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Free Investment Management Software
Last updated: March 2026
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40 software options
Sponsored
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Vestd, the easiest way to manage and issue shares.
Pricing is based on team size and includes guided setup and ongoing support
Read more about Vestd
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Your financial life, all in one place
Mint is free for everyone to use.
Read more about Mint
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Basic plan is free; Silver plan is $69/month; Gold plan is $99/month; Platinum plan is $149/month.
Read more about Foundersuite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Property management software designed for landlords
Individual Investors: Free (no credit card required) Professional Investors: $1,000/month
Read more about Stessa
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
Contact Plaid for pricing information.
Read more about Plaid
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Analyze Any Investment Property in Seconds
Visit our website for the most up-to-date pricing information: https://dealcheck.io/pricing
Read more about DealCheck
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management platform for compliance and automation
Ledgy offers flexible pricing plans for companies and investors based on your needs: Launch – Free, Growth – €3 / stakeholder / month, Scale – starting at €300 / month with custom pricing on request. Book a free custom demo for more details: https://ledgy.com/demo/ledgy
Read more about Ledgy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Multi-currency and multi-asset portfolio tracker
The app is 100% free
Read more about Exirio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Contact Carta for pricing details. Pricing is based on number of stakeholders, cap table complexity, services, and products.
Read more about Carta
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-based investment insights and financial analysis tool
Please contact Toggle for pricing details.
Read more about TOGGLE
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Underwriting & valuation management tool for the real estate
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
Includes 1 deal World class equity raising experience Investor dashboard Distributions, ACH, deal management, document sharing Investor CRM Concierge service with dedicated Whatsapp group Unlimited passive investors per deal $25 per additional sponsor per deal
Read more about Cash Flow Portal
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A single source of truth to stay on top of investments.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
For full pricing details and all products please contact Covercy directly.
Read more about Covercy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity and investment management platform
START (up 10 stakeholdings) - £9/month; GROW (11-25 stakeholdings) - £39/month; SCALE (26-50 stakeholdings) -£79/month; £2/mo per additional holding ENTERPRISE (Unlimited stakeholdings) - Tailored pricing Fundraising Management - 1%, capped at 15K
Read more about Quoroom
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity management solution
For private companies, we price based on the feature set required. For Investors, we price based on the number of portfolio companies.
Read more about Diligent Equity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
Please contact Unity Trade Solutions for pricing details.
Read more about Unity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management and optimization platform
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
The product is available for free.
Read more about Active Trader Pro
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Decision support for business process improvement
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online groupware and collaboration software
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. On-premises version: TeamWox is free for up to 10 users, up to 25 users - 3 400 USD, up to 50 users - 6 700 USD, unlimited - 10 000 USD. SaaS version: Request a free two-month version of TeamWox. At the end of the trial period, you will be able to extend your subscription. The cost is $15 per user per month.
Read more about TeamWox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-driven tool designed to automatically place investments
Deposits start from $0.3 plans: up to $100,000, up to $500,000 and more.
Read more about Wealthsimple Invest
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Trading Platform for Brokers and Banks