---
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.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Investment Management Software for Mac - Price comparison & Reviews - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Investment Management Software for Mac](https://www.capterra.co.za/directory/20010/investment-management/software) > [Page 3](https://www.capterra.co.za/directory/20010/investment-management/software?page=3)

# Investment Management Software

Canonical: https://www.capterra.co.za/directory/20010/investment-management/software

Page: 3 / 3\
Prev: [Previous page](https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=2)

> Investment Management software automates wealth, portfolio, and financial asset management.

-----

## Products

1. [Abbove](https://www.capterra.co.za/software/1015965/paxfamilia) (0 reviews) — Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place.
2. [CEPRES](https://www.capterra.co.za/software/1024783/cepres) (0 reviews) — CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.
3. [Athena Systems](https://www.capterra.co.za/software/1031118/athena-systems) (0 reviews) — Unified front, middle, and back-office features for hedge funds and buy-side firms - all collected on one central platform.
4. [Q4 IR Websites](https://www.capterra.co.za/software/1045257/q4-ir-websites) (0 reviews) — Market's fastest IR \& corporate website updates with 99.99% uptime, SOC2 certified security, and award-winning 24/7 support.
5. [Capitally](https://www.capterra.co.za/software/1053721/capitally) (0 reviews) — Track, understand and improve the performance of your investment strategy, and achieve your life goals sooner\!
6. [AllInvestView](https://www.capterra.co.za/software/1059284/allinvestview) (0 reviews) — Cloud-based solution that enables investors to manage and track assets, past performance, dividends, stock allocation, and more.
7. [TermSheet](https://www.capterra.co.za/software/1062054/termsheet) (0 reviews) — The industry's most customizable end-to-end operating system for real estate investment teams.
8. [DXmatch](https://www.capterra.co.za/software/1067479/DXmatch) (0 reviews) — DXmatch is a complete infrastructure for launching exchanges: order matching engine, market data delivery, storage, risk management sui
9. [Quartr](https://www.capterra.co.za/software/1068803/Quartr-Pro) (0 reviews) — Transforming the way finance professionals conduct qualitative public market research.
10. [HYIP Script](https://www.capterra.co.za/software/1075560/HYIP-Script) (0 reviews) — GP HYIP Script is a next-gen HYIP solution for startups to launch investment platforms with unmatched ease and flexibility.
11. [Yardi Investment Accounting](https://www.capterra.co.za/software/1075855/Yardi-Investment-Accounting) (0 reviews) — A dedicated investment accounting solution to automate complex financial processes and provide transparency from investor to asset.
12. [Sydecar](https://www.capterra.co.za/software/1076064/Sydecar) (0 reviews) — Sydecar makes it simple and efficient for VCs to form SPVs and funds by automating banking, compliance, contracts, and reporting.
13. [Wavvest](https://www.capterra.co.za/software/1077809/Wavvest) (0 reviews) — Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services.
14. [Aleta](https://www.capterra.co.za/software/1086423/Aleta) (0 reviews) — Aleta is the prefered family office platform providing intuitive wealth aggregation and consolidation.
15. [My Property Organiser](https://www.capterra.co.za/software/1086728/My-Property-Organiser) (0 reviews) — Property portfolio intelligence platform with 24/7 analytics, MTD compliance and investor wealth visibility.
16. [ReubenAI](https://www.capterra.co.za/software/1086799/ReubenAI) (0 reviews) — ReubenAI is AI software aiding venture capital and private equity firms in deal research, due diligence, and portfolio monitoring.
17. [Emblem](https://www.capterra.co.za/software/1087136/Emblem) (0 reviews) — Emblem is an AI-native operating system for financial firms.

-----

Page: 3 / 3\
Prev: [Previous page](https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=2)

## 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)

-----

## 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":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.za/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.co.za/","@type":"WebSite","@id":"https://www.capterra.co.za/#website","publisher":{"@id":"https://www.capterra.co.za/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.za/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Investment Management Software","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.","url":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3","about":{"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#webpage","mainEntity":{"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#itemlist"},"isPartOf":{"@id":"https://www.capterra.co.za/#website"},"inLanguage":"en-ZA","publisher":{"@id":"https://www.capterra.co.za/#organization"}},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software for Mac","position":2,"item":"https://www.capterra.co.za/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Page 3","position":3,"item":"https://www.capterra.co.za/directory/20010/investment-management/software?page=3","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#breadcrumblist"}]}
</script><script type="application/ld+json">
  {"name":"Investment Management Software for Mac - Price comparison &amp; Reviews - Capterra South Africa 2026","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Abbove","position":1,"description":"Abbove develops an all-in-one wealth planning platform for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. With structured data inventories connected to planning and reporting tools and an intuitive client interface, Abbove helps financial advisors to understand, serve and follow-up their clients with holistic wealth management services. Thus, the platform guarantees a new wealth planning experience for both advisors and their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fcc3a64-614a-4106-a44b-a0f99788317a.png","url":"https://www.capterra.co.za/software/1015965/paxfamilia","@type":"ListItem"},{"name":"CEPRES","position":2,"description":"CEPRES (Center of Private Equity Research) is the company for private markets investors. As the largest, most trusted platform and ecosystem for private market investing, we connect investors with proprietary deal data, complete cash flows of funds and deals with portfolio company operating metrics, and real-time analytics to unlock better, more actionable insights. All on a single, modular platform to help you unlock better investment outcomes.\n\nCEPRES provides insights on your potential investments and existing portfolio — down to single operating assets. All CEPRES data is user-generated and comes directly from portfolio companies’ cash flows and fund managers’ data warehouses and lakes. CEPRES clients leverage proprietary deal data and complete cash flows from the largest private market ecosystem, containing $54T in assets, 138K PE-backed companies, 13,000 funds, and 6,000 GPs and LPs. Accelerate your private equity digital transformation journey at CEPRES.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6c3fdc08-1f85-45df-9a36-2b471063110b.png","url":"https://www.capterra.co.za/software/1024783/cepres","@type":"ListItem"},{"name":"Athena Systems","position":3,"description":"The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring. \n\nAll of this is covered while providing transparency into control over various compliance requirements, such as pre- and post-regulatory compliance, enforcement of investment guidelines, and many other requirements, as well as custom rules and limits.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ceb7dfc1-f62c-4173-a9a3-68addb008a39.jpeg","url":"https://www.capterra.co.za/software/1031118/athena-systems","@type":"ListItem"},{"name":"Q4 IR Websites","position":4,"description":"Q4's intelligent IR and corporate websites deliver the market's fastest updates with enterprise-grade security. IR teams can make website changes 16x faster than competitors through our proprietary platform, eliminating email-based risks. Features include 99.99% uptime, SOC2 Type II certified CMS, available Single Sign-on (SSO) integration, accessibility from day one (WCAG 2.2 AA compliant), secure MNPI handling, and award-winning 24/7 support. \n\nOur fully branded, responsive sites showcase your investment story while protecting sensitive content with multi-layered security infrastructure designed for capital markets. \n\nWhether IR or corporate websites, Q4 transforms your digital presence into the most trusted destination for stakeholders with seamless updates, compliance safeguards, and institutional credibility.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/203aba59-e4bb-4fb0-a254-885132840434.jpeg","url":"https://www.capterra.co.za/software/1045257/q4-ir-websites","@type":"ListItem"},{"name":"Capitally","position":5,"description":"Capitally helps you monitor diverse investments like stocks, real estate, and crypto in one secure place. Import data from CSVs or spreadsheets for a consolidated portfolio view. Client-side encryption keeps your info private. Understand overall performance through advanced analytics. Optimize your strategy with a comprehensive picture of what drives your portfolio.