Efficiently manage portfolios, achieve risk-adjusted returns.
Showing 1-9 out of 9
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.
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 moreCommon Features
No common features
Unique Features
No unique features
Pricing
Morningstar Office offers custom pricing plan
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 moreCommon Features
No common features
Unique Features
No unique features
Pricing
MProfit offers custom pricing plan
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 moreCommon Features
No common features
Unique Features
No unique features
Pricing
Personal Capital offers custom pricing plan
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 moreCommon Features
No common features
Unique Features
No unique features
Pricing
Shootih offers custom pricing plan
Add to compare
Product Description
i-lign is a potent business management software that furnishes a comprehensive and real-time perspective of current projects, programs, and organizations. It constructs an all-in-one platform by unifying all the business' work, teams, structure, and plan. This inventive design allows to gain a ...
Read moreCommon Features
No common features
Unique Features
Investor Management
Time & Expense Tracking
Benefits Management
+ 10 more
Pricing
i-lign offers custom pricing plan
Add to compare
Product Description
BigAgile is an extremely advanced portfolio management tool built especially for high performing organizations. It's more than just a reporting tool, allowing users to map out plans in line with their strategic goals and priorities. BigAgile simplifies tracking of deliveries against milestones ...
Read moreCommon Features
No common features
Unique Features
Milestone Tracking
Access Control
Portfolio Management
+ 4 more
Pricing
BigAgile offers custom pricing plan
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 moreCommon Features
No common features
Unique Features
No unique features
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 ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Assetmax offers custom pricing plan
Add to compare
Product Description
JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
Read moreCommon Features
No common features
Unique Features
Dashboard
Investor Management
Performance Analysis
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $100/Month
