Best Investment Management Software for Formstack

Compare the Top Investment Management Software that integrates with Formstack as of December 2025

This a list of Investment Management software that integrates with Formstack. Use the filters on the left to add additional filters for products that have integrations with Formstack. View the products that work with Formstack in the table below.

What is Investment Management Software for Formstack?

Investment management software is a type of technology that assists with the day-to-day operations of businesses and individuals who are involved in financial investments. It helps to track returns, set alerts, calculate risks and analyze portfolio performance. This software can also be used to create investment plans and track cash flows over time. Ultimately, it makes tracking investments easier by providing users with real-time data and insights. Compare and read user reviews of the best Investment Management software for Formstack currently available using the table below. This list is updated regularly.

  • 1
    4Degrees

    4Degrees

    4Degrees

    The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence
  • 2
    FundCount

    FundCount

    FundCount Americas

    FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
    Starting Price: $500
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