spotsaas-logo
Get Listed

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

page-autohor

Researched and Edited by Rajat Gupta

Last updated: December 2024

Investment Portfolio Management Software overview

Read buyer's guide
page-autohor

Researched and Edited by Rajat Gupta

Last updated: December 2024

Pricing

  • 33% Software offers Free Trial

  • 30% Software offers Freemium

Filter results

Sort by :

Recommended
Sponsored
Score
Rating
Alphabetical

I'm looking for Investment Portfolio Management Software that is:

Share this page

Showing 21-40 out of 43

to-rated

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.

Investipal - Investment Portfolio Management Software

Investipal

Streamline your investments with Investipal.

Add to compare

Product Description

Investipal simplifies the process of investing in the stock market. For first-timers, there is no need to be intimidated - with research, creating a custom portfolio that matches individual goals and reflects unique personalities is well within reach. Research different types of investments, ...

Read more

Pricing

Investipal offers custom pricing plan

NotionInvest - Investment Portfolio Management Software

NotionInvest

Effortlessly track, manage, and conquer investments.

Add to compare

Product Description

With NotionInvest, users can effortlessly keep track of the latest asset prices with regular updates to the database found in their workspace. Its flexible functionality allows the user to add a relation to the database fast, making it easier to stay on top of investments. Experienced or novice ...

Read more

Pricing

Free Trial available, Try Now

Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

Add to compare

Product Description

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

Read more

Pricing

EasyQuant - Investment Portfolio Management Software

EasyQuant

Empower your investments with EasyQuant.

Add to compare

Product Description

EasyQuant is a revolutionary investment tool designed for novice and experienced investors alike. With our platform, you can invest with a clear plan in mind, ensuring a safe and rewarding journey towards financial growth. Unlike other brokers, we simplify the investment process by providing ...

Read more

Pricing

EasyQuant offers custom pricing plan

Claritus - Investment Portfolio Management Software

Claritus

Clarity for your investments. Rest easy with Claritus.

Add to compare

Product Description

. Claritus, a revolutionary SaaS product, has a mission to remove the haze surrounding investments for users. In today's constantly shifting market, investors struggle to have a clear view of their assets. Claritus bridges this gap by integrating past data and current portfolio information, ...

Read more

Pricing

Free Trial available

Jika.io - Investment Portfolio Management Software

Jika.io

Level up your investing game.

Add to compare

Product Description

Introducing Jika.io, the perfect investing platform designed by retail investors. Our platform offers a variety of challenges for users to choose from, ranging from easy to hard. Put your investing and valuation skills to the test as you progress through more difficult challenges. With Jika.io, ...

Read more

Pricing

Free Trial available

Shootih - Investment Portfolio Management Software

Shootih

Streamline your investments with Shootih.

Add to compare

Product Description

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

Read more

Pricing

Shootih offers custom pricing plan

Teaser - Investment Portfolio Management Software

Teaser

Transforming MENA investment with cutting-edge data analysis.

Add to compare

Product Description

Teaser is a cutting-edge technology solution that is revolutionizing MENA investment. Founded in 2018, Teaser Research Company is a rapidly growing market research and business intelligence firm focused on gathering, aggregating and harmonizing difficult-to-find data and information on MENA ...

Read more

Pricing

Teaser offers custom pricing plan

Pitchago - Investment Portfolio Management Software

Pitchago

Empowering startups for successful growth.

Add to compare

Product Description

Pitchago is a powerful business evaluation tool that streamlines the process of assessing a start-up's potential for growth and investment. Developed by a team of entrepreneurship enthusiasts, it offers a structured approach for early-stage companies to self-assess their readiness for external ...

Read more

Pricing

Aikido Finance - Investment Portfolio Management Software

Aikido Finance

Transform Your Finances with Aikido.

4.0

(2)

Add to compare

Product Description

Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to democratize Wall Street by providing evidence-based solutions that have been tried and tested over the last 20 years. With Aikido Finance, you can easily ...

Read more

Pricing

Free Trial available

Bavest - Investment Portfolio Management Software

Bavest

Revolutionize your investments with Bavest's advanced analysis.

Add to compare

Product Description

Introducing Bavest - the future of investment analysis. Our innovative platform gives private investors access to institutional-quality tools that were previously only available to professionals. With an ever-increasing amount of data being generated, understanding and extracting insights from ...

Read more

Pricing

Free Trial available

Bavest offers custom pricing plan

PMplus - Investment Portfolio Management Software

PMplus

Streamline your asset management with PMplus.

Add to compare

Product Description

Introducing PMplus, a cutting-edge cloud-native management platform created by industry experts to handle all your wealth and asset management needs. With PMplus, you have access to a wide range of solutions, from audit and director fees to performance fees. Our user-friendly approach allows ...

Read more

Pricing

PMplus offers custom pricing plan

Tykr - Investment Portfolio Management Software

Tykr

Empowering investors with data-driven insights.

Add to compare

Product Description

Tykr is a portfolio software that allows users to capture investment and personal financial data and then help interpret and visualize it through charts and reports that can be customized and shared with friends and family. User can manage multiple accounts, capture information about ...

Read more

Pricing

Free Trial available, Try Now

Tykr offers custom pricing plan

Advent Portfolio Exchange - Investment Portfolio Management Software

Advent Portfolio Exchange

Optimize your portfolio management with seamless automation.

Add to compare

Product Description

Advent Portfolio Exchange, an effective portfolio management software solution for enabling best-in-class investment performance. Advent portfolio exchange delivers superior automation for accounts/portfolios across broker dealers, asset managers, custodians and other investment service ...

Read more

Pricing

Advent Portfolio Exchange offers custom pricing plan

Addepar - Investment Portfolio Management Software

Addepar

Maximize Everything, Simplify Analysis.

Add to compare

Product Description

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...

Read more

Pricing

Addepar offers custom pricing plan

Personal Capital - Investment Portfolio Management Software

Personal Capital

Streamline your investments and reach financial goals.

Add to compare

Product Description

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

Read more

Pricing

Personal Capital offers custom pricing plan

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

4.2

(3)

Add to compare

Product Description

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

Read more

Pricing

MProfit offers custom pricing plan

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

Streamline your investments with Morningstar Direct.

4.1

(12)

Add to compare

Product Description

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...

Read more

Pricing

Morningstar Direct offers custom pricing plan

Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

4.0

(14)

Add to compare

Product Description

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

Read more

Pricing

Morningstar Office offers custom pricing plan

Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

3.3

(3)

Add to compare

Product Description

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time ...

Read more

Pricing

Croesus Advisor offers custom pricing plan

Investment Portfolio Management Software Buyer's Guide

How To Choose The Best Investment Portfolio Management Software

0

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

    Read More

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