Best Investment Accounting Software in 2026
Updated
In short: WealthSpectrum is ranked #1 of 26 as of 4 October 2026, ahead of Enfusion and FinFolio. The lowest first paid tier on this page is CrossVal at AED 550/mo.
Investment accounting software helps manage investment activity alongside accounting and reporting requirements. Compared on asset coverage and tax-lot accounting, the entries offer details to weigh against the holdings and accounting needs you handle. Transaction limits and multi-currency support are additional considerations; investor reporting and performance reporting describe separate reporting criteria. Free-plan availability and paid-from pricing add cost context. Enfusion, Juniper Square, and WealthSpectrum are among the listed options, with Dynamo CRM & Deal Management and Asset Vantage also included. Compare the stated coverage, transaction capacity, reporting capabilities, and currency support to see which options align with your investment operations.
26 investment accounting software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 WealthSpectrum iPhone + Android RecognisedPhone appDocumentedFree plan 8.8 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 2 Enfusion iPhone only RecognisedPhone appDocumentedFree plan 8.7 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 3 FinFolio iPhone + Android RecognisedPhone appDocumentedFree plan 7.8 Performance reporting: Yes
- 4 FundCount No phone app RecognisedPhone appDocumentedFree plan 7.5$1204.17/mo Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 5 Asset Vantage iPhone + Android RecognisedPhone appDocumentedFree plan 7.4 Performance reporting: Yes
- 6 Archway Platform No phone app RecognisedPhone appDocumentedFree plan 7.3 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 7 FIS Investment Accounting Manager No phone app RecognisedPhone appDocumentedFree plan 7.1 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 8 SS&C Advent Geneva No phone app RecognisedPhone appDocumentedFree plan 7.1 Performance reporting: Yes
- 9 Orion Portfolio Accounting iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$1083.33/mo Performance reporting: Yes
- 10 AnyVault No phone app RecognisedPhone appDocumentedFree plan 7.0 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 11 Dynamo CRM & Deal Management iPhone + Android RecognisedPhone appDocumentedFree plan 6.9
- 12 Juniper Square iPhone + Android RecognisedPhone appDocumentedFree plan 6.9
- 13 daappa Core No phone app RecognisedPhone appDocumentedFree plan 6.8 Asset coverage: privatePerformance reporting: YesInvestor reporting: Yes
- 14 Aladdin Accounting No phone app RecognisedPhone appDocumentedFree plan 6.7 Asset coverage: bothPerformance reporting: Yes
- 15 Bloomberg AIM No phone app RecognisedPhone appDocumentedFree plan 6.6 Performance reporting: Yes
- 16 Allvue Investment Management No phone app RecognisedPhone appDocumentedFree plan 6.5 Performance reporting: Yes
- 17 Clearwater Analytics No phone app RecognisedPhone appDocumentedFree plan 6.4 Performance reporting: Yes
- 18 SS&C Advent Axys No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 19 Broadridge Investment Accounting No phone app RecognisedPhone appDocumentedFree plan 6.0 Asset coverage: publicPerformance reporting: YesInvestor reporting: Yes
- 20 Abrigo TPG Software No phone app RecognisedPhone appDocumentedFree plan 5.8 Performance reporting: Yes
- 21 FIS Global Plus No phone app RecognisedPhone appDocumentedFree plan 5.8 Asset coverage: bothInvestor reporting: Yes
- 22 Hatcher+ FAAST No phone app RecognisedPhone appDocumentedFree plan 5.7 Performance reporting: YesInvestor reporting: Yes
- 23 Tracker No phone app RecognisedPhone appDocumentedFree plan 5.3 Asset coverage: publicPerformance reporting: Yes
- 24 CrossVal No phone app RecognisedPhone appDocumentedFree plan 5.3AED 550/mo
- 25 Charles River IMS No phone app RecognisedPhone appDocumentedFree plan 5.2 Performance reporting: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which investment accounting software is ranked first on Samsung Mobile US Press?
WealthSpectrum is ranked #1 of 26 with a score of 8.8. Enfusion is second and FinFolio third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, CrossVal has the lowest first paid tier we found: AED 550/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.