# Top Free Investment Portfolio Management Software Check out our list of free Investment Portfolio Management Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) to ensure you get the right product. ## View Free Investment Portfolio Management Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **34** Investment Portfolio Management Products Available View all [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) View all [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) ### [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) [By Morningstar](https://www.g2.com/sellers/morningstar) [ (425)4.1 out of 5 ](https://www.g2.com/products/morningstar-direct/reviews#reviews "Read Morningstar Direct Reviews") Product Description What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive **Users:** Analyst, Investment Analyst · **Industries:** Financial Services, Investment Management · **Market Segment:** 34% Small-Business, 33% Enterprise ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF My company is a Morningstar feed client; This review and feedback is based on a trial of Direct, so I cannot comment on all the capabilities. Our...[Read review](https://www.g2.com/products/morningstar-direct/reviews/morningstar-direct-review-10966195) ![H M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "H M.") HM I like the price to fair market value estimate ratio for ETF portfolios. The Morningstar 9-box benchmark style index is helpful for deciding where...[Read review](https://www.g2.com/products/morningstar-direct/reviews/morningstar-direct-review-12306074) Year Founded 1984 HQ Location Chicago, IL Company Website https://www.morningstar.com Twitter @MorningstarInc LinkedIn® Page https://www.linkedin.com/company/morningstar/ Ownership MORN ### [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [By Morningstar](https://www.g2.com/sellers/morningstar) [ (285)4.1 out of 5 ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews#reviews "Read Morningstar Direct Advisory Suite (formerly Advisor Workstation) Reviews") Product Description Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing cl **Users:** Financial Advisor, Financial Planner · **Industries:** Financial Services, Investment Management · **Market Segment:** 61% Small-Business, 25% Enterprise DP Customer Support. Integration -- Link to my client data base at Raymond James. Number of Features.[Read review](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-10926947) ![Jay W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jay W.") JW I find the Morningstar Direct Advisory Suite two-thirds the cost of its competitor, which significantly impacts my decision. The platform offers...[Read review](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11576535) Year Founded 1984 HQ Location Chicago, IL Company Website https://www.morningstar.com Twitter @MorningstarInc LinkedIn® Page https://www.linkedin.com/company/morningstar/ Ownership MORN [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [Koyfin](https://www.g2.com/products/koyfin/reviews) [By Koyfin](https://www.g2.com/sellers/koyfin) [ (124)4.8 out of 5 ](https://www.g2.com/products/koyfin/reviews#reviews "Read Koyfin Reviews") Product Description Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, **Industries:** Financial Services, Investment Management · **Market Segment:** 80% Small-Business, 10% Mid-Market BA I really appreciate Koyfin as a cost-effective replacement for Bloomberg, allowing me access to basic Bloomberg functions like dividend screens,...[Read review](https://www.g2.com/products/koyfin/reviews/koyfin-review-12190052) ![Patrick S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick S.") PS I like the ease of use and the client-friendly reports that Koyfin provides. I also enjoy being able to set price alerts for certain securities...[Read review](https://www.g2.com/products/koyfin/reviews/koyfin-review-12301603) Year Founded 2016 HQ Location New York, New Mexico, United States Company Website https://www.koyfin.com/ Twitter @KoyfinCharts LinkedIn® Page https://www.linkedin.com/company/koyfincharts ### [eMoney](https://www.g2.com/products/emoney/reviews) [By eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc) [ (67)4.7 out of 5 ](https://www.g2.com/products/emoney/reviews#reviews "Read eMoney Reviews") Product Description 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 **Industries:** Financial Services · **Market Segment:** 72% Small-Business, 18% Mid-Market ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. [Read review](https://www.g2.com/products/emoney/reviews/emoney-review-437620) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive...[Read review](https://www.g2.com/products/emoney/reviews/emoney-review-708643) Year Founded 2000 HQ Location Radnor, PA Company Website https://emoneyadvisor.com/ Twitter @eMoneyAdvisor LinkedIn® Page https://www.linkedin.com/company/48093 ### [Ziggma](https://www.g2.com/products/ziggma/reviews) [By Ensas Consulting](https://www.g2.com/sellers/ensas-consulting) [ (18)4.7 out of 5 ](https://www.g2.com/products/ziggma/reviews#reviews "Read Ziggma Reviews") Product Description Ziggma is an independent portfolio management and investment research platform built for self-directed investors who want stronger returns, clearer insights, and better alignment with their values. I **Industries:** Financial Services · **Market Segment:** 100% Small-Business, 6% Mid-Market ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Its a great intuititve wealth builidng app, overall seameless and easy to use aplication.