Best Investment Management Apps for Android and iPhone

AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM

AppFolio Investment Manager is a comprehensive investment management software designed to streamline the management of real estate investments. This platform provides tools for tracking property performance, managing tenant relationships, and handling financial reporting. With its user-friendly interface, AppFolio enables investors to access key metrics, generate reports, and monitor cash flow sea... Read more about AppFolio Investment Manager

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Unity is a robust development engine that empowers creators to build captivating and interactive 2D and 3D experiences. Its intuitive interface simplifies the development process, making it accessible for both beginners and seasoned developers. With a vast asset store, Unity offers a treasure trove of ready-made elements for game development, from characters to environments, accelerating game crea... Read more about Unity

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

Morningstar Advisor Workstation is a comprehensive investment management software tailored for financial advisors to streamline portfolio management, analysis, and reporting. The platform includes tools for building diversified portfolios, evaluating fund performance, and analyzing risk metrics, helping advisors make informed investment decisions. Morningstar’s extensive database provides access... Read more about Morningstar Advisor Workstation

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid

Q4 Desktop is a robust customer relationship management (CRM) software designed to enhance client engagement and streamline communication for businesses. This platform provides comprehensive tools for managing customer interactions, tracking sales pipelines, and analyzing client data, enabling organizations to build stronger relationships with their customers. With Q4 Desktop, users can easily org... Read more about Q4 Desktop

MRI Software is an innovative lease accounting software designed to help businesses manage their real estate portfolios efficiently. It offers comprehensive tools for tracking leases, managing financial data, and ensuring compliance with accounting standards, including ASC 842 and IFRS 16. With MRI Software, users can streamline lease administration, automate financial reporting, and gain real-tim... Read more about MRI Software

AngelList is a specialized platform catering to startups, job seekers interested in startup roles, and investors. Its primary feature for job seekers is a curated list of job opportunities in various startups, ranging from early-stage to well-established companies. AngelList uniquely enables candidates to explore and apply to these roles with transparency regarding salary and equity options. For s... Read more about AngelList

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

NetX360 is a comprehensive investment management software designed to help financial advisors and investment firms manage client portfolios and streamline operations. The platform provides tools for portfolio management, trade execution, and reporting, ensuring that users can monitor performance and make informed investment decisions. With its user-friendly interface, NetX360 allows advisors to ac... Read more about NetX360

TeamWox is an innovative document management software designed to enhance collaboration and streamline document workflows within organizations. This comprehensive solution allows teams to create, store, and share documents securely, facilitating efficient information exchange. With features like version control, users can track changes and ensure everyone has access to the latest documents. The so... Read more about TeamWox

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial m... Read more about eMoney Advisor

TrendSpider is a powerful data analysis software designed for technical traders and investors. It utilizes advanced algorithms and machine learning to analyze market trends, identify patterns, and automate trading strategies. TrendSpider’s intuitive interface allows users to visualize complex data through customizable charts, and its automated technical analysis tools provide actionable insights... Read more about TrendSpider

Stessa is a versatile real estate property management software designed to help property owners and managers streamline their operations and maximize profitability. It offers a comprehensive platform for tracking income and expenses, managing leases, and monitoring property performance. Features include automated financial reporting, real-time analytics, and expense categorization, providing users... Read more about Stessa

Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports ... Read more about Sharesight

Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software

Dealpath is an innovative workflow management software designed to enhance collaboration and efficiency in real estate investment processes. This platform provides a centralized hub for managing deals, tracking progress, and communicating with team members effectively. With its user-friendly interface, users can easily access critical information, assign tasks, and monitor project timelines. Dealp... Read more about Dealpath

DXtrade is a comprehensive investment management software designed to help financial organizations manage their investment portfolios effectively. This platform offers a range of tools for trade execution, risk management, and reporting, ensuring efficient investment operations. With DXtrade, users can easily monitor market conditions, execute trades, and analyze portfolio performance through an i... Read more about DXtrade

Quartr is an enterprise search software that allows businesses to search, retrieve, and analyze data across various systems and platforms within their organization. Designed for large enterprises with diverse data sources, Quartr integrates with databases, cloud storage, document management systems, and more, providing a unified search experience. The software uses advanced algorithms to index and... Read more about Quartr

SDK.finance is a versatile software solution designed to empower businesses in managing financial operations seamlessly. This tool offers a user-friendly platform with a range of features for building robust financial applications. Its key features include secure payment processing, customizable reporting tools, and flexible transaction management. With SDK.finance, businesses can effortlessly int... Read more about SDK.finance

Bipsync is a sophisticated investment management software tailored for asset managers and investment professionals. The platform combines research management, collaboration tools, and portfolio tracking to streamline the investment process. With its intuitive interface, users can easily capture and organize research notes, insights, and market data, facilitating informed decision-making. Bipsync�... Read more about Bipsync

Archer is a sophisticated investment management software designed to empower financial advisors and investment firms to manage portfolios, analyze performance, and engage clients effectively. It offers a comprehensive suite of tools for portfolio tracking, risk assessment, performance reporting, and client communication, ensuring seamless investment management processes. Archer’s intuitive inter... Read more about Archer

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext

Gain.pro is an advanced equity management software tailored to support businesses and investors in managing and tracking equity ownership and financial investments. The software offers a comprehensive platform for managing cap tables, stock options, and investor relations, allowing businesses to maintain full visibility over their ownership structure. Gain.pro helps ensure compliance with financia... Read more about Gain.pro

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

TermSheet is a cutting-edge sales tracking software designed to help sales teams track, manage, and optimize their sales pipelines. With a focus on simplicity and effectiveness, TermSheet allows businesses to easily monitor lead progress, manage deals, and track performance metrics. The software provides customizable sales stages, ensuring it adapts to your specific sales process, whether it’s B... Read more about TermSheet