---
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.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
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. [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.
2. [U-Rite](https://www.capterra.co.uk/software/219459/u-rite) — 5.0/5 (7 reviews) — Excel-based CRE underwriting and valuation platform that saves time and unlocks productivity.
3. [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.
4. [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.
5. [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.
6. [Stock Portfolio Organizer](https://www.capterra.co.uk/software/173102/stock-portfolio-organizer) — 4.8/5 (5 reviews) — An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
7. [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.
8. [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
9. [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.
10. [COBIS Core](https://www.capterra.co.uk/software/1012724/cobis-core) — 2.5/5 (4 reviews) — Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place.
11. [Powens](https://www.capterra.co.uk/software/1026455/budget-insight) — 3.8/5 (4 reviews) — Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments.
12. [Minerva](https://www.capterra.co.uk/software/1063042/minerva) — 4.0/5 (4 reviews) — The only end-to-end, multi-asset investment management software for alternative investors to master their data \& drive outperformance,
13. [SimCorp Dimension](https://www.capterra.co.uk/software/13760/simcorp-dimension) — 5.0/5 (3 reviews) — SimCorp software streamlines operations for asset managers, pension funds, and insurance firms.
14. [Chartsmart](https://www.capterra.co.uk/software/135353/chartsmart) — 4.3/5 (3 reviews) — Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
15. [SatuitCRM](https://www.capterra.co.uk/software/139631/satuitcrm) — 4.0/5 (3 reviews) — Customer relationship management (CRM) solution for buy-side investment professionals for investment managers.
16. [ProTrak Advantage](https://www.capterra.co.uk/software/169490/protrak-advantage) — 5.0/5 (3 reviews) — An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
17. [FamilyWealthGuru](https://www.capterra.co.uk/software/181390/familywealthguru) — 4.3/5 (3 reviews) — \* Automatic Mark-to-Market Reports \* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
18. [Tier1](https://www.capterra.co.uk/software/185566/tier1crm) — 5.0/5 (3 reviews) — Global relationship management software for capital markets, corporate and investment banking, and investment management.
19. [Sharesight](https://www.capterra.co.uk/software/207519/sharesight) — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
20. [thinkorswim](https://www.capterra.co.uk/software/1013316/thinkorswim) — 4.7/5 (3 reviews) — Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more.
21. [Caruso](https://www.capterra.co.uk/software/1077888/Caruso) — 4.7/5 (3 reviews) — Caruso is a fund administration software and service that helps streamline operations and enhances relations for private market funds.
22. [Captools/net](https://www.capterra.co.uk/software/60670/captools-net) — 4.5/5 (2 reviews) — Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
23. [FA Solutions](https://www.capterra.co.uk/software/145333/fa-solutions) — 5.0/5 (2 reviews) — With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales.
24. [Investment Account Manager](https://www.capterra.co.uk/software/135008/investment-account-manager) — 3.0/5 (2 reviews) — Desktop based investment software for portfolio management.
25. [iLEVEL](https://www.capterra.co.uk/software/127624/ilevel) — 4.5/5 (2 reviews) — IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.

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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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Try Sharesight for free today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/66d649e7-53db-47ad-8692-6ea0e5b55f9e.png","url":"https://www.capterra.co.uk/software/207519/sharesight","@type":"ListItem"},{"name":"thinkorswim","position":20,"description":"Investment management platform that helps users manage trade across equities, exchange-traded funds (ETFs), forex, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e914002-11c3-4bbd-a02c-e126eadfc04b.png","url":"https://www.capterra.co.uk/software/1013316/thinkorswim","@type":"ListItem"},{"name":"Caruso","position":21,"description":"Caruso delivers integrated fund administration services and modern, AI-powered software designed specifically for real estate, private credit, and private equity fund managers. Trusted by over 500 funds globally, Caruso helps managers raise capital efficiently, automate operations, reduce risk, and deliver a superior investor experience. The platform unifies onboarding, AML/KYC, CRM, capital raising, investor reporting, and unit registry into one intuitive system. With a modern investor portal, digital subscriptions, AI-driven insights, and automated compliance tools, Caruso empowers fund managers to scale without increasing overhead. Services like fund accounting, registry operations, and investor onboarding are delivered by private markets experts, ensuring accuracy and responsiveness. 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