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Free Trial Investment Management Software (2026)
Last updated: February 2026
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77 software options
Sponsored
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
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
Credit Card Required
Read more about WOWS Investment Portal
No Credit Card Required
Contact Agicap for pricing details.
Read more about Agicap
No Credit Card Required
Read more about Macabacus
No Credit Card Required
Individual Investors: Free (no credit card required) Professional Investors: $1,000/month
Read more about Stessa
No Credit Card Required
Pricing information is provided on request by Bob Finance.
Read more about Bob Finance
10-day free access. No risk, cancel anytime. Yearly payment is available.
Read more about Social Security Timing
No Credit Card Required
Visit our website for the most up-to-date pricing information: https://dealcheck.io/pricing
Read more about DealCheck
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
No Credit Card Required
The app is 100% free
Read more about Exirio
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
Credit Card Required
Read more about InvestNext
Contact MadeMarket for pricing details.
Read more about MadeMarket
No Credit Card Required
Pricing depends on modules and # users.
Read more about First Rate Vantage
No Credit Card Required
SuperOS includes 1 user seat, 5 data sources, daily data updates, and unlimited everything else.
Read more about Super
Read more about Qoblex
Read more about PackHedge
No Credit Card Required
1 User: From $10'000 per year 5 Users: From $40'000 per year
Read more about AlternativeSoft
No Credit Card Required
Read more about Capboard
Please contact Toggle for pricing details.
Read more about TOGGLE
No Credit Card Required
Read more about U-Rite
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
No Credit Card Required
Read more about Rundit
No Credit Card Required
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