Best Investment Accounting Software in 2026
Updated
30ranked
0free plans on this page
9 Oct 2026last checked
Input list Investment Accounting Software 5 channels on this page · 12 of 40 spec lines stated by the makers
Ch Tool Free planPaid fromAsset coveragePerformance reportingInvestor reportingTax-lot accountingMulti-currency supportTransaction limit Spec sheet Score
26 Bloomberg AIM Free planPaid fromAsset coveragePerformance reportingYesInvestor reportingTax-lot accountingMulti-currency supportTransaction limit 1/8spec lines stated 6.2
27 RedBlack Portfolio Accounting Free planPaid fromAsset coveragePerformance reportingYesInvestor reportingTax-lot accountingMulti-currency supportTransaction limit 1/8spec lines stated 6.2
28 eFront Insight Free planPaid fromAsset coverageprivatePerformance reportingYesInvestor reportingYesTax-lot accountingMulti-currency supportTransaction limit 3/8spec lines stated 6.0
29 FIS Investment Accounting Manager Free planPaid fromAsset coveragebothPerformance reportingYesInvestor reportingYesTax-lot accountingMulti-currency supportYesTransaction limit 4/8spec lines stated 5.8
30 FIS Global Plus Free planPaid fromAsset coveragebothPerformance reportingInvestor reportingYesTax-lot accountingMulti-currency supportYesTransaction limit 3/8spec lines stated 5.7
Compare all 5 in a table
| # | Tool | Score | Free plan | Paid from | Asset coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 26 | Bloomberg AIM | 6.2 | Yes | |||
| 27 | RedBlack Portfolio Accounting | 6.2 | Yes | |||
| 28 | eFront Insight | 6.0 | private | Yes | ||
| 29 | FIS Investment Accounting Manager | 5.8 | both | Yes | ||
| 30 | FIS Global Plus | 5.7 | both |
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