Best Investment Accounting Software in 2026
Updated
30ranked
0free plans on this page
$40/molowest paid tier
9 Oct 2026last checked
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 26 RedBlack Portfolio Accounting No phone app RecognisedPhone appDocumented 5.5 Performance reporting: Yes
- 27 Tracker No phone app RecognisedPhone appDocumentedFree plan 5.5$40/mo Asset coverage: publicPerformance reporting: Yes
- 28 CrossVal No phone app RecognisedPhone appDocumentedFree plan 5.4AED 550/mo
- 29 FIS Investment Accounting Manager No phone app RecognisedPhone appDocumented 5.3 Asset coverage: bothPerformance reporting: YesInvestor reporting: Yes
- 30 FIS Global Plus No phone app RecognisedPhone appDocumented 5.2 Asset coverage: bothInvestor reporting: Yes
Compare all 5 in a table
| # | App | Score | Free plan | Paid from | Asset coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 26 | RedBlack Portfolio Accounting | 5.5 | Yes | |||
| 27 | Tracker | 5.5 | No | 395 /mo | public | Yes |
| 28 | CrossVal | 5.4 | No | |||
| 29 | FIS Investment Accounting Manager | 5.3 | both | Yes | ||
| 30 | FIS Global Plus | 5.2 | both |
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