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Best Investment Compliance Software in 2026

Investment compliance software helps investment teams check trades and portfolios against guideline rules. Use this list to review pre-trade checks, post-trade monitoring, asset-class support and portfolio-system links offered by the tools.

  1. 1

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2

    AlternativeSoft combines broad fund coverage with screening, portfolio, due-diligence, and private-equity analytics.

    6.5 Pricing on request Visit site
  2. 2

    Allocare AMS

    by Allocare AMS
    Paid AndroidAPIiPhone+4

    Allocare AMS combines portfolio analysis, order controls, CRM, reporting, billing and integrations in a modular system.

    6.1 Pricing on request Visit site
  3. 3

    Charles River IMS

    by Charles River IMS
    Paid APIWeb

    Charles River IMS combines portfolio construction and analysis with trading, settlement, compliance, and risk capabilities. Prospective users need to contact Charles River for pricing.

    5.6 Pricing on request Visit site
  4. 4

    Aladdin Accounting

    by Aladdin Accounting
    Paid

    Institutional asset managers and asset owners should consider Aladdin Accounting when they need a unified accounting and performance platform across public and private markets.

    5.5 Pricing on request Visit site
  5. 5

    Bloomberg AIM

    by Bloomberg AIM
    Paid Self-hosted

    Consider Bloomberg AIM if your buy-side firm needs portfolio, trading, compliance and post-trade operations in one system.

    5.5 Pricing on request Visit site
  6. 6

    BNY Performance Solutions

    Paid Web

    BNY Performance Solutions brings performance measurement, benchmark workflows, portfolio records, risk analysis, and reporting into a cloud-oriented enterprise offering.

    5.2 Pricing on request Visit site
  7. 7

    LedgerAlign

    Paid
    4.8 Pricing on request Visit site
  8. 8

    AQMetrics

    Paid Web
    4.6 Pricing on request Visit site
  9. 9

    Allvue Investment Compliance Management

    Paid Web
    4.5 Pricing on request Visit site
  10. 10

    Clearwater Pre- and Post-Trade Compliance

    Paid Web
    4.5 Pricing on request Visit site
  11. 11

    PortfolioOne

    Paid AndroidiPhoneMac+2
    4.5 Pricing on request Visit site
  12. 12

    AMINDIS Compliance Checks

    Paid
    4.4 Pricing on request Visit site
  13. 13

    Limina Investment Compliance

    Paid Web
    4.4 Visit site
  14. 14

    Comarch Asset Management

    Paid Web
    4.3 Pricing on request Visit site
  15. 15

    Comply (formerly ComplySci)

    Paid Web
    4.3 Pricing on request Visit site
  16. 16

    FINBOURNE Compliance

    Paid Web
    4.3 Pricing on request Visit site
  17. 17

    FundProcess

    Paid Web
    4.3 Pricing on request Visit site
  18. 18

    Funds-Axis Galaxy Investment Compliance Monitoring

    Paid Web
    4.3 Pricing on request Visit site
  19. 19

    IMTC Risk & Compliance

    Paid Web
    4.2 Pricing on request Visit site
  20. 20

    Murex MX.3

    Paid Web
    4.2 Pricing on request Visit site
  21. 21

    Next Gate Tech Investment Compliance Monitoring

    Paid Web
    4.2 Pricing on request Visit site
  22. 22

    FIS Buy Side Portfolio Manager

    Paid
    4.1 Pricing on request Visit site
  23. 23

    Linedata Compliance

    Paid Web
    4.1 Pricing on request Visit site
  24. 24

    MPI Stylus Pro Surveillance

    Paid Windows
    4.1 Pricing on request Visit site
  25. 25

    Northern Trust Investment Guideline Monitoring

    Paid Web
    4.1 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Compare free plans, paid-from pricing and trial terms before choosing. Check whether the tool runs on your required platform, whether pricing is on request, and review the licence if you need to read or change code.

Questions

Which functions and coverage does investment compliance software provide?

This category addresses pre-trade checks, post-trade monitoring, guideline rule types, supported asset classes and portfolio system links.

Which platforms are covered?

Listed tools may run on web, Windows, macOS, API, iOS or Linux platforms.

Can I find a free plan or trial?

Review each tool's Free plan field. Some list entries offer a free trial, so check the terms for the tool you are considering.

How is pricing shown?

Compare the Paid from field. Several listed tools show paid pricing with details available on request.

What should I check before choosing a tool?

Check pre- and post-trade functions, rule types, asset classes, portfolio links, platform support, free-plan terms and licence conditions.

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