---
description: Compare the best Investment Management Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
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title: Investment Management Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)

# Investment Management Software

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

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## Products

1. [Orchestra](https://www.capterra.co.nz/software/215575/orchestra) — 4.8/5 (11 reviews) — Unlock more value for your business through deeper shareholder relationships, share schemes that actually reward employees, and capital
2. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews) — Morningstar Direct helps managers drive success with tools for research, product creation, marketing, and portfolio management.
3. [Agicap](https://www.capterra.co.nz/software/196637/agicap) — 4.3/5 (161 reviews) — Agicap is the all-in-one modular platform for corporate cash flow management: monitoring, planning, reporting and analytics.
4. [Mint](https://www.capterra.co.nz/software/213530/mint) — 4.5/5 (140 reviews) — Financial management solution that helps create budgets, track investments, manage bills \& receive reminders for upcoming payments.
5. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
6. [Foundersuite](https://www.capterra.co.nz/software/144844/foundersuite) — 4.7/5 (110 reviews) — Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck \& ++
7. [Stessa](https://www.capterra.co.nz/software/181042/stessa) — 4.5/5 (103 reviews) — Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection.
8. [AppFolio Investment Manager](https://www.capterra.co.nz/software/186948/appfolio-investment-management) — 4.7/5 (100 reviews) — AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
9. [Vestd](https://www.capterra.co.nz/software/207791/vestd) — 4.9/5 (97 reviews) — The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.
10. [WOWS Investment Portal](https://www.capterra.co.nz/software/1051443/wows) — 4.7/5 (97 reviews) — Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors.
11. [Plaid](https://www.capterra.co.nz/software/174384/plaid) — 4.4/5 (95 reviews) — Build a holistic view of your customer's investments
12. [MRI Property Management](https://www.capterra.co.nz/software/79570/mri-software) — 4.2/5 (94 reviews) — MRI Software delivers innovative and flexible technology supported by an open and connected ecosystem that liberates real estate companies to elevate their business.
13. [Certent Equity Management](https://www.capterra.co.nz/software/130772/certent-equity-management) — 4.6/5 (85 reviews) — Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting
14. [Macabacus](https://www.capterra.co.nz/software/1051806/macabacus) — 4.7/5 (85 reviews) — Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations.
15. [RealPage IMS](https://www.capterra.co.nz/software/169850/ims-platform) — 4.5/5 (79 reviews) — Streamline Investor Communications, Elevate Investor Engagement
16. [Vestwell](https://www.capterra.co.nz/software/189123/vestwell) — 4.5/5 (74 reviews) — Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
17. [Carta](https://www.capterra.co.nz/software/176931/carta) — 4.2/5 (62 reviews) — Carta is an equity management platform for companies, investors, and employees.
18. [Juniper Square](https://www.capterra.co.nz/software/171269/juniper-square) — 4.9/5 (61 reviews) — Juniper Square is the leader in partnership enablement for the private funds industry.
19. [HiddenLevers](https://www.capterra.co.nz/software/179454/hiddenlevers) — 4.3/5 (58 reviews) — Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.
20. [Bob Finance](https://www.capterra.co.nz/software/219079/mosaic) — 4.8/5 (57 reviews) — Strategic Finance Platform for agile planning, real-time reporting and better decision making for today's fast-growing startups.
21. [Social Security Timing](https://www.capterra.co.nz/software/204948/social-security-timing) — 4.7/5 (49 reviews) — Social Security Timing helps advisors optimize their clients' Social Security claiming strategy and increase their retirement value.
22. [Backstop](https://www.capterra.co.nz/software/169054/backstop) — 4.3/5 (46 reviews) — Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
23. [ICONOMI](https://www.capterra.co.nz/software/1061574/iconomi) — 4.5/5 (44 reviews) — Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios.
24. [DealCheck](https://www.capterra.co.nz/software/205089/dealcheck) — 4.8/5 (38 reviews) — The Leading Real Estate Analysis Software and Calculator
25. [Trade Ideas](https://www.capterra.co.nz/software/1030960/trade-ideas) — 4.7/5 (37 reviews) — Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.

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## Related Categories

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

## Links

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

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Today, Bob Finance’s software is deployed by some of the fastest-growing companies, helping them manage current business performance and plan for the future.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3db32ed6-1489-4965-9060-9ac1ced55666.png","url":"https://www.capterra.co.nz/software/219079/mosaic","@type":"ListItem"},{"name":"Social Security Timing","position":21,"description":"Software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6fe77e9f-19ff-49db-a8fc-51227c02c2d8.png","url":"https://www.capterra.co.nz/software/204948/social-security-timing","@type":"ListItem"},{"name":"Backstop","position":22,"description":"Backstop, a service of ION Analytics is an investment management software, tailor-made for institutional and alternative investment management professionals and trusted ally in optimizing the investment and client life cycle. Our platform creates a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty, and ensuring long-term retention. Unlock your data, foster collaboration and enable confident investment decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f8e3bdf-4cb7-401c-aaca-af9d4b05fd2a.png","url":"https://www.capterra.co.nz/software/169054/backstop","@type":"ListItem"},{"name":"ICONOMI","position":23,"description":"Digital asset management platform that offers cryptocurrency trading and investment. It enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios.\n\nYou can build a long-term crypto portfolio for your business or clients. ICONOMI removes the complexities of investing in the crypto industry. Thus saving you time to spend on more important areas of your business.\n\nAt ICONOMI, your business would have access to a powerful trading engine. It connects you to top exchanges and takes into account real-time market movements. 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Since 2003, Trade Ideas has offered real-time scanning along with charting, backtesting, simulation, entry/exit signals, and risk analysis. Additionally, what separates Trade Ideas from other vendors is their Artificial Intelligence component that analyzes the statistical patterns of the market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ffe0d44-5724-478b-add4-17aeb748edc6.png","url":"https://www.capterra.co.nz/software/1030960/trade-ideas","@type":"ListItem"}],"numberOfItems":25}
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