---
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
---

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# 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. [ETNA White Label Trading Platform](https://www.getapp.co.uk/software/126843/etna-trader) (0 reviews) — Web-based trading tools for brokers and digital advisors
2. [Prospero](https://www.getapp.co.uk/software/128923/prospero) (0 reviews) — Cloud-based platform for managing investments and funds
3. [FolioSure](https://www.getapp.co.uk/software/1996167/foliosure) (0 reviews) — Cloud-based portfolio monitoring \& equity management tool
4. [YCharts](https://www.getapp.co.uk/software/2038131/ycharts) (0 reviews) — Investment management software for financial advisors
5. [Bipsync](https://www.getapp.co.uk/software/2046918/bipsync) (0 reviews) — The Platform that Powers your Investment Research Process
6. [RentCast](https://www.getapp.co.uk/software/2047911/rentcast) (0 reviews) — Rental Property Data, Analytics and Portfolio Tracking
7. [PORTAX](https://www.getapp.co.uk/software/2048780/portax) (0 reviews) — Windows-based portfolio management and planning software
8. [Vestberry](https://www.getapp.co.uk/software/2050445/vestberry) (0 reviews) — Portfolio management \& reporting software
9. [Beanvest](https://www.getapp.co.uk/software/2050814/beanvest) (0 reviews) — Stock portfolio tracker for investors
10. [Irwin](https://www.getapp.co.uk/software/2051882/irwin) (0 reviews) — The most powerful \& modern Investor Relations software.
11. [Gain.pro](https://www.getapp.co.uk/software/2054947/gain-pro) (0 reviews) — Find, understand and track companies that matter to you
12. [daappa](https://www.getapp.co.uk/software/2055712/daappa) (0 reviews) — Data management \& administration platform for private assets
13. [Allocator](https://www.getapp.co.uk/software/2057732/allocator) (0 reviews) — Financial risk management software
14. [EQS IR COCKPIT](https://www.getapp.co.uk/software/2059556/eqs-ir-cockpit) (0 reviews) — Investor relations platform
15. [optionDash](https://www.getapp.co.uk/software/2063490/optiondash) (0 reviews) — Call screening tool for income investors
16. [Diversiview](https://www.getapp.co.uk/software/2067061/diversiview) (0 reviews) — Portfolio analysis and optimization software
17. [Capitally](https://www.getapp.co.uk/software/2069505/capitally) (0 reviews) — Find your way to Financial Independence
18. [AlphaSense](https://www.getapp.co.uk/software/2070512/alphasense) (0 reviews) — AI-enabled market intelligence platform
19. [Quartr](https://www.getapp.co.uk/software/2077422/quartr-pro) (0 reviews) — Go beyond numbers
20. [Trinety](https://www.getapp.co.uk/software/2079912/trinety) (0 reviews) — Lease property management software
21. [Fundy](https://www.getapp.co.uk/software/2080139/fundy) (0 reviews) — Real estate fund management software
22. [HYIP Script](https://www.getapp.co.uk/software/2081078/hyip-script) (0 reviews) — Script for building high-yield investment platforms
23. [uTrade Algos](https://www.getapp.co.uk/software/2082210/utrade-algos) (0 reviews) — Algo Trading Made Simple for Indian Markets.
24. [Wavvest](https://www.getapp.co.uk/software/2082233/wavvest) (0 reviews) — Wealth management platform for investment advisors
25. [Smart Capital Center](https://www.getapp.co.uk/software/2082370/smart-capital-center) (0 reviews) — AI-powered, end-to-end CRE platform for investors \& lenders

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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 Risk Management Software](https://www.getapp.co.uk/directory/779/financial-risk-management/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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