# Best Investment Portfolio Management Tools - Page 2

## How Many Investment Portfolio Management Software Products Does G2 Track?

**Total Products under this Category:** 326

### Category Stats (Aug 2026)

- **Average Rating:** 4.43/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Dasseti ENGAGE (+2.56%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Investment Portfolio Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,500+ Authentic Reviews
- 326+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Investment Portfolio Management Software
 ![G2 Grid® for Investment Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investment-portfolio-management/grids.png?focus%5B%5D=57456&focus%5B%5D=19643&focus%5B%5D=106263&focus%5B%5D=1357492&focus%5B%5D=71118&focus%5B%5D=131052&focus%5B%5D=168972&focus%5B%5D=59707)

Highlighted products: Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work, Betterment Advisor Solutions, Koyfin, Orion Advisor Technology, Carta Fund ERP, and Morningstar Office.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investment-portfolio-management/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=betterment-at-work&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=koyfin&focus%5B%5D=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=morningstar-office)

**Sponsored**

### Sharesight

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1532&secure%5Bchosen_at%5D=2026-08-03T20%3A24%3A28Z&secure%5Bdisplayable_resource_id%5D=1532&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1532&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=107040&secure%5Bresource_id%5D=1532&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Fpage%3D2&secure%5Btoken%5D=574946a9167b45636ed63439e3938ca4679802abfe1d0cee9f2923291c9e38ea&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

### [Seeking Alpha](https://www.g2.com/fr/products/seeking-alpha/reviews)

Seeking Alpha est un leader de l'industrie dans l'exploitation de la sagesse des foules pour obtenir des informations sur chaque sujet d'intérêt pour les investisseurs. Il fournit des analyses, des nouvelles et des données aux investisseurs boursiers, via notre site web et nos applications mobiles. Seeking Alpha est un environnement amusant, dynamique, semblable à une famille, rempli d'individus intelligents, innovants et ayant l'esprit d'entreprise.

**Average Rating:** 4.1/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Seeking Alpha?

- **Facilité d’utilisation:** 7.3/10 (Category avg: 8.6/10)
- **Analyse de marché:** 7.4/10 (Category avg: 8.3/10)
- **Rapports personnalisables:** 7.7/10 (Category avg: 8.3/10)
- **Gestion du risque:** 8.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Seeking Alpha?

- **Vendeur:** [Seeking Alpha](https://www.g2.com/fr/sellers/seeking-alpha)
- **Année de fondation:** 2004
- **Emplacement du siège social:** New York
- **Twitter:** @SeekingAlpha  
331,684 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd4d851d4a82c27531ac597ad6c5e665bb2112d0cdba169086366a7d9c3d3353&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F56547%2F&secure%5Burl_type%5D=linkedin_company_website)  
952 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Services financiers
- **Company Size:** 68% Small, 23% Medium

#### What Are Recent G2 Reviews of Seeking Alpha?

**["Investir simplifié"](https://www.g2.com/fr/survey_responses/seeking-alpha-review-4820144)**

**Rating:** 5.0/5.0 stars

_— A E._

[Read full review](https://www.g2.com/fr/survey_responses/seeking-alpha-review-4820144)

**["Supernova Énergie Cherchant Alpha"](https://www.g2.com/fr/survey_responses/seeking-alpha-review-8464188)**

**Rating:** 5.0/5.0 stars

_— Christopher B._

[Read full review](https://www.g2.com/fr/survey_responses/seeking-alpha-review-8464188)

#### What Are G2 Users Discussing About Seeking Alpha?

- [Qui concurrence Seeking Alpha ?](https://www.g2.com/fr/discussions/who-competes-with-seeking-alpha) - 1 comment
- [Is Seeking Alpha safe?](https://www.g2.com/fr/discussions/is-seeking-alpha-safe)
- [What is Seeking Alpha essential?](https://www.g2.com/fr/discussions/what-is-seeking-alpha-essential)
- [What is Seeking Alpha used for?](https://www.g2.com/fr/discussions/what-is-seeking-alpha-used-for)

### [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews)

Provide a completely new way to invest in the stock market, we make it easy, understandable and enjoyable. Simply wall st sought to address this by presenting stock data in a new, visual format, one that can be easily appreciated by the new investor and veterans alike. The result is the snowflake, a graphical interpretation of live stock data, which with once glance provides insight into the most relevant aspects of the investment.

