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description: Page 12 - 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 12 - 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 12](https://www.capterra.co.nz/directory/20010/investment-management/software?page=12)

# Investment Management Software

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

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## Products

1. [Quartr](https://www.capterra.co.nz/software/1068803/Quartr-Pro) (0 reviews) — Transforming the way finance professionals conduct qualitative public market research.
2. [Trinety](https://www.capterra.co.nz/software/1073360/Trinety) (0 reviews) — Trinety is a comprehensive software solution that streamlines net lease property management for investors and owners.
3. [Fundy](https://www.capterra.co.nz/software/1073810/Fundy) (0 reviews) — Manage funds effortlessly with Fundy: real-time tracking, automated calculations, secure transactions, and seamless reporting.
4. [Stoxes](https://www.capterra.co.nz/software/1074321/Stoxes) (0 reviews) — Stoxes provides tools and insights for investors to maximize dividends and build wealth through stocks and options.
5. [WealthERP](https://www.capterra.co.nz/software/1074717/WealthERP) (0 reviews) — Investment management software that helps financial advisors and portfolio managers with financial planning capabilities.
6. [HYIP Script](https://www.capterra.co.nz/software/1075560/HYIP-Script) (0 reviews) — GP HYIP Script is a next-gen HYIP solution for startups to launch investment platforms with unmatched ease and flexibility.
7. [Yardi Investment Accounting](https://www.capterra.co.nz/software/1075855/Yardi-Investment-Accounting) (0 reviews) — A dedicated investment accounting solution to automate complex financial processes and provide transparency from investor to asset.
8. [Sydecar](https://www.capterra.co.nz/software/1076064/Sydecar) (0 reviews) — Sydecar makes it simple and efficient for VCs to form SPVs and funds by automating banking, compliance, contracts, and reporting.
9. [Tresmark](https://www.capterra.co.nz/software/1076543/Tresmark) (0 reviews) — Tresmark is a financial market data platform that delivers real-time analytics and insights for investors and businesses.
10. [Stayke](https://www.capterra.co.nz/software/1076690/Stayke) (0 reviews) — Investment management solution that helps businesses with portfolio performance tracking, anomaly detection, document parsing and more.
11. [Kore Investments](https://www.capterra.co.nz/software/1077338/Kore-Investments) (0 reviews) — Kore Investments software automates treasury operations and offers real-time tracking with advanced risk analysis capabilities.
12. [Smart Capital Center](https://www.capterra.co.nz/software/1077558/Smart-Capital-Center) (0 reviews) — Smart Capital Center is the AI-powered CRE platform—24/7 intelligence, automation, and ROI across the entire investment lifecycle.
13. [etops Wealth Discovery](https://www.capterra.co.nz/software/1077611/etops-Wealth-Discovery) (0 reviews) — etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights.
14. [etops Portfolio Manager](https://www.capterra.co.nz/software/1077615/etops-Portfolio-Manager) (0 reviews) — etops Portfolio Manager simplifies investment oversight with customizable dashboards and advanced analytics tools.
15. [Intralinks FundCentre](https://www.capterra.co.nz/software/1077666/FundCentre) (0 reviews) — FundCentre™ is the alternative investment front-office platform designed to support your entire fund lifecycle in one place.
16. [Wavvest](https://www.capterra.co.nz/software/1077809/Wavvest) (0 reviews) — Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services.
17. [uTrade Algos](https://www.capterra.co.nz/software/1078036/uTrade-Algos) (0 reviews) — uTrade Algos is an algorithmic trading platform that provides AI tools and expert strategies for traders in India.
18. [UREBAL Hub](https://www.capterra.co.nz/software/1078377/UREBAL-Hub) (0 reviews) — Portfolio management and rebalancing platform for RIAs with connectivity to all major custodians with CRM, billing, analytics and more.
19. [InvMon](https://www.capterra.co.nz/software/1078549/InvMon) (0 reviews) — InvMon is finance software for tracking assets, investments, and portfolios in one secure, locally-installed application.
20. [WealthForce.ai](https://www.capterra.co.nz/software/1078417/WealthForce-ai) (0 reviews) — WealthForce.ai is an AI-drive wealth management software that helps streamline relationship manager productivity and client engagement.