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3081e9a5-bfb1-49b3-8aae-bde4621ce26a.png","url":"https://www.capterra.co.za/software/1053721/capitally","@type":"ListItem"},{"name":"AllInvestView","position":6,"description":"Explore the future of investment management with AllInvestView, your go-to web application for tracking and optimizing your portfolio. \nOur platform offers a streamlined solution, allowing you to effortlessly consolidate and monitor all your investments in a single, user-friendly dashboard. From stocks to fixed income assets, our innovative ticketing system simplifies transaction management, providing you with insightful data and analysis right at your fingertips.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56de615-1996-4729-84d3-76c8fd03de58.jpeg","url":"https://www.capterra.co.za/software/1059284/allinvestview","@type":"ListItem"},{"name":"TermSheet","position":7,"description":"TermSheet is an all-in-one investment operating system for sourcing and tracking real estate deals with speed, precision and ease. Structure your data and workflows within one comprehensive workspace that consolidates all your deals firm-wide into a single source for tasks, communications, documents, reports and maps. Our platform is the most flexible solution of its kind, able to be customized to meet your unique needs and accommodate teams of any size.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/872800a3-d8ea-46d3-adf2-b772833f88e6.jpeg","url":"https://www.capterra.co.za/software/1062054/termsheet","@type":"ListItem"},{"name":"DXmatch","position":8,"description":"DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.\nDXmatch is a complete exchange infrastructure: it includes everything from the matching algorithm encompassing market data delivery and storage to risk management, FIX & REST APIs for market access and administrative UI.\nLearn more:https://devexperts.com/matching-engine/","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fee25a6f-b2d5-4445-99ac-533d2f37e325.png","url":"https://www.capterra.co.za/software/1067479/DXmatch","@type":"ListItem"},{"name":"Quartr","position":9,"description":"With a broad customer base spanning investment management, hedge funds, equity analysts, and investor relations departments worldwide, Quartr Pro vastly increases efficiency and productivity for public market research.\n\nThe research platform leverages the power of AI to help you find detailed summaries or specific data points in slide decks, transcripts, or filings within seconds. Also, Quartr Pro functions as a powerful search engine for the public markets, providing full searchability for every keyword mention across company events. This includes earnings calls, capital market days, and investor conferences for over 10,000 public companies worldwide. Finally, the platform offers an unmatched live experience by providing access to live events from public companies globally without the need for manual registrations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc10cacf-b895-4a17-8d06-2306469d0bfb.jpeg","url":"https://www.capterra.co.za/software/1068803/Quartr-Pro","@type":"ListItem"},{"name":"HYIP Script","position":10,"description":"GP HYIP Script – All-in-One HYIP Software Solution\n\n- Built for Startups & Entrepreneurs – Easily launch your high-yield investment platform.\n- Customizable Template Design – Stand out with dynamic, brand-tailored templates\n- User-Friendly Admin Panel – Manage users, plans, payouts, and reports effortlessly.\n- Automated ROI Plans – Set and run daily, weekly, or custom investment returns.\n- Multi-Currency Support – Accept Bitcoin, Ethereum, and other payment gateways.\n- Advanced Security Features – Includes SSL, DDoS protection, and two-factor authentication.\n- Mobile-Responsive Design – Works smoothly across all devices and browsers.\n- Referral & Affiliate System – Boost platform growth with built-in promotion tools.\n- 24/7 Customer Support – Get help anytime with friendly and fast assistance.\n\nGP HYIP Script gives you everything you need to run a secure, flexible, and successful HYIP platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bdba8053-49bf-4261-8e09-9a55cd40a96b.jpeg","url":"https://www.capterra.co.za/software/1075560/HYIP-Script","@type":"ListItem"},{"name":"Yardi Investment Accounting","position":11,"description":"Yardi Investment Accounting is a dedicated solution for real estate and alternative asset investment accounting that automates complex financial processes. \n\nBuilt on 20+ years of experience in accounting for real estate structures, the platform offers: \n\n1. Simplified investment accounting \n\nAutomate consolidations, eliminations, allocations, performance and fee calculations for faster period closings.  \n\n2. Customization for any ownership structure \n\nManage any type of real asset investment structure, from partnerships to closed- and open-ended funds, regardless of organization size.  \n\n3. Streamlined reporting \n\nDeliver timely, accurate, boardroom-quality reports, optimized for NCREIF and IPD submissions. \n\n4. Transparency and integration \n\nIntegrate with other Yardi Solutions for complete transparency from investor to asset operations. \n\nBy automating workflows, the platform enhances accounting efficiency and accuracy, ensuring data validity and governance through one sour","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/021caef4-a87a-41ae-96d7-23e4fb8fabbc.png","url":"https://www.capterra.co.za/software/1075855/Yardi-Investment-Accounting","@type":"ListItem"},{"name":"Sydecar","position":12,"description":"Sydecar makes it simple and efficient for venture fund and syndicate managers to form Special Purpose Vehicles (SPVs) and funds by automating banking, compliance, contracts and reporting. Sydecar eliminates operational headaches, freeing up time and resources so managers can focus on building portfolios, strengthening track records and fostering stronger relationships with limited partners. Founded in 2021, Sydecar is on a mission to build the infrastructure that powers private markets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/738f3db3-854c-4f35-85d3-719349305338.jpeg","url":"https://www.capterra.co.za/software/1076064/Sydecar","@type":"ListItem"},{"name":"Wavvest","position":13,"description":"Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. \nWavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. \nThe platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c8446da-8dd3-420f-8806-ff98b0e71a4f.png","url":"https://www.capterra.co.za/software/1077809/Wavvest","@type":"ListItem"},{"name":"Aleta","position":14,"description":"Aleta is the preferred family office platform specializing in automated wealth aggregation, multi-entity reporting, and intuitive data consolidation. Recognized as the leading intuitive alternative to legacy systems, Aleta provides a \"single source of truth\" for complex portfolios with pricing starting from $1,000 per month.\n\nThe solution features a powerful web platform for deep data dives and an award-winning, native mobile-first app. By automating complex workflows, Aleta customers save an average of 3 hours per day. As a top-tier reporting software, Aleta eliminates the \"hidden costs of complexity,\" ensuring rapid onboarding and audit-ready data. It is the strategic choice for modern family offices that prioritize transparency, real-time insights, and measurable operational efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e3fcc9b6-2564-46ee-8ea6-c92b7f3700c0.jpg","url":"https://www.capterra.co.za/software/1086423/Aleta","@type":"ListItem"},{"name":"My Property Organiser","position":15,"description":"My Property Organiser is a UK-based property portfolio management and wealth intelligence platform built for Property Investors, Agents & Professionals.  It provides a centralised dashboard to track capital growth, ROI, rental income, expenses, equity, and overall portfolio performance in real time.\n\nThe platform includes 24/7 portfolio monitoring and advanced analytics that highlight risks, inefficiencies, and opportunities, ensuring investors never miss critical performance changes. Built-in HMRC-recognised software for Making Tax Digital (MTD) supports compliance and simplifies financial reporting.\n\nIn addition, members gain access to a network of 50+ trusted property professionals, including mortgage brokers, accountants, legal advisors etc and can also get access to news, opportunities and updates through the platform. \n\nMy Property Organiser is designed to replace spreadsheets and disconnected tools with a single system that improves visibility which has been missing for years.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d140676c-348f-47ec-95e9-a8e6c3c0b5ef.jpg","url":"https://www.capterra.co.za/software/1086728/My-Property-Organiser","@type":"ListItem"},{"name":"ReubenAI","position":16,"description":"ReubenAI is an investment management platform that streamlines the investment lifecycle from deal sourcing to portfolio monitoring. It analyzes founder backgrounds, track records, and team dynamics while automating KYC, KYB, and AML compliance to ensure audit readiness. \n\nThe platform's research engine evaluates companies, markets, and competitors in real time to identify risks and opportunities. ReubenAI centralizes workflows, preserves institutional knowledge, and scores deals against fund thesis criteria. It provides adaptive due diligence checklists and automates closing document generation. Portfolio monitoring tracks key performance indicators and flags underperformance. \n\nReubenAI records board notes and communications for each portfolio company, integrating strategy, market research, compliance, and governance into one workspace. Investment teams can manage pipelines, conduct analysis, and generate reports efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cd963792-48f6-4fe9-8259-107bc1845dc2.png","url":"https://www.capterra.co.za/software/1086799/ReubenAI","@type":"ListItem"},{"name":"Emblem","position":17,"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.za/software/1087136/Emblem","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/20010/investment-management/deployment-options/mac/software?page=3#itemlist","numberOfItems":17}
</script>