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
Researched and Edited by Rajat Gupta
Last updated: December 2024
Investment Portfolio Management Software overview
Read buyer's guideResearched and Edited by Rajat Gupta
Last updated: December 2024
Pricing
33% Software offers Free Trial
30% Software offers Freemium
Showing 1-20 out of 43
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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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Free Trial available, Try Now
Starts from $18.99/Month when Billed Yearly
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. 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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Starts from $12/Month, also offers free forever plan
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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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AIRR offers custom pricing plan
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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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KoreConX offers custom pricing plan
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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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Starts from $12/Month, also offers free forever plan
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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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Assetmax offers custom pricing plan
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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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Stonksfolio offers custom pricing plan
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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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Allocator-platform offers custom pricing plan
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Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...
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Free Trial available, Try Now
Starts from $19.99/Month when Billed Yearly, also offers free forever plan
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BuildGrowth: Filter & Contact Without Subscription Find investors and journalists easily with BuildGrowth's powerful technology. Our one-time payment gives you access to over 3,000 reporters and outlets, without any need for monthly subscriptions. Discover countries, investment stages, and ...
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Starts from $199
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Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...
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Free Trial available
Starts from $119/Year
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Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a simplified way by leveraging Monte Carlo Simulation. Enjoy secure and improved business output without having to alter an existing approach. Unlock the ...
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Free Trial available, Try Now
Starts from $79.16/Month when Billed Yearly
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Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...
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Allvue offers custom pricing plan
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Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
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Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
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TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...
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Free Trial available, Try Now
TikrBuddy offers custom pricing plan
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Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...
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Starts from $400/Month, also offers free forever plan
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Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...
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Orion Advisor Trading offers custom pricing plan
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Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users can conveniently access all their investments in a single place, eliminating the complexity of managing ...
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Free Trial available, Try Now
Starts from $8/Month when Billed Yearly, also offers free forever plan
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Alto gives everyday investors an opportunity to diversify their portfolios and get into alternative investments like venture capital, crypto, and real estate. With traditional, Roth, and SEP IRAs, Alto makes these types of investments more accessible and cost-effective for the average investor ...
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Alto offers custom pricing plan
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