21. [Maxim Money](https://www.capterra.co.nz/software/1079465/Maxim-Money) (0 reviews) — Maxim Money is a Windows finance software offering multi-currency support, investment tracking, and detailed financial reports.
22. [Pivolt](https://www.capterra.co.nz/software/1079953/Pivolt) (0 reviews) — Pivolt is an investment management platform that helps users streamline portfolio operations and client services with AI technology.
23. [Capleva](https://www.capterra.co.nz/software/1083963/Capleva) (0 reviews) — Venture capital and portfolio intelligence software offering portfolio tracking, return calculation, and liquidity planning features.
24. [Visible for Investors](https://www.capterra.co.nz/software/1034341/visible-for-investors) (0 reviews) — Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, and reporting to stakeholders
25. [MantaWealth](https://www.capterra.co.nz/software/1086142/MantaWealth) (0 reviews) — Investment management solution that helps businesses with historical returns tracking, portfolio rebalancing, risk analytics, 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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Request a free demo to see how Fundy can elevate your fund management operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3fa1a0da-a069-4706-9ac2-19c410e322ca.png","url":"https://www.capterra.co.nz/software/1073810/Fundy","@type":"ListItem"},{"name":"Stoxes","position":4,"description":"Stoxes is stock and option trading software designed to help investors generate wealth. The platform provides tools for researching quality companies, planning profits with proven strategies, organizing investments, forecasting income, and tracking dividends and options positions. 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Simplified investment accounting \n\nAutomate consolidations, eliminations, allocations, performance and fee calculations for faster period closings.  \n\n2. Customization for any ownership structure \n\nManage any type of real asset investment structure, from partnerships to closed- and open-ended funds, regardless of organization size.  \n\n3. Streamlined reporting \n\nDeliver timely, accurate, boardroom-quality reports, optimized for NCREIF and IPD submissions. \n\n4. Transparency and integration \n\nIntegrate with other Yardi Solutions for complete transparency from investor to asset operations. \n\nBy automating workflows, the platform enhances accounting efficiency and accuracy, ensuring data validity and governance through one sour","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/021caef4-a87a-41ae-96d7-23e4fb8fabbc.png","url":"https://www.capterra.co.nz/software/1075855/Yardi-Investment-Accounting","@type":"ListItem"},{"name":"Sydecar","position":8,"description":"Sydecar makes it simple and efficient for venture fund and syndicate managers to form Special Purpose Vehicles (SPVs) and funds by automating banking, compliance, contracts and reporting. Sydecar eliminates operational headaches, freeing up time and resources so managers can focus on building portfolios, strengthening track records and fostering stronger relationships with limited partners. 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Tresmark includes instant messaging functionality for secure communication between financial institutions, comprehensive portfolio management tools for tracking investments in real time, and data feed APIs that integrate with existing enterprise systems. The platform also delivers market news and research to help users stay informed about developments affecting financial markets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0ac6e1cc-5f7a-4e41-9a79-ebf165dc84e8.jpeg","url":"https://www.capterra.co.nz/software/1076543/Tresmark","@type":"ListItem"},{"name":"Stayke","position":10,"description":"Stayke is a portfolio management solution that helps businesses with hotel and real estate asset management. The platform enables teams to digitize operations by unifying fragmented data from multiple properties and operators into a standardized system.\n\nIt features performance monitoring dashboards that track key metrics including RevPAR, NOI, ADR, and occupancy rates across assets. Stayke provides capital planning tools for budget management, invoice processing with AI-enabled document parsing, and compliance tracking capabilities that monitor licenses, agreements, and incidents. \n\nThe system incorporates AI automation throughout its modules to handle document standardization, anomaly detection, KPI mapping, and natural language search functionality. The features help asset managers maintain visibility across properties while streamlining reporting processes and maintaining compliance requirements for real estate portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/53fda79f-2e16-4667-a62f-04db14f643b7.png","url":"https://www.capterra.co.nz/software/1076690/Stayke","@type":"ListItem"},{"name":"Kore Investments","position":11,"description":"Kore Investments is an investment management automation software that streamlines treasury operations through comprehensive process automation. The platform features deal workflows aligned with industry standards, performance tracking capabilities, and advanced risk analysis tools. Kore Investments includes reporting functionality with stress testing and hedge recommendations while automating accounting functions such as amortization and interest accruals. The system integrates with market data sources including Bloomberg, CRISIL, and Reuters Eikon to support regulatory compliance. The software enables daily mark-to-market valuations, risk tracking with duration measurement, and generates management reports for monitoring portfolio performance. Kore Investments handles the entire deal lifecycle from initial setup through valuation, market data integration, reporting, and accounting reconciliation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f25021e3-2c27-4c80-a814-0764323598ed.png","url":"https://www.capterra.co.nz/software/1077338/Kore-Investments","@type":"ListItem"},{"name":"Smart Capital Center","position":12,"description":"Smart Capital Center is the only AI-powered commercial real estate (CRE) platform empowering investors with real-time intelligence across the entire transaction lifecycle, powering faster decisions.  \n\nReview 100x more deals without increasing headcount. AI screens for red flags, benchmarks against market comps, and surfaces hidden opportunities others might miss. \n\nManage your entire origination pipeline in one place—track deal flow, monitor key metrics, and collaborate seamlessly across teams. With AI-powered decision support, investors can underwrite faster, price with precision, and act early on high-yield opportunities. \n\nGet smarter, fully customized investment memos, in minutes. Get stronger tenant insight for stronger asset stability. Turn deal documents into structured, audit-ready data. Use AI to identify patterns, risks, and rare, high-return opportunities others miss.   \n\nAccelerate deal flow, eliminate manual inefficiencies, and improve accuracy at every step.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/95403395-a386-4c9a-b0a5-ea90494b59a2.png","url":"https://www.capterra.co.nz/software/1077558/Smart-Capital-Center","@type":"ListItem"},{"name":"etops Wealth Discovery","position":13,"description":"Your new financial superpower\netops Wealth Discovery helps wealth managers serve high-net-worth clients with tools for portfolio monitoring, analytics, reporting, fee and relationship management. It uniquely supports both liquid and illiquid assets, enabling smarter decisions, better compliance, and greater efficiency. \n\nAnalytics & Monitoring\nMonitor portfolios, families, or mandates with custom views. Access performance, risk, allocation, NAVs and stay aligned with investment rules.\n\nClient Management\nCentralize client data, documents, and communication. Manage KYC, AML, and PEP effortlessly.  \n\nCo-Pilot \nAutomate tasks, surface insights, and improve workflows with the etops Co-Pilot. \n\nDocument Management\nSecurely store, access, and share documents. Improve collaboration, ensure compliance, and save time by eliminating manual handling. \n\nReporting \nCreate multilingual, device-ready reports in any format to boost transparency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6a893985-ffd1-4ce3-ba4a-2f7da08d40ea.png","url":"https://www.capterra.co.nz/software/1077611/etops-Wealth-Discovery","@type":"ListItem"},{"name":"etops Portfolio Manager","position":14,"description":"etops Portfolio Manager is a portfolio management software that centralizes client asset oversight through a single integrated platform. The system features customizable dashboards allowing wealth professionals to personalize their workspace according to specific requirements. It integrates data from multiple sources to provide comprehensive views of client holdings, including both liquid and illiquid investments. The platform offers advanced analytics capabilities with mandate, portfolio, and instrument analysis across asset classifications, industries, and currencies. Users can monitor portfolio status in near real-time and access transparent securities composition through look-through functionality for fund assets. The software includes built-in regulatory compliance features that adapt to industry requirements. Additional capabilities include portfolio grouping, consolidation tools, and strategy management for complex portfolios containing alternative investments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23d1b5e8-35be-4d1b-a3a7-57a52251b3ad.png","url":"https://www.capterra.co.nz/software/1077615/etops-Portfolio-Manager","@type":"ListItem"},{"name":"Intralinks FundCentre","position":15,"description":"SS&C Intralinks FundCentre™ is the unrivaled front-office platform designed to support GPs through their entire fund lifecycle. From fundraising and investor onboarding to investor relations, FundCentre brings together a fully integrated suite of tools that streamline every stage of the process. \n\nFundraising\n• Raise capital quickly and efficiently\n• Streamline distribution and track marketing materials and legal documents\n• Securely share due diligence information with prospects\n• Gauge investor interest levels through insightful reports\n\nOnboarding\n• Automatically generate and deliver fund subscription packages\n• Seamlessly collect data for KYC/AML compliance\n• Track document status and monitor investor progress in real-time\n\nInvestor Reporting\n• Enhance investor communications and increase transparency\n• Manage reporting across funds, track investor activity and upload critical","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e9f9002b-7d15-4173-b582-f6c5c53611bb.jpeg","url":"https://www.capterra.co.nz/software/1077666/FundCentre","@type":"ListItem"},{"name":"Wavvest","position":16,"description":"Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. \nWavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. \nThe platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c8446da-8dd3-420f-8806-ff98b0e71a4f.png","url":"https://www.capterra.co.nz/software/1077809/Wavvest","@type":"ListItem"},{"name":"uTrade Algos","position":17,"description":"uTrade Algos is an algorithmic trading software that provides multi-asset trading capabilities for Indian markets. The platform features AI-powered trading tools combined with exchange-approved strategies through several core components. The system includes uTrade Intelligence for data-driven insights, uTrade Originals for accessing pre-built expert strategies, and a Strategy Builder for creating custom multi-leg trading approaches. The platform offers backtesting functionality with historical data, integrated margin calculators that monitor requirements in real-time, and payoff curve generation tools that visualize potential earnings across strategies and portfolios. The software allows users to transform trading concepts into functional strategies, test them with historical data, and deploy them in live markets when ready.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bb62360-28cc-4460-8141-bd9e9ea9adbf.jpeg","url":"https://www.capterra.co.nz/software/1078036/uTrade-Algos","@type":"ListItem"},{"name":"UREBAL Hub","position":18,"description":"UREBAL Hub is a portfolio management software that combines rebalancing capabilities, performance analytics, and trading functionality in a unified platform. The system features tax-aware rebalancing with built-in trade rationale, performance analytics for viewing data across time periods and asset classes, and integrated trading with custodian integration. UREBAL Hub includes a client portal, document storage for compliance management, automated billing solutions, and proposal generation tools. The platform streamlines operations by eliminating data silos and consolidating portfolio management, trade execution, billing, and reporting functions. The software allows customization of workflows, rebalancing strategies, and reporting frameworks while automating routine tasks from trade execution to billing. UREBAL Hub integrates with existing systems to maintain data integrity and reduce operational risk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48da69fa-ae2b-4818-a112-96ef5e02d0d4.jpeg","url":"https://www.capterra.co.nz/software/1078377/UREBAL-Hub","@type":"ListItem"},{"name":"InvMon","position":19,"description":"InvMon is a personal finance software offering a unified platform to manage accounts, savings, and investments. Installed locally on a computer, it ensures financial data remains private without relying on cloud storage.\n\nThe software provides access to global market data, Interactive Brokers integration, and portfolio management tools. Users can track assets, organize holdings with customizable structures, and visualize financial progress instantly. It supports monitoring account balances, handling multiple currencies with automatic exchange rate updates, and comparing actual versus target investment values.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f320143-68eb-4562-99b4-f7b9ab67071b.png","url":"https://www.capterra.co.nz/software/1078549/InvMon","@type":"ListItem"},{"name":"WealthForce.ai","position":20,"description":"WealthForce.ai is a wealth management platform that provides relationship managers with a comprehensive 360-degree view of customer portfolios. The software embeds AI-powered tools at key touchpoints throughout both relationship manager and client journeys, structured around four core pillars: hyper automation with cognitive RPA capabilities, personalisation for tailored customer experiences, holistic customer care for superior experience, and compliance management with customizable rules and workflows. WealthForce.ai includes analytical tools such as portfolio attribution, scenario analytics, and ESG analytics, alongside AI-driven features including smart nudges, product recommendations, and intelligent document processing. The platform digitises relationship managers' work with multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual capabilities for diverse investment options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b05c9cf2-116c-4454-96d6-9f136d6ab6ea.png","url":"https://www.capterra.co.nz/software/1078417/WealthForce-ai","@type":"ListItem"},{"name":"Maxim Money","position":21,"description":"Maxim Money is a personal finance software for Windows designed to simplify financial management with an intuitive interface. Context-sensitive toolbars adapt to the selected view, ensuring a clean workspace. The software features in-line reconciliation, highlighting likely matches to differentiate new and duplicate entries. Users can create personalized dashboards by arranging components like transaction registers, charts, and portfolios.