---
description: Discover and compare Investment Management Software Applications & Tools for Mac. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Investment Management Software for Mac - Price comparison & Reviews - Capterra South Africa 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. [COBIS Core](https://www.capterra.co.za/software/1012724/cobis-core) — 2.5/5 (4 reviews) — Core solutions integrate all processes and cycles of customer information, services and the flow of money in one place.
2. [Powens](https://www.capterra.co.za/software/1026455/budget-insight) — 3.8/5 (4 reviews) — Powens is an Open Finance solution that automates core financial processes combining reliable data access with embedded SEPA payments.
3. [Tier1](https://www.capterra.co.za/software/185566/tier1crm) — 5.0/5 (3 reviews) — Global relationship management software for capital markets, corporate and investment banking, and investment management.
4. [Sharesight](https://www.capterra.co.za/software/207519/sharesight) — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
5. [Caruso](https://www.capterra.co.za/software/1077888/Caruso) — 4.7/5 (3 reviews) — Caruso is a fund administration software and service that helps streamline operations and enhances relations for private market funds.
6. [FA Solutions](https://www.capterra.co.za/software/145333/fa-solutions) — 5.0/5 (2 reviews) — With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales.
7. [iLEVEL](https://www.capterra.co.za/software/127624/ilevel) — 4.5/5 (2 reviews) — IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
8. [The CRE Suite](https://www.capterra.co.za/software/173300/the-cre-suite) — 5.0/5 (2 reviews) — Investment real estate platform for acquisitions, development, asset management and investor reporting.
9. [Calibre RMS](https://www.capterra.co.za/software/194475/calibre-rms) — 4.5/5 (2 reviews) — Purpose-built research, modelling, analysis and collaboration tools for fundamental equity analysts and portfolio managers.
10. [Navatar Edge](https://www.capterra.co.za/software/203798/navatar-edge) — 5.0/5 (2 reviews) — Hundreds of private equity managers, investment banks, and strategic buyers use Navatar to streamline their deal-sourcing processes.
11. [TeamWox](https://www.capterra.co.za/software/89809/teamwox-groupware) — 5.0/5 (1 reviews) — TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
12. [Vestio](https://www.capterra.co.za/software/149032/vestio) — 5.0/5 (1 reviews) — IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region.
13. [M2Advisor](https://www.capterra.co.za/software/153395/m2advisor) — 5.0/5 (1 reviews) — Powerful \& cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment \& settlement
14. [ZagTrader](https://www.capterra.co.za/software/181358/zagtrader) — 5.0/5 (1 reviews) — Platform that serves banks, financial services \& insurance organizations in investment management.
15. [QUO](https://www.capterra.co.za/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
16. [Prospero](https://www.capterra.co.za/software/18383/prospero) (0 reviews) — Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management.
17. [V3locity](https://www.capterra.co.za/software/53469/v3) (0 reviews) — Enterprise-class administration software for group insurance, pension, and institutional investments.
18. [Bipsync](https://www.capterra.co.za/software/138677/bipsync) (0 reviews) — Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.
19. [ETNA White Label Trading Platform](https://www.capterra.co.za/software/196477/web-trader) (0 reviews) — White Label Trading Platform for broker-dealers and financial advisors.
20. [InvestorPortaLPro](https://www.capterra.co.za/software/203847/investorportalpro) (0 reviews) — Investor portal software and investor relations solutions for public and private firms seeking investor collaboration in a secure way.
21. [Moneytree Advise](https://www.capterra.co.za/software/211894/moneytree-plan) (0 reviews) — Moneytree Advise is designed to help you serve more accumulation-phase clients with streamlined, goal-based plans.
22. [Floww](https://www.capterra.co.za/software/214331/floww) (0 reviews) — Floww is a financial data platform that helps startups connect with investors.
23. [Family Wealth Guru](https://www.capterra.co.za/software/1012460/family-wealth-guru) (0 reviews) — Family Wealth Guru makes managing your wealth simpler. An unbeatable combination of automation, security and convenience at once.
24. [optionDash](https://www.capterra.co.za/software/1014451/optiondash) (0 reviews) — A Covered Call Option Screener is a tool for Income Investors. Screen stock \& option data to find income-producing covered call trades.
25. [Delio](https://www.capterra.co.za/software/1015182/delio) (0 reviews) — Configurable digital tools that enable institutions to distribute private investment deals compliantly, efficiently and intelligently.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.za/directory/30050/financial-reporting/software)
- [Financial CRM Software](https://www.capterra.co.za/directory/30562/financial-crm/software)
- [Fund Accounting Software](https://www.capterra.co.za/directory/30114/fund-accounting/software)
- [Stock Portfolio Management Software](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software)
- [Financial Services Software](https://www.capterra.co.za/directory/31123/financial-services/software)

## Links

- [View on Capterra](https://www.capterra.co.za/directory/20010/investment-management/software)
- [All Categories](https://www.capterra.co.za/directory)

-----

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Generate instant Mark-to-Market Reports and show Target versus Actual Percentages and IRRs by Asset and Asset Class, view IRR for Top N Assets and analyse Comparative Performances of Members and Member Groups.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/01a40a01-602b-4619-907c-8b8d4b1e0b30.png","url":"https://www.capterra.co.za/software/1012460/family-wealth-guru","@type":"ListItem"},{"name":"optionDash","position":24,"description":"OptionDash provides tools for Income Investors like Covered Call Screener and Cash Secured Put Screener.\n\nYou know the benefits of covered calls but don’t know which stocks to use. 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