[Read review](https://www.g2.com/products/ziggma/reviews/ziggma-review-9428708) ![Rajat K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajat K.") RK I like that the platform has innovative features that enhance my investment experience.[Read review](https://www.g2.com/products/ziggma/reviews/ziggma-review-9458631) HQ Location Annecy-le-Vieux, FR Company Website https://www.ziggma.com/ LinkedIn® Page https://www.linkedin.com/company/ensas-consulting/ ### [Universal Rebalancer](https://www.g2.com/products/universal-rebalancer/reviews) [By SoftPak Financial Systems](https://www.g2.com/sellers/softpak-financial-systems) [ (12)4.5 out of 5 ](https://www.g2.com/products/universal-rebalancer/reviews#reviews "Read Universal Rebalancer Reviews") Product Description SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is desi **Market Segment:** 100% Small-Business TC UREBAL does a great job balancing ease of use with advanced functionality. It feels powerful without becoming overly complicated for day-to-day...[Read review](https://www.g2.com/products/universal-rebalancer/reviews/universal-rebalancer-review-12861219) GP The tax-efficient rebalancing tools are extremely useful. I appreciate how the platform helps manage allocations while considering tax impact at...[Read review](https://www.g2.com/products/universal-rebalancer/reviews/universal-rebalancer-review-12861408) Year Founded 1995 HQ Location Sudbury , US Company Website https://softpak.com/ LinkedIn® Page https://www.linkedin.com/company/softpak-financial-systems-inc ### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) [By FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems) [ (35)4.3 out of 5 ](https://www.g2.com/products/factset-workstation/reviews#reviews "Read FactSet Workstation Reviews") Product Description The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr **Industries:** Financial Services, Investment Management · **Market Segment:** 46% Small-Business, 40% Enterprise ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they...[Read review](https://www.g2.com/products/factset-workstation/reviews/factset-workstation-review-4420742) ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") GL I rely on FactSet's ability to chart stock prices. The downloadable documents are accurate and easy to use.[Read review](https://www.g2.com/products/factset-workstation/reviews/factset-workstation-review-5042971) Year Founded 1978 HQ Location Norwalk, CT Company Website https://www.factset.com/ Twitter @FactSet LinkedIn® Page https://www.linkedin.com/company/163755/ Ownership FDS ### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) [By Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) [ (36)4.5 out of 5 ](https://www.g2.com/products/orion-risk-intelligence/reviews#reviews "Read Orion Risk Intelligence Reviews") Product Description 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 **Industries:** Financial Services, Investment Management · **Market Segment:** 75% Small-Business, 22% Mid-Market MH Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations[Read review](https://www.g2.com/products/orion-risk-intelligence/reviews/orion-risk-intelligence-review-4423963) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF What is helpful and easy about Hidden Levers is how you can input the current asset into the model and compare it to other models that you may...[Read review](https://www.g2.com/products/orion-risk-intelligence/reviews/orion-risk-intelligence-review-4431957) HQ Location Omaha, NE Company Website https://orion.com/ Twitter @orionwealthtech LinkedIn® Page https://www.linkedin.com/company/orionwealthtech/ ### [Atrad](https://www.g2.com/products/atrad/reviews) [By Ironone technologies](https://www.g2.com/sellers/ironone-technologies-c918eb5d-400b-4ca0-a4ca-c42e02815772) [ (14)4.6 out of 5 ](https://www.g2.com/products/atrad/reviews#reviews "Read Atrad Reviews") Product Description Atrad is a trading platform supporting equity and debt trading. Atrad offers ESG investments in emerging markets and offers powerful ways to trade in emerging capital markets with flexibility. Atr **Market Segment:** 57% Small-Business, 43% Mid-Market ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF What I like best about ATrad is their outstanding customer support. Whenever I’ve had a question or needed help, their team has been responsive,...[Read review](https://www.g2.com/products/atrad/reviews/atrad-review-11205548) ![Shehantha F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shehantha F.") SF Simple interface has all the relevant information when making decisions and easy transaction experience.[Read review](https://www.g2.com/products/atrad/reviews/atrad-review-11529970) Year Founded 2006 HQ Location Colombo 2, Western Company Website https://www.atradsolutions.com LinkedIn® Page https://www.linkedin.com/company/atrad/ ### [Intralinks FundCentre AI](https://www.g2.com/products/intralinks-fundcentre-ai/reviews) [By SS&C Intralinks](https://www.g2.com/sellers/ss-c-intralinks) [ (20)4.2 out of 5 ](https://www.g2.com/products/intralinks-fundcentre-ai/reviews#reviews "Read Intralinks FundCentre AI Reviews") Product Description FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI bri **Industries:** Financial Services · **Market Segment:** 50% Small-Business, 35% Mid-Market JP I think it's very helpful to lighten the load on investment banking analysts[Read review](https://www.g2.com/products/intralinks-fundcentre-ai/reviews/intralinks-fundcentre-ai-review-12985784) KO What I like most about Intralinks FundCentre AI is how it streamlines complex fund management processes through intelligent automation. It boosts...