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Top Rated Investment Management Software with Free trial - Page 2

Last updated: May 2026

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82 software options

BetterCapital.US logo

BetterCapital.us is a real estate investment management tool

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BetterCapital.us is a real estate investment portfolio that enables businesses to manage and track investment performance in real-time. The built-in dashboard allows staff members to monitor key performance metrics, such as cash ROIs, equity, expenses, and income.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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A better way to map, access and sell into the global family office & registered investment advisor landscape.

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QUO logo

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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External Asset Managers and Independent Wealth Advisors often strggle with managing multiple private client account. As they dont have a centralized method of sending orders electronically to their banks and brokers. QUO makes this easy with a centralized order management & execution system

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Stessa logo

Property management software designed for landlords

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Stessa provides property management software for landlords that automates financial tracking and streamlines operational tasks. The platform offers features including automated bookkeeping, tenant screening, lease management with legal templates, maintenance tracking, and online rent collection. Landlords can access real-time financial dashboards and reports through both web and mobile interfaces.

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DealCheck logo

Analyze Any Investment Property in Seconds

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Our software makes it easy to analyze rental properties, BRRRR’s, flips & multi-family buildings, estimate profits and cash flow, and find the best real estate deals.

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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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Octopus logo

Order- and portfolio management, fund accounting, risk & ICO

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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ETNA Paper Trading Simulator logo

Simulation software for educational institutions

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ETNA Trading Simulator is a simulation software designed to help businesses manage multi-leg orders and option chains. Administrators can utilize built-in trading widgets to create personalized dashboards and execute orders.

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Origin logo

Data driven deal management for dealmakers

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Origin by Altrio Real estate investment software designed to help you invest faster, smarter, and more confidently: from screening to closing.

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Covercy logo

Not your standard investment management.

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Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

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ARGUS Enterprise logo

Commercial property valuation and asset management software

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ARGUS Enterprise is a cloud-based commercial property valuation and management tool for realtors and portfolio managers. It produces cash flow forecasts, stress tests, valuations, debt overviews, market-rate comparisons, and metric reports that users can export to Excel, including NOI and IRR.

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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Fi360 Toolkit logo

Cloud-based investment management software

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Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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InvestNext logo

Real estate investment management platform

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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Q4 Desktop logo

Cloud-based investor relations solutions

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Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Sharesight logo

Investment portfolio tracking & reporting

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Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

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Diligent Equity logo

Cloud-based equity management solution

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Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

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Active Trader Pro logo

Stock portfolio management for active investors

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Active Trader Pro is a trading platform that lets active investors accomplish financial targets and formulate trading strategies. It provides in-depth market analysis, trading ideas and real-time analytics capability to monitor unprecedented highs or lows of the stock prices in the intraday volume.

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Wavvest logo
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Wealth management platform for investment advisors

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Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

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EQS IR COCKPIT logo
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Investor relations platform

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EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

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AlphaSense logo
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AI-enabled market intelligence platform

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AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

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