**Average Rating:** 4.5/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Simply Wall St?

- **Ease of Use:** 8.6/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.1/10 (Category avg: 8.3/10)
- **Risk Management:** 7.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Simply Wall St?

- **Seller:** [Simply Wall St](https://www.g2.com/sellers/simply-wall-st)
- **Year Founded:** 2014
- **HQ Location:** Surry Hills, AU
- **Twitter:** @simplywallst  
16,195 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3be6a2f41c2d143ff251b2a5d0c9bed185a5ee96435abf2b4941e83dd723a362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimply-wall-st&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 17% Large

#### What Are Recent G2 Reviews of Simply Wall St?

**["Best stock screener app for all stocks"](https://www.g2.com/survey_responses/simply-wall-st-review-9115998)**

**Rating:** 4.5/5.0 stars

_— Sandeep K._

[Read full review](https://www.g2.com/survey_responses/simply-wall-st-review-9115998)

**["Hands down the best for stock research + portfolio management"](https://www.g2.com/survey_responses/simply-wall-st-review-6924210)**

**Rating:** 5.0/5.0 stars

_— Ankita M._

[Read full review](https://www.g2.com/survey_responses/simply-wall-st-review-6924210)

#### What Are G2 Users Discussing About Simply Wall St?

- [What is Simply Wall St used for?](https://www.g2.com/discussions/what-is-simply-wall-st-used-for)

### [Envestnet | MoneyGuide](https://www.g2.com/fr/products/envestnet-moneyguide/reviews)

Nommé le meilleur choix de logiciel de planification financière pendant huit années consécutives, selon l'enquête annuelle du Financial Planning Magazine. Nous rendons la planification financière engageante pour le client.

**Average Rating:** 4.0/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Envestnet | MoneyGuide?

- **Facilité d’utilisation:** 8.1/10 (Category avg: 8.6/10)
- **Analyse de marché:** 6.7/10 (Category avg: 8.3/10)
- **Rapports personnalisables:** 10.0/10 (Category avg: 8.3/10)
- **Gestion du risque:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Envestnet | MoneyGuide?

- **Vendeur:** [Envestnet](https://www.g2.com/fr/sellers/envestnet)
- **Année de fondation:** 1999
- **Emplacement du siège social:** Berwyn, Pennsylvania
- **Twitter:** @Envestnet\_  
4,094 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=41d504af4ded00587435e8c8716777a509f2c827cbac17436ebcfce090853cc5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenvestnet%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,777 employés sur LinkedIn®
- **Propriété:** NYSE: ENV

#### Who Uses This Product?

- **Top Industries:** Services financiers
- **Company Size:** 83% Small, 13% Medium

#### What Are Recent G2 Reviews of Envestnet | MoneyGuide?

**["Recommandation MoneyGuide"](https://www.g2.com/fr/survey_responses/envestnet-moneyguide-review-6933333)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Services financiers_

[Read full review](https://www.g2.com/fr/survey_responses/envestnet-moneyguide-review-6933333)

**["Excellent produit, service, et amélioration continue."](https://www.g2.com/fr/survey_responses/envestnet-moneyguide-review-6896077)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Services financiers_

[Read full review](https://www.g2.com/fr/survey_responses/envestnet-moneyguide-review-6896077)

#### What Are G2 Users Discussing About Envestnet | MoneyGuide?

- [How much does money guide elite cost?](https://www.g2.com/fr/discussions/how-much-does-money-guide-elite-cost)
- [MoneyGuidePro s'intègre-t-il avec Salesforce ?](https://www.g2.com/fr/discussions/does-moneyguidepro-integrate-with-salesforce) - 1 comment
- [How do you use MoneyGuidePro?](https://www.g2.com/fr/discussions/how-do-you-use-moneyguidepro)
- [Does MoneyGuidePro have a client portal?](https://www.g2.com/fr/discussions/does-moneyguidepro-have-a-client-portal)

