---
description: View GetApp's list to see the best-rated Windows 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 Windows - Prices & Reviews | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software for Windows](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

# Investment Management Software

Canonical: https://www.getapp.ca/directory/17/investment-portfolio-management/software

Page: 1 / 3\
Next: [Next page](https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software?page=2)

> 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.

-----

## Products

1. [VestServe](https://www.getapp.ca/software/128087/vestserve) (0 reviews) — Investment, funds, and accounting management solution
2. [Agicap](https://www.getapp.ca/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
3. [Creatio CRM](https://www.getapp.ca/software/90504/bpm-online-crm) — 4.7/5 (149 reviews) — New era CRM to manage all customer and operational workflows
4. [MRI Property Management](https://www.getapp.ca/software/112823/mri-software) — 4.3/5 (104 reviews) — Cloud-based property management software
5. [AppFolio Investment Manager](https://www.getapp.ca/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews) — Real estate investment management solution
6. [WOWS Investment Portal](https://www.getapp.ca/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
7. [Vestd](https://www.getapp.ca/software/2069206/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to manage and issue shares.
8. [Macabacus](https://www.getapp.ca/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
9. [Carta](https://www.getapp.ca/software/117139/carta-equity-management) — 4.2/5 (63 reviews) — Equity management solution for public \& private firms
10. [ICONOMI](https://www.getapp.ca/software/2072152/iconomi) — 4.5/5 (44 reviews) — Crypto portfolio management platform
11. [DealCloud](https://www.getapp.ca/software/122515/dealcloud) — 4.5/5 (21 reviews) — Deals, relationship, and firm management software
12. [MadeMarket](https://www.getapp.ca/software/2061403/mademarket) — 4.8/5 (20 reviews) — Customer relationship and deal management platform
13. [InvestNext](https://www.getapp.ca/software/2063397/investnext) — 4.7/5 (20 reviews) — Real estate investment management platform
14. [FundCount](https://www.getapp.ca/software/2046910/fundcount) — 4.7/5 (15 reviews) — Integrated accounting and investment management solution
15. [TrendSpider](https://www.getapp.ca/software/2078251/trendspider) — 4.4/5 (15 reviews) — Cloud-based data analysis tool for investors.
16. [AlternativeSoft](https://www.getapp.ca/software/2043411/alternativesoft) — 4.6/5 (14 reviews) — Investment management platform for fund managers
17. [Active Trader Pro](https://www.getapp.ca/software/2037947/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management for active investors
18. [Rundit](https://www.getapp.ca/software/2053022/rundit) — 4.2/5 (13 reviews) — A single source of truth to stay on top of investments.
19. [PackHedge](https://www.getapp.ca/software/2080542/packhedge) — 4.9/5 (11 reviews) — Portfolio management and accounting analysis software
20. [DynamicDocs Excel to PDF Add-in](https://www.getapp.ca/software/2083747/dynamicdocs-excel-to-pdf-add-in) — 5.0/5 (10 reviews) — Excel to PDF conversion with dynamic templates
21. [HedgeGuard](https://www.getapp.ca/software/109915/hedgeguard) — 4.7/5 (9 reviews) — Investment portfolio management system
22. [Avestor](https://www.getapp.ca/software/2078775/avestor) — 5.0/5 (8 reviews) — Cloud-based investment management software
23. [Lendstream](https://www.getapp.ca/software/126431/lendstream) — 4.6/5 (7 reviews) — Loan origination \& servicing software for lenders \& brokers.
24. [U-Rite](https://www.getapp.ca/software/2040615/u-rite) — 5.0/5 (7 reviews) — Underwriting \& valuation management tool for the real estate
25. [ARGUS Enterprise](https://www.getapp.ca/software/2057004/argus-enterprise) — 4.1/5 (7 reviews) — Commercial property valuation and asset management software

-----

Page: 1 / 3\
Next: [Next page](https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software?page=2)

## Related Categories

- [Financial Reporting Software](https://www.getapp.ca/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.ca/directory/1783/equity-management/software)
- [Fund Accounting Software](https://www.getapp.ca/directory/168/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.getapp.ca/directory/1535/stock-portfolio-management/software)
- [Hedge Fund Software](https://www.getapp.ca/directory/1225/hedge-fund/software)

