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Best Investment Portfolio Management Software For Windows

Top picks for Investment Portfolio Management Software available for windows

Effortless portfolio management at your fingertips.

4.2

Very Good

Compatible with Windows

Free trial not available

Freemium

MProfit offers custom pricing plan

Visit website

Streamline your investments with Morningstar Direct.

4.1

Very Good

Compatible with Windows

Free trial not available

Freemium not available

Morningstar Direct offers custom pricing plan

Visit website

Master your portfolio with ease.

4.0

Very Good

Compatible with Windows

Free trial not available

Freemium not available

Morningstar Office offers custom pricing plan

Visit website

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List of the Best Investment Portfolio Management Software For Windows as of April 2025

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

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4.2

(3)

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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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Compatibility

Compatible with Windows

Pricing

MProfit offers custom pricing plan

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

Streamline your investments with Morningstar Direct.

Request a Quote

4.1

(12)

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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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Compatibility

Compatible with Windows

Pricing

Morningstar Direct offers custom pricing plan

Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

Request a Quote

4.0

(14)

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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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Compatibility

Compatible with Windows

Pricing

Morningstar Office offers custom pricing plan

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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 : Self Service Portal, Social Media Integration, Alert Notifications, Customizable Branding, Surveys, Conferences (Seminars), Lead Retrieval, Meetings, Attendee Management, Testing Management

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

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Researched by Rajat Gupta