[Read review](https://www.g2.com/products/intralinks-fundcentre-ai/reviews/intralinks-fundcentre-ai-review-12985801) Year Founded 1996 HQ Location New York, US Company Website https://www.intralinks.com Twitter @Intralinks LinkedIn® Page https://www.linkedin.com/company/intralinks ### [StockMarketEye](https://www.g2.com/products/stockmarketeye/reviews) [By StockMarketEye](https://www.g2.com/sellers/stockmarketeye) [ (4)4.5 out of 5 ](https://www.g2.com/products/stockmarketeye/reviews#reviews "Read StockMarketEye Reviews") Product Description 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 **Market Segment:** 100% Small-Business ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI First is the multicurrency support that helps you track and trade in multiple currencies. Secondly, this single tool is enough to manage my...[Read review](https://www.g2.com/products/stockmarketeye/reviews/stockmarketeye-review-8252880) HQ Location N/A Company Website https://stockmarketeye.com LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps ### [Altss](https://www.g2.com/products/altss/reviews) [By Altss](https://www.g2.com/sellers/altss) [ (3)5.0 out of 5 ](https://www.g2.com/products/altss/reviews#reviews "Read Altss Reviews") Product Description Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self- **Market Segment:** 100% Small-Business ![Tatiana S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tatiana S.") TS What we like most is how up-to-date everything is. Altss catches people changes and LP team moves almost in real time — way faster than what we saw...[Read review](https://www.g2.com/products/altss/reviews/altss-review-11317889) ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI I really like how the website is structured. Also, that it is very easy to find the exact family offices that I am looking for.[Read review](https://www.g2.com/products/altss/reviews/altss-review-11837301) Year Founded 2025 HQ Location Miami, US Company Website https://altss.com LinkedIn® Page https://www.linkedin.com/company/altss ### [FolioSure Acuity Analytics](https://www.g2.com/products/foliosure-acuity-analytics/reviews) [By Acuity Analytics](https://www.g2.com/sellers/acuity-analytics) [ (2)4.8 out of 5 ](https://www.g2.com/products/foliosure-acuity-analytics/reviews#reviews "Read FolioSure Acuity Analytics Reviews") Product Description Meet FolioSure, our proprietary AI-powered portfolio monitoring and reporting software. By combining automation, advanced analytics and expert oversight, it eliminates duplication, ensures accuracy an **Market Segment:** 50% Mid-Market, 50% Small-Business ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC The way of application monitoring equity and venture capital[Read review](https://www.g2.com/products/foliosure-acuity-analytics/reviews/foliosure-acuity-analytics-review-8921015) AR it is used to monitori complete portfolio and reporting solution for private market, data opreations and investor reporting can be time consuming...[Read review](https://www.g2.com/products/foliosure-acuity-analytics/reviews/foliosure-acuity-analytics-review-9034610) Year Founded 2002 HQ Location London, GB Company Website https://www.acuitykp.com/ LinkedIn® Page https://www.linkedin.com/company/acuity-knowledge-partners ### [Masttro](https://www.g2.com/products/masttro/reviews) [By Masttro](https://www.g2.com/sellers/masttro) [ (2)5.0 out of 5 ](https://www.g2.com/products/masttro/reviews#reviews "Read Masttro Reviews") Product Description Masttro is a global wealth technology platform designed for family offices, private banks, RIAs, and professional service firms. It provides a single, secure interface to consolidate every asset class **Market Segment:** 50% Small-Business ![Sabrina B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sabrina B.") SB I use Masttro for our family office and I find it simple to use. It's great because it allows us to keep all our assets in one place and use it as...[Read review](https://www.g2.com/products/masttro/reviews/masttro-review-12343330) ![Sheldon C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sheldon C.") SC I appreciate the ease of use and the pre-produced library of reports that Masttro provides. It has significantly streamlined our processes,...[Read review](https://www.g2.com/products/masttro/reviews/masttro-review-12447458) Year Founded 2010 HQ Location New York, US Company Website https://www.masttro.com LinkedIn® Page https://www.linkedin.com/company/masttro-holding-ag ### [RightCapital](https://www.g2.com/products/rightcapital/reviews) [By RightCapital](https://www.g2.com/sellers/rightcapital) [ (14)4.6 out of 5 ](https://www.g2.com/products/rightcapital/reviews#reviews "Read RightCapital Reviews") Product Description 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 **Industries:** Financial Services · **Market Segment:** 86% Small-Business, 14% Mid-Market ![Chris A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris A.") CA I have found the customizable snapshot to be incredibly insightful to summarize and track the key metrics in my clients' financial lives. Also, I...[Read review](https://www.g2.com/products/rightcapital/reviews/rightcapital-review-6899142) ![Neil K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neil K.") NK Intuitive data entry and reports. Solid Monte Carlo Engine with expanding what-if scenarios. 1040-style tax reports. Easy to use client data vault.[Read review](https://www.g2.com/products/rightcapital/reviews/rightcapital-review-6927483) Year Founded 2015 HQ Location Shelton, US Company Website https://www.rightcapital.com Twitter @RightCapitalHQ LinkedIn® Page https://www.linkedin.com/company/10052012/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. 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