### [Planr](https://www.g2.com/products/planr/reviews)

Planr is a portfolio monitoring and intelligence platform built for private equity firms, operating partners, finance teams, and portfolio company leadership teams. Private equity firms often have the same core problem: portfolio data is spread across spreadsheets, ERP systems, CRM systems, board decks, PDFs, management reports, finance packs, and individual analyst models. The result is slow reporting, inconsistent metrics, manual consolidation work, and limited visibility into what is happening across the portfolio between reporting cycles. Planr gives firms a trusted data layer for portfolio operations. It connects structured and unstructured data from across portfolio companies, standardises key metrics, and creates a single view of performance across companies, funds, functions, and operating priorities. The platform is designed for the realities of private equity portfolio management, where every portfolio company may use different systems, definitions, reporting formats, and levels of finance maturity. Planr supports data ingestion from common business systems and reporting sources, including spreadsheets, PDFs, board packs, ERP platforms, CRM platforms, finance systems, and other operational tools. With Planr, PE teams can move from manual reporting workflows to more consistent portfolio visibility. Users can track financial, commercial, and operational KPIs, monitor portfolio company performance, support value creation work, and give operating partners, investors, and leadership teams a clearer view of progress. Planr is especially relevant for firms that need better portfolio reporting, faster access to company-level data, cleaner KPI definitions, stronger operating cadence, and a more scalable way to manage portfolio insight as the number of companies, systems, and stakeholders grows. Common use cases include: • Portfolio monitoring and reporting • PE portfolio data management • Value creation tracking • Operating partner dashboards • CFO and finance reporting • KPI standardisation across portfolio companies • Board and investor reporting support • Multi-company performance visibility • Data ingestion from spreadsheets, PDFs, ERP, CRM, and finance systems • Early visibility into portfolio trends and risks Planr helps private equity firms build a more reliable foundation for portfolio intelligence: cleaner data, clearer reporting, and better operating visibility across the companies they own.

**Average Rating:** 4.3/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Planr?

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planr?

- **Seller:** [Planr](https://www.g2.com/sellers/planr)
- **HQ Location:** Cork, Ireland
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e35680ab095e86eca0607f578b77448e0f8aa58e0bf660d712a0e108c50bd2a6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanr-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 54% Small, 46% Medium

#### What Are Planr's Pros and Cons?

##### Pros

- Ease of Use (1 reviews)
- Efficiency (1 reviews)

##### Cons

- Technical Issues (1 reviews)

#### What Are Recent G2 Reviews of Planr?

**["Planr honest review"](https://www.g2.com/survey_responses/planr-review-8759663)**

**Rating:** 4.5/5.0 stars

_— Aman S._

[Read full review](https://www.g2.com/survey_responses/planr-review-8759663)

**["Best Tool for Business Analytics and Insights"](https://www.g2.com/survey_responses/planr-review-9070182)**

**Rating:** 4.0/5.0 stars

_— Ashish D._

[Read full review](https://www.g2.com/survey_responses/planr-review-9070182)

### [Ziggma](https://www.g2.com/products/ziggma/reviews)

Ziggma is an independent portfolio management and investment research platform built for self-directed investors who want stronger returns, clearer insights, and better alignment with their values. Investors can securely link or upload their portfolios, consolidate multiple accounts, and instantly analyze portfolio quality, diversification, concentration risk, income, and impact exposure. Ziggma helps investors understand what they own, where risks are building, and which holdings may be strengthening or weakening long-term performance. Powered by proprietary fundamental stock research, the Ziggma Stock Score, portfolio analytics, smart alerts, and impact data, Ziggma gives investors the tools to manage their entire investment picture from one platform - without broker conflicts, trading incentives, or product pushing.

**Average Rating:** 4.7/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Ziggma?

- **Ease of Use:** 9.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.0/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.2/10 (Category avg: 8.3/10)
- **Risk Management:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Ziggma?

- **Seller:** [Ensas Consulting](https://www.g2.com/sellers/ensas-consulting)
- **HQ Location:** Annecy-le-Vieux, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c05e741e2975843787bd2076ea6ae413c26a27f48a4f6508efecb607985b18b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fensas-consulting%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Small, 6% Medium

#### What Are Recent G2 Reviews of Ziggma?

**["Great for tracking multiple investment portfolios"](https://www.g2.com/survey_responses/ziggma-review-9533866)**

**Rating:** 4.5/5.0 stars

_— Fitore K._

[Read full review](https://www.g2.com/survey_responses/ziggma-review-9533866)

**["A useful online portfolio tracker that performs well"](https://www.g2.com/survey_responses/ziggma-review-8924571)**

**Rating:** 4.0/5.0 stars

_— Joe L._

[Read full review](https://www.g2.com/survey_responses/ziggma-review-8924571)

#### What Are G2 Users Discussing About Ziggma?

- [What is Ziggma used for?](https://www.g2.com/discussions/what-is-ziggma-used-for)

### [Universal Rebalancer](https://www.g2.com/products/universal-rebalancer/reviews)

SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is designed to strike a perfect balance between simplicity and precision. UREBAL bridges the gap between rule-based rebalancing systems, which are user-friendly but limited, and risk-based optimizers, which offer precision but can be complex. This powerful tool provides tax-efficient rebalancing, streamlined asset allocation, and model-focused workflows, making it ideal for advisors who value efficiency without sacrificing control. By combining advanced features with an intuitive interface, UREBAL simplifies portfolio rebalancing while addressing critical challenges such as tax efficiency, model consistency, and operational scalability. Investment professionals rely on UREBAL to save time, enhance client outcomes, and reduce errors in portfolio management. UREBAL supports English and is adaptable for global financial operations, enabling seamless integration for clients worldwide. SoftPak’s Universal Rebalancer stands out in the investment portfolio management software market by offering a middle ground between ease of use and advanced functionality. Unlike traditional rule-based systems, UREBAL provides enhanced tax efficiency and dynamic asset allocation capabilities. It also simplifies the complexities of risk-based optimizers, making it accessible for advisors at all levels of expertise. Offering essentially a universal rebalancer that powers the world's wealthiest firms. UREBAL transforms the rebalancing process, saving time and resources while delivering mathematically sound, client-focused results. Whether you manage large-scale portfolios or boutique accounts, UREBAL empowers you to achieve better precision, improve tax outcomes, and enhance operational efficiency—all through an intuitive and flexible platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Universal Rebalancer?

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.6/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.5/10 (Category avg: 8.3/10)
- **Risk Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Universal Rebalancer?

- **Seller:** [SoftPak Financial Systems](https://www.g2.com/sellers/softpak-financial-systems)
- **Year Founded:** 1995
- **HQ Location:** Sudbury , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b07a0ebda780844f1a5724f8b496ac3661c95f753d60e663273da89df49af40&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsoftpak-financial-systems-inc&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail
- **Company Size:** 100% Small, 7% Medium

#### What Are Recent G2 Reviews of Universal Rebalancer?

**["Built for Professionals Who Need Precision"](https://www.g2.com/survey_responses/universal-rebalancer-review-13145005)**

**Rating:** 4.5/5.0 stars

_— Bruce H._

[Read full review](https://www.g2.com/survey_responses/universal-rebalancer-review-13145005)

**["Finally, a Platform That Keeps Up With My Workload"](https://www.g2.com/survey_responses/universal-rebalancer-review-13056596)**

**Rating:** 5.0/5.0 stars

_— Jennifer G._

[Read full review](https://www.g2.com/survey_responses/universal-rebalancer-review-13056596)

### [fi360 Toolkit](https://www.g2.com/products/fi360-toolkit/reviews)

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.

**Average Rating:** 4.0/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate fi360 Toolkit?

- **Ease of Use:** 8.2/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.0/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind fi360 Toolkit?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 73% Small, 18% Large

#### What Do G2 Reviewers Say About fi360 Toolkit?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **powerful analytics** of the fi360 Toolkit, aiding in informed investment decisions and portfolio evaluations.
- Users value the **powerful analytics and insights** of fi360 Toolkit, enhancing informed investment decisions and portfolio evaluations.

##### Cons

- The fi360 Toolkit's **high cost** may limit accessibility for individual advisors with fewer resources.

#### What Are Recent G2 Reviews of fi360 Toolkit?

**["My preference for analytics vs. Morningstar Direct, but..."](https://www.g2.com/survey_responses/fi360-toolkit-review-9489795)**

**Rating:** 4.0/5.0 stars

_— David W._

[Read full review](https://www.g2.com/survey_responses/fi360-toolkit-review-9489795)

**["Great Financial and Investment tool!"](https://www.g2.com/survey_responses/fi360-toolkit-review-8820893)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/fi360-toolkit-review-8820893)

### [Altair](https://www.g2.com/products/altair/reviews)

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.

**Average Rating:** 4.1/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate Altair?

- **Ease of Use:** 6.5/10 (Category avg: 8.6/10)
- **Market Analytics:** 6.7/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.2/10 (Category avg: 8.3/10)
- **Risk Management:** 7.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Altair?

