---
description: Page 10 - 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: Page 10 - Investment Management Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software) > [Page 10](https://www.capterra.co.nz/directory/20010/investment-management/software?page=10)

# Investment Management Software

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

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## Products

1. [Irwin](https://www.capterra.co.nz/software/195582/irwin) (0 reviews) — Find, engage and build relationships with the right investors at the right time.
2. [ETNA White Label Trading Platform](https://www.capterra.co.nz/software/196477/web-trader) (0 reviews) — White Label Trading Platform for broker-dealers and financial advisors.
3. [Allocator](https://www.capterra.co.nz/software/197975/allocator) (0 reviews) — Takes care of the flow of data contained in documents that investors in funds receive from their fund managers.
4. [Equify](https://www.capterra.co.nz/software/200717/equify) (0 reviews) — Equify is the equity and stockholder management solution for fast-growing European companies.
5. [EQS IR COCKPIT](https://www.capterra.co.nz/software/201593/eqs-ir-cockpit) (0 reviews) — EQS IR COCKPIT is a cloud solution for investor relations managers. Manage contacts, disclosure obligations \&amp; news distribution.
6. [InvestorPortaLPro](https://www.capterra.co.nz/software/203847/investorportalpro) (0 reviews) — Investor portal software and investor relations solutions for public and private firms seeking investor collaboration in a secure way.
7. [FolioSure](https://www.capterra.co.nz/software/208263/foliosure) (0 reviews) — AI-powered portfolio monitoring and reporting solution for Private Markets, combining automation and expert oversight for decisions.
8. [ByAllAccounts](https://www.capterra.co.nz/software/209692/byallaccounts) (0 reviews) — Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns.
9. [YCharts](https://www.capterra.co.nz/software/210403/ycharts) (0 reviews) — Investment solution that helps businesses build portfolios, automate models, compare securities, visualize performances, and more.
10. [Cap Table Management](https://www.capterra.co.nz/software/210637/cap-table-management) (0 reviews) — Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to.
11. [TradeSmart](https://www.capterra.co.nz/software/211074/tradesmart) (0 reviews) — TS simplifies the complexity of markets, by consolidating workflows for exchange-traded \&amp; OTC instruments on a single platform.
12. [eVestment](https://www.capterra.co.nz/software/211640/evestment) (0 reviews) — Nasdaq eVestment™ enables investors and managers to make portfolio decisions and optimize investment intelligence.
13. [Moneytree Advise](https://www.capterra.co.nz/software/211894/moneytree-plan) (0 reviews) — Moneytree Advise is designed to help you serve more accumulation-phase clients with streamlined, goal-based plans.
14. [Floww](https://www.capterra.co.nz/software/214331/floww) (0 reviews) — Floww is a financial data platform that helps startups connect with investors.
15. [Horizon Dashboard](https://www.capterra.co.nz/software/214412/horizon-dashboard) (0 reviews) — Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
16. [Gain.pro](https://www.capterra.co.nz/software/219373/gain-pro) (0 reviews) — Gain.pro is a platform that specialises in private market data.
17. [Ventury Analytics](https://www.capterra.co.nz/software/219710/ventury-analytics) (0 reviews) — Ventury Analytics is a start-up funding tool for young entrepreneurs and investors to use for financial calculations.
18. [Family Wealth Guru](https://www.capterra.co.nz/software/1012460/family-wealth-guru) (0 reviews) — Family Wealth Guru makes managing your wealth simpler. An unbeatable combination of automation, security and convenience at once.
19. [AMDIS](https://www.capterra.co.nz/software/1012860/am-dis) (0 reviews) — Solution that helps asset managers produce high-quality analytics and reporting combining return, risk and ESG.
20. [INDIS](https://www.capterra.co.nz/software/1012918/in-dis) (0 reviews) — The integrated solution IN-DIS complies with management needs and reglementary directives for insurance companies.
21. [InvestGlass](https://www.capterra.co.nz/software/1012902/investglass-crm--pms) (0 reviews) — InvestGlass is \#1 Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform.
22. [RentCast](https://www.capterra.co.nz/software/1013189/rentcast) (0 reviews) — Rental Property Data, Analytics and Portfolio Tracking
23. [optionDash](https://www.capterra.co.nz/software/1014451/optiondash) (0 reviews) — A Covered Call Option Screener is a tool for Income Investors. Screen stock \&amp; option data to find income-producing covered call trades.
24. [Pepper](https://www.capterra.co.nz/software/1014716/pepper) (0 reviews) — The Go-To-Market Platform Powering Independent Distribution
25. [Delio](https://www.capterra.co.nz/software/1015182/delio) (0 reviews) — Configurable digital tools that enable institutions to distribute private investment deals compliantly, efficiently and intelligently.

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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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