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Investment Management Software for Freelancers (2026) - Page 4

Last updated: February 2026

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94 software options

INDIS logo

Cloud-based risk management solution

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INDIS is available for Freelancers.

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Stropro logo

Investment management platform

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

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Eze Eclipse logo

Cloud-based solution for investment management.

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Eze Eclipse is available for Freelancers.

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Moneytree Advise logo

Planning solution for busy financial advisors

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

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Stonk Journal logo

Software for tracking and managing trading journals

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

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Etops logo

Cloud-based wealth and investment management platform

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

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DXmatch logo

Modular system built for launching exchanges and dark pools

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

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Investment Metrics logo

Solution for portfolio analysis, reporting, and data

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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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AllInvestView logo

Cloud-based investment and stock portfolio management tool

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

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Sesame logo

Empowering the modern investor

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Sesame is available for Freelancers.

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AlphaSense logo

AI-enabled market intelligence platform

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

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Trinety logo

Lease property management software

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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 logo

Cloud-based financial services platform for wealth advisors

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

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CEPRES logo

Cloud-based private equity data analytics platform

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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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HYIP Script logo

Script for building high-yield investment platforms

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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.

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Vantage Portfolio Accounting logo

Cloud-based portfolio accounting software for investors

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

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ByAllAccounts logo

Web-based account aggregation and financial reporting tool

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

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Wavvest logo

Wealth management platform for investment advisors

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

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Sydecar logo

Streamline venture operations

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

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