---
description: Discover and compare Free Investment Management Software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Free Investment Management Software - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Free Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)

# Investment Management Software

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> Investment Management software automates wealth, portfolio, and financial asset management.

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## Products

1. [Mint](https://www.capterra.co.il/software/213530/mint) — 4.5/5 (140 reviews) — Financial management solution that helps create budgets, track investments, manage bills \& receive reminders for upcoming payments.
2. [Foundersuite](https://www.capterra.co.il/software/144844/foundersuite) — 4.7/5 (110 reviews) — Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck \& ++
3. [Stessa](https://www.capterra.co.il/software/181042/stessa) — 4.5/5 (103 reviews) — Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection.
4. [Vestd](https://www.capterra.co.il/software/207791/vestd) — 4.9/5 (97 reviews) — The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.
5. [WOWS Investment Portal](https://www.capterra.co.il/software/1051443/wows) — 4.7/5 (97 reviews) — Integrated platform for fundraising, investor matching, and equity management for startups, SMEs, and investors.
6. [Plaid](https://www.capterra.co.il/software/174384/plaid) — 4.4/5 (95 reviews) — Build a holistic view of your customer's investments
7. [Carta](https://www.capterra.co.il/software/176931/carta) — 4.2/5 (62 reviews) — Carta is an equity management platform for companies, investors, and employees.
8. [ICONOMI](https://www.capterra.co.il/software/1061574/iconomi) — 4.5/5 (44 reviews) — Digital asset management platform that offers cryptocurrency trading and investment through diversified portfolios.
9. [DealCheck](https://www.capterra.co.il/software/205089/dealcheck) — 4.8/5 (38 reviews) — The Leading Real Estate Analysis Software and Calculator
10. [Exirio](https://www.capterra.co.il/software/1014161/exirio) — 4.8/5 (30 reviews) — Wealth tracking tool that helps analyze assets, track performance of investments, understand value in various currencies and more.
11. [Ledgy](https://www.capterra.co.il/software/173939/ledgy) — 4.9/5 (29 reviews) — Ledgy helps VCs manage their startup portfolios from one dashboard: track performance, liquidity, runway, model valuations and more.
12. [Trademetria](https://www.capterra.co.il/software/184103/trademetria) — 4.7/5 (25 reviews) — All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
13. [Active Trader Pro](https://www.capterra.co.il/software/210415/active-trader-pro) — 3.2/5 (13 reviews) — Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
14. [Rundit](https://www.capterra.co.il/software/1015177/rundit) — 4.2/5 (13 reviews) — Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups.
15. [Diligent Equity](https://www.capterra.co.il/software/179921/truequity) — 3.7/5 (12 reviews) — Diligent is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need.
16. [TOGGLE](https://www.capterra.co.il/software/200059/toggle) — 4.5/5 (12 reviews) — TOGGLE AI alerts you to what might affect your portfolio holdings.
17. [DynamicDocs Excel to PDF Add-in](https://www.capterra.co.il/software/1084369/DynamicDocs-Excel-to-PDF-Add-in) — 5.0/5 (10 reviews) — DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps.
18. [Covercy](https://www.capterra.co.il/software/173106/covercy) — 4.3/5 (9 reviews) — Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Now with AI.
19. [U-Rite](https://www.capterra.co.il/software/219459/u-rite) — 5.0/5 (7 reviews) — Excel-based CRE underwriting and valuation platform that saves time and unlocks productivity.
20. [Cash Flow Portal](https://www.capterra.co.il/software/1010993/cash-flow-portal) — 4.9/5 (7 reviews) — Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital.
21. [Quoroom](https://www.capterra.co.il/software/214233/fundraising-and-cap-table-management-platform) — 4.7/5 (6 reviews) — Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
22. [Macroaxis](https://www.capterra.co.il/software/77263/wealth-management-platform) — 4.3/5 (4 reviews) — Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolio
23. [Sharesight](https://www.capterra.co.il/software/207519/sharesight) — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
24. [Unity](https://www.capterra.co.il/software/1036792/unity) — 5.0/5 (3 reviews) — Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design.
25. [TeamWox](https://www.capterra.co.il/software/89809/teamwox-groupware) — 5.0/5 (1 reviews) — TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.il/directory/30050/financial-reporting/software)
- [Equity Management Software](https://www.capterra.co.il/directory/31561/equity-management/software)
- [Compensation Management Software](https://www.capterra.co.il/directory/30667/compensation-management/software)
- [Stock Portfolio Management Software](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software)
- [Financial Services Software](https://www.capterra.co.il/directory/31123/financial-services/software)

## Links

- [View on Capterra](https://www.capterra.co.il/directory/20010/investment-management/software)
- [All Categories](https://www.capterra.co.il/directory)

