---
description: See our list of the best rated Investment Management Software. GetApp provides South African business users information on software reviews, prices and features for a tailored software solution.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Investment Management Software - Prices & Reviews | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](https://www.getapp.za.com/directory/17/investment-portfolio-management/software)

# Investment Management Software

Canonical: https://www.getapp.za.com/directory/17/investment-portfolio-management/software

Page: 1 / 8\
Next: [Next page](https://www.getapp.za.com/directory/17/investment-portfolio-management/software?page=2)

-----

## Products

1. [Backstop](https://www.getapp.za.com/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
2. [Morningstar Direct](https://www.getapp.za.com/software/2080459/morningstar-direct) — 4.1/5 (251 reviews) — Turn insights to investments with Morningstar Direct.
3. [Agicap](https://www.getapp.za.com/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
4. [Mint](https://www.getapp.za.com/software/90509/mint) — 4.5/5 (140 reviews) — Your financial life, all in one place
5. [Creatio CRM](https://www.getapp.za.com/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) — New era CRM to manage all customer and operational workflows
6. [Foundersuite](https://www.getapp.za.com/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
7. [Stessa](https://www.getapp.za.com/software/115019/stessa) — 4.5/5 (103 reviews) — Property management software designed for landlords
8. [AppFolio Investment Manager](https://www.getapp.za.com/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews) — Real estate investment management solution
9. [WOWS Investment Portal](https://www.getapp.za.com/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
10. [Vestd](https://www.getapp.za.com/software/2069206/vestd) — 4.9/5 (97 reviews) — Vestd, the easiest way to manage and issue shares.
11. [Plaid](https://www.getapp.za.com/software/113185/plaid) — 4.4/5 (95 reviews) — Platform that enables apps to connect with bank accounts
12. [MRI Property Management](https://www.getapp.za.com/software/112823/mri-software) — 4.2/5 (94 reviews) — Cloud-based property management software
13. [Certent Equity Management](https://www.getapp.za.com/software/107231/certent-equity-management) — 4.6/5 (85 reviews) — Enterprise Class Equity Management \& Reporting Software
14. [Macabacus](https://www.getapp.za.com/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
15. [RealPage IMS](https://www.getapp.za.com/software/113433/ims-platform) — 4.5/5 (79 reviews) — Investor management for commercial real estate
16. [Carta](https://www.getapp.za.com/software/117139/carta-equity-management) — 4.2/5 (62 reviews) — Equity management solution for public \& private firms
17. [Juniper Square](https://www.getapp.za.com/software/111957/juniper-square) — 4.9/5 (61 reviews) — A universal system for private investment partnerships.
18. [HiddenLevers](https://www.getapp.za.com/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
19. [Bob Finance](https://www.getapp.za.com/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
20. [Social Security Timing](https://www.getapp.za.com/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
21. [ICONOMI](https://www.getapp.za.com/software/2072152/iconomi) — 4.5/5 (44 reviews) — Crypto portfolio management platform
22. [DealCheck](https://www.getapp.za.com/software/2047952/dealcheck) — 4.8/5 (38 reviews) — Analyze Any Investment Property in Seconds
23. [Human Interest](https://www.getapp.za.com/software/2047632/human-interest) — 4.0/5 (36 reviews) — Investment strategy and management software for businesses
24. [Dynamo Software](https://www.getapp.za.com/software/111429/dynamo) — 4.6/5 (34 reviews) — Investment Management Software
25. [Exirio](https://www.getapp.za.com/software/2057128/exirio) — 4.8/5 (30 reviews) — Multi-currency and multi-asset portfolio tracker

-----

Page: 1 / 8\
Next: [Next page](https://www.getapp.za.com/directory/17/investment-portfolio-management/software?page=2)

## Related Categories

- [Financial Reporting Software](https://www.getapp.za.com/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.za.com/directory/1783/equity-management/software)
- [Fund Accounting Software](https://www.getapp.za.com/directory/168/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.getapp.za.com/directory/1535/stock-portfolio-management/software)
- [Financial Services Software](https://www.getapp.za.com/directory/1075/financial-services/software)

