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Finance & Financial Management > Investment Management Software

Name	Description	Pricing	Free Trial	Features	Top Pros	Top Cons	Best For
Status Money Rating: 80%	Status Money was founded in 2016 in New York City. Status Money allows you to compare your finances and find new opport read more	free	available	budgeting, investment tracking, financial categories,: spending, debt, income, asset, etc	it's free to sign up and use Status Money, view accounts in one place, anonymous comparison, helpful suggestions, earn cash rewards read more	no custom categories, no smartphone app	personal finance newbies, investors, desktop users, security-minded users
Fidelity Rating: 95%	Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund co read more	stock trades $4.95/trade, option trades $4.95/trade + $0.65/contract	limited features	investment types: stocks, options, ETFs, mutual funds, bonds, real-time streaming market data, advanced charting, mon read more	cheap trades commission-free ETFs, a large selection of investment options, credit options plus cashback, bill payment read more	lacks functionality high margin rates	active traders, smartphone users, options traders, IRA investors, local branches
Mint Rating: 92%	Mint Software, Inc. develops a personal finance online application that automatically updates and categorizes informatio read more	free	available	income and expense, categorization and tracking, budgeting, investment tracking, free credit score, alerts and advice, bill pay, etc read more	free, fast and easy, highly automated, simple budgeting tools, good mobile support, including Apple Watch	only support US and Canadian accounts, discontinued bill pay, weal investing tools, no account reconciliation	personal finance newbies, investors, young investors, smartphone users, budgeters, bill paying
Quicken Rating: 80%	Quicken, a top personal money management software, has been the trusted financial solution for millions of consumers. Ba read more	$34.99 - $99.99/year	no	investment performance analysis custom reporting free online backups archive investments budget improvements more c read more	the most comprehensive personal finance software app strong portfolio management bill pay robust budgeting tools	poor customer service required to use desktop software synchronization Issues	investors retirement savers DIYers desktop users bill paying expense trackers
Personal Capital Rating: 95%	Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wea read more	0.49% - 0.89% yearly	limited features	analyze the cash flow including both income and expenses, calculate the net worth – including updated home value, ch read more	complete view of the finances, powerful investment checkup, support via many apps, all-inclusive wealth management fee, great reporting read more	asset allocation is not customizable, reconciliation is not available, expensive wealth management service	personal finance newbies, investors, retirement savers, young investors, budgeters, expense trackers
SigFig Rating: 80%	SigFig Wealth Management, LLC operates as an investment advisory company. It offers SigFig software to the personalized read more	0.25%/year for $10k and more, 0.5% for diversified income portfolio	first $10k managed free	investment account sync, portfolio tracker, reporting dashboards, external portfolio analysis-SigFig, minimum invest read more	free portfolio tracker, free portfolio review, no annual fee under $10,000, competitive management fees, investment diversification, tax loss harvesting read more	inaccurate advice, recommended funds with high fees, high fees on diversified portfolio, limited investment platform options read more	intermediate investors, experienced investors, IRA investors, mobile users
MaxiFi Planner Rating: 80%	MaxiFi Planner is a powerful new personal financial planning tool, created by Economic Security Planning, Inc. Like many read more	$79.00/year - $99.00/year	no	shows the fixed and discretionary spending level, savings and life insurance coverage plans, plan optimization feature read more	a holistic view of the finances, easy for understanding, forward-looking results	no synchronization, not free, no live customer service	investors, retirement savers, high net worth investors, desktop users, budgeters, security-minded users
Investment Account Manager Rating: 95%	Investment Account Manager is a Windows desktop-based investment software program that provides investment tracking and read more	$99/year - $295/year	60-day	track an unlimited number of portfolios, customizable report section, benchmark comparisons, fundamental ratio analys read more	unlimited number of portfolios and each is handled individually, transactions are segregated by account, rebalancing feature read more	designed for investment management only, no budgeting, debt or other financial management tasks	investment management, newbies and seasoned investors
Fundrise Rating: 90%	Fundrise is one of the pioneers of online real estate crowdfunding. It provides a real estate investing platform that fa read more	1% year annual asset management fee	no	offering types: debt, equity, preferred equity, property types: commercial, residential, single Family etc	low minimum investment - $500, low fees, no accreditation, depreciation, 90-day guarantee, commercial real estate a read more	investment liquidity, tax consequences	new real estate investors, REIT investing, SDIRA investors, goal-oriented investors, diversification, low minimum
Wealthfront Rating: 95%	Wealthfront is the automated financial advisor to offer the combination of financial planning, investment management, an read more	0.25%/year	free for accounts under $5,000	minimum investment - $500, different investment types: retirement, education, individual, joint, trust, lowering taxes read more	tax-loss harvesting for all accounts, stock level tax-loss harvesting, globally diversified portfolios based on invest read more	the flat-fee structure that does not decrease as account size grows, help limited to online-based FAQ help center, lim read more	beginning investors, intermediate investors, young investors, smartphone users, IRA investors, goal-oriented investors read more

