Investment Portfolio Management Software

Best Investment Portfolio Management Software include:

Fidelity Active Trader Pro, Experian Account & Portfolio Management, Morningstar Advisor Workstation, eMoney Advisor, Envestnet MoneyGuide, Charles River IMS, Morningstar Direct, Nitrogen Growth Platform, RightCapital and Altvia AIM (Alternative Investment Management).

All Products

(26-50 of 266)

26
Wealthbrain
0 reviews

Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments…

27
CoinTrack AI
0 reviews

CoinTrack AI is a crypto portfolio tracking tool that allows users to track multiple cryptocurrency accounts from one place. The platform provides customized charts and graphs in order to keep track of cryptocurrencies accurately. To start using CoinTrack AI users need to register…

28
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…

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29
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…

30
Infront Portfolio Manager

The Infront Portfolio Manager, from Infront in Oslo, is a perfect portfolio management solution for Private Banking and Wealth Management. The system supports all process steps in portfolio management, from planning through implementation to controlling.

31
Allvue Portfolio Management

Allvue’s Portfolio Management software is an investment management system that integrates all of the information used by a Portfolio Manager into real-time dashboards and interactive reports, allowing the user to track investment exposures and risk in one place with comprehensive…

32
Ziggma
0 reviews

Ziggma is a portfolio management application that has been specifically designed to make investing easy. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals.…

33
Quoroom
0 reviews

Quoroom (formerly HighCastle) provides a professional cross-integrated software solution to manage investment workflow and securities. Quoroom solution includes shares, debentures and options management, data room with e-signing, legal templates and direct issuance to a cap table,…

34
BullFinch Wealth Suite

Bullfinch XG is a portfolio monitoring and management software solution designed to serve Wealth Service, PMS, and Family Offices. This unified wealth management suite integrates front, middle, and back-office solutions for managing clients' entire investment portfolios.It is presented…

35
Allvue LP Portfolio Management

Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis,…

36
SwixMortgage
0 reviews

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

37
Equisoft/analyze

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

38
AdvisorEngine
0 reviews

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…

39
Beanvest
0 reviews

An investment portfolio tracker for brokers. Beanvest automatically calculates return on investments including brokerage fees, currency conversions and fluctuations, and dividends. Then Beanvest's performance charts can be used to compare portfolio performance over time versus any…

40
GeoWealth
0 reviews

GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their…

41
Eze Investment Suite

Eze Software, now from SS&C (acquired 2018) offers the Eze Investment Suite, applications to guide investment processes and investor relations, containing a multi-asset class portfolio accounting system, Eze Eclipse cloud-based investment management platform featuring centralized…

42
Scrab LLC
0 reviews

Scrab helps to analyze the fundamentals of any stock in an automatic way, with the goal of making the dull and complex fundamental analysis done in seconds, almost effortlessly. Tool uses the approach called 'fundamental scoring', in which system evaluates dozens of fundamental indicators,…

43
Motion by Sky Road

A platform for order and portfolio management, Motion by Sky Road includes key functionality to support any trade workflow, including high-volume trading environments requiring maximum and scalable throughput.

44
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.

45
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.

46
FutureAdvisor, a part of BlackRock, Inc.
0 reviews

FutureAdvisor is a free, wealth management software to manage your stock portfolio, owned by BlackRock. Their web-based subscription services and automated financial guidance allow consumers to manage investments within their portfolio, passively.

47
SymPro Investment Accounting

SymPro provides integrated solutions to automate and simplify core investment, debt and cash accounting operations. For over 30 years, their solutions have helped public sector agencies increase accuracy and reliability in financial reporting and reduce manual effort. These modular…

48
ADDX Advantage

ADDX is an investment platform that offers access to world-class private market investments in fractions made possible with blockchain technology. As a wealth management solution for brokers or independent financial advisors, ADDX Advantage helps add value to clients’ portfolios.

49
Kanastra
0 reviews

Kanastra is a technological backoffice for alternative investments, offering proprietary technology for structured fund trust services and securitization services. Kanastra manages FIDCs and FIPs with automation and error elimination, and services debentures and receivables certificates…

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.

What are the best investment portfolio management products?

Highly rated investment portfolio management products include:


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.