## Links

- [View on GetApp](https://www.getapp.za.com/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.za.com/directory)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/directory/17/investment-portfolio-management/software> |
| de-AT | <https://www.getapp.at/directory/17/investment-portfolio-management/software> |
| en | <https://www.getapp.com/finance-accounting-software/investment-portfolio-management/> |
| en-AE | <https://www.getapp.ae/directory/17/investment-portfolio-management/software> |
| en-AU | <https://www.getapp.com.au/directory/17/investment-portfolio-management/software> |
| en-CA | <https://www.getapp.ca/directory/17/investment-portfolio-management/software> |
| en-GB | <https://www.getapp.co.uk/directory/17/investment-portfolio-management/software> |
| en-IE | <https://www.getapp.ie/directory/17/investment-portfolio-management/software> |
| en-NZ | <https://www.getapp.co.nz/directory/17/investment-portfolio-management/software> |
| en-SG | <https://www.getapp.sg/directory/17/investment-portfolio-management/software> |
| en-ZA | <https://www.getapp.za.com/directory/17/investment-portfolio-management/software> |
| es | <https://www.getapp.es/directory/17/investment-portfolio-management/software> |
| es-CL | <https://www.getapp.cl/directory/17/investment-portfolio-management/software> |
| es-CO | <https://www.getapp.com.co/directory/17/investment-portfolio-management/software> |
| es-MX | <https://www.getapp.com.mx/directory/17/investment-portfolio-management/software> |
| fr | <https://www.getapp.fr/directory/17/investment-portfolio-management/software> |
| fr-BE | <https://fr.getapp.be/directory/17/investment-portfolio-management/software> |
| fr-CA | <https://fr.getapp.ca/directory/17/investment-portfolio-management/software> |
| nl | <https://www.getapp.nl/directory/17/investment-portfolio-management/software> |
| nl-BE | <https://www.getapp.be/directory/17/investment-portfolio-management/software> |
| pt | <https://www.getapp.com.br/directory/17/investment-portfolio-management/software> |
| pt-PT | <https://www.getapp.pt/directory/17/investment-portfolio-management/software> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp South Africa has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.za.com","url":"https://www.getapp.za.com/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.za.com/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":null,"url":"https://www.getapp.za.com/","@id":"https://www.getapp.za.com/#website","@type":"WebSite","publisher":{"@id":"https://www.getapp.za.com/#organization"},"potentialAction":{"query":"required","target":"https://www.getapp.za.com/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Investment Management Software","description":"See our list of the best rated Investment Management Software. GetApp provides South African business users information on software reviews, prices and features for a tailored software solution.","url":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software","about":{"@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#itemlist"},"breadcrumb":{"@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#breadcrumblist"},"@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.za.com/#website"},"inLanguage":"en-ZA","mainEntity":{"@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#itemlist"},"publisher":{"@id":"https://www.getapp.za.com/#organization"}},{"@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Investment Management Software - Prices &amp; Reviews | GetApp South Africa 2026","@context":"https://schema.org","@id":"https://www.getapp.za.com/directory/17/investment-portfolio-management/software#itemlist","@type":"ItemList","itemListElement":[{"name":"Backstop","position":1,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f8e3bdf-4cb7-401c-aaca-af9d4b05fd2a.png","url":"https://www.getapp.za.com/software/114289/backstop1","@type":"ListItem"},{"name":"Morningstar Direct","position":2,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28e95feb-4038-49fb-86a4-f2e15ec31ac7.png","url":"https://www.getapp.za.com/software/2080459/morningstar-direct","@type":"ListItem"},{"name":"Agicap","position":3,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61990a7c-9425-4847-aac2-763b110bf6eb.png","url":"https://www.getapp.za.com/software/2047968/agicap","@type":"ListItem"},{"name":"Mint","position":4,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3cf65f0-646f-4358-b0f4-21d9d8bf3c8d.jpeg","url":"https://www.getapp.za.com/software/90509/mint","@type":"ListItem"},{"name":"Creatio