[go: up one dir, main page]

Best Investment Management Software

Compare the Top Investment Management Software as of February 2026

What is Investment Management Software?

Investment management software is a type of technology that assists with the day-to-day operations of businesses and individuals who are involved in financial investments. It helps to track returns, set alerts, calculate risks and analyze portfolio performance. This software can also be used to create investment plans and track cash flows over time. Ultimately, it makes tracking investments easier by providing users with real-time data and insights. Compare and read user reviews of the best Investment Management software currently available using the table below. This list is updated regularly.

  • 1
    Passthrough

    Passthrough

    Passthrough

    Save time and frustration with a seamless online experience that makes it easy to invest in private funds. More than 250 fund managers delight their investors with Passthrough. Collect completed subscription and tax documents through a customized workflow in just twenty minutes on average. Map beneficial owners intelligently, automatically screen against sanctions lists, and decide which investors to admit into your fund. Let us focus on what we do best, onboarding investors efficiently, so you can focus on running your firm. We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate. Since 80%+ of Passthrough subscription docs are filled out correctly the first time, your attorneys don’t need to chase down revisions and signatures non-stop. It takes less than 20 minutes on average for an investor to complete their first investment on Passthrough.
  • Previous
  • You're on page 1
  • Next