---
description: Free software list of top Investment Management Software providers and applications. The best tools at a glance for a quick and well-founded software selection. Filter by price model, features, user ratings, and more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software - Top Tools & Providers | GetApp Canada 2026
---

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

# 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. [Backstop](https://www.getapp.ca/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
2. [GaiaLens](https://www.getapp.ca/software/2076204/gaialens) (0 reviews) — Experts in Secure, Cost-Efficient AI Solutions
3. [Morningstar Direct](https://www.getapp.ca/software/2080459/morningstar-direct) — 4.1/5 (251 reviews) — Turn insights to investments with Morningstar Direct.
4. [Agicap](https://www.getapp.ca/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
5. [Mint](https://www.getapp.ca/software/90509/mint) — 4.5/5 (140 reviews) — Your financial life, all in one place
6. [Creatio CRM](https://www.getapp.ca/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) — New era CRM to manage all customer and operational workflows
7. [Foundersuite](https://www.getapp.ca/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
8. [Stessa](https://www.getapp.ca/software/115019/stessa) — 4.5/5 (103 reviews) — Property management software designed for landlords
9. [AppFolio Investment Manager](https://www.getapp.ca/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews) — Real estate investment management solution
10. [WOWS Investment Portal](https://www.getapp.ca/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
11. [Vestd](https://www.getapp.ca/software/2069206/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to manage and issue shares.
12. [Plaid](https://www.getapp.ca/software/113185/plaid) — 4.4/5 (95 reviews) — Platform that enables apps to connect with bank accounts
13. [MRI Property Management](https://www.getapp.ca/software/112823/mri-software) — 4.2/5 (94 reviews) — Cloud-based property management software
14. [Certent Equity Management](https://www.getapp.ca/software/107231/certent-equity-management) — 4.6/5 (85 reviews) — Enterprise Class Equity Management \& Reporting Software
15. [Macabacus](https://www.getapp.ca/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
16. [RealPage IMS](https://www.getapp.ca/software/113433/ims-platform) — 4.5/5 (79 reviews) — Investor management for commercial real estate
17. [Carta](https://www.getapp.ca/software/117139/carta-equity-management) — 4.2/5 (62 reviews) — Equity management solution for public \& private firms
18. [Juniper Square](https://www.getapp.ca/software/111957/juniper-square) — 4.9/5 (61 reviews) — A universal system for private investment partnerships.
19. [HiddenLevers](https://www.getapp.ca/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
20. [Bob Finance](https://www.getapp.ca/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
21. [Social Security Timing](https://www.getapp.ca/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
22. [ICONOMI](https://www.getapp.ca/software/2072152/iconomi) — 4.5/5 (44 reviews) — Crypto portfolio management platform
23. [DealCheck](https://www.getapp.ca/software/2047952/dealcheck) — 4.8/5 (38 reviews) — Analyze Any Investment Property in Seconds
24. [Human Interest](https://www.getapp.ca/software/2047632/human-interest) — 4.0/5 (36 reviews) — Investment strategy and management software for businesses
25. [Dynamo Software](https://www.getapp.ca/software/111429/dynamo) — 4.6/5 (34 reviews) — Investment Management Software

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## 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)
- [Financial Services Software](https://www.getapp.ca/directory/1075/financial-services/software)

## Links

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

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/directory/17/investment-portfolio-management/software> |
| de-AT | <https://www.getapp.at/directory/17/investment-portfolio-management/software> |
| en | <https://www.getapp.com/finance-accounting-software/investment-portfolio-management/> |
| en-AE | <https://www.getapp.ae/directory/17/investment-portfolio-management/software> |
| en-AU | <https://www.getapp.com.au/directory/17/investment-portfolio-management/software> |
| en-CA | <https://www.getapp.ca/directory/17/investment-portfolio-management/software> |
| en-GB | <https://www.getapp.co.uk/directory/17/investment-portfolio-management/software> |
| en-IE | <https://www.getapp.ie/directory/17/investment-portfolio-management/software> |
| en-NZ | <https://www.getapp.co.nz/directory/17/investment-portfolio-management/software> |
| en-SG | <https://www.getapp.sg/directory/17/investment-portfolio-management/software> |
| en-ZA | <https://www.getapp.za.com/directory/17/investment-portfolio-management/software> |
| es | <https://www.getapp.es/directory/17/investment-portfolio-management/software> |
| es-CL | <https://www.getapp.cl/directory/17/investment-portfolio-management/software> |
| es-CO | <https://www.getapp.com.co/directory/17/investment-portfolio-management/software> |
| es-MX | <https://www.getapp.com.mx/directory/17/investment-portfolio-management/software> |
| fr | <https://www.getapp.fr/directory/17/investment-portfolio-management/software> |
| fr-BE | <https://fr.getapp.be/directory/17/investment-portfolio-management/software> |
| fr-CA | <https://fr.getapp.ca/directory/17/investment-portfolio-management/software> |
| nl | <https://www.getapp.nl/directory/17/investment-portfolio-management/software> |
| nl-BE | <https://www.getapp.be/directory/17/investment-portfolio-management/software> |
| pt | <https://www.getapp.com.br/directory/17/investment-portfolio-management/software> |
| pt-PT | <https://www.getapp.pt/directory/17/investment-portfolio-management/software> |

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