Cubbie Points
AppFolio Investment Management
Investment Management Software
Investment management software for real estate fund managers with investor portals and capital raise tools.
Free trialReal Estate Portfolio ManagementProperty Management
Alternatives to InvestNext
- 1Investment Management Software, Real Estate Investment Software
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Juniper Square
Investment Management Software
Juniper Square provides investment management software for real estate GPs with fundraising, investor relations, and fund administration.
Fund AccountingCommercial Real Estate SoftwarePrice$1,500+ / month
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IMS
Real Estate Investment Software
Real estate investment management software for fund managers covering accounting, investor reporting, and waterfall calculations.
Fund AccountingReal Estate Technology - 4Investment Management Software, Real Estate Investment Software
Agora Real Estate
Real Estate Investment Software
Real estate investment management platform for GPs with investor portal, CRM, fund administration, and reporting.
Investor portal with customizable dashboardsDigital subscription and e signature workflowsCap table and ownership trackingPrice$749+ / month
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Charles River IMS
Investment Management Software
Investment management platform by State Street providing OMS, compliance, and risk for asset managers.
Compliance & Risk ManagementImprove Compliance Posture - 6Investment Management Software
AltExchange
Investment Management Software
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Free planFree trialTiered plansRAG PlatformsFinancial Data Aggregation - 7Investment Management Software
Fundpeak
Investment Management Software
Topsheets automates the creation, management and distribution of branded, multilingual fund factsheets.
Free planFree trialTiered plansInvestment Research PlatformsInvestment Portfolio Management - 8Investment Management Software
Objectway
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
Wealth ManagementFinancial Analytics - 9Investment Management Software
SigFig Wealth Management
Investment Management Software
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Tax efficient portfolio managementPortfolio goal trackingIntelligent portfolio optimization - 10Investment Management Software
Talos Trading
Investment Management Software
Institutional digital asset trading platform providing execution, OMS, and portfolio management across venues.
AI InfrastructurePortfolio Management
