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
Freelancers

Top Rated Investment Management Software with Freelancers - Page 6

Last updated: June 2026

1 filter applied

Features

Client Portal

Accounting

Modeling & Simulation

Alerts/Notifications

Real-Time Data

Integrated with

No filters available

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

Android

Chromebook

iPad

iPhone

Linux

Mac

Web-based

Windows

Organization types

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

User rating

All Reviews

& up

& up

& up

141 software options

Sort by

Sponsored

Stonk Journal

(0)

Software for tracking and managing trading journals

Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

Read more about Stonk Journal

Users also considered

Vestberry

(0)

Portfolio management & reporting software

VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

Read more about Vestberry

Users also considered

Perpstats

(0)

Analytics dashboard for perpetual DEX tracking

Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

Read more about Perpstats

Users also considered

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

Read more about Risk Shell

Users also considered

Sesame

(0)

Empowering the modern investor

Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

Read more about Sesame

Users also considered

DXmatch

(0)

Modular system built for launching exchanges and dark pools

DXmatch is a modular system built for launching exchanges and dark pools that operate in the markets of equities, derivatives, forex, crypto, and commodities.

Read more about DXmatch

Users also considered

Irwin

(0)

The most powerful & modern Investor Relations software.

Investor relations software made for modern IR teams.

Read more about Irwin

Users also considered

RiskValue

(0)

Investment & risk management software systems

RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

Read more about RiskValue

Users also considered

Broadridge Investment Accounting

(0)

Software for managing investment and accounting operations

Broadridge Investment Accounting is a suite of applications, which enable banks, mutual fund advisors, corporate issuers, and brokers to streamline the processing of securities, customer communications, and data analytics operations. The platform is designed to facilitate different client groups, including asset management, capital markets, corporations, and wealth management.

Read more about Broadridge Investment Accounting

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered

etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Read more about etops Wealth Discovery

Users also considered

Delta Data Asset Management Solutions

(0)

Simplifying the Asset Managers & Distributors Relationship

Delta Data Asset Management Solutions are a comprehensive suite of oversight products for mutual fund companies that leverage distribution transparency data integrated with reporting, analytics, and counterparty management to provide unparalleled insights.

Read more about Delta Data Asset Management Solutions

Users also considered

Investment Metrics

(0)

Solution for portfolio analysis, reporting, and data

Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

Read more about Investment Metrics

Users also considered

Family Wealth Guru

(0)

Integrated wealth management solution for family portfolios

Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

Read more about Family Wealth Guru

Users also considered

Bipsync

(0)

The Platform that Powers your Investment Research Process

Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.

Read more about Bipsync

Users also considered

CEPRES

(0)

Cloud-based private equity data analytics platform

CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

Read more about CEPRES

Users also considered

page 6 of 6

GetApp

100 S. Wacker Dr.
Ste. 600
Chicago, IL 60606
USA

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us News Legal Privacy Policy

© 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.