--- title: "Best Free Investment Management Software Solutions 2026 | Capterra" description: "Find and compare the 2026 best free Investment Management software solutions, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/investment-management-software/s/free/" page_type: "subcategory" language: "en" --- # Best Investment Management Software for free ## Top 5 free products, ranked by reviewer ratings ### Ranked free Investment Management products | Rank | Product | Rating | Key attribute | Starting price | Key features | | --- | --- | --- | --- | --- | --- | | 1 | [Exirio](https://www.capterra.com/p/231454/Exirio/) | 4.9 out of 5 (24 category reviews) | Highly rated for Value for Money | Contact vendor | Investments Tracking, Mobile Access, Performance Metrics, Portfolio Management | | 2 | [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) | 4.7 out of 5 (89 category reviews) | Highly rated for Ease of Use | $249.00 Flat Rate, Per Month | Benchmarking, Client Management, Client Portal, Fund Management, Investments Tracking, Mobile Access, Performance Metrics, Portfolio Management | | 3 | [DealCheck](https://www.capterra.com/p/205089/DealCheck/) | 5.0 out of 5 (25 category reviews) | Highly rated for Value for Money | Contact vendor | Benchmarking, Investments Tracking, Mobile Access, Modeling & Simulation, Performance Metrics | | 4 | [ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) | 4.4 out of 5 (33 category reviews) | Highly rated for Ease of Use | Contact vendor | Client Management, Fund Management, Investments Tracking, Mobile Access, Performance Metrics, Portfolio Management | | 5 | [Stessa](https://www.capterra.com/p/181042/Stessa/) | 4.7 out of 5 (14 category reviews) | Highly rated for Ease of Setup | $15.00 Flat Rate, Per Month | Investments Tracking, Mobile Access, Modeling & Simulation, Performance Metrics, Portfolio Management | For the complete directory, see [the full product list](#full-product-list). --- ## See top 5 product details ### 1. [Exirio](https://www.capterra.com/p/231454/Exirio/) Rating: 4.9 out of 5 (24 category reviews) Key attribute: Highly rated for Value for Money Starting price: Contact vendor Free trial: Available Free version: Available #### Features reviewers most value - Investments Tracking - Mobile Access - Performance Metrics - Portfolio Management --- ### 2. [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) Rating: 4.7 out of 5 (89 category reviews) Key attribute: Highly rated for Ease of Use Starting price: $249.00 Flat Rate, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Benchmarking - Client Management - Client Portal - Fund Management - Investments Tracking - Mobile Access - Performance Metrics - Portfolio Management --- ### 3. [DealCheck](https://www.capterra.com/p/205089/DealCheck/) Rating: 5.0 out of 5 (25 category reviews) Key attribute: Highly rated for Value for Money Starting price: Contact vendor Free trial: Available Free version: Available #### Features reviewers most value - Benchmarking - Investments Tracking - Mobile Access - Modeling & Simulation - Performance Metrics --- ### 4. [ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) Rating: 4.4 out of 5 (33 category reviews) Key attribute: Highly rated for Ease of Use Starting price: Contact vendor Free trial: Not available Free version: Available #### Features reviewers most value - Client Management - Fund Management - Investments Tracking - Mobile Access - Performance Metrics - Portfolio Management --- ### 5. [Stessa](https://www.capterra.com/p/181042/Stessa/) Rating: 4.7 out of 5 (14 category reviews) Key attribute: Highly rated for Ease of Setup Starting price: $15.00 Flat Rate, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Investments Tracking - Mobile Access - Modeling & Simulation - Performance Metrics - Portfolio Management --- ## All investment management software with a free version [## Mint](https://www.capterra.com/p/213530/Mint/) [4.5 (140)](https://www.capterra.com/p/213530/Mint/reviews/) Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. [Learn more about Mint](https://www.capterra.com/p/213530/Mint/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 81% recommend this product [## Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) [4.7 (110)](https://www.capterra.com/p/144844/Foundersuite/reviews/) Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ [Learn more about Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 89% recommend this product [## Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.  [Learn more about Vestd](https://www.capterra.com/p/207791/Vestd/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 97% recommend this product [## Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (108)](https://www.capterra.com/p/174384/Plaid/reviews/) Build a holistic view of your customer's investments [Learn more about Plaid](https://www.capterra.com/p/174384/Plaid/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Stessa](https://www.capterra.com/p/181042/Stessa/) [4.5 (104)](https://www.capterra.com/p/181042/Stessa/reviews/) Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection. [Learn more about Stessa](https://www.capterra.com/p/181042/Stessa/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management 83% recommend this product [## WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors. [Learn more about WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (66)](https://www.capterra.com/p/220278/Carta/reviews/) Carta is an equity management platform for companies, investors, and employees. [Learn more about Carta](https://www.capterra.com/p/220278/Carta/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) [4.5 (44)](https://www.capterra.com/p/10016975/ICONOMI/reviews/) Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios. [Learn more about ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) The Leading Real Estate Analysis Software and Calculator [Learn more about DealCheck](https://www.capterra.com/p/205089/DealCheck/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management [## Exirio](https://www.capterra.com/p/231454/Exirio/) [4.8 (30)](https://www.capterra.com/p/231454/Exirio/reviews/) Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.  [Learn more about Exirio](https://www.capterra.com/p/231454/Exirio/) Investment Management features reviewers most value Benchmarking Client Management Client Portal Fund Management Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (109) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting AI Copilot Alerts/Notifications Benchmarking Bonds/Stocks Client Management Client Portal Commodity Futures Compliance Tracking Financial Analysis For Investment Advisors For Investors & Traders Fund Management Generative AI Investments Tracking Mobile Access Modeling & Simulation Performance Metrics Portfolio Management Portfolio Rebalancing Risk Management Visual Analytics Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Stock Portfolio Management Software](https://www.capterra.com/stock-portfolio-management-software/)[Equity Management Software](https://www.capterra.com/equity-management-software/)