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Free Trial Investment Management Software (2026) - Page 3

Last updated: February 2026

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77 software options

EQS IR COCKPIT logo

Investor relations platform

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Free Trial
Contact vendor for pricing information

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Bipsync logo

The Platform that Powers your Investment Research Process

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RentCast logo

Rental Property Data, Analytics and Portfolio Tracking

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Free Trial
No Credit Card Required
Visit our website for the most up-to-date pricing information: https://rentcast.io/pricing

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Beanvest logo

Stock portfolio tracker for investors

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Free Trial
No Credit Card Required
Free version available. Premium version of $20/month allows keeping track of more holdings and portfolios.

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Vestberry logo

Portfolio management & reporting software

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No Credit Card Required

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Irwin logo

The most powerful & modern Investor Relations software.

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Free Trial
No Credit Card Required

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Gain.pro logo

Find, understand and track companies that matter to you

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Free Trial
No Credit Card Required
Contact Gain.pro directly for pricing information.

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daappa logo

Data management & administration platform for private assets

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Free Trial
Credit Card Required

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Eze Investment Suite logo

Suite of tools for investment management

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Free Trial
Contact SS&C for pricing information.

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RiskValue logo

Investment & risk management software systems

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Free Trial
Contact Systemic for full pricing information.

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ETNA White Label Trading Platform logo

Web-based trading tools for brokers and digital advisors

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No Credit Card Required

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Diversiview logo

Portfolio analysis and optimization software

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Free Trial
No Credit Card Required

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Capitally logo

Find your way to Financial Independence

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Free Trial
No Credit Card Required

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optionDash logo

Call screening tool for income investors

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Free Trial
No Credit Card Required

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Moneytree Advise logo

Planning solution for busy financial advisors

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Free Trial
Credit Card Required
Discounts may be available for IBDs.

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Quartr logo

Go beyond numbers

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Free Trial
No Credit Card Required

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Investment Metrics logo

Solution for portfolio analysis, reporting, and data

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Free Trial
User based pricing. Yearly subscription cost.

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The Novus Platform logo

Cloud-based tool to extract investment insights from data.

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AlphaSense logo

AI-enabled market intelligence platform

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Free Trial
No Credit Card Required
Contact Vendor for pricing details.

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Fundy logo

Real estate fund management software

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Free Trial
No Credit Card Required
Fundy’s pricing plans are designed to meet the specific needs of real estate and private equity fund management. With flexible pricing options, you gain access to tools and features tailored to streamline your operations and optimize your investment strategies.

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Trinety logo

Lease property management software

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Free Trial
No Credit Card Required

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HYIP Script logo

Script for building high-yield investment platforms

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Free Trial
No Credit Card Required
Get lifetime access to GP HYIP Script for just $121 with no hidden fees or monthly subscriptions. This all-in-one package includes: ✅ Customizable Template Design (like GoldCoders) ✅ Advanced Admin Panel ✅ Automated ROI & Payout System ✅ Multi-Currency & Crypto Support ✅ Referral & Affiliate System ✅ Mobile-Responsive Design ✅ SSL, DDoS & 2FA Security ✅ Free Installation & Setup ✅ Lifetime License & Full Source Code ✅ 24/7 Customer Support Pay once and launch your HYIP platform with complete control, advanced features, and total peace of mind.

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Allocator logo

Financial risk management software

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Free Trial
Please contact HedgePo for pricing details.

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uTrade Algos logo

Algo Trading Made Simple for Indian Markets.

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Free Trial
No Credit Card Required

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Wavvest logo

Wealth management platform for investment advisors

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Free Trial
Credit Card Required

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