--- 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 ## Mint Rating: 4.5 out of 5 (140 reviews) Profile: [Mint](https://www.capterra.com/p/213530/Mint/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.8 rating - Data Import/Export: 5.0 rating - Financial Management: 5.0 rating - Forecasting: 3.8 rating #### Lowest rated features - Alerts/Notifications: 5.0 rating - Financial Analysis: 5.0 rating #### Feature-related review snippet Reviewer: Raegan D. Reviewer details: Accounting, 1-10 employees Published: November 19, 2025 > "It was very intuitive and user friendly." ### Gallery tab Ease of use: 4.5 out of 5 (140 reviews) #### Related review snippet Reviewer: Raegan D. Reviewer details: Accounting, 1-10 employees Published: November 19, 2025 > "I love how simple Mint was to use without having to read or watch tutorials." --- ## Foundersuite Rating: 4.7 out of 5 (110 reviews) Profile: [Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $89.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Fund Management: 4.8 rating - Performance Metrics: 4.5 rating ### Gallery tab Ease of use: 4.6 out of 5 (110 reviews) #### Related review snippet Reviewer: Sanjay A. Reviewer details: Education Management, 1-10 employees Published: February 7, 2023 > "Having a power investor CRM database was absolutely key for us during the round and I am convinced it is one of the reasons we were able to achieve a fully subscriber round." --- ## Plaid Rating: 4.4 out of 5 (105 reviews) Profile: [Plaid](https://www.capterra.com/p/174384/Plaid/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Build a holistic view of your customer's investments #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Cash Management: 5.0 rating - Investments Tracking: 5.0 rating - Risk Management: 5.0 rating #### Feature-related review snippet Reviewer: Niquan C. Reviewer details: Telecommunications, 1-10 employees Published: April 14, 2026 > "I like the simplicity of using the app it has a seamless aproach it is extremely helpful and i would definitely recommend" ### Gallery tab Ease of use: 4.5 out of 5 (105 reviews) #### Related review snippet Reviewer: Mai M. Reviewer details: Hospitality, 11-50 employees Published: March 31, 2026 > "Plaid acts like a secure bridge, immediately allowing apps to verify balances, check transaction history, and enable instant ACH transfers." ### Integrations tab Plaid connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/174384/Plaid/#integrations) #### Most popular integrations - Dwolla: 4.3 rating - Turnkey Lender: 4.6 rating - Adyen: 4.6 rating - Riskified: 4.6 rating - Ocrolus: 4.6 rating - Airwallex: 3.9 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Biotechnology, 10,001+ employees Published: April 8, 2026 > "The API capabilities are pretty strong and allow companies to build advanced financial features without dealing with banks directly." --- ## Stessa Rating: 4.5 out of 5 (104 reviews) Profile: [Stessa](https://www.capterra.com/p/181042/Stessa/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Investments Tracking: 5.0 rating - Data Import/Export: 5.0 rating - Financial Management: 5.0 rating #### Lowest rated features - Mobile Access: 5.0 rating - Alerts/Notifications: 5.0 rating - Modeling & Simulation: 5.0 rating - Performance Metrics: 5.0 rating #### Feature-related review snippet Reviewer: Seelan S. Reviewer details: Real Estate, 1-10 employees Published: April 3, 2025 > "In general, I am happy about it and it still needs some improvements compared to other apps available in the market" ### Gallery tab Ease of use: 4.5 out of 5 (104 reviews) #### Related review snippet Reviewer: Pedro C. Reviewer details: Real Estate, 1-10 employees Published: September 4, 2024 > "Stessa has simplified our lives and freed us up to focus on scaling our business." ### Integrations tab Stessa connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/181042/Stessa/#integrations) #### Most popular integrations - Docusign: 4.7 rating - AppFolio Property Manager: 3.0 rating --- ## Vestd Rating: 4.9 out of 5 (103 reviews) Profile: [Vestd](https://www.capterra.com/p/207791/Vestd/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £25.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 5.0 rating - Modeling & Simulation: 5.0 rating - Client Portal: 4.5 rating - Investments Tracking: 5.0 rating #### Lowest rated features - Reporting/Analytics: 5.0 rating #### Feature-related review snippet Reviewer: Geoffrey D. Reviewer details: Import and Export, 11-50 employees Published: June 24, 2024 > "Such a pleasure to work with [sensitive content hidden] and his colleagues." ### Gallery tab Ease of use: 4.7 out of 5 (103 reviews) #### Related review snippet Reviewer: Carla F. Reviewer details: Computer Software, 51-200 employees Published: September 9, 2024 > "Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations." --- ## WOWS Investment Portal Rating: 4.7 out of 5 (97 reviews) Profile: [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Portal: 4.6 rating - Accounting: 4.4 rating - Data