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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: December 2024

Investment Portfolio Management Software overview

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page-autohor

Researched and Edited by Rajat Gupta

Last updated: December 2024

Pricing

  • 33% Software offers Free Trial

  • 30% Software offers Freemium

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List of the Top Investment Portfolio Management Software as of December 2024

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

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

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.

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.

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

Stratosphere.io - Investment Portfolio Management Software

Stratosphere.io

Streamline your stock research and stay ahead.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $19.99/Month when Billed Yearly, also offers free forever plan

BuildGrowth - Investment Portfolio Management Software

BuildGrowth

Unleash your company's growth potential with BuildGrowth.

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Product Description

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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Pricing

Starts from $199

Seeking Alpha - Investment Portfolio Management Software

Seeking Alpha

Stay ahead of the market with Seeking Alpha.

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Product Description

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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Pricing

Free Trial available

Starts from $119/Year

Riskturn - Investment Portfolio Management Software

Riskturn

Unleash your business potential with Riskturn's risk management.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $79.16/Month when Billed Yearly

Allvue - Investment Portfolio Management Software

Allvue

Unleashing the power of alternative assets.

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Product Description

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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Pricing

Allvue offers custom pricing plan

Snowball Analytics - Investment Portfolio Management Software

Snowball Analytics

Empowering your portfolio, one click at a time.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $8.33/Month when Billed Yearly, also offers free forever plan

TikrBuddy - Investment Portfolio Management Software

TikrBuddy

Invest smarter with data-driven insights.

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Product Description

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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Pricing

Free Trial available, Try Now

TikrBuddy offers custom pricing plan

Global Predictions - Investment Portfolio Management Software

Global Predictions

Stay ahead of the market with smart investments.

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Product Description

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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Pricing

Starts from $400/Month, also offers free forever plan

Orion Advisor Trading - Investment Portfolio Management Software

Orion Advisor Trading

Revolutionize your trading strategies with Orion Advisor.

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Product Description

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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Pricing

Orion Advisor Trading offers custom pricing plan

Portseido - Investment Portfolio Management Software

Portseido

Simplify, track, and analyze investments effortlessly.

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Product Description

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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Pricing

Free Trial available, Try Now

Starts from $8/Month when Billed Yearly, also offers free forever plan

Alto - Investment Portfolio Management Software

Alto

Expand your portfolio, elevate your future.

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Product Description

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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Pricing

Alto offers custom pricing plan

Investment Portfolio Management Software Buyer's Guide

How To Choose The Best Investment Portfolio Management Software

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

These Are the key features of Investment Portfolio Management Software

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    Yes. Here are some Investment Portfolio Management Software available with the mobile app