- **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism)
- **Year Founded:** 2001
- **HQ Location:** Windsor, CT
- **Twitter:** @SSCTechnologies  
4,796 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9bc097453fa71cdbd909592281401f7ffa6ced0c7a148bf94152cd59902bc235&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblue-prism-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,046 employees on LinkedIn®
- **Ownership:** NASDAQ: SSNC

#### Who Uses This Product?

- **Top Industries:** Automotive
- **Company Size:** 48% Medium, 29% Small

#### What Are Recent G2 Reviews of Altair?

**["Altair has the best CAE tools as per my experience"](https://www.g2.com/survey_responses/altair-review-4873601)**

**Rating:** 4.0/5.0 stars

_— ruchik t._

[Read full review](https://www.g2.com/survey_responses/altair-review-4873601)

**["User Friendly Software"](https://www.g2.com/survey_responses/altair-review-4845010)**

**Rating:** 4.0/5.0 stars

_— Verified User in Defense & Space_

[Read full review](https://www.g2.com/survey_responses/altair-review-4845010)

#### What Are G2 Users Discussing About Altair?

- [What is Altair activate?](https://www.g2.com/discussions/what-is-altair-activate)
- [Is Altair software free?](https://www.g2.com/discussions/is-altair-software-free)
- [Is Altair better than Ansys?](https://www.g2.com/discussions/is-altair-better-than-ansys)
- [What does Altair software do?](https://www.g2.com/discussions/what-does-altair-software-do) - 1 comment

### [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews)

Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.

**Average Rating:** 4.0/5.0

**Total Reviews:** 71

#### How Do G2 Users Rate Nitrogen?

- **Ease of Use:** 7.8/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.8/10 (Category avg: 8.3/10)
- **Risk Management:** 8.6/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Nitrogen?

- **Seller:** [Nitrogen](https://www.g2.com/sellers/nitrogen)
- **Year Founded:** 2011
- **HQ Location:** Auburn, CA
- **Twitter:** @nitrogenwealth  
8,664 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df9969230b2616e9b00a9a514ea2696ebbfe79368f8c177d2ee2761405873739&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1917520%2F&secure%5Burl_type%5D=linkedin_company_website)  
214 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 89% Small, 7% Medium

#### What Do G2 Reviewers Say About Nitrogen?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nitrogen's interface to be **easy to use** , enhancing discussions about client risk and portfolios.
- Users value the **ease of use** and effective client risk discussions facilitated by Nitrogen's investment management features.
- Users appreciate the **setup ease** of Nitrogen, finding it simple and intuitive with its smart user interface.
- Users praise Nitrogen's **simplicity** , noting its easy setup and user-friendly interface for quick data access.
- Users appreciate the **smart user interface** of Nitrogen, praising its simplicity and easy setup with Excel integration.

##### Cons

- Users are concerned about the **high costs** associated with Nitrogen, feeling it's overpriced and poorly managed.
- Users find a **serious feature deficiency** in Nitrogen, lacking verbal scoring options and facing forced contract renewals.
- Users find Nitrogen's **outdated interface** and contract-based model off-putting in today's competitive software landscape.
- Users report **poor customer support** from Nitrogen, citing frequent invoicing errors and ineffective communication on price increases.

#### What Are Recent G2 Reviews of Nitrogen?

**["It is an excellent tool to help clients during periods of market turbulence."](https://www.g2.com/survey_responses/nitrogen-review-8910826)**

**Rating:** 5.0/5.0 stars

_— Alonso R._

[Read full review](https://www.g2.com/survey_responses/nitrogen-review-8910826)

**["A Key Piece of My Tech Stack"](https://www.g2.com/survey_responses/nitrogen-review-8910167)**

**Rating:** 5.0/5.0 stars

_— Maggie K._

[Read full review](https://www.g2.com/survey_responses/nitrogen-review-8910167)

#### What Are G2 Users Discussing About Nitrogen?

- [What does Riskalyze cost?](https://www.g2.com/discussions/what-does-riskalyze-cost)
- [How do you use Riskalyze?](https://www.g2.com/discussions/how-do-you-use-riskalyze)
- [How good is Riskalyze?](https://www.g2.com/discussions/how-good-is-riskalyze)
- [What does Riskalyze do?](https://www.g2.com/discussions/what-does-riskalyze-do)

### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews)

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate FactSet Workstation?