\n\nMaxim Money supports light and dark modes, transaction grouping, and investment management with multiple portfolios detailing price, value, cost, and gain. It offers automatic price updates and supports securities and cryptocurrencies. The reporting system includes chart embedding for clarity. Data security is ensured with offline storage and optional 256-bit encrypted password protection, safeguarding financial information on the user's computer.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da2fca83-9d7e-4af7-a34d-e3b7c6713aba.png","url":"https://www.capterra.co.nz/software/1079465/Maxim-Money","@type":"ListItem"},{"name":"Pivolt","position":22,"description":"Pivolt is an investment management platform that uses artificial intelligence to streamline financial operations. The system consolidates portfolios, generates reports, facilitates trading, manages client onboarding, supports wealth planning, and automates billing processes. The platform features customizable dashboards with AI-driven insights that transform financial data into actionable information. Pivolt integrates with existing systems through APIs and maintains data security through encryption protocols. The platform serves financial professionals across multiple continents with an interface designed for quick adoption. Users can access portfolio diagnostics, scenario modeling, and performance analytics to enhance decision-making capabilities and improve operational efficiency throughout the investment management workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0bba82bc-98da-4399-8dc8-75216adb4157.jpeg","url":"https://www.capterra.co.nz/software/1079953/Pivolt","@type":"ListItem"},{"name":"Capleva","position":23,"description":"Capleva is a cloud-based portfolio management software for venture capital teams, offering real-time intelligence to monitor performance and inform decisions. Its live dashboards synchronize data from multiple sources, enabling teams to track KPIs, milestones, IRR, MOIC, cash flows, and valuations by instrument and share class. The integrated liquidity planner models runway, funding rounds, and fund-level cash flows. Capleva automates data integration by extracting information from Excel or PDF files, while portfolio companies can securely upload documents. The built-in AI assistant aids with data extraction, summaries, and report generation. Consolidating financials, valuations, KPIs, and milestones into a single source of truth, Capleva empowers venture capital teams with actionable data for tracking, planning, and automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13116077-9be2-4f78-acb5-0b1ed230a8c2.jpg","url":"https://www.capterra.co.nz/software/1083963/Capleva","@type":"ListItem"},{"name":"Visible for Investors","position":24,"description":"Visible equips investors with connected AI to streamline portfolio monitoring and management across every stage of the fund lifecycle. By bringing together fund data, portfolio company updates, financials, and performance metrics in one platform, Visible surfaces meaningful insights, reduces manual work, and powers investor-ready reporting. The result is a single source of truth that keeps funds aligned internally, closely connected to their portfolio companies, and able to communicate clearly and confidently with LPs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e6828c34-403d-4c4c-a538-74e1e24815f5.png","url":"https://www.capterra.co.nz/software/1034341/visible-for-investors","@type":"ListItem"},{"name":"MantaWealth","position":25,"description":"MantaWealth is portfolio analytics solution for wealth managers, offering a factor-based exposure model to analyze risk across geographies, sectors, currencies, and custom factors, addressing limitations in traditional data. It correlates portfolio characteristics to various factors for accurate exposure analysis.\n\nThe system automates portfolio rebalancing across multiple portfolios, reducing manual workload and operational risk. Wealth managers can set constraints across sectors, currencies, asset classes, and geographies while generating consolidated trade lists.\n\nMantaWealth provides performance attribution analysis using Brinson-Fachler and hierarchical models, breaking down returns into allocation, selection, and interaction effects to identify performance drivers.\n\nThe platform includes stress testing capabilities, enabling wealth managers to replay historical market events or create hypothetical scenarios to evaluate portfolio resilience under shocks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2cb4035d-2ae6-4a20-8021-9a889f45bda4.jpg","url":"https://www.capterra.co.nz/software/1086142/MantaWealth","@type":"ListItem"}],"numberOfItems":25}
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