Best Investment Management Software in 2025

What is Investment Management Software?

Investment management software, also known as wealth management software, helps investors in executing various tasks such as portfolio management and financial asset tracking. Some of its other features include professional asset reporting (such as real estate), audit compliance, and investment tracking.

Features of Investment Management Software

Investment Tracking: With investment management software, one can monitor the allocation of their capital and assets across all their investment accounts over time.

Benchmarking: Investment management software helps in benchmarking, through which you can evaluate various aspects of your business processes and devise the best practices. It also provides comparative metrics of the company against the parameters of its competitors in the industry.

Data Import/Export: Investment management software assists investors and organizations to import and export essential data and reports in various formats such as PDF and Excel.

Client Management: With the help of an investment management system, businesses can systematically organize their client interactions. This communication can be further categorized into potential customers, new customers, and existing customers.

Compliance Reporting: Investment management software also enables the auditing, tracking, and reporting of standard regulations of a business’s internal and external stakeholders.

Portfolio Management: With the help of investment management software, businesses can buy and keep track of stocks and bonds from the portfolio of their customer base.

Common Features of Investment Management Software

Account Balance Monitoring: With the help of investment management apps, investors and businesses can monitor their customer’s account balance along with assets and liabilities on the go.

Budget and Expense Tracking: Most investment management apps also provide budget tracking of individual accounts. This helps investors set a limit on the accounts of their customers. 

Updates and Alerts: Investment management apps provide periodic updates and alerts to the investors via push notifications, emails, and SMS.

Receipt Storage: Investment management apps for mobile devices help investors in the capturing and storage of snapshots and screenshots of receipts in a centralized database.

Modules of Investment Management Software

Accounting Software: Accounting software module helps in managing and processing transactions with specific functions such as ledgers, accounts receivable and payable and journal entry maintenance. It allows investors to keep track of all the transactions between the business and its customers.

Audit Management Software: Audit management software helps in the efficient analysis and resolution of audit-related tasks. With the help of audit management software, auditors (internal as well as external agencies) can check that the organization is adhering to governmental regulations.

Compliance & Risk Management Software: Compliance & risk management software helps businesses manage risks and centralize, automate, and organize business processes. In investment management, it is used to ensure that organizations adhere to specific industrial standards.

CRM Software: Customer relationship management helps businesses oversee and execute various tasks, including interactions, communication, and networking with potential, new, and existing customers.

Payroll/Commission Management Software: Payroll/Commission management software helps a firm calculate the payroll or commission of investors depending upon the profits and customers gained. It also helps in the tax calculation of every staff and performs other tasks such as generating automated payslips and reports.

Stock Market Software: Stock Market Software assists investment firms and independent investors perform various tasks such as market research, screening of stocks, market prediction, and much more.