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Investment Management Software for Freelancers (2026)

Last updated: February 2026

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94 software options

Vestd logo

Vestd, the easiest way to manage and issue shares.

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Vestd is available for Freelancers and offers the following support options: Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk, Chat.

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Mint is available for Freelancers and offers the following support options: FAQs/Forum.

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Foundersuite logo

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Foundersuite is available for Freelancers and offers the following support options: Chat, Email/Help Desk, 24/7 (Live rep).

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AppFolio Investment Manager logo

Real estate investment management solution

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AppFolio Investment Manager is available for Freelancers and offers the following support options: Email/Help Desk, Chat, Phone Support, FAQs/Forum, Knowledge Base.

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Agicap logo

Manage your cashflow with ease

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Agicap is available for Freelancers and offers the following support options: Chat, FAQs/Forum, Email/Help Desk, Phone Support.

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Stessa logo

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Stessa is available for Freelancers and offers the following support options: Knowledge Base, Email/Help Desk, Chat.

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RealPage IMS logo

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RealPage IMS is available for Freelancers and offers the following support options: Phone Support, Knowledge Base, Email/Help Desk, Chat.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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Social Security Timing logo

Cloud-based social security strategy management tool

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Social Security Timing is available for Freelancers and offers the following support options: Chat, 24/7 (Live rep).

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MRI Property Management logo

Cloud-based property management software

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MRI Property Management is available for Freelancers and offers the following support options: 24/7 (Live rep), FAQs/Forum, Phone Support, Knowledge Base, Email/Help Desk, Chat.

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DealCheck logo

Analyze Any Investment Property in Seconds

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DealCheck is available for Freelancers and offers the following support options: 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is available for Freelancers and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

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ICONOMI logo

Crypto portfolio management platform

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ICONOMI is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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Carta logo

Equity management solution for public & private firms

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Carta is available for Freelancers and offers the following support options: Knowledge Base, Chat, Email/Help Desk, Phone Support.

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Tyke logo

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Tyke is available for Freelancers.

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InvestNext logo

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InvestNext is available for Freelancers and offers the following support options: Chat, FAQs/Forum, Email/Help Desk, Knowledge Base.

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First Rate Vantage logo

Investor portal and accounting platform

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First Rate Vantage is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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Sourcescrub logo

Research and investment management software

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Sourcescrub is available for Freelancers and offers the following support options: Knowledge Base, Email/Help Desk.

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SyndicationPro logo

Investment management software

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SyndicationPro is available for Freelancers and offers the following support options: Chat, Phone Support, Knowledge Base, Email/Help Desk.

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Super logo

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Super is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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AdvisorEngine logo

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AdvisorEngine is available for Freelancers.

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WealthBlock logo

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WealthBlock is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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Qoblex logo

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Qoblex is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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FundCount logo

Integrated accounting and investment management solution

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FundCount is available for Freelancers and offers the following support options: Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk.

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PackHedge logo

Portfolio management and accounting analysis software

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PackHedge is available for Freelancers and offers the following support options: 24/7 (Live rep), Chat, Phone Support, Email/Help Desk, FAQs/Forum.

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