---
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 Australia 2026
---

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

# Investment Management Software

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> Investment Management Software is a digital solution for managing and keeping track of an organisation’s investment portfolio and financial assets. It enables wealth owners, investors, portfolio managers, and other wealth management professionals to store and access investment data and manage client-investor relationships. That includes savings accounts, retirement accounts, trade funds (ETFs), mutual funds, index funds, active funds, stocks, bonds, and shares. In addition, investment portfolio management software typically includes tools for budgeting, risk assessment, audit compliance, managing personal finances, transferring funds, carrying out market analyses, and setting goals. Investment fund management software could 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 could let users manage all their investments in one place, even if they are distributed globally. Investment manager software usually comes with different brokerage charges, helping to group and classify them for easy reference. Using watchlists, an investment tool can also track stock markets and accessible online securities sources. Investor management software can help reduce reliance on manual data entry and spreadsheets, streamline data management, and improve transparency across the investment chain. It could also enhance investor relations and foster trust by enabling managers to report to and communicate with shareholders or investors more effectively. In addition, real estate investment management software could 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 to capture, store, share, and dispose of data per the law. One of the most typical features of wealth management software is 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 essential, organising the firm’s interactions with clients and their wealth. Investment tools are related to Stock Portfolio Management Software, Equity Management Software, and Hedge Fund Software since they enable users to manage all these investment types.

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## Products

1. [Agicap](https://www.getapp.com.au/software/2047968/agicap) — 4.3/5 (161 reviews) — Manage your cashflow with ease
2. [Creatio CRM](https://www.getapp.com.au/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) — New era CRM to manage all customer and operational workflows
3. [Foundersuite](https://www.getapp.com.au/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
4. [Stessa](https://www.getapp.com.au/software/115019/stessa) — 4.5/5 (103 reviews) — Property management software designed for landlords
5. [WOWS Investment Portal](https://www.getapp.com.au/software/2068610/wows) — 4.7/5 (97 reviews) — The WOWS Investment Portal. One Portal. Everything You Need.
6. [Macabacus](https://www.getapp.com.au/software/2069152/macabacus) — 4.7/5 (85 reviews) — The fastest way to get more done in Microsoft 365
7. [HiddenLevers](https://www.getapp.com.au/software/457099/hiddenlevers) — 4.3/5 (58 reviews) — Portfolio stress testing software for advisory firms
8. [Bob Finance](https://www.getapp.com.au/software/2048352/mosaic-1) — 4.8/5 (57 reviews) — Strategic financial planning platform for decision making
9. [Social Security Timing](https://www.getapp.com.au/software/2059857/social-security-timing) — 4.7/5 (49 reviews) — Cloud-based social security strategy management tool
10. [DealCheck](https://www.getapp.com.au/software/2047952/dealcheck) — 4.8/5 (38 reviews) — Analyze Any Investment Property in Seconds
11. [Exirio](https://www.getapp.com.au/software/2057128/exirio) — 4.8/5 (30 reviews) — Multi-currency and multi-asset portfolio tracker
12. [Ledgy](https://www.getapp.com.au/software/139639/ledgy) — 4.9/5 (29 reviews) — Equity management platform for compliance and automation
13. [MadeMarket](https://www.getapp.com.au/software/2061403/mademarket) — 4.8/5 (20 reviews) — Customer relationship and deal management platform
14. [InvestNext](https://www.getapp.com.au/software/2063397/investnext) — 4.8/5 (20 reviews) — Real estate investment management platform
15. [First Rate Vantage](https://www.getapp.com.au/software/2058077/vantage-software) — 4.9/5 (18 reviews) — Investor portal and accounting platform
16. [AlternativeSoft](https://www.getapp.com.au/software/2043411/alternativesoft) — 4.6/5 (14 reviews) — Investment management platform for fund managers
17. [Active Trader Pro](https://www.getapp.com.au/software/2037947/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management for active investors
18. [Rundit](https://www.getapp.com.au/software/2053022/rundit) — 4.2/5 (13 reviews) — A single source of truth to stay on top of investments.
19. [Super](https://www.getapp.com.au/software/2068392/super) — 5.0/5 (13 reviews) — The Family Office OS
20. [Diligent Equity](https://www.getapp.com.au/software/119487/equityeffect) — 3.7/5 (12 reviews) — Cloud-based equity management solution
21. [TOGGLE](https://www.getapp.com.au/software/2000319/toggle) — 4.5/5 (12 reviews) — AI-based investment insights and financial analysis tool
22. [Qoblex](https://www.getapp.com.au/software/2053000/stock-buy) — 5.0/5 (11 reviews) — Inventory and Order Management Software
23. [PackHedge](https://www.getapp.com.au/software/2080542/packhedge) — 4.9/5 (11 reviews) — Portfolio management and accounting analysis software
24. [Capboard](https://www.getapp.com.au/software/2055689/capboard) — 4.7/5 (10 reviews) — Equity management tool to digitize cap tables \& equity plans
25. [Covercy](https://www.getapp.com.au/software/105983/covercy) — 4.3/5 (9 reviews) — Not your standard investment management.

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## Related Categories

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

## Links

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

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