Best Investment Portfolio Management Tools - Page 2
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.
Best portfolio management platforms come with features like investment tracking, 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. 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 for support, such as 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:
Best Investment Portfolio Management Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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
- Financial Services
- 73% Small-Business
- 18% Enterprise
5,964 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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 adviso
- Financial Services
- Investment Management
- 90% Small-Business
- 7% Mid-Market
8,748 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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 Bene
- Automotive
- 48% Mid-Market
- 29% Small-Business
4,839 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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
- Financial Services
- Investment Management
- 75% Small-Business
- 22% Mid-Market
7,795 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, reporting to stakeholders, and uncovering portfolio insights.
- Venture Capital & Private Equity
- 90% Small-Business
- 10% Mid-Market
4,064 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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 an
- 86% Small-Business
- 14% Mid-Market
1,649 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully int
- Financial Services
- Venture Capital & Private Equity
- 79% Small-Business
- 14% Mid-Market
315 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. No matter your financial profile or specific investment needs, Addepar fits the goals of yo
- 60% Mid-Market
- 40% Enterprise
4,800 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash. Powe
- 100% Small-Business
35,810 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
- 60% Mid-Market
- 40% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
- Financial Services
- 50% Small-Business
- 40% Enterprise
1,680 Twitter followers
- Overview
- User Satisfaction
- Seller Details
StockMarketEye is an easy to use portfolio management software for asset managers and individual investors. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor th
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
In today’s complex and competitive investment landscape, you need to be on top of your game. And the right technology can stack the odds in your favor. APX provides one central, scalable platform for
- 67% Small-Business
- 33% Mid-Market
2,576 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inve
- 67% Small-Business
170 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.
- 67% Mid-Market
- 33% Enterprise
513 Twitter followers