CRM","position":5,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.getapp.za.com/software/90504/bpm-online-crm","@type":"ListItem"},{"name":"Foundersuite","position":6,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bef16f0b-ab69-4446-ba29-4b1db43a6f10.png","url":"https://www.getapp.za.com/software/2059380/foundersuite-1","@type":"ListItem"},{"name":"Stessa","position":7,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b683aec6-3706-4067-98cb-e47cb3676798.png","url":"https://www.getapp.za.com/software/115019/stessa","@type":"ListItem"},{"name":"AppFolio Investment Manager","position":8,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0ba4fa5-f678-4f5f-9789-5fdc40f2188f.png","url":"https://www.getapp.za.com/software/117232/appfolio-investment-management","@type":"ListItem"},{"name":"WOWS Investment Portal","position":9,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4b4c2639-023c-4170-bc29-58a9f3191bb5.png","url":"https://www.getapp.za.com/software/2068610/wows","@type":"ListItem"},{"name":"Vestd","position":10,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ff1a289-88e4-484a-943f-2e9156ec8a53.png","url":"https://www.getapp.za.com/software/2069206/vestd","@type":"ListItem"},{"name":"Plaid","position":11,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.getapp.za.com/software/113185/plaid","@type":"ListItem"},{"name":"MRI Property Management","position":12,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/07549564-570c-4dc5-a3aa-32cc66d06388.png","url":"https://www.getapp.za.com/software/112823/mri-software","@type":"ListItem"},{"name":"Certent Equity Management","position":13,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93b98691-03ee-48bf-a4c8-6298d3330212.png","url":"https://www.getapp.za.com/software/107231/certent-equity-management","@type":"ListItem"},{"name":"Macabacus","position":14,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b6485d7c-bf9b-4fca-ab75-d0c8d9b72f8b.png","url":"https://www.getapp.za.com/software/2069152/macabacus","@type":"ListItem"},{"name":"RealPage IMS","position":15,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e99f3d6-136c-4a39-ada9-712fd37fa4d6.png","url":"https://www.getapp.za.com/software/113433/ims-platform","@type":"ListItem"},{"name":"Carta","position":16,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8989ecd5-eebe-43f3-80ad-9fcce409f77e.png","url":"https://www.getapp.za.com/software/117139/carta-equity-management","@type":"ListItem"},{"name":"Juniper Square","position":17,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/53816717-65c1-4d1a-b514-47ea34d5bc70.png","url":"https://www.getapp.za.com/software/111957/juniper-square","@type":"ListItem"},{"name":"HiddenLevers","position":18,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91b71c4a-6486-47c2-9d3f-ba99cb737138.png","url":"https://www.getapp.za.com/software/457099/hiddenlevers","@type":"ListItem"},{"name":"Bob Finance","position":19,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3db32ed6-1489-4965-9060-9ac1ced55666.png","url":"https://www.getapp.za.com/software/2048352/mosaic-1","@type":"ListItem"},{"name":"Social Security Timing","position":20,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6fe77e9f-19ff-49db-a8fc-51227c02c2d8.png","url":"https://www.getapp.za.com/software/2059857/social-security-timing","@type":"ListItem"},{"name":"ICONOMI","position":21,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3624b28-9253-4c10-a689-3cefe708efeb.jpeg","url":"https://www.getapp.za.com/software/2072152/iconomi","@type":"ListItem"},{"name":"DealCheck","position":22,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/74604ebb-e454-4810-8939-8480ff12c3b4.png","url":"https://www.getapp.za.com/software/2047952/dealcheck","@type":"ListItem"},{"name":"Human Interest","position":23,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13748edb-972f-4da6-84f0-17e48ac664af.png","url":"https://www.getapp.za.com/software/2047632/human-interest","@type":"ListItem"},{"name":"Dynamo Software","position":24,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8541262-f2dc-41c7-81e8-9874b7469273.png","url":"https://www.getapp.za.com/software/111429/dynamo","@type":"ListItem"},{"name":"Exirio","position":25,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fb58cd-52b5-4f4d-96b6-61aeb22825ef.jpeg","url":"https://www.getapp.za.com/software/2057128/exirio","@type":"ListItem"}],"numberOfItems":25}
</script>