- **Ease of Use:** 8.6/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.8/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind FactSet Workstation?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Company Website:** www.factset.com
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 46% Small, 40% Large

#### What Do G2 Reviewers Say About FactSet Workstation?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **convenience and comprehensive data** of FactSet Workstation, streamlining their equity research processes effectively.
- Users value the **extensive historical financial data** provided by FactSet, streamlining their investment research process effectively.
- Users value the **customization options** in FactSet Workstation, enabling tailored tools and reports for diverse needs.
- Users value the **ease of use** of FactSet Workstation, appreciating its simplicity and centralized data access.
- Users value the **extensive range of features** offered by FactSet, streamlining their research and analysis processes.

##### Cons

- Users find the **poor usability** of FactSet Workstation frustrating, especially with clunky Excel API functionality and repetitive alerts.
- Users note the **complexity** of FactSet Workstation, feeling hesitant towards changes that could improve efficiency and usability.
- Users report **data inaccuracy** with FactSet Workstation, particularly with clunky Excel API and erroneous filing dates.
- Users find **difficult navigation** in FactSet due to its extensive tools, making information retrieval challenging.
- Users note **inaccuracy** in EV calculations, especially related to cash treatment in payment sector analyses.

#### What Are Recent G2 Reviews of FactSet Workstation?

**["Sr. Equity Research Analyst"](https://www.g2.com/survey_responses/factset-workstation-review-11312587)**

**Rating:** 5.0/5.0 stars

_— Yi L._

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-11312587)

**["A top-notch financial data repository for buy-side equity analysts"](https://www.g2.com/survey_responses/factset-workstation-review-11312199)**

**Rating:** 4.0/5.0 stars

_— Jon W._

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-11312199)

#### What Are G2 Users Discussing About FactSet Workstation?

- [Does FactSet have an app?](https://www.g2.com/discussions/does-factset-have-an-app)
- [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) - 1 comment
- [What is FactSet RMS?](https://www.g2.com/discussions/what-is-factset-rms) - 1 comment
- [What does FactSet Research Systems do?](https://www.g2.com/discussions/what-does-factset-research-systems-do)

### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)

Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence

**Average Rating:** 4.5/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Orion Risk Intelligence?

- **Ease of Use:** 8.2/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Orion Risk Intelligence?

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech  
7,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,915 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 75% Small, 22% Medium

#### What Are Recent G2 Reviews of Orion Risk Intelligence?

**["It's made easy to analyse the stock"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)**

**Rating:** 4.0/5.0 stars

_— Darshan S._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)

**["Invaluable Resource"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)**

**Rating:** 4.5/5.0 stars

_— Nick T._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)

#### What Are G2 Users Discussing About Orion Risk Intelligence?

- [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) - 1 comment

### [Visible for Investors](https://www.g2.com/products/visible-for-investors/reviews)

Visible equips investors with connected AI to streamline portfolio monitoring and management, uncover insights, power reporting, and strengthen relationships with the companies they back.

**Average Rating:** 4.7/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Visible for Investors?

- **Ease of Use:** 9.8/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.9/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 6.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Visible for Investors?

- **Seller:** [Visible.vc](https://www.g2.com/sellers/visible-vc)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @VisibleVC  
3,956 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e61dc583bc63d265e1f3856598900fec898a10068b2568c8b52925a10c6fc6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2954729&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Venture Capital & Private Equity
- **Company Size:** 90% Small, 10% Medium

#### What Do G2 Reviewers Say About Visible for Investors?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **great value in terms of pricing** offered by Visible for Investors, enhancing their experience.
- Users appreciate the **great support from the team** , enhancing their experience with Visible for Investors.
- Users appreciate the **ease of use** of Visible for Investors, praising its user-friendly setup and reporting features.
- Users appreciate the **ease of reporting** with Visible for Investors, enhancing communication with both investors and investees.
- Users appreciate the **great value for money** with Visible, enjoying flexibility and user-friendly features.

##### Cons

- Users find a **feature deficiency** in Visible for Investors due to missing useful report breakdowns, limiting investment analysis.
- Users find the **poor reporting** of Visible for Investors limits access to detailed investment breakdowns they need.

