---
description: Page 4 - Compare the top Investment Management Software software and providers on Capterra Israel. Our free interactive tool makes software selection fast and easy. Filter by price, feature or user rating.
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title: Page 4 - Investment Management Software - Compare Prices & Top Sellers - Capterra Israel 2026
---

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# Investment Management Software

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> Investment Management software automates wealth, portfolio, and financial asset management.

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## Products

1. [Stock Portfolio Organizer](https://www.capterra.co.il/software/173102/stock-portfolio-organizer) — 4.8/5 (5 reviews) — An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
2. [AIRR](https://www.capterra.co.il/software/199969/airr) — 4.8/5 (5 reviews) — AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.
3. [Betterment](https://www.capterra.co.il/software/1019877/betterment) — 4.2/5 (5 reviews) — Betterment offers automated investing, high-yield savings, and checking through its robo-advising and cash management platform.
4. [InvestingPro](https://www.capterra.co.il/software/1027278/investingpro) — 3.8/5 (5 reviews) — InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls \& bears.
5. [Invelo](https://www.capterra.co.il/software/1060110/invelo) — 4.4/5 (5 reviews) — From start to finish, Invelo that offers Real Estate Investors a range of features to manage, find, and close off-market properties.
6. [iBalance](https://www.capterra.co.il/software/21392/ibalance) — 4.0/5 (4 reviews) — Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
7. [Macroaxis](https://www.capterra.co.il/software/77263/wealth-management-platform) — 4.3/5 (4 reviews) — Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio
8. [PortfolioShop](https://www.capterra.co.il/software/157187/reconadvantage) — 4.8/5 (4 reviews) — A comprehensive Portfolio Accounting, Client Reporting, \& Performance Measurement solution offered as a subscription.
9. [Edda](https://www.capterra.co.il/software/187533/Edda) — 4.8/5 (4 reviews) — Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence.
10. [Investor Deal Room](https://www.capterra.co.il/software/203188/investor-deal-room) — 4.5/5 (4 reviews) — Investor Deal Room is an investor management software that helps commercial real estate sponsors manage investors and raise capital.
11. [Direct Advisory Suite](https://www.capterra.co.il/software/210603/Direct-Advisory-Suite) — 4.8/5 (4 reviews) — All-in-one platform for financial advisors to deliver personalized advice, streamline workflows, and enhance client engagement.
12. [COBIS Core](https://www.capterra.co.il/software/1012724/cobis-core) — 2.5/5 (4 reviews) — Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place.
13. [Powens](https://www.capterra.co.il/software/1026455/budget-insight) — 3.8/5 (4 reviews) — Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments.
14. [Minerva](https://www.capterra.co.il/software/1063042/minerva) — 4.0/5 (4 reviews) — The only end-to-end, multi-asset investment management software for alternative investors to master their data \& drive outperformance,
15. [eFront](https://www.capterra.co.il/software/76288/efront) — 2.7/5 (3 reviews) — eFront is a go to platform to manage private markets investments in one place.
16. [SimCorp Dimension](https://www.capterra.co.il/software/13760/simcorp-dimension) — 5.0/5 (3 reviews) — SimCorp software streamlines operations for asset managers, pension funds, and insurance firms.
17. [PortfolioPathway](https://www.capterra.co.il/software/93539/portfoliopathway) — 4.0/5 (3 reviews) — Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more.
18. [Chartsmart](https://www.capterra.co.il/software/135353/chartsmart) — 4.3/5 (3 reviews) — Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
19. [SatuitCRM](https://www.capterra.co.il/software/139631/satuitcrm) — 4.0/5 (3 reviews) — Customer relationship management (CRM) solution for buy-side investment professionals for investment managers.
20. [ProTrak Advantage](https://www.capterra.co.il/software/169490/protrak-advantage) — 5.0/5 (3 reviews) — An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
21. [FamilyWealthGuru](https://www.capterra.co.il/software/181390/familywealthguru) — 4.3/5 (3 reviews) — \* Automatic Mark-to-Market Reports \* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
22. [Tier1](https://www.capterra.co.il/software/185566/tier1crm) — 5.0/5 (3 reviews) — Global relationship management software for capital markets, corporate and investment banking, and investment management.
23. [Pinnakl](https://www.capterra.co.il/software/189442/pinnakl) — 5.0/5 (3 reviews) — We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
24. [Sharesight](https://www.capterra.co.il/software/207519/sharesight) — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
25. [Crowdsofts](https://www.capterra.co.il/software/209155/crowdsofts) — 4.3/5 (3 reviews) — White label crowdfunding/crowdlending platform that can be customized to your business needs. Loan/investment management tool.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.il/directory/30050/financial-reporting/software)
- [Equity Management Software](https://www.capterra.co.il/directory/31561/equity-management/software)
- [Financial CRM Software](https://www.capterra.co.il/directory/30562/financial-crm/software)
- [Fund Accounting Software](https://www.capterra.co.il/directory/30114/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software)

## Links

- [View on Capterra](https://www.capterra.co.il/directory/20010/investment-management/software)
- [All Categories](https://www.capterra.co.il/directory)

-----

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