---
description: View GetApp's list to see the best-rated Mac Investment Management Software. We provide Canada business users free, in-depth and specific guidance on the best software type for their business. Our user-friendly interactive tool allows you to filter by price, features, and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software for Mac - Prices & Reviews | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software for Mac](https://www.getapp.ca/directory/17/investment-portfolio-management/software) > [Page 2](https://www.getapp.ca/directory/17/investment-portfolio-management/software?page=2)

# Investment Management Software

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> Investment Management Software are digital solutions for managing and keeping track of an organization’s investment portfolio and financial assets. They enable wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data and manage client-investor relationships. That includes savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition, they typically include tools for budgeting, risk assessment, audit compliance, managing personal finances, transferring funds, carrying out market analyses, and setting goals. Investment portfolio management software could be used by corporate investors, portfolio managers, and other professionals who manage their wealth to streamline investment workflows, comply with regulatory norms, and increase the performance of their funding activities. They could let users manage all their investments in one place, even if they are distributed globally. They usually come with different brokerage charges, helping to group and classify them for easy reference. 

Investment software can also track stock markets and accessible online securities sources using watchlists. Investment accounting software can reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. They could also enhance investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition, they could automate accounting functions and streamline the contribution and distribution of investment funds. Finally, investment management solutions can help ensure auditability and compliance by using a centralized data repository with automated processes to capture, store, share, and dispose of data per the law. One of the most typical features of wealth management software is the data import/export tool, which transfers reports and other files to and from the software. Another is the investment tracking feature, which enables users to monitor the allocation of capital and the fluctuation of asset prices over time. Fund management is also an essential feature which organizes the firm’s interactions with clients and their wealth. Investment tools are related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types. Find the best investment management software for your business in Canada.

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## Products

1. [Tier1](https://www.getapp.ca/software/2049396/tier1) — 5.0/5 (3 reviews) — CRM software for capital markets \& investment banking.
2. [Sharesight](https://www.getapp.ca/software/2062356/sharesight) — 3.3/5 (3 reviews) — Investment portfolio tracking \& reporting
3. [The CRE Suite](https://www.getapp.ca/software/113379/the-cre-suite) — 5.0/5 (2 reviews) — Commercial real estate property \& investment management
4. [TeamWox](https://www.getapp.ca/software/9849/teamwox-groupware) — 5.0/5 (1 reviews) — Online groupware and collaboration software
5. [QUO](https://www.getapp.ca/software/132655/quo) — 5.0/5 (1 reviews) — SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
6. [Vestio](https://www.getapp.ca/software/2056040/vestio) — 5.0/5 (1 reviews) — Integrated wealth management and financial control system
7. [Prospero](https://www.getapp.ca/software/128923/prospero) (0 reviews) — Cloud-based platform for managing investments and funds
8. [InvestorPortaLPro](https://www.getapp.ca/software/2038015/investorportalpro) (0 reviews) — Investment management software for private and public firms
9. [Bipsync](https://www.getapp.ca/software/2046918/bipsync) (0 reviews) — The Platform that Powers your Investment Research Process
10. [Abbove](https://www.getapp.ca/software/2049918/paxfamilia) (0 reviews) — Wealth Planning Platform with centralized data management.
11. [Family Wealth Guru](https://www.getapp.ca/software/2052791/family-wealth-guru) (0 reviews) — Integrated wealth management solution for family portfolios
12. [Delio](https://www.getapp.ca/software/2056839/delio) (0 reviews) — Web-based private markets technology for the finance sector
13. [Athena Systems](https://www.getapp.ca/software/2058579/athena-systems) (0 reviews) — Financial risk management platform
14. [optionDash](https://www.getapp.ca/software/2063490/optiondash) (0 reviews) — Call screening tool for income investors
15. [Q4 IR Websites](https://www.getapp.ca/software/2066885/q4-ir-websites) (0 reviews) — Investor engagement and trend analytics software
16. [V3locity](https://www.getapp.ca/software/2067652/v3) (0 reviews) — Global provider of benefits and investment administration
17. [Capitally](https://www.getapp.ca/software/2069505/capitally) (0 reviews) — Find your way to Financial Independence
18. [AllInvestView](https://www.getapp.ca/software/2073607/allinvestview) (0 reviews) — Cloud-based investment and stock portfolio management tool
19. [DXmatch](https://www.getapp.ca/software/2076914/dxmatch) (0 reviews) — Modular system built for launching exchanges and dark pools
20. [Quartr](https://www.getapp.ca/software/2077422/quartr-pro) (0 reviews) — Go beyond numbers
21. [HYIP Script](https://www.getapp.ca/software/2081078/hyip-script) (0 reviews) — Script for building high-yield investment platforms
22. [Sydecar](https://www.getapp.ca/software/2081370/sydecar) (0 reviews) — Streamline venture operations
23. [Yardi Investment Accounting](https://www.getapp.ca/software/2082150/yardi-investment-accounting) (0 reviews) — Cloud-based real estate investment accounting
24. [Wavvest](https://www.getapp.ca/software/2082233/wavvest) (0 reviews) — Wealth management platform for investment advisors
25. [Moneytree Advise](https://www.getapp.ca/software/2078261/moneytree-advise) (0 reviews) — Planning solution for busy financial advisors

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## Related Categories

- [Financial Reporting Software](https://www.getapp.ca/directory/247/reporting/software)
- [Banking Systems Software](https://www.getapp.ca/directory/6/banking-system/software)
- [Equity Management Software](https://www.getapp.ca/directory/1783/equity-management/software)
- [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)
- [Fund Accounting Software](https://www.getapp.ca/directory/168/fund-accounting/software)

## Links

- [View on GetApp](https://www.getapp.ca/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.ca/directory)

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