#### What Are Recent G2 Reviews of Visible for Investors?

**["Visible is a user-friendly and dynamic investor reporting tool with regular enhancements"](https://www.g2.com/survey_responses/visible-for-investors-review-7267588)**

**Rating:** 4.5/5.0 stars

_— Andrew W._

[Read full review](https://www.g2.com/survey_responses/visible-for-investors-review-7267588)

**["An absolute gift for Founders and Investors alike."](https://www.g2.com/survey_responses/visible-for-investors-review-9942469)**

**Rating:** 5.0/5.0 stars

_— Britni N._

[Read full review](https://www.g2.com/survey_responses/visible-for-investors-review-9942469)

### [Avestor](https://www.g2.com/products/avestor/reviews)

Avestor is an end-to-end private capital platform that helps entrepreneurs, investment managers, real estate operators, private lenders, venture capital firms, private equity firms, and other private market businesses raise, manage, and deploy capital through a single integrated solution. Whether you're launching your first investment offering or building a long-term investment management business, Avestor provides the technology, education, operational support, and professional services needed to simplify the entire capital formation process. The platform supports a wide range of capital-raising structures, including private investment funds, SPVs, syndications, real estate offerings, private credit vehicles, venture capital funds, private equity funds, and other customized investment structures. Avestor includes investor and manager portals, digital subscriptions, KYC/AML and accreditation verification, document management, electronic signatures, capital calls, distributions, reporting, investor communications, and workflow automation to help manage the complete investment lifecycle. Beyond software, Avestor provides implementation guidance, educational programs, live coaching, and access to a network of experienced legal, banking, accounting, compliance, and operational partners to help customers launch with confidence and scale more efficiently. By combining technology, expertise, and operational infrastructure into one platform, Avestor helps organizations spend less time managing complexity and more time raising capital, serving investors, and growing their business.

**Average Rating:** 4.9/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Avestor?

- **Ease of Use:** 9.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Avestor?

- **Seller:** [Avestor](https://www.g2.com/sellers/avestor)
- **Year Founded:** 2018
- **HQ Location:** Portland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089002009c8d8be099d6bdac47c7744807c7c66dd96527ad682c6d6c4c152e08&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favestor-inc&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Avestor?

**["Flexible Fund Management with Excellent Support"](https://www.g2.com/survey_responses/avestor-review-13133476)**

**Rating:** 5.0/5.0 stars

_— Jeff S._

[Read full review](https://www.g2.com/survey_responses/avestor-review-13133476)

**["Avestor’s Responsive Support Makes Raising Capital Easier"](https://www.g2.com/survey_responses/avestor-review-13146877)**

**Rating:** 5.0/5.0 stars

_— Anna R._

[Read full review](https://www.g2.com/survey_responses/avestor-review-13146877)

### [Investran](https://www.g2.com/products/investran/reviews)

FIS™ Investran, our private equity accounting and reporting solution, unifies fragmented data, automates complex processes, and supports smarter accounting while reducing costs, errors and pressure on your team. We serve 90% of the Top 20 private equity (PE) firms and 80% of the World's biggest Third Party Administrators (TPA), so if you are either a PE firm or a TPA, you are in safe hands. Our FIS experts provide training and technical expertise to help you maximize the value of your investment. Email me at darren.abdullah@fisglobal.com or whatsapp me at +6586111394 for more information.

**Average Rating:** 4.5/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Investran?

- **Ease of Use:** 9.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.5/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 9.3/10 (Category avg: 8.3/10)
- **Risk Management:** 7.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Investran?

- **Seller:** [FIS Global](https://www.g2.com/sellers/fis-global-57ee48f0-f061-468b-9f95-aec60bcbf83f)
- **Year Founded:** 1968
- **HQ Location:** Jacksonville, FL
- **Twitter:** @FISGlobal  
26,502 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dce14725ef9a3c15fbb9a93638ba7701d549f9c234ed879896dc241c82b7b254&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffis%2F&secure%5Burl_type%5D=linkedin_company_website)  
44,355 employees on LinkedIn®
- **Ownership:** FIS

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 57% Medium, 29% Large

#### What Do G2 Reviewers Say About Investran?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly reporting capabilities** of Investran, simplifying complex fund accounting and enhancing transparency.
- Users appreciate the **data accuracy** of Investran, ensuring precise net asset value reports and reliable financial insights.
- Users appreciate the **ease of use** of Investran, finding it user-friendly for generating reports and recording data.
- Users value the **centralized data availability** of Investran, enabling real-time insights and enhancing transparency in reporting.
- Users value the **ease of access** in Investran, finding it user-friendly for generating reports effortlessly.

