---
description: Discover and compare Investment Management Software Applications & Tools for Windows. 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 Windows - 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. [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.
3. [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.
4. [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.
5. [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.
6. [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.
7. [Macabacus](https://www.capterra.co.uk/software/1051806/macabacus) — 4.7/5 (85 reviews) — Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations.
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. [Trade Ideas](https://www.capterra.co.uk/software/1030960/trade-ideas) — 4.7/5 (37 reviews) — Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
11. [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.
12. [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.
13. [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.
14. [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
15. [AlternativeSoft](https://www.capterra.co.uk/software/79218/alternativesoft) — 4.6/5 (14 reviews) — We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.
16. [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.
17. [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.
18. [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.
19. [PackHedge](https://www.capterra.co.uk/software/164389/packhedge) — 4.9/5 (11 reviews) — Investment management solution to streamline portfolio construction \& accounting, risk management, workflows and custom reporting.
20. [DynamicDocs Excel to PDF Add-in](https://www.capterra.co.uk/software/1084369/DynamicDocs-Excel-to-PDF-Add-in) — 5.0/5 (10 reviews) — DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps.
21. [HedgeGuard](https://www.capterra.co.uk/software/166999/hedgeguard) — 4.7/5 (9 reviews) — Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
22. [FinFolio](https://www.capterra.co.uk/software/170305/finfolio) — 3.7/5 (9 reviews) — Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
23. [FactSet](https://www.capterra.co.uk/software/176269/factset) — 4.9/5 (9 reviews) — FactSet provides integrated software and data solutions to investment professionals.
24. [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.
25. [ARGUS Enterprise](https://www.capterra.co.uk/software/37290/argus-enterprise) — 4.1/5 (7 reviews) — Cloud-based commercial real estate software to build cash flow forecasts and valuations, and manage asset performance and risk.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software)
- [Equity Management Software](https://www.capterra.co.uk/directory/31561/equity-management/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)

## 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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These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.\n\nWith offices in Sydney, Boston, Paris and Beirut, the H","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.capterra.co.uk/software/166999/hedgeguard","@type":"ListItem"},{"name":"FinFolio","position":22,"description":"FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. 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