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Investment Management
Page 3

Investment Management Software for Freelancers (2026) - Page 3

Last updated: March 2026

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API(65)

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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

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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

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

TeamWox

5.0

(1)

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

Online groupware and collaboration software

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

Read more about TeamWox

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

Bipsync

(0)

The Platform that Powers your Investment Research Process

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

Read more about Bipsync

Users also considered

InvestorPortaLPro

(0)

Investment management software for private and public firms

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

Read more about InvestorPortaLPro

Users also considered

Ventury Analytics

(0)

For the managing and calculation of capitalization tables

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

Read more about Ventury Analytics

Users also considered

RentCast

(0)

Rental Property Data, Analytics and Portfolio Tracking

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

Read more about RentCast

Users also considered

GroundBreaker

(0)

Investment management software

GroundBreaker is available for Freelancers.

Read more about GroundBreaker

Users also considered

LienApp

(0)

Digital tax lien management software

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

Read more about LienApp

Users also considered

Athena Systems

(0)

Financial risk management platform

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

Read more about Athena Systems

Users also considered

Beanvest

(0)

Stock portfolio tracker for investors

Beanvest is available for Freelancers and offers the following support options: FAQs/Forum, Knowledge Base.

Read more about Beanvest

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

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

Read more about Vantage Portfolio Accounting

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

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

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

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