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description: Page 13 - 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 13 - Investment Management Software - Prices & Reviews - Capterra New Zealand 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. [Aleta](https://www.capterra.co.nz/software/1086423/Aleta) (0 reviews) — Aleta is the prefered family office platform providing intuitive wealth aggregation and consolidation.
2. [My Property Organiser](https://www.capterra.co.nz/software/1086728/My-Property-Organiser) (0 reviews) — Property portfolio intelligence platform with 24/7 analytics, MTD compliance and investor wealth visibility.
3. [ReubenAI](https://www.capterra.co.nz/software/1086799/ReubenAI) (0 reviews) — ReubenAI is AI software aiding venture capital and private equity firms in deal research, due diligence, and portfolio monitoring.
4. [Genesis Risk Monitor](https://www.capterra.co.nz/software/1086951/Genesis-Risk-Monitor) (0 reviews) — Genesis Risk Monitor is portfolio risk management software offering real-time data, VaR/CVaR analytics, and customizable dashboards.
5. [Days to Expiry](https://www.capterra.co.nz/software/1087121/Days-to-Expiry) (0 reviews) — Days to Expiry helps options traders analyze covered calls, cash-secured puts, track portfolios, and backtest income strategies.
6. [SimianX](https://www.capterra.co.nz/software/1087127/SimianX) (0 reviews) — Crypto investment analysis solution that helps businesses use AI agents to debate market conditions and generate trading insights.
7. [Emblem](https://www.capterra.co.nz/software/1087136/Emblem) (0 reviews) — Emblem is an AI-native operating system for financial firms.
8. [AlphaQuark](https://www.capterra.co.nz/software/1087220/AlphaQuark) (0 reviews) — Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios.
9. [SureInsight](https://www.capterra.co.nz/software/1087383/SureInsight) (0 reviews) — Cloud-based and AI-enabled trading journal designed by traders that helps track every trade, uncover real patterns, and transform data.
10. [TrackinV](https://www.capterra.co.nz/software/1092363/TrackinV) (0 reviews) — Know your real investment returns. Track TWR, dividends, benchmarks \& multi-currency performance. Built for self-directed investors.
11. [FinBursa 360](https://www.capterra.co.nz/software/1094005/FinBursa-360) (0 reviews) — All-in-one AI platform for private markets: CRM, deal management, and fundraising. Built for institutional and professional investors.
12. [PropLedgr](https://www.capterra.co.nz/software/1094751/PropLedgr) (0 reviews) — Trading management solution that helps prop firm and brokerage traders track payouts, withdrawals, expenses, taxes, and more.
13. [PoliBit](https://www.capterra.co.nz/software/1094830/PoliBit) (0 reviews) — PoliBit automates operations from fundraising to distributions for real estate, private equity, and private debt investments.
14. [unCoded](https://www.capterra.co.nz/software/1094834/unCoded) (0 reviews) — Run automated Binance Spot trading with a private, non-custodial bot instance. Apply DCA and micro-trading strategies, define risk cont
15. [Perpstats](https://www.capterra.co.nz/software/1094864/Perpstats) (0 reviews) — Free perp DEX analytics: compare APY, TVL, volume across 224+ exchanges. Portfolio tracker, on-chain data, multi-chain support
16. [PeakAI](https://www.capterra.co.nz/software/1094938/PeakAI) (0 reviews) — Cloud-based and AI-driven trading tool offering retail traders tools for trade journaling, market research, and portfolio management.
17. [Solsten](https://www.capterra.co.nz/software/1095387/Solsten) (0 reviews) — Commercial real estate solution offering underwriting, proforma modeling, portfolio management, with an AI assistant for professionals.
18. [Veld Portfolio](https://www.capterra.co.nz/software/1095811/Veld-Portfolio) (0 reviews) — Veld Portfolio is software for landlords to track equity, cash flow, rental performance, and analyze potential real estate deals.
19. [Credence](https://www.capterra.co.nz/software/1097014/Credence) (0 reviews) — Credence automates accounting, management, and reporting for CRE investment managers, developers, and operators.
20. [Godel Terminal](https://www.capterra.co.nz/software/1097261/Godel-Terminal) (0 reviews) — Godel Terminal is a web-based software tool that provides real-time market data, news, and research tools for investment professionals.

