Investment Portfolio Management Software

Best Investment Portfolio Management Software include:

Morningstar Advisor Workstation and Morningstar Direct.

Investment Portfolio Management Software Overview

What is Investment Portfolio Management Software?

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 is used by financial advisors and portfolio managers.

Features of Investment Portfolio Management Software

Investment Portfolio Management Software presents the following capabilities
  • Client communication and 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 Products

(1-25 of 36) Sorted by Most Reviews

Backstop
0 ratings
1 review
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 portfolio manage…
MSCI Real Estate Enterprise Analytics
MSCI headquartered in New York has offered their real estate portfolio analysis and management tool Real Estate Enterprise Analytics.
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 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.
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.
eMoney Advisor
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.
Envestnet Platform
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.
CGI Wealth360 Portfolio Management
The CGI Wealth360 Portfolio Management platform is an investment portfolio management suite and application toolkit.
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.
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.
SwixMortgage
CGI headquartered in Montreal offers SwixMortgage, a mortgage portfolio management platform.
Morningstar Direct
Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.
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.
Appix Mortgage
Salient CRGT headquartered in Fairfax offers Appix Mortgage to help manage mortgage-backed securities backed investments, and maximize portfolio gain.
Fiserv Unified Wealth Management
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 tools, as well …
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 trusted and transpar…
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 integrates with va…
Moneytree Advise
Moneytree Advise is presented as a solution for busy planners. Advise is designed to allow users to spend more time with clients and less time creating financial plans through navigation and clear reports, with instant, side-by-side scenario comparisons that allow for rich client interaction.
Moneytree Plan
Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s go…
TPG Software Portfolio Genius
The Portfolio Genius System from TPG Software provides full coverage of the fixed income and liability instruments in a portfolio, including:Accuracy in accrual, accretion and amortization in conformity with the current Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, p…
RightCapital
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.
MoneyGuidePro
Designed for advisors with the client in mind, MoneyGuidePro® provides solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. The product is now supported by Envestnet (acquired in late 2019).
NaviPlan, by Advicent
Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms.