6/5 (7 reviews) — Integrated API-driven loan origination \& servicing software with portfolio secondary marketing \& investor management options.
20. [Windham Portfolio Advisor](https://www.capterra.co.uk/software/82835/windham-portfolio-advisor) — 4.8/5 (6 reviews) — For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management.
21. [Quoroom](https://www.capterra.co.uk/software/214233/fundraising-and-cap-table-management-platform) — 4.7/5 (6 reviews) — Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
22. [Bloqhouse Technologies](https://www.capterra.co.uk/software/1060823/fund-management-solution) — 5.0/5 (6 reviews) — Our Fund Management solution is designed for modern investment companies wanting to create a seamless experience for investors.
23. [Invelo](https://www.capterra.co.uk/software/1060110/invelo) — 4.4/5 (5 reviews) — From start to finish, Invelo that offers Real Estate Investors a range of features to manage, find, and close off-market properties.
24. [Macroaxis](https://www.capterra.co.uk/software/77263/wealth-management-platform) — 4.3/5 (4 reviews) — Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio
25. [PortfolioShop](https://www.capterra.co.uk/software/157187/reconadvantage) — 4.8/5 (4 reviews) — A comprehensive Portfolio Accounting, Client Reporting, \& Performance Measurement solution offered as a subscription.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software)
- [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software)
- [Fund Accounting Software](https://www.capterra.co.uk/directory/30114/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software)
- [Financial Services Software](https://www.capterra.co.uk/directory/31123/financial-services/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/20010/investment-management/software)
- [All Categories](https://www.capterra.co.uk/directory)

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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. 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Investors, including Angels, VCs, Private Equity, Family Offices, and Funds, can explore a vast network of companies, access funding history, pitch decks, and deal rooms, and simplify investment tracking with personalized dashboards. Additionally, the WOWS Investment Portal is available as a white label solution for accelerators, incubators, fund managers, and other institutions in need, providing a customizable platform to meet unique requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4b4c2639-023c-4170-bc29-58a9f3191bb5.png","url":"https://www.capterra.co.uk/software/1051443/wows","@type":"ListItem"},{"name":"MRI Property Management","position":7,"description":"Follow the money throughout the real estate property investment lifecycle. 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With a variety of ready-built, industry-orientated dashboards, reports, analytics, and project management tools, MadeMarket helps firms lower their transition costs to a new platform by making it easier to set up and use. Well beyond your average CRM, MadeMarket offers a fully-integrated digital home.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db2c8358-cffb-4ec7-a56c-79e62736dc8f.png","url":"https://www.capterra.co.uk/software/1033660/mademarket","@type":"ListItem"},{"name":"FundCount","position":13,"description":"FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. 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With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. \n\nYour VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41ff67c2-2e25-4665-97c9-61fec6541377.png","url":"https://www.capterra.co.uk/software/1015177/rundit","@type":"ListItem"},{"name":"TrendSpider","position":16,"description":"TrendSpider is a comprehensive trading software that offers advanced charting, automated pattern recognition, and over 200 technical indicators for in-depth market analysis. The platform provides robust strategy development with 50 years of historical data, backtesting without coding, and automated trading bots for precise execution. Real-time scanning and alerts help users seize opportunities and trade smarter. 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We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0456da6a-2ffc-481d-be0a-7d113a42fb71.png","url":"https://www.capterra.co.uk/software/176269/factset","@type":"ListItem"},{"name":"Avestor","position":18,"description":"Avestor is an investment management platform for real estate and alternative investments. The platform streamlines the entire capital raising and investment management process from entity formation and strategy to investor management, accounting, compliance, and administration. We provide expert guidance, innovative technology, personalized assistance, and an all-in-one solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91a8dede-ce87-449f-9e71-a397d25c8827.png","url":"https://www.capterra.co.uk/software/1071382/Avestor","@type":"ListItem"},{"name":"Lendstream","position":19,"description":"Lendstream is the end-to-end API-driven crowdlending management software with possibility to integrate any 3rd party data or service providers, built-in CRM, user management & configurable work-flow modules where each step of lending process could be 1 - 100% automated. Our crowdlending software supports project origination & servicing, secondary marketing and auto invest. Multi-product, country, currency & language support. Web applications for borrowers & investors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b227f98f-be80-4b27-a9db-6a769c7c163a.png","url":"https://www.capterra.co.uk/software/186109/lendstream","@type":"ListItem"},{"name":"Windham Portfolio Advisor","position":20,"description":"The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39221913-e6cb-4baf-b47d-f594eb0ca5e3.png","url":"https://www.capterra.co.uk/software/82835/windham-portfolio-advisor","@type":"ListItem"},{"name":"Quoroom","position":21,"description":"Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants.\nQuoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. \nQuoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.capterra.co.uk/software/214233/fundraising-and-cap-table-management-platform","@type":"ListItem"},{"name":"Bloqhouse Technologies","position":22,"description":"Our Fund Management solution is designed for modern fund managers, streamlining capital raising with features like KYC, Investor Portal, Payment processing, Contracting, Reporting, and Administrative tools. 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Macroaxis offers portfolio backtesting, technical analysis, idea breakdowns, and correlation analysis to empower investors to create optimal portfolios aligned with their risk tolerance and budget constraints. Macroaxis aims to deliver an affordable digital wealth advisory service by leveraging fintech trends and AI optimization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/070bbe66-d7e2-416a-a7bb-152a99978a3a.jpg","url":"https://www.capterra.co.uk/software/77263/wealth-management-platform","@type":"ListItem"},{"name":"PortfolioShop","position":25,"description":"ReconAdvantage is our flagship product. It is an ultra-flexible, modular portfolio management platform that offers solutions for shadow accounting, performance measurement, client reporting, risk management, shareholder accounting and outsourced portfolio accounting. 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