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: March 2025
Researched and Edited by Rajat Gupta
Last updated: March 2025
Unique Features
Self Service Portal
Alert Notifications
Testing Management
Optimization Tool
+ 14 more
Pricing
27% Software offers Free Trial
33% Software offers Freemium
Showing 1-20 out of 55
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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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Starts from $12/year when monthly
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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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Starts from $4.08/month when Billed Yearly
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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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Free Trial available
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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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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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Starts from $24.00/month when Billed Yearly, also offers free forever plan
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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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News Sentinel by Blockbrain offers custom pricing plan
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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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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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ETF Insider offers custom pricing plan
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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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CommonSubDoc offers custom pricing plan
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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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INDATA Investment Management Software offers custom pricing plan
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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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Citizen Mint offers custom pricing plan
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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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Free Trial available, Try Now
Starts from $18.99/Month when Billed Yearly
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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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Starts from $12/Month, also offers free forever plan
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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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AIRR offers custom pricing plan
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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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KoreConX offers custom pricing plan
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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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Starts from $12/Month, also offers free forever plan
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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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Assetmax offers custom pricing plan
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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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Stonksfolio offers custom pricing plan
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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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Allocator-platform offers custom pricing plan