List of Investment Portfolio Management Software

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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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, ...

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 ...

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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 ...

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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) ...

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 ...

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Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...

Product Description

Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to invest freely. By cutting the fat that comes with traditional investing, it able to pass the savings directly to user. This makes Robinhood the most ...

Product Description

Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...