Import/Export: 4.8 rating - Risk Management: 4.8 rating #### Lowest rated features - API: 4.1 rating - Forecasting: 4.0 rating - Performance Metrics: 4.5 rating - Document Management: 4.3 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Consumer Goods, 201-500 employees Published: November 4, 2024 > "With a very friendly UI, WOWS investment portal is one of the most beginner friendly tools one can use for investing in assets and derivatives." ### Gallery tab Ease of use: 4.6 out of 5 (97 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Consumer Goods, 201-500 employees Published: November 4, 2024 > "With a very friendly UI, WOWS investment portal is one of the most beginner friendly tools one can use for investing in assets and derivatives." --- ## Carta Rating: 4.2 out of 5 (64 reviews) Profile: [Carta](https://www.capterra.com/p/220278/Carta/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Carta is an equity management platform for companies, investors, and employees. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Document Management: 5.0 rating - Fund Management: 5.0 rating - Investments Tracking: 5.0 rating #### Lowest rated features - API: 5.0 rating - Audit Trail: 5.0 rating - Compliance Tracking: 5.0 rating - Data Import/Export: 5.0 rating #### Feature-related review snippet Reviewer: Aleah H. Reviewer details: Food & Beverages, 501-1,000 employees Published: July 9, 2026 > "The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable." ### Gallery tab Ease of use: 4.0 out of 5 (64 reviews) #### Related review snippet Reviewer: Aleah H. Reviewer details: Food & Beverages, 501-1,000 employees Published: July 9, 2026 > "The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable." ### Integrations tab Carta connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/220278/Carta/#integrations) #### Most popular integrations - Rippling: 3.0 rating - Deel: 4.9 rating - Xero: 4.4 rating - QuickBooks Online Advanced: 4.4 rating --- ## ICONOMI Rating: 4.5 out of 5 (44 reviews) Profile: [ICONOMI](https://www.capterra.com/p/10016975/ICONOMI/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £0.00 Pricing details: Flat Rate, One Time Free trial: No Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.6 rating - Mobile Access: 4.5 rating - Fund Management: 4.6 rating - Real-Time Data: 4.2 rating #### Lowest rated features - Reporting/Analytics: 3.7 rating - Fee Management: 3.9 rating - Client Management: 4.1 rating - Performance Metrics: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (44 reviews) #### Related review snippet Reviewer: Rok H. Reviewer details: Information Technology and Services, 501-1,000 employees Published: February 16, 2024 > "What I like about the Iconomi platform is that it enables me to find experienced crypto investors that I trust based on my personal preferences." ### Integrations tab ICONOMI connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/10016975/ICONOMI/#integrations) #### Most popular integrations - Koinly: 5.0 rating --- ## DealCheck Rating: 4.8 out of 5 (39 reviews) Profile: [DealCheck](https://www.capterra.com/p/205089/DealCheck/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The Leading Real Estate Analysis Software and Calculator #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 4.8 rating - Investments Tracking: 4.8 rating - Modeling & Simulation: 4.9 rating - Mobile Access: 4.6 rating #### Lowest rated features - Alerts/Notifications: 4.3 rating - Risk Management: 4.5 rating - Benchmarking: 4.7 rating - Reporting/Analytics: 4.5 rating ### Gallery tab Ease of use: 4.8 out of 5 (39 reviews) #### Related review snippet Reviewer: Sarah F. Reviewer details: Real Estate, Self-employed Published: March 26, 2025 > "Dealcheck has allowed me to provide my clients with data that clearly outlines the pros and cons to investment opportunities they are considering." ### Integrations tab DealCheck connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/205089/DealCheck/#integrations) #### Most popular integrations - RentCast: 4.3 rating --- ## Exirio Rating: 4.8 out of 5 (30 reviews) Profile: [Exirio](https://www.capterra.com/p/231454/Exirio/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Investments Tracking: 4.9 rating - Mobile Access: 4.9 rating - Bonds/Stocks: 4.8 rating - Performance Metrics: 4.7 rating #### Lowest rated features - Data Import/Export: 4.7 rating - Financial Analysis: 5.0 rating - Portfolio Management: 5.0 rating - Risk Management: 5.0 rating ### Gallery tab Ease of use: 4.8 out of 5 (30 reviews) #### Related review snippet Reviewer: Andrea B. Reviewer details: Electrical/Electronic Manufacturing, 5,001-10,000 employees Published: April 25, 2022 > "It does really consider all sort of investments and help you plan your future." ### Integrations tab Exirio connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/231454/Exirio/#integrations) #### Most popular integrations - Plaid: 4.4 rating --- ## 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 (95) 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/)