Best Investment Accounting Software in 2026
Updated
Investment accounting software can help organize investment activity and the reporting around it. Compare asset coverage, tax-lot accounting, and multi-currency support against the portfolios and transactions you need to manage. Investor reporting and performance reporting offer distinct points to examine, while transaction limits may matter as activity grows. Free-plan availability and paid-from pricing add cost context. Juniper Square, WealthSpectrum, and Dynamo CRM & Deal Management are among the options shown, alongside FundCount and Orion Portfolio Accounting. Use the listed fields to assess accounting coverage, reporting needs, and limits for your work.
Investment Accounting Software, one module each. A lit port is something its maker publishes; 10 of the 25 on this page have a public API.
- 01 FinFolio API yesOSS not on recordFREE not on recordDOCS 6.9
- 02 SS&C Advent Geneva API yesOSS not on recordFREE not on recordDOCS 6.9
- 03 Charles River IMS API yesOSS not on recordFREE not on recordDOCS 6.8
- 04 Clearwater Analytics API yesOSS not on recordFREE not on recordDOCS 6.8
- 05 Juniper Square API yesOSS not on recordFREE not on recordDOCS 6.8
- 06 WealthSpectrum API yesOSS not on recordFREE not on recordDOCS 6.8
- 07 Dynamo CRM & Deal Management API yesOSS not on recordFREE not on recordDOCS 6.7
- 08 eFront Insight API yesOSS not on recordFREE not on recordDOCS 6.7
- 09 FundCount API yesOSS not on recordFREE not on recordDOCS 6.7$1204.17/mo
- 10 Orion Portfolio Accounting API yesOSS not on recordFREE not on recordDOCS 6.6$1083.33/mo
- 11 FIS Data Integrity Manager API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 12 Aladdin Accounting API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 13 Allvue Investment Management API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 14 AtlasFive API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 15 Broadridge Investment Accounting API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 16 Enfusion API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 17 SS&C Advent Axys API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 18 AnyVault API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 19 Archway Platform API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 20 Bloomberg AIM API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 21 daappa Core API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 22 Abrigo TPG Software API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 23 Hatcher+ FAAST API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 24 RedBlack Portfolio Accounting API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 25 Tracker API not on recordOSS not on recordFREE not on recordDOCS 5.3$40/mo
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Asset coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 1 | FinFolio | 6.9 | No | — | — | — | — | Yes |
| 2 | SS&C Advent Geneva | 6.9 | No | — | — | — | — | Yes |
| 3 | Charles River IMS | 6.8 | No | — | — | — | — | Yes |
| 4 | Clearwater Analytics | 6.8 | No | — | — | — | — | Yes |
| 5 | Juniper Square | 6.8 | No | — | — | — | — | — |
| 6 | WealthSpectrum | 6.8 | No | — | — | — | both | Yes |
| 7 | Dynamo CRM & Deal Management | 6.7 | No | — | — | — | — | — |
| 8 | eFront Insight | 6.7 | No | — | — | — | private | Yes |
| 9 | FundCount | 6.7 | No | $1204.17/mo | No | — | both | Yes |
| 10 | Orion Portfolio Accounting | 6.6 | No | $1083.33/mo | — | — | — | Yes |
| 11 | FIS Data Integrity Manager | 5.6 | No | — | — | — | both | Yes |
| 12 | Aladdin Accounting | 5.5 | No | — | — | — | both | Yes |
| 13 | Allvue Investment Management | 5.5 | No | — | — | — | — | Yes |
| 14 | AtlasFive | 5.5 | No | — | — | — | — | — |
| 15 | Broadridge Investment Accounting | 5.5 | No | — | — | — | public | Yes |
| 16 | Enfusion | 5.5 | No | — | — | — | both | Yes |
| 17 | SS&C Advent Axys | 5.5 | No | — | — | — | both | Yes |
| 18 | AnyVault | 5.4 | No | — | — | — | both | Yes |
| 19 | Archway Platform | 5.4 | No | — | — | — | both | Yes |
| 20 | Bloomberg AIM | 5.4 | No | — | — | — | — | Yes |
| 21 | daappa Core | 5.4 | No | — | — | — | private | Yes |
| 22 | Abrigo TPG Software | 5.3 | No | — | — | — | — | Yes |
| 23 | Hatcher+ FAAST | 5.3 | No | — | No | — | — | Yes |
| 24 | RedBlack Portfolio Accounting | 5.3 | No | — | — | — | — | Yes |
| 25 | Tracker | 5.3 | No | $40/mo | No | 395 /mo | public | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.