Investment Management Software

Best Alternatives to SaaSquare in 2026

50 top-rated alternatives ranked by similarity score, user rating & price — updated monthly

Showing 50 alternatives to SaaSquare · Ranked by match score

1
AppFolio Investment Management

AppFolio Investment Management

By AppFolio

Yearly,Monthly,Onetime(Perpetual License) Real Estate Investment Management Software
Match 94%
2
Backstop

Backstop

By Backstop Solutions Group

Yearly,Monthly,Onetime(Perpetual License) Ecommerce Software
Match 87%
3
DealCloud

DealCloud

By DealCloud

Yearly,Monthly,Onetime(Perpetual License) Ecommerce Software
Match 82%
4
FactSet

FactSet

By FactSet

Onetime(Perpetual License) Simulation Software
Match 75%
5
Juniper Square

Juniper Square

By Juniper Square

Yearly,Monthly,Onetime(Perpetual License) Investment Management Software
Match 68%
6
Betterment

Betterment

By Betterment

Yearly,Monthly,Onetime(Perpetual License) Data Management Software For Mac
Match 58%
7
Broadridge Investment Accounting

Broadridge Investment Accounting

By Broadridge Financial Solutions

Yearly,Monthly,Onetime(Perpetual License) Data Management Software For Mac
Match 58%
8
Eze Investment Suite

Eze Investment Suite

By Eze Software

Yearly,Monthly,Onetime(Perpetual License) Free trial Data Management Software For Mac
Match 52%
9
Comarch Wealth Management

Comarch Wealth Management

By Comarch

Remote Access Software
Match 50%
10
RealPage IMS

RealPage IMS

By RealPage

Yearly,Monthly,Onetime(Perpetual License) Real Estate Investment Management Software
Match 50%
11
InvestNext

InvestNext

By InvestNext

Yearly,Monthly,Onetime(Perpetual License) Free trial Data Management Software For Mac
Match 50%
12
Salesforce

Salesforce

Win more deals with the world’s #1 CRM Platform

Onetime(Perpetual License) Free trial CRM Software
5.0 rating · 5 reviews
Match 50%
13
Mint

Mint

By Mint

Onetime(Perpetual License) Personal Finance Software
3.4 rating · 31 reviews
Match 50%
14
Kubera

Kubera

By Kubera

Onetime(Perpetual License) Investment Portfolio Management Software
Match 50%
15
Advent Portfolio Exchange

Advent Portfolio Exchange

By Advent Portfolio Exchange

Onetime(Perpetual License) Investment Portfolio Management Software
Match 50%
16
Morningstar Direct

Morningstar Direct

By Morningstar Direct

Onetime(Perpetual License) Investment Portfolio Management Software
Match 50%
17
Dynamo

Dynamo

By Dynamo Software

Yearly,Monthly,Onetime(Perpetual License) Free trial Data Management Software For Mac
Match 50%
18
Quicken

Quicken

By Quicken

Onetime(Perpetual License) Free trial Expense Management Software
3.7 rating · 344 reviews
Match 50%
19
WOWS Cap Table

WOWS Cap Table

By WOWS Cap Table

Onetime(Perpetual License) Equity Management Software
Match 50%
20
Vestd

Vestd

By Vestd

Onetime(Perpetual License) Equity Management Software
4.8 rating · 13 reviews
Match 50%
21
Macroaxis

Macroaxis

By Macroaxis

Yearly,Monthly,Onetime(Perpetual License) Investment Management Software
Match 50%
22
HiddenLevers

HiddenLevers

By HiddenLevers

Yearly,Monthly,Onetime(Perpetual License) Free trial Investment Management Software
Match 50%
23
iBalance

iBalance

By softTarget

Yearly,Monthly,Onetime(Perpetual License) Investment Management Software
Match 50%
24
AM-DIS

AM-DIS

By AMINDIS

Yearly,Monthly,Onetime(Perpetual License) Investment Management Software
Match 50%
25
Riskalyze

