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Best Investment Portfolio Management Software

Products Buyer's Guide
9.8
Ziggma
★★★★★

Ziggma

Ziggma is a portfolio management application that has been specifically designed to make investing easy. Many investors struggle to keep up with their investment portfolios while failing to find effective means to optimize risk-adjusted returns.Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals. By securely linking ...

Ziggma: Shows the right path for the financial market - Patricia L.

Ease of use
10.0
Support
9.2
Ease of Setup
0.0

Languages supported: English

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7.2
Dynamo
★★★★★

Dynamo

We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.

Dynamo review for Private Equity - User in Mining & Metals

Ease of use
7.4
Support
6.8
Ease of Setup
7.2

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

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8.6
fi360 Toolkit
★★★★★

fi360 Toolkit

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

Very helpful tool for portfolio research. - User in Financial Services

Ease of use
8.1
Support
8.7
Ease of Setup
7.8
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8.4
Riskalyze
★★★★★

Riskalyze

Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

Best Tool for Advisors - Sean V.

Ease of use
8.2
Support
8.3
Ease of Setup
0.0
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9.0
HiddenLevers
★★★★★

HiddenLevers

Explain Risk. Engage Clients.From Hello-to-Close.

I like the idea behind the software and the implementation is very good. - Daniel C.

Ease of use
8.2
Support
9.1
Ease of Setup
8.3

Languages supported: English

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8.4
MProfit for Accounting
★★★★★

MProfit for Accounting

Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.

Great Software for your personal office - Apurv P.

Ease of use
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6.6
Croesus Advisor
★★★★★

Croesus Advisor

Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

Has its limitations - User in Financial Services

Ease of use
Support
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6.4
Advent Portfolio Exchange (APX)
★★★★★

Advent Portfolio Exchange (APX)

Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.

Good blend of CRM and Portfolio Admin functionality, but has limits - simon r.

Ease of use
Support
Ease of Setup
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9.4
Backstop Solutions Suite
★★★★★

Backstop Solutions Suite

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

Every minute matters - Sebastian U.

Ease of use
9.1
Support
9.4
Ease of Setup
7.6
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9.0
eMoney
★★★★★

eMoney

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Balanced productions of precise payment formation you find it with emoney - User in Financial Services

Ease of use
8.4
Support
9.2
Ease of Setup
9.0
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8.0
Betterment
★★★★★

Betterment

Betterment is an independent online financial advisor. Betterment gives personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, invest money, working to lower taxes and increase long-term returns.

Can't imagine using a traditional custodian for investment management - Justin C.

Ease of use
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7.0
EquityEffect
★★★★★

EquityEffect

TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

EquityEffect - Cedric C.

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.8
SimCorp Dimension
★★★★★

SimCorp Dimension

SimCorps portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility.

Simcorp Dimension Expert's review - ABHINAV S.

Ease of use
7.6
Support
8.9
Ease of Setup
7.9
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8.0
Seeking Alpha
★★★★★

Seeking Alpha

Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.

High potential product with a long way to go - Sunny S.

Ease of use
6.9
Support
8.1
Ease of Setup
7.1

Languages supported: English

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8.0
Morningstar Advisor Workstation
★★★★★

Morningstar Advisor Workstation

Built for productivity, MorningstarВ® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Useful portfolio reporting tool - Brian C.

Ease of use
7.6
Support
7.8
Ease of Setup
0.0

Languages supported: English, French

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.0
Morningstar Office
★★★★★

Morningstar Office

Morningstar Office SMCloud, the new web-based platform for modern advisors.

Flawless Platform for cloud office! - Sam C.

Ease of use
8.1
Support
7.8
Ease of Setup
7.6

Languages supported: English

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8.2
Morningstar Direct
★★★★★

Morningstar Direct

Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

Morningstar Direct Review - User in Investment Management

Ease of use
7.4
Support
8.1
Ease of Setup
0.0

Languages supported: German, English, French, Italian, Japanese, Korean, Portuguese, Spanish, Chinese (Simplified), Chinese (Traditional)

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9.0
KoreConX Manage IR
★★★★★

KoreConX Manage IR

All the features you need to manage your day-to-day work

Kore keeps me Very organized, is easy to navigate and customizable. - User in Sports

Ease of use
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8.0
eFront Solution Suite
★★★★★

eFront Solution Suite

eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management

Hands down the best future software for fund accounting - Internal Consultant in Banking

Ease of use
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8.0
Windham Portfolio Advisor
★★★★★

Windham Portfolio Advisor

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist investment professionals in the construction of efficient portfolios.

Windham Portfolio Advisor - User in Financial Services

Ease of use
Support
Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

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7.0
Altair
★★★★★

Altair

Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe.

Great simulation software company - User in Automotive

Ease of use
Support
Ease of Setup
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10.0
Fidessa
★★★★★

Fidessa

Fidessa's Investment Management Solution enables mid- to large-tier asset managers to meet sophisticated requirements across regions and asset classes with a comprehensive, functionally rich, high-performance, end-to-end platform

Middle Office / Trade Support Manager - Internal Consultant in Banking

Ease of use
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10.0
Assetmax
★★★★★

Assetmax

Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.

Very unique software for efficient management of client, risk, fund, accounting and benchmarking. - samuel e.

Ease of use
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10.0
iLEVEL
★★★★★

iLEVEL

iLEVEL is a portfolio monitoring to streamline data collection and reporting solution.

Innovative system productions - Karolyne T.

Ease of use
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Ease of Setup
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0.0
Advent Genesis
★★★★★

Advent Genesis

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our MoxyВ® trade order management system. It enables portfolio managers to manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. The combination of Advent Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.

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Ease of use
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0.0
Kubera
★★★★★

Kubera

Kubera is the world's most modern portfolio tracker software. It lets you track all your assets in one place: stocks, savings, crypto, real estate, collectibles, digital and more. Kubera supports most global banks, brokerages, stocks and currencies. Kubera is private, secure and as simple as a spreadsheet to use.Our B2B white-label solution allows you to roll out Kubera to your clients. This custom and modern portfolio tracker can used by ...

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