0

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Investment Management
Page 4

Investment Management Software for Freelancers (2026) - Page 4

Last updated: March 2026

1 filter applied

Features

Client Portal(40)

API(65)

Compliance Management(26)

Collaboration Tools(15)

Data Visualization(28)

Integrated with

No filters available

Pricing model

Free(32)

Open Source(3)

Free Trial(40)

One Time License(5)

Subscription(57)

Devices supported

Mac(30)

iPad(24)

Android(26)

Linux(17)

Web-based(96)

iPhone(27)

Windows(38)

Organization types

Small Business(94)

Non Profit(12)

Large Enterprises(66)

Public Administrations(11)

Freelancers

Mid Size Business(79)

User rating

All Reviews

& up

(53)

& up

(58)

& up

(59)

96 software options

Sort by

Sponsored

AlphaSense

(0)

AI-enabled market intelligence platform

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

Read more about AlphaSense

Users also considered

B1 Financial

(0)

Financial and credit management solution

B1 Financial is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about B1 Financial

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

Moneytree Advise

(0)

Planning solution for busy financial advisors

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

Read more about Moneytree Advise

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

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

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

Etops

(0)

Cloud-based wealth and investment management platform

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

Read more about Etops

Users also considered

Sesame

(0)

Empowering the modern investor

Sesame is available for Freelancers.

Read more about Sesame

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

Wavvest

(0)

Wealth management platform for investment advisors

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

Read more about Wavvest

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

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

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

ETNA White Label Trading Platform

(0)

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.

Read more about ETNA White Label Trading Platform

Users also considered

Eze Investment Suite

(0)

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).

Read more about Eze Investment Suite

Users also considered

ByAllAccounts

(0)

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.

Read more about ByAllAccounts

Users also considered

Family Wealth Guru

(0)

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.

Read more about Family Wealth Guru

Users also considered

Visible for Investors

(0)

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.

Read more about Visible for Investors

Users also considered

Stonk Journal

(0)

Software for tracking and managing trading journals

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

Read more about Stonk Journal

Users also considered

page 4 of 4

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.