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MProfit - Investment Portfolio Management Software

MProfit Alternatives and Competitors

Effortless portfolio management at your fingertips.

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  • MProfit offers custom pricing plan

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Alternatives of MProfit with

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List of the Top MProfit alternatives as of February 2025

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.

Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

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3.3

(3)

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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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Common Features

No common features

Unique Features

No unique features

Pricing

Croesus Advisor offers custom pricing plan

Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

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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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Common Features

No common features

Unique Features

No unique features

Pricing

Morningstar Office offers custom pricing plan

Personal Capital - Investment Portfolio Management Software

Personal Capital

Streamline your investments and reach financial goals.

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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, ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Personal Capital offers custom pricing plan

PMplus - Investment Portfolio Management Software

PMplus

Streamline your asset management with PMplus.

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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 ...

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Common Features

No common features

Unique Features

No unique features

Pricing

PMplus offers custom pricing plan

Shootih - Investment Portfolio Management Software

Shootih

Streamline your investments with Shootih.

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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 - ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Shootih offers custom pricing plan

Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

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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 ...

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Common Features

No common features

Unique Features

No unique features

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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Common Features

No common features

Unique Features

No unique features

Pricing

Allocator-platform offers custom pricing plan

Assetmax - Investment Portfolio Management Software

Assetmax

Streamline your wealth with Assetmax.

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5.0

(1)

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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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Common Features

No common features

Unique Features

No unique features

Pricing

Assetmax offers custom pricing plan

JCurve - New SaaS Software

JCurve

Simplify portfolio management with JCurve.

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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 ...

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Common Features

No common features

Unique Features

  • Dashboard

  • Investor Management

  • Performance Analysis

+ 2 more

Pricing

Free Trial available, Try Now

Starts from $100/Month

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Researched by Rajat Gupta