Best Online Investment Management Software

In an always-connected world, many businesses prefer investment management software solutions that require no local installation. Below, you’ll find top online investment management software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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Last Updated: October 01, 2025

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412 Software

Popular Picks in Investment Management Software

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

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Betterment

Betterment

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List of Top Web-Based Investment Management Software

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Irwin is a comprehensive investment management software designed to streamline investment tracking, portfolio management, and reporting for financial professionals. The platform provides real-time insights into asset performance, helping investment managers make informed decisions. Irwin’s user-friendly interface allows for easy monitoring of individual investments, market trends, and overall po... Read more about Irwin

Free Trial

Available

Pricing Type

Contact Vendor

Location

Canada

ETNA Trading Simulator is a powerful simulation software designed to help users practice and enhance their trading skills. This platform allows individuals to simulate real-market conditions and execute trades without the risk of real financial loss. ETNA Trading Simulator offers a realistic trading experience with access to live market data, advanced charting tools, and customizable features. Use... Read more about ETNA Trading Simulator

Free Trial

NA

Pricing Type

$25 Per month

Location

United States

ETNA Web Trader is a robust investment management software designed to provide a seamless trading experience for both individual traders and financial institutions. This browser-based platform allows users to manage their portfolios, execute trades, and track market trends in real time. ETNA Web Trader offers advanced charting tools, technical indicators, and customizable dashboards, enabling user... Read more about ETNA Web Trader

Free Trial

Available

Pricing Type

$500 Per feautre

Location

United States

WealthBlock is an investment management software designed to streamline the processes of managing portfolios, assets, and investor relations. With a focus on enhancing transparency and improving decision-making, WealthBlock enables investment firms and individual investors to track performance, analyze data, and manage assets efficiently. The software supports portfolio tracking, financial analyti... Read more about WealthBlock

Free Trial

NA

Pricing Type

$9000 Per year

Location

United States

Coin Market Manager is an investment management software specifically designed for cryptocurrency investors and traders. The platform enables users to track, analyze, and manage their cryptocurrency portfolios, providing real-time updates on price movements, asset values, and market trends. With its intuitive interface, Coin Market Manager allows users to view their entire investment portfolio at ... Read more about Coin Market Manager

Free Trial

Available

Pricing Type

$49.99 Per user

Location

United Kingdom

Equity+ Security Workstation is a specialized investment management software designed to help financial professionals manage their portfolios and optimize investment strategies effectively. This platform provides users with tools to analyze market data, track performance metrics, and assess investment risks in real time. With Equity+ Security Workstation, investment managers can easily access comp... Read more about Equity+ Security Workstation

Free Trial

NA

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Location

United States

Artscapy is a comprehensive art gallery management software designed to help galleries, museums, and artists manage their collections, sales, and exhibitions. This all-in-one platform provides powerful tools for inventory management, event scheduling, and client relationships. Artscapy helps galleries track their art inventory by allowing users to organize artworks by category, artist, medium, and... Read more about Artscapy

Free Trial

NA

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Location

United Kingdom

Gator is a sophisticated financial services software solution designed to help businesses and financial institutions manage their operations more efficiently and securely. With Gator, organizations can streamline tasks such as financial planning, reporting, and compliance management. The software includes tools for generating accurate financial statements, forecasting, budgeting, and analyzing key... Read more about gator

Free Trial

NA

Pricing Type

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Location

France

Windham Portfolio Advisor is a sophisticated investment management software tailored for financial professionals and asset managers. This powerful platform provides tools for portfolio tracking, risk assessment, and performance analysis, enabling users to make informed investment decisions. With features like customizable dashboards, real-time market data, and comprehensive reporting, Windham Port... Read more about Windham Portfolio Advisor

Free Trial

Available

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Location

United States

XENTIS is a comprehensive investment management software designed to support asset managers, fund administrators, and institutional investors. It offers a wide range of features, including portfolio management, risk assessment, performance analysis, and regulatory reporting. XENTIS allows users to manage multiple asset classes, including equities, bonds, and alternative investments, from a single ... Read more about XENTIS

Free Trial

NA

Pricing Type

$1 Per feautre

Location

Switzerland

Agilis Investment Management is a comprehensive investment management software designed to help financial institutions manage portfolios and investments effectively. This platform provides tools for tracking investment performance, analyzing risk, and managing compliance efficiently. With features such as automated reporting, customizable dashboards, and real-time analytics, Agilis enhances the ma... Read more about Agilis Investment Management

Free Trial

Available

Pricing Type

$10000 Per user

Location

United Arab Emirates

Wealth EOffice is an innovative investment management software designed to help financial advisors and wealth managers streamline their operations and enhance client services. This comprehensive platform offers a range of tools for portfolio management, financial planning, and client reporting. With Wealth EOffice, users can easily monitor investment performance, analyze market trends, and generat... Read more about Wealth EOffice