-----

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Investors, including Angels, VCs, Private Equity, Family Offices, and Funds, can explore a vast network of companies, access funding history, pitch decks, and deal rooms, and simplify investment tracking with personalized dashboards. 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Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically. Carta is always evolving and has built cutting edge tools that grow with your company and help with valuations, tax filings, and equity compliance. In 2021, Carta joined the fund administration space and proudly services investors and public markets. Since then, their offerings have expanded to include a host of solutions tailored to different entities and business needs. Today, Carta supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8989ecd5-eebe-43f3-80ad-9fcce409f77e.png","url":"https://www.capterra.co.il/software/176931/carta","@type":"ListItem"},{"name":"ICONOMI","position":8,"description":"Digital asset management platform that offers cryptocurrency trading and investment. It enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios.\n\nYou can build a long-term crypto portfolio for your business or clients. ICONOMI removes the complexities of investing in the crypto industry. Thus saving you time to spend on more important areas of your business.\n\nAt ICONOMI, your business would have access to a powerful trading engine. It connects you to top exchanges and takes into account real-time market movements. 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Swiss made: always accurate, private, secure and legally compliant.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/baf35746-5ab7-41a1-83de-bb732c555733.png","url":"https://www.capterra.co.il/software/173939/ledgy","@type":"ListItem"},{"name":"Trademetria","position":12,"description":"All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? 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With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. \n\nYour VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41ff67c2-2e25-4665-97c9-61fec6541377.png","url":"https://www.capterra.co.il/software/1015177/rundit","@type":"ListItem"},{"name":"Diligent Equity","position":15,"description":"Diligent Equity (powered by EquityEffect) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. 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Users can work with existing templates or develop custom ones, with customer support available for technical and template-related assistance. This tool bridges Excel data management with professional PDF production.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/809a6ad5-cf20-4bfc-a8db-5b397e3484f4.png","url":"https://www.capterra.co.il/software/1084369/DynamicDocs-Excel-to-PDF-Add-in","@type":"ListItem"},{"name":"Covercy","position":18,"description":"Covercy is the first Banking-Embedded Investment Management Platform with AI (artificial intelligence) built for commercial real estate (CRE) investment firms. Save time with our automated distribution & capital call payment processing and gain your LPs’ trust with our intuitive Investor Portal all in one platform. If you are a CRE investment firm who caters to high net work (HNW) clients or family office investors, this platform will help you drive growth for your investment firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e700cdd3-5b8c-4d8c-9b4f-95551e5b2752.png","url":"https://www.capterra.co.il/software/173106/covercy","@type":"ListItem"},{"name":"U-Rite","position":19,"description":"U-Rite is a cloud-based commercial real estate platform designed to streamline property valuation and tenant underwriting for brokers, investors, and advisors. Built by CRE professionals, it integrates seamlessly with Microsoft Excel, allowing users to generate detailed cash flow projections, perform advanced real estate calculations, and manage portfolios—all within a familiar spreadsheet environment. 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Automate K1s, distributions, updates, investor workflows, and get comprehensive reports.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5e2d6c06-e94c-4e36-9ca2-951c8d127775.jpeg","url":"https://www.capterra.co.il/software/1010993/cash-flow-portal","@type":"ListItem"},{"name":"Quoroom","position":21,"description":"Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants.\nQuoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. \nQuoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.capterra.co.il/software/214233/fundraising-and-cap-table-management-platform","@type":"ListItem"},{"name":"Macroaxis","position":22,"description":"Macroaxis is an investment analytics solution that provides portfolio optimization tools to help investors generate efficient portfolios. Macroaxis offers portfolio backtesting, technical analysis, idea breakdowns, and correlation analysis to empower investors to create optimal portfolios aligned with their risk tolerance and budget constraints. Macroaxis aims to deliver an affordable digital wealth advisory service by leveraging fintech trends and AI optimization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/070bbe66-d7e2-416a-a7bb-152a99978a3a.jpg","url":"https://www.capterra.co.il/software/77263/wealth-management-platform","@type":"ListItem"},{"name":"Sharesight","position":23,"description":"Sharesight is an award-winning online investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place.\n\nYou can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. \n\nAll while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/66d649e7-53db-47ad-8692-6ea0e5b55f9e.png","url":"https://www.capterra.co.il/software/207519/sharesight","@type":"ListItem"},{"name":"Unity","position":24,"description":"Unity is an innovative multi-asset trading platform that offers you the opportunity to provide your clients with the highest level of trading services. \n\nThe platform supports 100,000+ financial instruments in all asset classes within a unified interface, integrating effortlessly with any liquidity provider and accessible on any device. The system is comprised of client applications (professional for traders and casual for investors and users without experience), web terminal and an administrative portal with middle and back-office functionality. \n\nOur robust system ensures that every specific business case has access to all necessary features for managing your clients' trading.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.capterra.co.il/software/1036792/unity","@type":"ListItem"},{"name":"TeamWox","position":25,"description":"TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools.\n\nUsing this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information.\n\nTry the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a10f037-3eef-4e8e-a546-8301d6a6b48b.png","url":"https://www.capterra.co.il/software/89809/teamwox-groupware","@type":"ListItem"}],"numberOfItems":25}
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