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Free Trial Investment Management Software (2026) - Page 2
Last updated: February 2026
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77 software options
Sponsored
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
No Credit Card Required
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
Loan origination & servicing software for lenders & brokers.
Contact Lendstream for pricing details
Read more about Lendstream
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
The world's #1 CRM, reimagined for financial services.
No Credit Card Required
Contact Salesforce for detailed pricing information.
Read more about Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
No Credit Card Required
Contact Altus Group directly for pricing details.
Read more about ARGUS Enterprise
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
An all-in-one investment tracking suite built for VCs
No Credit Card Required
Read more about Edda
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Next-generation multi-asset trading platform
No Credit Card Required
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
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
Crowdfunding and investment management
Contact Crowdsofts for pricing information.
Read more about Crowdsofts
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
We open up finance to empower consumers & businesses
No Credit Card Required
Our pricing is built on a hybrid model, combining platform access with usage-based fees aligned to your needs. Contact us for a personalised breakdown.
Read more about Powens
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A Front-to-NAV Solution that Empowers Your Team
No Credit Card Required
Read more about Limina IMS
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
No Credit Card Required
Modular pricing # QUO Portfolio - Aggregate portfolios from 100s of accounts & 300+ Banks & Brokers # QUO Trade - Real time execution for over 15 Million plus Listed & OTC Securities # QUO Risk - Automate pre trade checks and eliminate 95% plus errors
Read more about QUO
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
No Credit Card Required
Modular pricing # QUO Portfolio - Aggregate portfolios from 100s of accounts & 300+ Banks & Brokers # QUO Trade - Real time execution for over 15 Million plus Listed & OTC Securities # QUO Risk - Automate pre trade checks and eliminate 95% plus errors
Read more about QUO
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
BetterCapital.us is a real estate investment management tool
Read more about BetterCapital.US
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
Please contact IDS Fintech directly for pricing details:
Read more about Vestio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
No Credit Card Required
Please contact Sharesight for pricing details.
Read more about Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management software
Read more about Fi360 Toolkit
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Order- and portfolio management, fund accounting, risk & ICO
No Credit Card Required
$ 2,900 per user per month, starting with 5 users - no extra costs, no setup fees
Read more about Octopus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simulation software for educational institutions
No Credit Card Required
Please contact ETNA Software for pricing details.
Read more about ETNA Paper Trading Simulator
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Data driven deal management for dealmakers
No Credit Card Required
Read more about Origin
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investor relations solutions
Contact Q4 directly for pricing information.
Read more about Q4 Desktop
Contact Systemic for full pricing information.
Read more about RiskValue
