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List of Investment Portfolio Management Software

What is Investment Portfolio Management Software?

Investment portfolio management software keeps track of and manages investor portfolios. Investment professionals utilize these tools to construct, track, and manage their customers' investment portfolios. Investors, financial advisers, and their clients can utilize investment portfolio...  Read more

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Researched and Edited by Rajat Gupta

Last updated: March 2025

Investment Portfolio Management Software overview

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page-autohor

Researched and Edited by Rajat Gupta

Last updated: March 2025

Unique Features

  • Self Service Portal

  • Alert Notifications

  • Testing Management

  • Optimization Tool

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Pricing

  • 27% Software offers Free Trial

  • 33% Software offers Freemium

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Showing 1-20 out of 55

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List of the Top Investment Portfolio Management Software as of March 2025

Intellectia IA

Intellectia.AI

Revolutionizing Investment Research with AI-Powered Insights

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Product Description

Intellectia.AI is a cutting-edge investment research platform designed to deliver advanced, data-driven insights for investors and traders in the realms of stocks, ETFs, and cryptocurrencies. By harnessing the power of artificial intelligence, Intellectia.AI enables users to make more informed, ...

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Pricing

Starts from $12/year when monthly

Marketlog logo

Marketlog

Effortless monitoring for smarter investments.

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Product Description

Marketlog tracks your investments in one place, tracks dividends, and splits and monitors investments effortlessly.

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Pricing

Free Trial available

CeoBuySell.com

CeoBuySell.com

Gain an edge in stock trading with CEO insights.

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Product Description

Empower yourself with CeoBuySell.com, the ultimate tool for navigating the dynamic realm of stock investments. Delve into a world where CEOs reveal secrets unseen by the common eye, providing you with instant alerts on crucial market movements. CeoBuySell.com is your gateway to gaining an edge ...

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Pricing

Starts from $4.08/month when Billed Yearly

Pro Stock Tracker

Pro Stock Tracker

Maximize returns, minimize risk with precision.

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Product Description

Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...

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Pricing

Free Trial available

Value Sense

Value Sense

Transforming the world of value investing. Start today.

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Product Description

Introducing Value Sense, the innovative solution that bridges the gap in value investing. Dive into the world of stock analysis with ease and precision using our platform, whether you're a seasoned investor or new to the game. Our user-friendly interface simplifies intricate concepts, making ...

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Composer

Composer

Master automated trading with the power of AI.

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Product Description

Meet Composer - the revolutionary tool that is changing the game in automated trading and investment. Say hello to a platform that simplifies the process of building, testing, and executing trading algorithms with the power of AI at your fingertips. No more tangled lines of code or endless ...

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Pricing

Starts from $24.00/month when Billed Yearly, also offers free forever plan

News Sentinel by Blockbrain

News Sentinel by Blockbrain

Unlock hidden signals, elevate your investment game.

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Product Description

Unleash the Potential of Your Investments with News Sentinel by Blockbrain. Elevating the world of finance with cutting-edge artificial intelligence, News Sentinel offers a revolutionary platform for investors seeking to stay ahead of the market curve. By harnessing the power of AI, this ...

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Pricing

News Sentinel by Blockbrain offers custom pricing plan

Rundit

Rundit

Maximize your investments with Rundit.

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Product Description

Introducing Rundit, the premier global platform redefining portfolio management and investor reporting. Experience a cutting-edge software solution tailored for Venture Capitals, Investment Companies, and Family Offices, providing a comprehensive suite of tools to enhance decision-making ...

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ETF Insider

ETF Insider

Unlock hidden opportunities and optimize your portfolio effortlessly.

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Product Description

Discover the power of precision asset allocation with ETF Insider, a cutting-edge platform redefining portfolio analytics and optimization. Unlike traditional solutions that merely scratch the surface, ETF Insider delves deep into the intricate holdings of ETFs and mutual funds, empowering ...

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Pricing

ETF Insider offers custom pricing plan

CommonSubDoc

CommonSubDoc

Revolutionize your onboarding process and maximize efficiency.

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Product Description

Experience the revolutionary power of CommonSubDoc, the cutting-edge enterprise technology solution designed to transform the investor onboarding process. Our platform is tailored to meet the specific needs of fund administrators and managers, offering a seamless end-to-end solution across ...

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Pricing

CommonSubDoc offers custom pricing plan

INDATA Investment Management Software

INDATA Investment Management Software

Empowering investment professionals to navigate the financial landscape.

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Product Description

Introducing INDATA Investment Management Software, the essential tool for navigating the fast-paced world of investment management. Designed to seamlessly connect traders, portfolio managers, brokers, compliance officers, and operations staff in real time, INDATA ensures smooth and accurate ...

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Pricing

INDATA Investment Management Software offers custom pricing plan

Citizen Mint

Citizen Mint

Empower your financial future with innovative investment solutions.

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Product Description

Discover Citizen Mint, the premier solution offering exclusive access to top-tier fund managers. With a focus on revolutionizing the private market landscape, Citizen Mint empowers firms to elevate their financial standing. By leveraging this innovative platform, businesses can minimize revenue ...

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Pricing

Citizen Mint offers custom pricing plan

Ripsaw - Investment Portfolio Management Software

Ripsaw

Maximize your wealth with Ripsaw.

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Product Description

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, ...

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Pricing

Free Trial available, Try Now

Starts from $18.99/Month when Billed Yearly

Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

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Product Description

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

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Pricing

Starts from $12/Month, also offers free forever plan

AIRR - Investment Portfolio Management Software

AIRR

Simplify investment management with AIRR.

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Product Description

AIRR, an all-in-one SaaS platform, takes charge of investment issues so you don't have to. It consolidates data from front and back-office systems, creating strategies that seamlessly align with clients' investment programs. Managing various investment routines becomes simpler as AIRR offers a ...

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Pricing

AIRR offers custom pricing plan

KoreConX - Investment Portfolio Management Software

KoreConX

Empower your growth with KoreConX.

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4.5

(2)

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Product Description

KoreConX is the one-stop solution for managing all capital markets activities. It offers a secure dashboard to control investments,track portfolios and optimize exposure management with real-time reports. Not only that, it also promises immediate access to legal,compliance and funding ...

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Pricing

KoreConX offers custom pricing plan

Kubera - Investment Portfolio Management Software

Kubera

Grow your wealth with peace of mind.

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Product Description

Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...

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Pricing

Starts from $12/Month, also offers free forever plan

Assetmax - Investment Portfolio Management Software

Assetmax

Streamline your wealth with Assetmax.

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5.0

(1)

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Product Description

Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their ...

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Pricing

Assetmax offers custom pricing plan

Stonksfolio - Investment Portfolio Management Software

Stonksfolio

Simplify portfolio analysis with Stonksfolio.

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Product Description

Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...

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Pricing

Stonksfolio offers custom pricing plan

Allocator-platform - Investment Portfolio Management Software

Allocator-platform

Efficiently manage and optimize your investment decisions.

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Product Description

Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive and updated insights. This platform can convert multiple data sources into an easy-to-read format, simplifying portfolio and fund level monitoring for ...

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Pricing

Allocator-platform offers custom pricing plan

Investment Portfolio Management Software Buyer's Guide

How To Choose The Best Investment Portfolio Management Software