Free Trial

NA

Pricing Type

$445 Per user

Location

India

FundCount is an advanced financial reporting software designed for asset managers, hedge funds, and private equity firms. This platform offers a comprehensive suite of tools for managing complex financial data, including accounting, reporting, and performance analysis. With FundCount, users can streamline their financial operations by automating data entry, calculations, and report generation, red... Read more about FundCount

Free Trial

NA

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Location

United States

IVP Treasury is a comprehensive investment management software designed to streamline treasury operations for organizations of all sizes. This platform offers robust tools for managing cash flow, investments, and financial transactions, providing users with real-time visibility into their financial positions. With its intuitive dashboard, treasury professionals can track key performance indicators... Read more about IVP Treasury

Free Trial

NA

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Location

United States

The CRE Suite is an advanced investment management software designed specifically for commercial real estate professionals. This powerful platform streamlines the management of investment portfolios, offering tools to track performance, analyze data, and manage assets with ease. The CRE Suite allows investors to make informed decisions by providing realtime analytics and insights into market trend... Read more about The CRE Suite

Free Trial

NA

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Location

United States

Nirvana Enterprise is an all-encompassing investment management software designed to optimize portfolio management and enhance investment strategies for businesses and individual investors alike. The platform offers tools for tracking investments, analyzing performance, and effectively managing risk. With a user-friendly interface, Nirvana simplifies real-time monitoring of asset performance, prov... Read more about Nirvana Enterprise

Free Trial

NA

Pricing Type

$3000 Per month

Location

United States

FINFOX Pro is a sophisticated investment management software designed to streamline portfolio management and enhance decision-making for financial professionals. This platform offers comprehensive tools for managing investments, analyzing market trends, and tracking performance metrics, enabling organizations to optimize their investment strategies effectively. With its user-friendly interface, po... Read more about FINFOX Pro

Free Trial

NA

Pricing Type

Contact Vendor

Location

Switzerland

ATOM Align is a comprehensive investment management software designed to streamline investment operations for financial professionals. This platform provides tools for portfolio management, risk assessment, and compliance tracking, ensuring efficient and informed investment decision-making. With its intuitive interface, users can easily analyze investment performance, track market trends, and mana... Read more about ATOM Align

Free Trial

Available

Pricing Type

$6000 Per user

Location

United States

WealthArc is a sophisticated investment management software designed to help financial advisors and wealth managers streamline their investment processes. This platform provides comprehensive tools for managing client portfolios, tracking performance, and analyzing investment strategies, ensuring that advisors can deliver exceptional service to their clients. Users can easily monitor asset allocat... Read more about WealthArc

Free Trial

Available

Pricing Type

Contact Vendor

Location

Switzerland

FinFolio is an advanced investment management software designed to simplify portfolio management for financial advisors and investment firms. This platform provides users with comprehensive tools to track investments, manage client portfolios, and analyze performance metrics. With FinFolio, financial professionals can automate routine tasks, such as reporting and performance analysis, allowing the... Read more about FinFolio

Free Trial

Available

Pricing Type

$10000 Per user

Location

United States

AIVIA Platform is an advanced investment management software designed to help financial institutions and investment managers streamline portfolio management and trading. The platform provides a unified solution for monitoring investment performance, analyzing market trends, and executing trades. AIVIA offers tools for risk management, asset allocation, and compliance tracking, ensuring that portfo... Read more about AIVIA Platform

Free Trial

NA

Pricing Type

$650 Per one-time

Location

United States

Asset Class VC is a sophisticated investment management software designed to support venture capital firms in managing their investment portfolios. This platform provides tools for deal sourcing, tracking, and analysis, enabling users to evaluate potential investments effectively. With features like portfolio performance monitoring, financial modeling, and reporting, Asset Class VC helps firms mak... Read more about Asset Class VC

Free Trial

NA

Pricing Type

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Location

United States

Tyke is an innovative investment management software that helps investors and financial advisors efficiently manage portfolios, track investments, and optimize returns. The software provides an intuitive interface for monitoring assets across multiple platforms, including stocks, bonds, mutual funds, and real estate. Tyke offers powerful portfolio analysis tools, such as asset allocation models, r... Read more about Tyke

Free Trial

NA

Pricing Type

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Location

India

Navexa is a sophisticated Stock Portfolio Management Software designed to help investors and financial advisors efficiently manage and optimize their investment portfolios. It offers a comprehensive platform for tracking stock holdings, analyzing performance, and making informed investment decisions, ensuring that users can maximize returns and minimize risks effectively. Navexa features an intuit... Read more about Navexa

Free Trial

Available

Pricing Type

$16 Per month

Location

Australia

PortfolioPilot is an investment management software that provides a comprehensive platform for individuals and financial professionals to manage their portfolios effectively. The software offers tools for tracking asset allocation, performance analysis, and risk management, helping users optimize their investment strategies. PortfolioPilot supports a wide range of asset types, including stocks, bo... Read more about PortfolioPilot

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

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