---
description: Page 7 - 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 7 - 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. [AXLE](https://www.capterra.co.nz/software/199864/axle) — 5.0/5 (1 reviews) — A complete wealth platform for family offices, investment experts, and asset managers.
2. [Forbury](https://www.capterra.co.nz/software/200018/forbury) — 5.0/5 (1 reviews) — User-friendly and intuitive CRE valuation software for property professionals. To talk to us about our product, please book a demo.
3. [QUO](https://www.capterra.co.nz/software/200770/quo-trader) — 5.0/5 (1 reviews) — Asset Management, Family Office Platform - Aggregate positions from 300+ \& brokers banks in real-time. Trade 15 MM+ securities online
4. [Aumni](https://www.capterra.co.nz/software/203518/aumni) — 5.0/5 (1 reviews) — Aumni is an investment analytics company for the Innovation Economy.
5. [Vidrio Financial](https://www.capterra.co.nz/software/206968/vidrio-financial) — 2.0/5 (1 reviews) — Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives.
6. [Uptrader](https://www.capterra.co.nz/software/208380/uptrader) — 5.0/5 (1 reviews) — Uptrader puts the power of decision-making consultants into profitable software for investment analysis professionals.
7. [Nasdaq IR Insight](https://www.capterra.co.nz/software/211550/nasdaq-ir-insight) — 4.0/5 (1 reviews) — Nasdaq IR Insight empowers IR teams to measure impact, uncover trends, and demonstrate ROI.
8. [Masttro](https://www.capterra.co.nz/software/213955/masttro) — 5.0/5 (1 reviews) — Masttro is a SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.
9. [BetterCapital.US](https://www.capterra.co.nz/software/215602/bettercapital-us) — 5.0/5 (1 reviews) — BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time.
10. [Katipult](https://www.capterra.co.nz/software/218058/katipult) — 4.0/5 (1 reviews) — SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
11. [Maestro](https://www.capterra.co.nz/software/1015342/maestro) — 1.0/5 (1 reviews) — From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation.
12. [CapIntel](https://www.capterra.co.nz/software/1019498/capintel) — 5.0/5 (1 reviews) — Compare funds \& build portfolios. Create beautiful, branded proposals in as little as 3-clicks. Close more deals.
13. [Coin Market Manager](https://www.capterra.co.nz/software/1020420/coin-market-manager) — 3.0/5 (1 reviews) — Coin Market Manager is a cloud-based analytics and journaling tool specifically made for crypto traders.
14. [Origin](https://www.capterra.co.nz/software/1021959/origin) — 4.0/5 (1 reviews) — Origin is a powerful, data driven real estate deal management platform for teams of any size.
15. [Titan Treasury](https://www.capterra.co.nz/software/1022579/titan-treasury) — 4.0/5 (1 reviews) — A vast range of investment instruments can be inputted in Titan: Money market Bonds Funds Equities Real estate Commodities ...
16. [Wealthsimple Invest](https://www.capterra.co.nz/software/1030524/wealthsimple-invest) — 5.0/5 (1 reviews) — Wealthsimple Invest is a tool for optimizing holdings and investments to limit the risk of financial loss.
17. [Addepar](https://www.capterra.co.nz/software/1037191/addepar) — 4.0/5 (1 reviews) — Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation.
18. [Aladdin](https://www.capterra.co.nz/software/1055902/aladdin) — 4.0/5 (1 reviews) — Aladdin® is a tech platform that unifies the investment management process - designed to speak the language of portfolios.
19. [Verivest Manager Portal](https://www.capterra.co.nz/software/1063473/verivest-manager-portal) — 5.0/5 (1 reviews) — Investment management solution that helps businesses manage contacts, accounts, opportunities, documents, billing, and more.
20. [Youhodler](https://www.capterra.co.nz/software/1075066/Youhodler) — 5.0/5 (1 reviews) — Whether you're an experienced trader or just getting started, YouHodler gives you everything you need to buy, sell, and manage assets.
21. [CircleCastle](https://www.capterra.co.nz/software/1089112/CircleCastle) — 5.0/5 (1 reviews) — CircleCastle is a trading journal and analytics tool that helps traders track trades, analyze performance, and refine strategies.
22. [CAMS](https://www.capterra.co.nz/software/2118/cams) (0 reviews) — Customer Cash Management Systems. CAMS processes a multitude of investment products.
23. [Prospero](https://www.capterra.co.nz/software/18383/prospero) (0 reviews) — Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management.
24. [Cogency](https://www.capterra.co.nz/software/32114/cogency) (0 reviews) — Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
25. [VestServe](https://www.capterra.co.nz/software/24348/vestserve) (0 reviews) — Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance.

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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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