## Links

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

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Review, Compare and Evaluate small business software. GetApp Canada has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.ca","url":"https://www.getapp.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.ca/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"GetApp Canada","url":"https://www.getapp.ca/","@id":"https://www.getapp.ca/#website","@type":"WebSite","publisher":{"@id":"https://www.getapp.ca/#organization"},"potentialAction":{"query":"required","target":"https://www.getapp.ca/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Investment Management Software","description":"View GetApp's list to see the best-rated Windows 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.","url":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software","about":{"@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#itemlist"},"breadcrumb":{"@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#breadcrumblist"},"@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#itemlist"},"isPartOf":{"@id":"https://www.getapp.ca/#website"},"publisher":{"@id":"https://www.getapp.ca/#organization"},"inLanguage":"en-CA"},{"@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software for Windows","position":2,"item":"https://www.getapp.ca/directory/17/investment-portfolio-management/software","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Investment Management Software for Windows - Prices &amp; Reviews | GetApp Canada 2026","@context":"https://schema.org","@id":"https://www.getapp.ca/directory/17/investment-portfolio-management/deployment-options/windows/software#itemlist","@type":"ItemList","itemListElement":[{"name":"VestServe","position":1,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/03a24036-89a1-4970-985b-577f14220e15.png","url":"https://www.getapp.ca/software/128087/vestserve","@type":"ListItem"},{"name":"Agicap","position":2,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61990a7c-9425-4847-aac2-763b110bf6eb.png","url":"https://www.getapp.ca/software/2047968/agicap","@type":"ListItem"},{"name":"Creatio CRM","position":3,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.getapp.ca/software/90504/bpm-online-crm","@type":"ListItem"},{"name":"MRI Property Management","position":4,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/07549564-570c-4dc5-a3aa-32cc66d06388.png","url":"https://www.getapp.ca/software/112823/mri-software","@type":"ListItem"},{"name":"AppFolio Investment Manager","position":5,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0ba4fa5-f678-4f5f-9789-5fdc40f2188f.png","url":"https://www.getapp.ca/software/117232/appfolio-investment-management","@type":"ListItem"},{"name":"WOWS Investment Portal","position":6,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4b4c2639-023c-4170-bc29-58a9f3191bb5.png","url":"https://www.getapp.ca/software/2068610/wows","@type":"ListItem"},{"name":"Vestd","position":7,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ff1a289-88e4-484a-943f-2e9156ec8a53.png","url":"https://www.getapp.ca/software/2069206/vestd","@type":"ListItem"},{"name":"Macabacus","position":8,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b6485d7c-bf9b-4fca-ab75-d0c8d9b72f8b.png","url":"https://www.getapp.ca/software/2069152/macabacus","@type":"ListItem"},{"name":"Carta","position":9,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8989ecd5-eebe-43f3-80ad-9fcce409f77e.png","url":"https://www.getapp.ca/software/117139/carta-equity-management","@type":"ListItem"},{"name":"ICONOMI","position":10,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3624b28-9253-4c10-a689-3cefe708efeb.jpeg","url":"https://www.getapp.ca/software/2072152/iconomi","@type":"ListItem"},{"name":"DealCloud","position":11,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.getapp.ca/software/122515/dealcloud","@type":"ListItem"},{"name":"MadeMarket","position":12,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db2c8358-cffb-4ec7-a56c-79e62736dc8f.png","url":"https://www.getapp.ca/software/2061403/mademarket","@type":"ListItem"},{"name":"InvestNext","position":13,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cd453739-1448-4b80-bce8-adaf0f58df80.png","url":"https://www.getapp.ca/software/2063397/investnext","@type":"ListItem"},{"name":"FundCount","position":14,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dc2b6c9c-11bd-472d-b1de-dbe1d519ff27.png","url":"https://www.getapp.ca/software/2046910/fundcount","@type":"ListItem"},{"name":"TrendSpider","position":15,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17677220-9e8b-4208-8f66-9498c04d8580.jpeg","url":"https://www.getapp.ca/software/2078251/trendspider","@type":"ListItem"},{"name":"AlternativeSoft","position":16,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/125dcd44-b8c3-4554-ae51-440c6154dd15.png","url":"https://www.getapp.ca/software/2043411/alternativesoft","@type":"ListItem"},{"name":"Active Trader Pro","position":17,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/05618251-1113-46f6-b544-d99e93bbb7fc.png","url":"https://www.getapp.ca/software/2037947/active-trader-pro","@type":"ListItem"},{"name":"Rundit","position":18,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41ff67c2-2e25-4665-97c9-61fec6541377.png","url":"https://www.getapp.ca/software/2053022/rundit","@type":"ListItem"},{"name":"PackHedge","position":19,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe857dea-9d50-4bb2-bdf0-05c581dbf5e3.png","url":"https://www.getapp.ca/software/2080542/packhedge","@type":"ListItem"},{"name":"DynamicDocs Excel to PDF Add-in","position":20,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/809a6ad5-cf20-4bfc-a8db-5b397e3484f4.png","url":"https://www.getapp.ca/software/2083747/dynamicdocs-excel-to-pdf-add-in","@type":"ListItem"},{"name":"HedgeGuard","position":21,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.getapp.ca/software/109915/hedgeguard","@type":"ListItem"},{"name":"Avestor","position":22,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91a8dede-ce87-449f-9e71-a397d25c8827.png","url":"https://www.getapp.ca/software/2078775/avestor","@type":"ListItem"},{"name":"Lendstream","position":23,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b227f98f-be80-4b27-a9db-6a769c7c163a.png","url":"https://www.getapp.ca/software/126431/lendstream","@type":"ListItem"},{"name":"U-Rite","position":24,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4a38eed7-521a-4591-920b-f19d541d6079.png","url":"https://www.getapp.ca/software/2040615/u-rite","@type":"ListItem"},{"name":"ARGUS Enterprise","position":25,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cbf4526e-5577-49ac-8624-4b7524cdeacb.png","url":"https://www.getapp.ca/software/2057004/argus-enterprise","@type":"ListItem"}],"numberOfItems":25}
</script>