Status Money

Pricing	free
Free Trial	available
Features	budgeting, investment tracking, financial categories,: spending, debt, income, asset, etc
Top Pros	it's free to sign up and use Status Money, view accounts in one place, anonymous comparison, helpful suggestions, earn cash rewards
Top Cons	no custom categories, no smartphone app
Overall Rating	80%
Best For	personal finance newbies, investors, desktop users, security-minded users

Status Money was founded in 2016 in New York City. Status Money allows you to compare your finances and find new opportunities to grow your net worth. You can see how your finances compare with millions of people like you. Status analyzes your accounts to find opportunities for you to improve – then gives you cash rewards for taking action.

Fidelity

Pricing	stock trades $4.95/trade, option trades $4.95/trade + $0.65/contract
Free Trial	limited features
Features	investment types: stocks, options, ETFs, mutual funds, bonds, real-time streaming market data, advanced charting, monitor the money: positions, balances and intraday changes, etc
Top Pros	cheap trades commission-free ETFs, a large selection of investment options, credit options plus cashback, bill payment
Top Cons	lacks functionality high margin rates
Overall Rating	95%
Best For	active traders, smartphone users, options traders, IRA investors, local branches

Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. It provides its services to individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments.

Mint

Pricing	free
Free Trial	available
Features	income and expense, categorization and tracking, budgeting, investment tracking, free credit score, alerts and advice, bill pay, etc
Top Pros	free, fast and easy, highly automated, simple budgeting tools, good mobile support, including Apple Watch
Top Cons	only support US and Canadian accounts, discontinued bill pay, weal investing tools, no account reconciliation
Overall Rating	92%
Best For	personal finance newbies, investors, young investors, smartphone users, budgeters, bill paying

Mint Software, Inc. develops a personal finance online application that automatically updates and categorizes information in real-time. The company’s personal finance information management service allows users to consolidate and track financial information; and understand and manage budgeting, credit score, investment, and bill pay aspects.

Quicken

Pricing	$34.99 - $99.99/year
Free Trial	no
Features	investment performance analysis custom reporting free online backups archive investments budget improvements more connectivity resolution memorized transaction show up in register etc
Top Pros	the most comprehensive personal finance software app strong portfolio management bill pay robust budgeting tools
Top Cons	poor customer service required to use desktop software synchronization Issues
Overall Rating	80%
Best For	investors retirement savers DIYers desktop users bill paying expense trackers

Quicken, a top personal money management software, has been the trusted financial solution for millions of consumers. Based in Menlo Park, California, Quicken Inc. remains deeply committed to helping individuals and families improve their financial lives. The platform is available only for Windows and Mac users.

Personal Capital

Pricing	0.49% - 0.89% yearly
Free Trial	limited features
Features	analyze the cash flow including both income and expenses, calculate the net worth – including updated home value, check on and analyze the investments, plan for retirement analyze the account fees perform an investment check up, review the asset allocation etc
Top Pros	complete view of the finances, powerful investment checkup, support via many apps, all-inclusive wealth management fee, great reporting
Top Cons	asset allocation is not customizable, reconciliation is not available, expensive wealth management service
Overall Rating	95%
Best For	personal finance newbies, investors, retirement savers, young investors, budgeters, expense trackers

Personal Capital is an online investment advisory platform that provides its clients with electronically facilitated wealth management services, objective advice, and strategies. Personal Capital’s platform highlights its users’ long-term fiscal health over month-to-month spending with tools such as a visual graph of their investment allocation, a 401(k)-fee analyzer, and a retirement planning calculator.

