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Investment Management
Page 3

Investment Management Software for Freelancers (2026) - Page 3

Last updated: February 2026

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FINTRX Platform

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Family Office & Investment Advisor Data

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

Read more about FINTRX Platform

Users also considered

Youhodler

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based solution to buy, sell & exchange cyrptocurrency

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

Read more about Youhodler

Users also considered

DXtrade

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

SaaS Trading Platform for Brokers and Banks

DXtrade is available for Freelancers and offers the following support options: 24/7 (Live rep).

Read more about DXtrade

Users also considered

Uptrader

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Decision support for business process improvement

Uptrader is available for Freelancers and offers the following support options: Email/Help Desk.

Read more about Uptrader

Users also considered

Sharesight

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment portfolio tracking & reporting

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

Read more about Sharesight

Users also considered

Fi360 Toolkit

3.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investment management software

Fi360 Toolkit is available for Freelancers and offers the following support options: Chat.

Read more about Fi360 Toolkit

Users also considered

ETNA Paper Trading Simulator

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simulation software for educational institutions

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

Read more about ETNA Paper Trading Simulator

Users also considered

eFront

2.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The go-to tech suite for alternative investment management.

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

Read more about eFront

Users also considered

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

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

Read more about TheBizPlanner

Users also considered

Maestro

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth for value creation.

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

Read more about Maestro

Users also considered

RiskValue

(0)

Investment & risk management software systems

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

Read more about RiskValue

Users also considered

Diversiview

(0)

Portfolio analysis and optimization software

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

Read more about Diversiview

Users also considered

Capitally

(0)

Find your way to Financial Independence

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

Read more about Capitally

Users also considered

INDIS

(0)

Cloud-based risk management solution

INDIS is available for Freelancers.

Read more about INDIS

Users also considered

Stropro

(0)

Investment management platform

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

Read more about Stropro

Users also considered

Eze Eclipse

(0)

Cloud-based solution for investment management.

Eze Eclipse is available for Freelancers.

Read more about Eze Eclipse

Users also considered

Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

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

Read more about Investment Metrics

Users also considered

AllInvestView

(0)

Cloud-based investment and stock portfolio management tool

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

Read more about AllInvestView

Users also considered

Sesame

(0)

Empowering the modern investor

Sesame is available for Freelancers.

Read more about Sesame

Users also considered

Trinety

(0)

Lease property management software

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

Read more about Trinety

Users also considered

WealthERP

(0)

Cloud-based financial services platform for wealth advisors

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

Read more about WealthERP

Users also considered

CEPRES

(0)

Cloud-based private equity data analytics platform

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

Read more about CEPRES

Users also considered

HYIP Script

(0)

Script for building high-yield investment platforms

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

Read more about HYIP Script

Users also considered

Sydecar

(0)

Streamline venture operations

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

Read more about Sydecar

Users also considered

DXmatch

(0)

Modular system built for launching exchanges and dark pools

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

Read more about DXmatch

Users also considered

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