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Top Rated Hedge Fund Software with Free trial - Page 2

Last updated: November 2026

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49 software options

Nino logo
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Cloud-based personal finance & tax platform

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Cloud-based personal finance platform combining AI-powered financial chat, forecasting, tax estimates, and optional CPA/CFP advisory.

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Wavvest logo
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Wealth management platform for investment advisors

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Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

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AlphaSense logo
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Cloud AI market intelligence platform for enterprises

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Cloud-based AI market intelligence platform for enterprises, aggregating 500M+ documents with generative search and summarization.

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Capitally logo
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Find your way to Financial Independence

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Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

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IR.Manager logo
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Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Diligent Cap Table Management logo

Cloud-based equity management solution

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Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

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Everysk logo
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AI-embedded workflow automation for investment operations

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Everysk gives hedge funds an AI-powered digital workforce to automate trade operations, multi-prime broker allocation, compliance monitoring, risk analytics, and investor reporting. No-code workflows connect hundreds of pre-built robots to replace manual processes across front to back offices.

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CommPeak Cloud PBX logo
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Cloud-Based Phone System Fully Synced with the Way You Work

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CloudPBX is a cloud-based phone system for high-volume business calling. Supporting global and distributed teams, CloudPBX integrates with your CRM and business apps, and provides real-time visibility into call quality, routing, and performance.

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Diversiview logo
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Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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Eze Investment Suite logo
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Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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Finapolis logo
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Investment research and portfolio platform for US stocks

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One web app for US stock screening, DCF valuation, equity research reports, options strategies and portfolio tracking.

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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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The Novus Platform logo
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Cloud-based tool to extract investment insights from data.

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The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

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Crypto Excel logo
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Crypto portfolio management & tracking system

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Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

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1Token logo
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Institutional Crypto Financial Software Provider

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1Token provides a front- to back-office operating system (cloud & on-premise) to help crypto financial institutions / DAOs better manage sales & trading, order, portfolio, risk, collateral, accounting, treasury, liquidity, etc.

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ETNA Financial Advisor Software logo
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Investment management solution for financial organizations

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ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages.

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Allocator logo
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Financial risk management software

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Allocator allows investors to see across private and public fund investments so that they can analyze the fund portfolio in a standardized and unified format. It collects the most granular data reported by funds so that investors can make informed and timely investment decisions.

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PureFacts logo
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Optimize Revenue. Drive Growth.

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PureRevenue unifies fee billing, compensation, and revenue intelligence to help wealth firms grow profitably

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CoverEdge logo
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AI-powered options income tracking for premium sellers.

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CoverEdge is AI-powered options-income software for covered call, cash-secured put, and wheel investors. Screen setups, get AI-enhanced analysis, run assignment-aware roll scenarios, and track premium with ledger-first accounting. Read-only brokerage sync. 14-day Pro trial, no card.

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Beanvest logo
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Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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ATrad logo
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AI-led trading platform for emerging and frontier markets

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ATrad is a capital market technology platform designed for financial institutions operating in emerging and frontier markets.

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AIREPORT logo
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Cloud SaaS digital asset valuation for legal firms

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AIREPORT is a cloud-based SaaS platform delivering defensible, documented digital asset valuations for legal and financial.

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QuoTrend logo
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AI stock screener: describe a screen in your own words

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QuoTrend turns your own words into a stock screen. Type "dividend payers under 15 P/E with rising earnings" and the AI sets the filters across 170+ criteria — all visible and editable. Thousands of US stocks and ETFs, about 20 years of history, charts, heatmaps, signals and alerts.

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AlphaQuark logo
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Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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