SigFig

Pricing	0.25%/year for $10k and more, 0.5% for diversified income portfolio
Free Trial	first $10k managed free
Features	investment account sync, portfolio tracker, reporting dashboards, external portfolio analysis-SigFig, minimum investment $2,000, portfolio monitoring and analysis, access to investment advisors, commission-free portfolio management, portfolio rebalancing tax reduction strategies, etc
Top Pros	free portfolio tracker, free portfolio review, no annual fee under $10,000, competitive management fees, investment diversification, tax loss harvesting
Top Cons	inaccurate advice, recommended funds with high fees, high fees on diversified portfolio, limited investment platform options
Overall Rating	80%
Best For	intermediate investors, experienced investors, IRA investors, mobile users

SigFig Wealth Management, LLC operates as an investment advisory company. It offers SigFig software to the personalized portfolio, check investments, provide concierge service, and manage the account. The company was founded in 2007 and is based in San Francisco, California. SigFig Wealth Management, LLC operates as a subsidiary of Nvest, Inc.

MaxiFi Planner

Pricing	$79.00/year - $99.00/year
Free Trial	no
Features	shows the fixed and discretionary spending level, savings and life insurance coverage plans, plan optimization feature, incorporates detailed Federal, State, and FICA tax calculations, Social Security benefits and Medicare Part B premiums risk analysis, etc
Top Pros	a holistic view of the finances, easy for understanding, forward-looking results
Top Cons	no synchronization, not free, no live customer service
Overall Rating	80%
Best For	investors, retirement savers, high net worth investors, desktop users, budgeters, security-minded users

MaxiFi Planner is a powerful new personal financial planning tool, created by Economic Security Planning, Inc. Like many personal finance apps, MaxiFi Planner looks at your full financial picture to give you the best estimate of your savings and how that will pan out in retirement while keeping the same standard of living through all stages of your life.

Investment Account Manager

Pricing	$99/year - $295/year
Free Trial	60-day
Features	track an unlimited number of portfolios, customizable report section, benchmark comparisons, fundamental ratio analysis tools, professional version of the software for financial advisors, etc
Top Pros	unlimited number of portfolios and each is handled individually, transactions are segregated by account, rebalancing feature
Top Cons	designed for investment management only, no budgeting, debt or other financial management tasks
Overall Rating	95%
Best For	investment management, newbies and seasoned investors

Investment Account Manager is a Windows desktop-based investment software program that provides investment tracking and portfolio management tools. The product was designed by professional money managers and used by investors globally since 1985. The goal of the software is to help you understand and manage your investment portfolios. The software for individuals is suitable for both newbies and seasoned investors.

Fundrise

Pricing	1% year annual asset management fee
Free Trial	no
Features	offering types: debt, equity, preferred equity, property types: commercial, residential, single Family etc
Top Pros	low minimum investment - $500, low fees, no accreditation, depreciation, 90-day guarantee, commercial real estate access, passive investment, quarterly redemptions and distributions
Top Cons	investment liquidity, tax consequences
Overall Rating	90%
Best For	new real estate investors, REIT investing, SDIRA investors, goal-oriented investors, diversification, low minimum

Fundrise is one of the pioneers of online real estate crowdfunding. It provides a real estate investing platform that facilitates discussions among companies, investors, and others interested in real estate projects for funding of these projects. In 2015, Fundrise shook the crowdfunding space with the introduction of its first REIT. An REIT (Real Estate Investment Trust) is an invention by Fundrise to make investing in commercial real estate accessible to the masses. REITs are similar to investing in an ETF or mutual fund.

Wealthfront

Pricing	0.25%/year
Free Trial	free for accounts under $5,000
Features	minimum investment - $500, different investment types: retirement, education, individual, joint, trust, lowering taxes management, managing risk management etc
Top Pros	tax-loss harvesting for all accounts, stock level tax-loss harvesting, globally diversified portfolios based on investor’s risk factor, free financial planning, path considers external accounts
Top Cons	the flat-fee structure that does not decrease as account size grows, help limited to online-based FAQ help center, limited investor education beyond blog articles and some videos
Overall Rating	95%
Best For	beginning investors, intermediate investors, young investors, smartphone users, IRA investors, goal-oriented investors

Wealthfront is the automated financial advisor to offer the combination of financial planning, investment management, and banking-related services exclusively through software. Wealthfront Advisors provide investment advisory services to clients. It has an extremely transparent investment process through the publication of its investment methodology white paper and other strategic investment approaches such as smart beta.