Investment Portfolio Management Software

Investment Portfolio Management Software Overview

Investment portfolio management software helps investors manage and keep track of their portfolios. Rather than checking multiple applications to view their assets, users can store all their portfolio information on a single platform. These portfolios generally include401(k) plans, savings accounts, mutual and exchange-traded funds, individual stocks, bonds, and individual retirement accounts (IRA).

In addition to providing a snapshot into the current state of you or your clients' net worth, these software tools also include useful accounting and reporting features that simplify the process for the user such as personal finance, budgeting, and goal setting sheets. They are commonly used by wealth management professionals to build and track their clients' portfolios but are also accessible for individuals seeking a single platform for their own benefit. Individuals using these platforms should look for software products with less complicated features that don’t require as much of a learning curve as those for wealth management professionals.

With more educated and informed investors, it is more common today for the average person to have many types of investment accounts. This makes tracking, especially by hand or spreadsheet, an incredibly difficult task. Additionally, investment portfolio management software automates certain tasks such as transferring funds, placing orders, and providing current market analysis breakdowns. These software products are also commonly referred to as wealth management software, stock portfolio management software, and fund administration software.

Investment Portfolio Management Products

(1-25 of 53) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

Backstop

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment…

Envestnet Platform

Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.

MSCI Real Estate Enterprise Analytics

MSCI headquartered in New York has offered their real estate portfolio analysis and management tool Real Estate Enterprise Analytics.

Morningstar Direct

Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.

WealthBlock

WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor…

Clearwater Analytics

Clearwater Analytics is a provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations, headquartered in Boise. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in…

Shrimpy

Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.

Charles River Portfolio Management & Risk Analytics

Charles River Development headquartered in Burlington offers Charles River Portfolio Analytics, a financial risk management platform dedicated to providing data-driven investment decision support.

CGI Wealth360 Portfolio Management

The CGI Wealth360 Portfolio Management platform is an investment portfolio management suite and application toolkit.

Appix Mortgage

Salient CRGT headquartered in Fairfax offers Appix Mortgage to help manage mortgage-backed securities backed investments, and maximize portfolio gain.

Altvia AIM (Alternative Investment Management)

AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a…

SS&C Advent Portfolio Exchange (APX)

SS&C offers Advent Portfolio Exchange (APX), a portfolio management and investment performance tracking system supporting compliant reporting and investment analytics, and multi-asset and multi-currency reporting.

Barra Aegis Suite

MSCI headquartered in New York offers the Barra Aegis Suite, a financial risk and portfolio management solution designed to isolate risk source in investments, reduce unintentional bets, and perform portfolio optimization analysis.

Barra Portfolio Manager

MSCI, headquartered in New York, offers Barra Portfolio Manager, a cloud-based equity investment and portfolio management application, supporting attribution and what-if analysis, strategy research, reporting, and other features.

ICE Data Services Market-Q

Intercontinental Exchange (ICE) company ICE Data Services offers Market-Q, an investment portfolio analytics platform providing portfolio managers quick access to needed financial performance data and comparisons.

Fiserv Unified Wealth Platform (UWP)

Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory…

Geneva

Geneva from Advent Software, an SS&C company, is a financial asset and global portfolio management solution for hedge funds, asset managers, and wealth management entities.

Morningstar Advisor Workstation

Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.

SS&C Advent Tamale RMS

SS&C company Advent Software offers Tamale RMS, a research management system providing investment managers a tool to track and share research data, emails and communications, and maintain documentation and compliance for investment activities.

eMoney Advisor

eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.

SwixMortgage

CGI headquartered in Montreal offers SwixMortgage, a mortgage portfolio management platform.

AngelList Venture

AngelList Venture is a venture fund and investment management platform, from startup focused company AngelList in San Francisco.

Equisoft/analyze

Equisoft/analyze (formerly WealthElements Advisor) is a comprehensive asset allocation and wealth analytics tool.

AdvisorEngine

AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine…

RedBlack

RedBlack Software in Bedford offers portfolio rebalancing and trading solutions used by asset management firms, wealth managers, registered investment advisors, brokers, banks and trust companies. The vendor states that automating the rebalancing process and rapidly executing trades…

Learn More About Investment Portfolio Management Software

What is investment portfolio management software?

Investment portfolio management software helps investors manage and keep track of their portfolios. Rather than checking multiple applications to view their assets, users can store all their portfolio information on a single platform. These portfolios generally include401(k) plans, savings accounts, mutual and exchange-traded funds, individual stocks, bonds, and individual retirement accounts (IRA).

In addition to providing a snapshot into the current state of you or your clients' net worth, these software tools also include useful accounting and reporting features that simplify the process for the user such as personal finance, budgeting, and goal setting sheets. They are commonly used by wealth management professionals to build and track their clients' portfolios but are also accessible for individuals seeking a single platform for their own benefit. Individuals using these platforms should look for software products with less complicated features that don’t require as much of a learning curve as those for wealth management professionals.

With more educated and informed investors, it is more common today for the average person to have many types of investment accounts. This makes tracking, especially by hand or spreadsheet, an incredibly difficult task. Additionally, investment portfolio management software automates certain tasks such as transferring funds, placing orders, and providing current market analysis breakdowns. These software products are also commonly referred to as wealth management software, stock portfolio management software, and fund administration software.

Investment portfolio management software features

Investment Portfolio Management Software usually has the following capabilities:

  • Client communication
  • Client management
  • Client/board portal, securely share capital statements
  • Fund accounting
  • Cash management
  • Approval workflow
  • Customizable dashboards for financial reporting, summary data
  • Financial analytics module
  • Investment portfolio optimization
  • Regulatory compliance management
  • Compliance reporting

Investment portfolio management software comparison

Some important factors to keep in mind when deciding on the right investment portfolio management software product include:

  • Ease of Use. More advanced packages may have more difficult user interfaces and client portals. As such, ensure that the amount of time required to learn the ins and outs of the product you select makes sense for your individual use case.
  • Use Case. While most of the products are useful in overall asset management, some products may be more geared towards salespeople rather than portfolio managers. For example, features such as market analysis and asset performance may not be as necessary for salespeople but extremely useful for wealth management professionals. Be sure the software is designed to fit your specific needs.

Pricing Information

Pricing for investment portfolio management software varies based on the features and capabilities you are looking for. For basic products, look to pay between $50 to $300 a month, usually per user. For more advanced products and features, such as risk management tools, expect pricing to range between $600 to $1500 a month per user. Some products will offer a discount for annual payment. Vendors typically offer a free trial.

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Frequently Asked Questions

What does investment portfolio management software do?

Investment Portfolio Management Software provides fund administration and accounting, reporting compliance, and automates tasks related to managing investments. Also called Stock Portfolio Management Software, Wealth Management Software, or Fund Administration Software, investment portfolio management software can be used by financial advisors, portfolio managers, and individuals.

What are the benefits of using investment portfolio management software?

Benefits to using these software products include having a single platform providing an overview of you or your client’s net worth. Having this simplicity saves time and helps the user concentrate on building wealth. For wealth management professionals, these tools simplify the process of asset management by having one platform where one can view all investments, get a snapshot of performance, and communicate to their clients.

How much does investment portfolio management software cost?

For standard investment portfolio management software packaging, look to pay between $50 to $300 a month per user. For versions containing advanced features such as sophisticated risk management, expect prices to range from $600 to $1500 a month. Many vendors offer free trials.