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Free Trial Investment Management Software (2026)
Last updated: February 2026
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77 software options
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
No Credit Card Required
CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.
Read more about Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
No Credit Card Required
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.
Credit Card Required
Read more about WOWS Investment Portal
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Manage your cashflow with ease
No Credit Card Required
Contact Agicap for pricing details.
Read more about Agicap
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
No Credit Card Required
Read more about Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Property management software designed for landlords
No Credit Card Required
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
Strategic financial planning platform for decision making
No Credit Card Required
Pricing information is provided on request by Bob Finance.
Read more about Bob Finance
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
10-day free access. No risk, cancel anytime. Yearly payment is available.
Read more about Social Security Timing
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Analyze Any Investment Property in Seconds
No Credit Card Required
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
No Credit Card Required
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
No Credit Card Required
The app is 100% free
Read more about Exirio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. Basic: $300/month or $3,600/year Pro: $600/month or $7,200/year Elite: $1,200/month or $14,400/year Prime: Starts at $2,400/month or $28,800/year Please contact HiddenLevers directly for further pricing details.
Read more about HiddenLevers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Where Deals Get Done
Credit Card Required
Read more about InvestNext
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and deal management platform
Contact MadeMarket for pricing details.
Read more about MadeMarket
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investor portal and accounting platform
No Credit Card Required
Pricing depends on modules and # users.
Read more about First Rate Vantage
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Family Office OS
No Credit Card Required
SuperOS includes 1 user seat, 5 data sources, daily data updates, and unlimited everything else.
Read more about Super
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Inventory and Order Management Software
Read more about Qoblex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio management and accounting analysis software
Read more about PackHedge
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management platform for fund managers
No Credit Card Required
1 User: From $10'000 per year 5 Users: From $40'000 per year
Read more about AlternativeSoft
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
No Credit Card Required
Read more about Capboard
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
No Credit Card Required
Read more about U-Rite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
No Credit Card Required
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.
No Credit Card Required
Read more about Rundit
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management for private & public companies
No Credit Card Required
Read more about Optio