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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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Genesis Risk Monitor also offers SEC EDGAR integration for direct access to financial statements, insider transactions, and institutional holdings. Genesis Risk Monitor includes Jupyter Notebook integration for custom analysis and a drag-and-drop widget builder for creating unlimited dashboards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/204be4b6-821a-4fe2-a9d0-84188e958abf.jpg","url":"https://www.capterra.co.nz/software/1086951/Genesis-Risk-Monitor","@type":"ListItem"},{"name":"Days to Expiry","position":5,"description":"Days to Expiry is an options income platform for traders who sell covered calls, cash‑secured puts, and run the wheel. 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It provides real-time market intelligence by monitoring data, news, and events, with technical analysis tools, such as moving averages, RSI, and Fibonacci retracements, alongside fundamental analysis of financials and management efficiency.\n\nThe risk management system enables teams to evaluate volatility and suggests strategies to minimize losses. Users receive professional PDF reports with summaries, metrics, and recommendations, and can interact with agents for deeper insights. The cryptocurrency module offers real-time, multi-timeframe analysis, generating buy, sell, or hold signals with performance tracking. SimianX supports U.S. stocks and thousands of crypto pairs, catering to various trading styles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4478e540-bfab-46b8-b12d-ca6fef87771b.jpg","url":"https://www.capterra.co.nz/software/1087127/SimianX","@type":"ListItem"},{"name":"Emblem","position":7,"description":"Emblem is an AI-powered operating system for investment management that streamlines the investment lifecycle from deal evaluation to portfolio monitoring. The software captures and transcribes calls, presentations, and meetings, tagging content to relevant deals and generating investment memos, financial models, and audit-ready documents. Financial modeling eliminates manual data entry by ingesting data, populating assumptions, and ensuring traceability to source documents. The portfolio dashboard updates metrics from portfolio companies, removing the need for quarterly data collection. Emblem integrates with CRMs, cloud storage platforms, and AI tools while maintaining SOC 2 Type II compliance for data security. The platform automates workflows and delivers insights across the investment process.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c77d6086-11cd-4b5b-91ba-1bb78cfd053a.jpg","url":"https://www.capterra.co.nz/software/1087136/Emblem","@type":"ListItem"},{"name":"AlphaQuark","position":8,"description":"AlphaQuark is a wealth management platform for SEBI-registered research analysts and investment advisors in India. It enables advisors to create, manage, and distribute model portfolios in a structured and compliant way. Advisors can implement model portfolios across multiple clients and execute trades through integrated broker platforms, making portfolio management efficient and scalable. 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It works with any broker, any currency, and any combination of stocks, ETFs, and mutual funds.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4014e7fd-21a7-43c9-975e-03333c01e08d.png","url":"https://www.capterra.co.nz/software/1092363/TrackinV","@type":"ListItem"},{"name":"FinBursa 360","position":11,"description":"FinBursa is an AI-native operating platform for professional participants in private markets — helping small and mid-market firms run relationships, deals, and fundraising in one place, replacing CRMs, spreadsheets, shared drives, and ad-hoc data rooms.\n\nCRM – A connected view of investors, issuers, companies, and funds.\nDeal Management – AI-assisted workflows, collaboration rooms, data rooms, and due-diligence tracking.\nFundraising – LP portal, collaboration rooms, and automated reporting.\nEvery workflow combines AI assistance, secure multi-party collaboration, and institutional-grade document infrastructure.\n\nFinBursa is for institutional, qualified, and professional investors only. It does not act as a broker or advisor and provides no investment recommendations. Subscription-based; no success or transaction fees.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/631724b2-089f-4ad6-a159-ad8dc8909f2b.png","url":"https://www.capterra.co.nz/software/1094005/FinBursa-360","@type":"ListItem"},{"name":"PropLedgr","position":12,"description":"Propledgr is a financial management solution that helps traders track payouts, withdrawals, expenses, and tax exposure on a centralized platform. The payout & income intelligence module consolidates income timelines across accounts, eliminating manual reconciliation. Expense capture logs fees and auto-categorizes them for trader deductions, creating audit-ready records. The tax exposure module provides real-time tax liability estimates, detailing federal, state, and self-employment taxes.\n\nScenario modeling projects outcomes based on payout data, aiding strategy decisions. CPA-ready reports streamline tax preparation with categorized summaries. A document vault securely stores receipts and tax forms, while the CPA collaboration portal gives accountants real-time access to financial data. Propledgr ensures accurate records and efficient collaboration with accounting professionals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d92bb62f-1559-4e4c-a664-05698f919d86.png","url":"https://www.capterra.co.nz/software/1094751/PropLedgr","@type":"ListItem"},{"name":"PoliBit","position":13,"description":"PoliBit is an investment management software that streamlines operations across real estate, private equity, and private debt. It automates the investment lifecycle, including fundraising, investor onboarding, distributions, and reporting. The platform features digital subscription tools, accreditation verification, and a white-label investor portal for real-time reporting, document management, and communication. Automated distribution calculations support various return structures and create immutable records.\n\nPortfolio management tools track asset performance, while analytics include KPI monitoring, NOI calculations, and market data integration. It supports international operations with automated payments, multi-country compliance, fund tokenization, and legal documentation management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a0dee9f-2f67-44d4-8d28-7a6acc65d413.jpeg","url":"https://www.capterra.co.nz/software/1094830/PoliBit","@type":"ListItem"},{"name":"unCoded","position":14,"description":"unCoded is a crypto trading automation platform built for Binance Spot. It enables users to automate trading activity through a private bot instance connected to their exchange account via API, while keeping assets under their own control.\n\nThe platform is designed for users who want to reduce manual trading effort and replace emotional decisions with rule-based execution. 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Track real-time APY yields, TVL, trading volumes, and open interest to make data-driven allocation decisions. The portfolio tracker consolidates positions across 20+ wallets and 50+ blockchains, giving asset managers a unified view of their DeFi derivatives exposure. Free plan available, with Pro and Business tiers for advanced analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7961e77-e036-48bb-888b-81a242f4e9d8.png","url":"https://www.capterra.co.nz/software/1094864/Perpstats","@type":"ListItem"},{"name":"PeakAI","position":16,"description":"PeakAI is a trading platform that helps traders plan, log, and analyze trades using AI-powered tools. It offers customizable dashboards and tools such as AI Analyst, AI Chat Assistant, and AI SnapAlpha to analyze activity, identify patterns, and generate insights. The AI Mindfulness Survey gauges trader readiness before sessions. The platform tracks risk scores, discipline, and emotional states to promote consistent habits. Analytics include interactive charts, heatmaps, and multi-metric dashboards. Market data tools provide overviews, financial news, sentiment indicators, and an economic calendar. PeakAI supports analysis of stocks, indexes, cryptocurrencies, forex, and commodities with charting tools for technical and fundamental analysis. Portfolio management includes tracking holdings, scenario analysis, and alerts. CapSecure AI and Modeler AI assist with risk profiling and portfolio modeling, while a social hub enables idea sharing among traders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/18f18463-af09-483d-93f5-e49201b3cdc9.jpeg","url":"https://www.capterra.co.nz/software/1094938/PeakAI","@type":"ListItem"},{"name":"Solsten","position":17,"description":"Solsten is professional-grade commercial real estate analysis solution for investors, analysts, and asset managers who need institutional-quality underwriting without the cost of ARGUS. Underwrite deals, model proformas, and manage portfolios from one cloud-based platform.\n\nThe proforma engine supports NNN, base year, and modified gross leases with GP/LP waterfall modeling, multi-loan debt analysis, and exit scenario analysis. ML-powered forecasting blends actual payment trends with market assumptions for more accurate projections over the hold period.\n\nA rent roll timeline visualizes occupancy, forecasts vacancies, and models renewals across the entire portfolio. Risk scoring evaluates fifteen weighted factors including DSCR, WALT, and tenant concentration. Investor reporting gives LPs a privacy-safe view of distributions and returns.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a9f06de-e760-442b-ad7b-c21035d3d630.png","url":"https://www.capterra.co.nz/software/1095387/Solsten","@type":"ListItem"},{"name":"Veld Portfolio","position":18,"description":"Veld Portfolio is analytics and underwriting software for rental property investors, centralizing property data to eliminate spreadsheets and provide real-time insights. Investors input details like purchase price, rent, expenses, and mortgage information, and the system calculates metrics such as equity, cash flow, cap rate, and loan-to-value ratio. Live market data offers rent and value estimates for benchmarking. The underwriting tool evaluates potential investments, calculating metrics like cash flow, cap rate, and cash-on-cash return, with scenario modeling to adjust assumptions and project returns. Features include mortgage amortization tracking, CSV import/export, and calculators for various strategies. Veld Portfolio complements banking, accounting, and property management systems but does not handle rent collection, payment processing, bank synchronization, transaction imports, or tenant screening.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/562713cf-e14e-4150-9236-7d718afd7a68.png","url":"https://www.capterra.co.nz/software/1095811/Veld-Portfolio","@type":"ListItem"},{"name":"Credence","position":19,"description":"Credence Software is commercial real estate ERP software that automates accounting and financial reporting. It gives vertically integrated operators and commercial developers one system for accounting, workflows, documents, reporting, and AI-native work. Portfolio and fund-level reports are aggregated automatically, reducing manual rework. The software inherently includes an audit trail that traces financial figures back to source documents to identify inconsistencies before distribution. Credence Software supports all asset classes and geographies. The data layer transforms leases, contracts, and operating data into searchable records tied to portfolio decisions without requiring system changes from partners. No duplicate entry, no spreadsheet tracker drift, no legacy ERP drag.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5fab03ab-560a-4fb9-9cad-c7469ee08495.jpg","url":"https://www.capterra.co.nz/software/1097014/Credence","@type":"ListItem"},{"name":"Godel Terminal","position":20,"description":"Godel Terminal is an institutional-grade financial data platform built for equity teams. It is used by hedge funds, family offices, asset managers, and active-equity RIAs. The tool includes real-time news with watchlist filtering. It offers real-time market data, corporate filings, analyst ratings, forward-looking estimates, fundamental analysis, and real-time charting via a web-based terminal using the same command syntax buy-side teams already know. Teams use it for pre-trade research, news-driven trading, position monitoring, and lookups across the desk without waiting in line for the firm's existing legacy terminal users to send back a screenshot.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/930b0fbb-6d2e-4862-ae13-b2c1b373703a.jpeg","url":"https://www.capterra.co.nz/software/1097261/Godel-Terminal","@type":"ListItem"}],"numberOfItems":20}
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