Best Free Investment Management Software

Nasdaq IR Insight is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms with advanced tools for portfolio analysis, risk management, performance tracking, and client reporting. The platform offers a comprehensive suite of features including portfolio construction, asset allocation, real-time market data integration, compl... Read more about Nasdaq IR Insight

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

InvestingPro is a comprehensive investment management software designed to streamline and enhance the investment processes for financial advisors, asset managers, and individual investors. It offers a robust suite of tools for portfolio management, performance tracking, risk analysis, and client reporting, ensuring that investments are managed efficiently and effectively. InvestingPro’s intuitiv... Read more about InvestingPro

Active Trader Pro is a sophisticated stock portfolio management software designed for active investors and traders seeking to optimize their trading strategies. The platform provides tools for real-time market analysis, customizable charting, and advanced trading capabilities, ensuring that users have access to the information they need to make informed decisions. With its user-friendly interface,... Read more about Active Trader Pro

YCharts is a powerful investment management software designed to help financial professionals analyze and visualize market data effectively. The platform provides tools for creating interactive charts, generating reports, and tracking investment performance, ensuring that users can make informed decisions based on real-time data. With its intuitive interface, YCharts allows analysts to access a wi... Read more about YCharts

Wealthsimple Invest is an intuitive investment management software that provides users with automated, personalized portfolio management services. The platform offers a range of investment options tailored to different risk preferences, allowing users to achieve their financial goals through diversified portfolios. Wealthsimple Invest uses advanced algorithms to optimize asset allocation and balan... Read more about Wealthsimple Invest

Macabacus is a comprehensive presentation software designed to enhance productivity, accuracy, and collaboration for finance and business professionals. This platform offers an extensive suite of tools for creating professional presentations, financial models, and reports with speed and precision. Macabacus integrates directly with Microsoft PowerPoint and Excel, providing pre-built templates, for... Read more about Macabacus

FactSet is a sophisticated Investment Management Software designed to provide financial professionals with comprehensive tools for portfolio management, analytics, and decision-making. It offers a robust platform for tracking investments, analyzing market trends, and optimizing asset allocation, ensuring that portfolios are managed effectively to maximize returns and minimize risks. FactSet featur... Read more about FactSet

FXCM Pro is a premier currency exchange software solution designed to empower businesses and financial institutions with advanced trading capabilities in the foreign exchange market. This robust platform offers a comprehensive suite of tools for real-time market analysis, order execution, and risk management, ensuring users can navigate the complexities of currency trading effectively. With its in... Read more about FXCM Pro

Q4 Desktop is a robust customer relationship management (CRM) software designed to enhance client engagement and streamline communication for businesses. This platform provides comprehensive tools for managing customer interactions, tracking sales pipelines, and analyzing client data, enabling organizations to build stronger relationships with their customers. With Q4 Desktop, users can easily org... Read more about Q4 Desktop

EQS IR COCKPIT is an equity management software platform designed to help companies manage investor relations, shareholder communications, and equity-related activities. It offers a comprehensive set of tools for managing shareholder data, tracking stock performance, and organizing investor communications. With EQS IR COCKPIT, businesses can efficiently communicate with shareholders, analysts, and... Read more about EQS IR COCKPIT

Ad Network Hub is an advanced Financial Reporting Software designed to provide comprehensive insights into advertising performance and revenue generation. This platform enables users to analyze key financial metrics, track campaign profitability, and manage budgets effectively. With its intuitive dashboard and customizable reporting features, Ad Network Hub simplifies the process of generating det... Read more about Ad Network Hub

BetterCapital.US is a cutting-edge investment management software designed to help investors and financial advisors manage portfolios effectively. This platform provides tools for analyzing investment performance, tracking market trends, and executing trades seamlessly. With an intuitive interface, users can customize dashboards to visualize key financial metrics and gain insights into portfolio d... Read more about BetterCapital.US

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

TeamWox is an innovative document management software designed to enhance collaboration and streamline document workflows within organizations. This comprehensive solution allows teams to create, store, and share documents securely, facilitating efficient information exchange. With features like version control, users can track changes and ensure everyone has access to the latest documents. The so... Read more about TeamWox

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software p... Read more about Diligent Equity

ARGUS Enterprise is a robust real estate property management software designed to support portfolio managers, investors, and asset managers in overseeing commercial property assets. The platform offers tools for financial modeling, lease management, and asset valuation, helping users manage diverse portfolios with ease. ARGUS Enterprise allows property managers to track leasing information, foreca... Read more about ARGUS Enterprise

Macroaxis is a sophisticated risk management software designed to empower businesses with the tools to assess and mitigate financial risks effectively. By integrating advanced analytics and real-time data, Macroaxis helps organizations identify potential vulnerabilities in their portfolios and develop strategies to address them. The platform offers features such as risk assessment modeling, scenar... Read more about Macroaxis

Forex Tester is a specialized investment management software designed to help traders analyze and optimize their trading strategies. The platform offers features for historical data analysis, strategy testing, and performance tracking, ensuring that users can make informed trading decisions. With its user-friendly interface, Forex Tester allows traders to simulate trading scenarios, assess the eff... Read more about Forex Tester

ICONOMI is a cryptocurrency exchange software platform that allows users to trade a wide variety of digital assets in a secure, efficient, and user-friendly environment. Designed for both beginners and experienced traders, ICONOMI offers real-time market data, advanced trading tools, and a secure wallet system to keep assets safe. The software supports multiple cryptocurrencies, including Bitcoin,... Read more about ICONOMI

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial m... Read more about eMoney Advisor

AlphaSense is an advanced artificial intelligence software that revolutionizes the way businesses access and analyze information. Designed for researchers and analysts, AlphaSense leverages powerful AI algorithms to sift through vast amounts of data, providing users with relevant insights and market intelligence in real-time. The platform allows users to search through financial documents, earning... Read more about AlphaSense

Stessa is a versatile real estate property management software designed to help property owners and managers streamline their operations and maximize profitability. It offers a comprehensive platform for tracking income and expenses, managing leases, and monitoring property performance. Features include automated financial reporting, real-time analytics, and expense categorization, providing users... Read more about Stessa

Agicap is a cutting-edge financial management software designed to help businesses efficiently manage cash flow, track expenses, and optimize financial planning. The platform allows users to visualize cash flow in real time, making it easier to forecast income and expenditures, track account balances, and manage budgets. Agicap’s intuitive interface allows businesses to set up financial goals, a... Read more about Agicap

Fi360 Toolkit is a robust investment management software designed to enhance the efficiency and effectiveness of financial advisors and investment firms. This platform provides comprehensive tools for portfolio management, performance reporting, and risk analysis, enabling professionals to make informed investment decisions. With its user-friendly interface, users can easily analyze data, generate... Read more about Fi360 Toolkit