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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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Free Trial
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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FolioSure logo

Cloud-based portfolio monitoring & equity management tool

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Free Trial
Contact Acuity Knowledge Partners for pricing information.

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Prospero logo

Cloud-based platform for managing investments and funds

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Free Trial
Contact FINARTIS for pricing details.

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YCharts logo

Investment management software for financial advisors

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Free Trial
YCharts offers a 7-day free trial for new users, after which the software is available across 3 pricing tiers - Enterprise, Professional, and Standard. Please contact YCharts directly 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

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

Read more about RentCast

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Allocator logo

Financial risk management software

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Free Trial
Please contact HedgePo for pricing details.

Read more about Allocator

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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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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.

Read more about Beanvest

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Vestberry logo

Portfolio management & reporting software

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Free Trial
No Credit Card Required

Read more about Vestberry

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EQS IR COCKPIT logo

Investor relations platform

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Free Trial
Contact vendor for pricing information

Read more about EQS IR COCKPIT

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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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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.

Read more about Gain.pro

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