Top Free Investment Portfolio Management Software

Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more that empowers great advice helps drive success for advisory

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. Wit

Ziggma is a next-generation portfolio management and investment research platform, designed for independent investors. Clients, who link their portfolios to Ziggma, benefit from unique insights into

Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The

StockMarketEye is an easy to use portfolio management software for asset managers and individual investors. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor th

FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies. FolioSure gives Private Equity (PE) and Venture Capital (

Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and benchmarking in one powerful solution,

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock spli

The CapIntel platform brings client engagement and a better user experience to the forefront of the investment sales process. Financial advisors and asset managers use CapIntel to run portfolio analyt

Fisibility is a multi-patent pending Financial Management SaaS platform that helps businesses prevent money leakage while digitally organizing & managing all of their Financial, Accounting and Boo

The Genesis Application Platform makes it faster and easier for developers in financial services to build, deploy and maintain full stack software applications engineered to meet the industry’s high s

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR