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Best Investment Portfolio Management Software For Small Business

Top picks for Investment Portfolio Management Software available for small business

Streamline your wealth with Assetmax.

5.0

Excellent

Free trial not available

Freemium not available

Assetmax offers custom pricing plan

Visit website

Maximize your portfolio's diversity and returns.

4.9

Excellent

Free trial not available

Freemium not available

Ziggma offers custom pricing plan

Visit website

Empower your growth with KoreConX.

4.5

Very Good

Free trial not available

Freemium not available

KoreConX offers custom pricing plan

Visit website

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List of the Best Investment Portfolio Management Software For Small Business as of December 2024

Assetmax

Streamline your wealth with Assetmax.

What is Assetmax?

Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its ... Read more

Assetmax Pricing

Assetmax offers custom pricing plan

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Assetmax - Investment Portfolio Management Software

Assetmax

Streamline your wealth with Assetmax.

5.0

(1)

Add to compare

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

Ziggma

Maximize your portfolio's diversity and returns.

4.9

(11)

What is Ziggma?

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market ... Read more

Ziggma Pricing

Ziggma offers custom pricing plan

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Ziggma - Investment Portfolio Management Software

Ziggma

Maximize your portfolio's diversity and returns.

4.9

(11)

Add to compare

Product Description

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 ...

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Pricing

Ziggma offers custom pricing plan

KoreConX

Empower your growth with KoreConX.

4.5

(2)

What is KoreConX?

KoreConX is the one-stop solution for managing all capital markets activities. It offers a secure dashboard to control investments,track ... Read more

KoreConX Pricing

KoreConX offers custom pricing plan

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KoreConX - Investment Portfolio Management Software

KoreConX

Empower your growth with KoreConX.

4.5

(2)

Add to compare

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

Sharesight

Monitor, manage, and maximize your stock portfolio.

What is Sharesight?

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker ... Read more

Sharesight Pricing

Starts from $12/Month, also offers free forever plan

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Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

Add to compare

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

MProfit

Effortless portfolio management at your fingertips.

4.2

(3)

What is MProfit?

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, ... Read more

MProfit Pricing

MProfit offers custom pricing plan

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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 ...

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Pricing

MProfit offers custom pricing plan

Morningstar Direct

Streamline your investments with Morningstar Direct.

4.1

(12)

What is Morningstar Direct?

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager ... Read more

Morningstar Direct Pricing

Morningstar Direct offers custom pricing plan

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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 ...

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Pricing

Morningstar Direct offers custom pricing plan

Aikido Finance

Transform Your Finances with Aikido.

What is Aikido Finance?

Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to ... Read more

Aikido Finance Pricing

Free Trial available

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Visit website
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 ...

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Pricing

Free Trial available

Morningstar Office

Master your portfolio with ease.

What is Morningstar Office?

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, ... Read more

Morningstar Office Pricing

Morningstar Office offers custom pricing plan

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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) ...

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Pricing

Morningstar Office offers custom pricing plan

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

3.3

(3)

What is Croesus Advisor?

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added ... Read more

Croesus Advisor Pricing

Croesus Advisor offers custom pricing plan

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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 ...

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Pricing

Croesus Advisor offers custom pricing plan

Acorns

Grow your wealth, one purchase at a time.

What is Acorns?

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 ... Read more

Acorns Pricing

Starts from $1/Month

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Acorns - Investment Portfolio Management Software

Acorns

Grow your wealth, one purchase at a time.

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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 ...

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Pricing

Starts from $1/Month

Robinhood

Invest smart, save more.

What is Robinhood?

Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to ... Read more

Robinhood Pricing

Robinhood offers custom pricing plan

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Robinhood - Investment Portfolio Management Software

Robinhood

Invest smart, save more.

Add to compare

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 ...

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Pricing

Robinhood offers custom pricing plan

Ripsaw

Maximize your wealth with Ripsaw.

What is Ripsaw?

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large ... Read more

Ripsaw Pricing

Free Trial available, Try Now

Starts from $18.99/Month when Billed Yearly

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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

AIRR

Simplify investment management with AIRR.

What is AIRR?

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 ... Read more

AIRR Pricing

AIRR offers custom pricing plan

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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

Kubera

Grow your wealth with peace of mind.

What is Kubera?

Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the ... Read more

Kubera Pricing

Starts from $12/Month, also offers free forever plan

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Kubera - Investment Portfolio Management Software

Kubera

Grow your wealth with peace of mind.

Add to compare

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

Stonksfolio

Simplify portfolio analysis with Stonksfolio.

What is Stonksfolio?

Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no ... Read more

Stonksfolio Pricing

Stonksfolio offers custom pricing plan

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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

Efficiently manage and optimize your investment decisions.

What is Allocator-platform?

Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive ... Read more

Allocator-platform Pricing

Allocator-platform offers custom pricing plan

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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

Streamline your stock research and stay ahead.

What is Stratosphere.io?

Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed ... Read more

Stratosphere.io Pricing

Free Trial available, Try Now

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

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Visit website
Stratosphere.io - Investment Portfolio Management Software

Stratosphere.io

Streamline your stock research and stay ahead.

Add to compare

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

Unleash your company's growth potential with BuildGrowth.

What is BuildGrowth?

BuildGrowth: Filter & Contact Without Subscription Find investors and journalists easily with BuildGrowth's powerful technology. Our one-time ... Read more

BuildGrowth Pricing

Starts from $199

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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

Stay ahead of the market with Seeking Alpha.

What is Seeking Alpha?

Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. ... Read more

Seeking Alpha Pricing

Free Trial available

Starts from $119/Year

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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

Unleash your business potential with Riskturn's risk management.

What is Riskturn?

Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a ... Read more

Riskturn Pricing

Free Trial available, Try Now

Starts from $79.16/Month when Billed Yearly

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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

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

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    No. There are no Investment Portfolio Management Software with free trial

    Here are top rated Investment Portfolio Management Software

      No. There are no Investment Portfolio Management Software available with the mobile app

      Here are best Investment Portfolio Management Software for small businesses