##### Cons

- Users experience **slow performance** with Investran, facing lag and repeated logins that hinder productivity and cause frustration.
- Users find the **difficult learning** curve for Investran to be a significant barrier, complicating their onboarding experience.
- Users find Investran to be **expensive** in terms of implementation costs and complicated reporting, requiring specialist assistance.
- Users find the **implementation difficulty** of Investran challenging due to its complex architecture and steep learning curve.
- Users find **integration issues** with Investran due to its legacy architecture, complicating connections with modern tools.

#### What Are Recent G2 Reviews of Investran?

**["cycle Coverage with Deep Investor & Partnership Accounting"](https://www.g2.com/survey_responses/investran-review-12081584)**

**Rating:** 5.0/5.0 stars

_— Drashti P._

[Read full review](https://www.g2.com/survey_responses/investran-review-12081584)

**["Comprehensive Fund Accounting and Reporting Made Effortless"](https://www.g2.com/survey_responses/investran-review-11977484)**

**Rating:** 4.5/5.0 stars

_— Dev G._

[Read full review](https://www.g2.com/survey_responses/investran-review-11977484)

#### What Are G2 Users Discussing About Investran?

- [What is Investran used for?](https://www.g2.com/discussions/what-is-investran-used-for)

### [Stratifi PRISM](https://www.g2.com/products/stratifi-prism/reviews)

StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk and build more valuable practices.

**Average Rating:** 4.9/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Stratifi PRISM?

- **Ease of Use:** 9.6/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.4/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Stratifi PRISM?

- **Seller:** [Stratifi](https://www.g2.com/sellers/stratifi)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @trystratifi  
1,593 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ced70c971bfc9893358f58a0ef306ec90cc2623cab16565c5e46c0317bb18dee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstratifi%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 86% Small, 14% Medium

#### What Are Recent G2 Reviews of Stratifi PRISM?

**["Robust Platform"](https://www.g2.com/survey_responses/stratifi-prism-review-9308607)**

**Rating:** 4.0/5.0 stars

_— Mouhsine D._

[Read full review](https://www.g2.com/survey_responses/stratifi-prism-review-9308607)

**["Flexibility and Responsiveness Make Stratifi PRISM a Great Solution"](https://www.g2.com/survey_responses/stratifi-prism-review-5217413)**

**Rating:** 5.0/5.0 stars

_— Sarah H._

[Read full review](https://www.g2.com/survey_responses/stratifi-prism-review-5217413)

#### What Are G2 Users Discussing About Stratifi PRISM?

- [What is Stratifi PRISM used for?](https://www.g2.com/discussions/what-is-stratifi-prism-used-for)

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[Browse Investment Portfolio Management Themes](/categories/investment-portfolio-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated November 14, 2024

Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. Investment professionals use these solutions to build, track, and manage their clients’ investment portfolios. This software includes tools that facilitate client-investor communication and can be used by investors, financial advisors, and their clients.

Wealth management firms, asset management companies, hedge funds, insurance companies, and pension funds use portfolio management platforms to manage client portfolios, monitor fund performance, manage liabilities, and diversify [asset management](https://learn.g2.com/asset-management).

Best portfolio management platforms come with features like investment tracking, [investment accounting](https://www.g2.com/categories/investment-accounting), reporting, client communication tools, investment analytics tools, and more. It allows advisors and investment professionals to maintain a holistic view of their activities on behalf of their clients, aggregating all relevant data and offering tools to aid in [investment analysis](https://www.g2.com/glossary/investment-analysis-definition). Moreover, the best investment portfolio management software allows users to watch asset values, stay on top of market conditions, spot threats and exposure to risks, and provide custom financial insights.

If investment portfolio management tools do not have built-in accounting features, they often integrate with other [accounting solutions](https://www.g2.com/categories/accounting-finance) for support, such as [brokerage trading platforms](https://www.g2.com/categories/brokerage-trading-platforms). Solutions in this category also connect to third-party sources to import market data.

To qualify for inclusion in the Investment Portfolio Management category, a product must:

- Manage various types of investments such as stocks, bonds, mutual funds, or exchange-traded funds
- Provide features to buy and sell financial instruments and manage cash dividends
- Handle investment records management
- Aggregate financial information from third-party market data sources
- Provide detailed reporting tools to report on tax schedules, projected cash flow, etc.
- Contain a client portal that can be used to place orders and transfer funds
- Offer tools to conduct investment portfolio analysis

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