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 Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected

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

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

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

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

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,

Altss is the leading LP database for private markets, built to help fund managers and dealmakers connect with the right capital. Our platform now includes 9,000+ verified family offices and over 1.5M

Mantle is the breakthrough CRM software for Non-profits. Mantle is a specially developed CRM software for Nonprofits that allows you to measure the impact you have in your community, something we kno

Pro Stock Tracker is an investment portfolio tracking platform used by individual investors, investment professionals, and educational institutions such as schools and universities. It supports a w

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