Riskalyze

By Riskalyze

Yearly,Monthly,Onetime(Perpetual License) Risk Management Software
Match 50%
26
DOMOS

DOMOS

By DOMOS Financial Systems

Yearly,Monthly,Onetime(Perpetual License) Commercial Real Estate Software
Match 50%
27
Titan Treasury

Titan Treasury

By 3V Finance

Yearly,Monthly,Onetime(Perpetual License) Risk Management Software
Match 50%
28
TOGGLE

TOGGLE

By Toggle

Yearly,Monthly,Onetime(Perpetual License) Free trial Payment Processing Software
Match 50%
29
Athena Systems

Athena Systems

By United Fintech

Yearly,Monthly,Onetime(Perpetual License) Investment Management Software
Match 50%
30
Vantage Software

Vantage Software

By Vantage

Yearly,Monthly,Onetime(Perpetual License) Free trial Investment Management Software
Match 50%
31
Stessa

Stessa

Maximize returns. Eliminate the busywork

Yearly,Monthly,Onetime(Perpetual License) Free trial Accounting Software
Match 50%
32
GroundBreaker

GroundBreaker

By GroundBreaker

Yearly,Monthly,Onetime(Perpetual License) Real Estate Investment Management Software
Match 50%
33
AppFolio Investment Management

AppFolio Investment Management

By AppFolio

Yearly,Monthly,Onetime(Perpetual License) Real Estate Investment Management Software
Match 50%
34
Investor Deal Room

Investor Deal Room

By Investor Deal Room

Yearly,Monthly,Onetime(Perpetual License) Real Estate Investment Management Software
Match 50%
35
DealCheck

DealCheck

By DealCheck

Yearly,Monthly,Onetime(Perpetual License) Free trial Real Estate Investment Management Software
Match 50%
36
U-Rite

U-Rite

By U-Rite

Yearly,Monthly,Onetime(Perpetual License) Free trial Commercial Real Estate Software
Match 50%
37
eVest

eVest

By eVest Technology

Yearly,Monthly,Onetime(Perpetual License)
Match 50%
38
TeamWox

TeamWox

By MetaQuotes Software

Yearly,Monthly,Onetime(Perpetual License) Data Management Software For Mac
Match 50%
39
Nural Assets

Nural Assets

Vitalise Your Data

Yearly,Monthly,Onetime(Perpetual License) Free trial Business Instant Messaging Software
Match 50%
40
Navatar Edge

Navatar Edge

By Navatar Group

Yearly,Monthly,Onetime(Perpetual License) Ecommerce Software
Match 50%
41
Certent Equity Management

Certent Equity Management

By Certent Equity Management

Onetime(Perpetual License) Equity Management Software
4.4 rating · 71 reviews
Match 50%
42
Carta

Carta

By Carta

Onetime(Perpetual License) Equity Management Software
4.2 rating · 52 reviews
Match 50%
43
Seeking Alpha

Seeking Alpha

By Seeking Alpha

Onetime(Perpetual License) Free trial Investment Portfolio Management Software
Match 50%
44
TheBizPlanner

TheBizPlanner

By TheBizPlanner

Onetime(Perpetual License) Business Plan Software
Match 50%
45
eFront

eFront

By eFront

Onetime(Perpetual License) Free trial Corporate Learning Management System
4.4 rating · 17 reviews
Match 50%
46
Tyke

Tyke

By Tyke

Onetime(Perpetual License) Simulation Software
Match 50%
47
AIM

AIM

By AIM

Onetime(Perpetual License) Simulation Software
Match 50%
48
SyndicationPro

SyndicationPro

Real Estate Investment Management Software

Yearly,Monthly Dashboard Software
Match 50%
49
Cash Flow Portal

Cash Flow Portal

Real-estate syndication software that accelerates capital raising

Yearly,Monthly Free trial Contact Management Software For Free
Match 50%
50
Plaid

Plaid

By Plaid

Yearly,Monthly,Onetime(Perpetual License) Social Media Analytics Tools
Match 50%

Rankings updated June 2026 · Based on feature overlap, user ratings & pricing

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