---
description: Discover the most popular Free Investment Management Software tools and compare user ratings, pricing, features, and free demo versions.
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title: Top Free Investment Management Software Applications and Tools | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Free Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)

# Investment Management Software

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> Investment Management Software are digital solutions for managing and keeping track of an organisation’s investment portfolio and financial assets. They enable wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data, and to manage client-investor relationships. These include savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition to this, they typically include tools for budgeting, risk management, audit compliance, managing personal finances, transferring funds, carrying out market analysis, and setting goals. Portfolio management software can be used by corporate investors, portfolio managers, and other professionals who manage their wealth to streamline investment workflows, comply with regulatory norms, and increase the performance of their funding activities. They can help users manage all their investments in one place, even if they are distributed across the globe. Investment software usually comes with different brokerage charges, helping to group and classify them for easy reference. An investment tool can also track stock markets and free online security sources using watchlists. Cloud-based investment management software helps reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. Wealth management software also improves investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition to this, they automate accounting functions and streamline the contribution and distribution of investment funds. Finally, investment tools can help ensure auditability and compliance by using a centralised data repository with automated processes in place for the capturing, storing, sharing, and disposing of data in accordance with the law. One of the most typical features of wealth management platforms includes the data import/export tool, which transfers reports and other files to and from the software. Another is the investment tracking feature, which enables users to monitor the allocation of capital and the fluctuation of asset prices over time. Fund management is also an essential feature, which organises the firm’s interactions with clients and their wealth. Wealth management software is related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types, among others.

Check out GetApp's variety of different investment management software options, including wealth management software for UK businesses. 

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## Products

1. [Unity](https://www.getapp.co.uk/software/2062114/unity-2) — 5.0/5 (3 reviews) — Next-generation multi-asset trading platform
2. [Agicap](https://www.getapp.co.uk/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
3. [Creatio CRM](https://www.getapp.co.uk/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) — New era CRM to manage all customer and operational workflows
4. [Foundersuite](https://www.getapp.co.uk/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
5. [Stessa](https://www.getapp.co.uk/software/115019/stessa) — 4.5/5 (103 reviews) — Property management software designed for landlords
6. [WOWS Investment Portal](https://www.getapp.co.uk/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
7. [Macabacus](https://www.getapp.co.uk/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
8. [HiddenLevers](https://www.getapp.co.uk/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
9. [Bob Finance](https://www.getapp.co.uk/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
10. [Social Security Timing](https://www.getapp.co.uk/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
11. [DealCheck](https://www.getapp.co.uk/software/2047952/dealcheck) — 4.8/5 (38 reviews) — Analyze Any Investment Property in Seconds
12. [Exirio](https://www.getapp.co.uk/software/2057128/exirio) — 4.8/5 (30 reviews) — Multi-currency and multi-asset portfolio tracker
13. [Ledgy](https://www.getapp.co.uk/software/139639/ledgy) — 4.9/5 (29 reviews) — Equity management platform for compliance and automation
14. [MadeMarket](https://www.getapp.co.uk/software/2061403/mademarket) — 4.8/5 (20 reviews) — Customer relationship and deal management platform
15. [InvestNext](https://www.getapp.co.uk/software/2063397/investnext) — 4.8/5 (20 reviews) — Real estate investment management platform
16. [First Rate Vantage](https://www.getapp.co.uk/software/2058077/vantage-software) — 4.9/5 (18 reviews) — Investor portal and accounting platform
17. [AlternativeSoft](https://www.getapp.co.uk/software/2043411/alternativesoft) — 4.6/5 (14 reviews) — Investment management platform for fund managers
18. [Active Trader Pro](https://www.getapp.co.uk/software/2037947/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management for active investors
19. [Rundit](https://www.getapp.co.uk/software/2053022/rundit) — 4.2/5 (13 reviews) — A single source of truth to stay on top of investments.
20. [Super](https://www.getapp.co.uk/software/2068392/super) — 5.0/5 (13 reviews) — The Family Office OS
21. [Diligent Equity](https://www.getapp.co.uk/software/119487/equityeffect) — 3.7/5 (12 reviews) — Cloud-based equity management solution
22. [TOGGLE](https://www.getapp.co.uk/software/2000319/toggle) — 4.5/5 (12 reviews) — AI-based investment insights and financial analysis tool
23. [Qoblex](https://www.getapp.co.uk/software/2053000/stock-buy) — 5.0/5 (11 reviews) — Inventory and Order Management Software
24. [PackHedge](https://www.getapp.co.uk/software/2080542/packhedge) — 4.9/5 (11 reviews) — Portfolio management and accounting analysis software
25. [Capboard](https://www.getapp.co.uk/software/2055689/capboard) — 4.7/5 (10 reviews) — Equity management tool to digitize cap tables \& equity plans

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## Related Categories

- [Financial Reporting Software](https://www.getapp.co.uk/directory/247/reporting/software)
- [Equity Management Software](https://www.getapp.co.uk/directory/1783/equity-management/software)
- [Financial CRM Software](https://www.getapp.co.uk/directory/1265/financial-crm/software)
- [Stock Portfolio Management Software](https://www.getapp.co.uk/directory/1535/stock-portfolio-management/software)
- [Financial Services Software](https://www.getapp.co.uk/directory/1075/financial-services/software)

## Links

- [View on GetApp](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)
- [All Categories](https://www.getapp.co.uk/directory)

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