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Investment Management
Page 4

Investment Management Software for Freelancers (2026) - Page 4

Last updated: March 2026

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Cloud-based solution for investment management.

Eze Eclipse is available for Freelancers.

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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.

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Investment Metrics

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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.

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Moneytree Advise

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Planning solution for busy financial advisors

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

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Trinety

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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.

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WealthERP

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Cloud-based financial services platform for wealth advisors

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

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Capitally

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Find your way to Financial Independence

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

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AlphaSense

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AI-enabled market intelligence platform

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

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Ventury Analytics

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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.

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Wavvest

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Wealth management platform for investment advisors

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

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Sydecar

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Streamline venture operations

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

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CEPRES

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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.

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Trinety

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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.

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RiskValue

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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.

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ETNA White Label Trading Platform

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Web-based trading tools for brokers and digital advisors

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

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Eze Investment Suite

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Suite of tools for investment management

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

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ByAllAccounts

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Web-based account aggregation and financial reporting tool

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

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Family Wealth Guru

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Integrated wealth management solution for family portfolios

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

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Visible for Investors

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VC fund portfolio monitoring and reporting

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

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Stonk Journal

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Software for tracking and managing trading journals

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

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