Best Investment Management Products in 2025

Software for raising venture capital and managing investor relations. Used by startups, investors, accelerators and financial intermediaries.

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Key Sharesight features:

Comprehensive Portfolio Tracking Automatic Dividend Tracking Tax Reporting Performance Benchmarking

bank of the Free! Mobile banking that makes life easy.

Key bunq features:

100% online – no branch visits, no paperwork Manage expenses effortlessly Earn Cashback Free Business Account for Freelancers

Try for free freemium

Dynamic Portfolios Powered by Bayesian Strategies.

Key Barudion features:

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freemium $19.0 / Monthly

Automated, high quality, digital investment reports.

Identify promising companies before everyone else. Dealroom helps professional investors, corporates and local governments to discover & track innovative tech companies.

Key Dealroom.co features:

Comprehensive Startup Data User-Friendly Interface Customizable Search Filters Industry Reports and Insights

The Invest Nest: Your gateway to smarter real estate investments. Analyze deals, manage properties, and optimize returns.

freemium $15.0 / Monthly (Full-Cycle Investor Dashboard)

Independent. Insightful. Trusted.

Key Morningstar features:

Comprehensive Research Analyst Ratings Portfolio Management Tools Educational Resources

Empower global investors with direct access to the wealth generating power of U.S. Commercial Real Estate.

Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.

Key Attio features:

User-Friendly Interface Real-time Collaboration Customizable Workflows Integrations

freemium $29.0 / Monthly

Diversify your portfolio with commercial real estate investments on the CrowdStreet platform. Start building wealth today.

Key CrowdStreet features:

Access to Diverse Real Estate Opportunities Direct Investment Model User-Friendly Platform Investment Flexibility

Pro Stock Tracker is the best portfolio tracker app for investors. Easily track your stocks, ETFs, crypto, forex and more. Get powerful insights & reports for free.

freemium

PropStream is an impressive real estate investment software that is creating an impact via providing comprehensive data.

Key PropStream features:

Comprehensive Property Data User-Friendly Interface Lead Generation Valuation Tools

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.

Key FactSet features:

Comprehensive Data Coverage Integrated Solutions Customization User Support and Training