# Best Investment Portfolio Management Tools - Page 22

## 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 (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

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

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

- 30 Analysts and Data Experts
- 2,600+ 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=2026-08-06T04%3A58%3A46Z&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%3D22&secure%5Btoken%5D=9444dc511f97d334eba088e48fd431c8836792e8571c14a25214a2581a64b87c&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

### [Wealth Intelligence (WIN) Solution](https://www.g2.com/products/wealth-intelligence-win-solution/reviews)

Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics and asset administration, seamlessly integrating with a firms' infrastructure and third-party vendors. The omni-channel, easy-to use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to an ever-changing regulatory landscape. The core aim is to help customers grow, remain compliant and provide high quality service to their clients.

#### Who Is the Company Behind Wealth Intelligence (WIN) Solution?

- **Seller:** [Dion Global Solutions](https://www.g2.com/sellers/dion-global-solutions)
- **Year Founded:** 1994
- **HQ Location:** Noida, IN
- **Twitter:** @Dion\_Global  
836 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=880c9d8fe1f108b50fc7d589c44101473e62cb7f3afb27bdeb661d1dd10592da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdion-global-solutions-ltd&secure%5Burl_type%5D=linkedin_company_website)  
188 employees on LinkedIn®
- **Ownership:** BSE: 526927

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

The market-leading SaaS wealth management solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button. - Up to 50% increase in AuM - Up to 70% increase in your productivity as an advisor - New Customer Aquisition and increased Customer Loyality

#### Who Is the Company Behind wealthpilot?

- **Seller:** [wealthpilot](https://www.g2.com/sellers/wealthpilot)
- **HQ Location:** München, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0ba8f44297dd3caa5401a2ea66c26ba534291e2c1b454c494360fb7fbb5c62d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwealthpilot-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

### [WealthPulse](https://www.g2.com/products/wealthpulse/reviews)

WealthPulse is a wealth data intelligence platform built for RIA firms and wealth management organizations. It unifies data from multiple custodians and vendors into a single platform, eliminating the need to manually reconcile data across portals and spreadsheets. Advisors get a consolidated view of their book of business with real-time alerts for portfolio drift, attrition risk, and relevant market events. Operations teams monitor data ingestion health and KPI performance across the firm, while leadership gets visibility into revenue, retention, and advisor productivity, all in one place.

#### Who Is the Company Behind WealthPulse?

- **Seller:** [Polestar Analytics](https://www.g2.com/sellers/polestar-analytics)
- **Year Founded:** 2012
- **HQ Location:** Plano, US
- **Twitter:** @PolestarLLP  
508 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8facb9a65073b1327dc53c4a0fc6dfe85d2bcff111ea83abd0ce43aac0fa4d1f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpolestarsolutions%2526services&secure%5Burl_type%5D=linkedin_company_website)  
634 employees on LinkedIn®

### [Webfolio](https://www.g2.com/products/webfolio/reviews)

Webfolio® is Digital Shape Technologies' flagship platform, a fully integrated, real-time portfolio management system designed for institutional investors, asset managers, family offices, fund managers, and private banks. Built in Montreal, Canada, since 1999, Webfolio® supports the entire investment lifecycle from front to back office within a single, unified environment. The platform handles multi-asset portfolios of any complexity — including equities, hedge funds, private equity, real estate, infrastructure, and fixed income — across multiple currencies, entities, and jurisdictions. Key capabilities include: end-to-end portfolio modelling and performance measurement, fund accounting and NAV calculation, risk and compliance monitoring (pre- and post-trade), trading and execution (SWIFT & FIX), CRM and due diligence management, automated reporting with Microsoft Office integration, and a powerful data management and API layer. Webfolio® is trusted by 600+ investment professionals across 17+ financial hubs worldwide, supporting more than $5 trillion in assets under management. Clients include major private banks in Europe, leading family offices, and institutional asset managers across North America, Europe, and Asia. The platform is highly configurable, adapting to your operational model, compliance rules, and reporting requirements, without the need for multiple fragmented solutions. Webfolio® reduces portfolio management time by up to 40% while improving data accuracy, governance, and operational control.

#### Who Is the Company Behind Webfolio?

- **Seller:** [Digital Shape Technologies](https://www.g2.com/sellers/digital-shape-technologies)
- **HQ Location:** Montreal, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=821f24757f32a2e851bb2c17f6852637119d14356ea7379176957626e5c0fc43&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdigital-shape-technologies-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®
- **Phone:** +1-514-908-2189

### [WeInvest Wealth Solution](https://www.g2.com/products/weinvest-wealth-solution/reviews)

WeInvest (Planar) is an end-to-end Wealth Solution provider to Banks, Wealth Managers, Family Offices and HNIs. Large tier-1 banks like OCBC (Singapore), Kasikorn Bank (Thailand) and Mashreq Bank (UAE) are using our solution to offer wealth advisory services to their retail and mass affluent customers. Please refer to our website (https://weinvest.net/) for more details.

#### Who Is the Company Behind WeInvest Wealth Solution?

- **Seller:** [Planar Investments Private Ltd.](https://www.g2.com/sellers/planar-investments-private-ltd)
- **Year Founded:** 2014
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68db5d8fc059bdde6ebd06efa7b5cf4538434ebd8136c36abdbf7411f9fd8bac&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweinvest-sg&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

### [WMCockpit](https://www.g2.com/products/wmcockpit/reviews)

WMCockpit is a jurisdiction and currency-agnostic wealth advisory platform designed to provide a 360° view of complex family estates. It acts as a scalable "single source of truth," covering both liquid and illiquid assets and how they are held. WMCockpit empowers institutions to drive client retention and advisory excellence by deriving actionable insights from this consolidated data. The platform was co-founded by Christopher Morris (CTO and Co-Founder) and Dominique M. Jooris (Founder), with Mr. Jooris having been the former CEO of Bank Pictet.

#### Who Is the Company Behind WMCockpit?

- **Seller:** [WMCockpit](https://www.g2.com/sellers/wmcockpit)
- **Year Founded:** 2022
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6c3efc48e0bf7ea4f360d83de9d6c8fbc3d9ec3f01ebe8c5a5df1650885c947&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwmcockpit%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [WOWS Investment Portal](https://www.g2.com/products/wows-investment-portal/reviews)

The WOWS Investment Portal is an integrated platform that streamlines the capital-raising process for startups and SMEs, facilitating primary and secondary equity raises. It connects companies with a global network of investors, offering tools for investment tracking, deal flow management, and virtual data rooms for secure due diligence.

#### Who Is the Company Behind WOWS Investment Portal?

- **Seller:** [WOWS Global](https://www.g2.com/sellers/wows-global)
- **Year Founded:** 2022
- **HQ Location:** Singapore
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9565ed7d0c3d042da46804f5f7aa0fea8a950ff97b733f2c82b003eb67e63a0f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwows-global&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

### [Xaver](https://www.g2.com/products/xaver/reviews)

Xaver is an AI-driven sales and product platform designed to enhance the efficiency of financial institutions, particularly in the life insurance and pension sectors. By integrating advanced artificial intelligence, Xaver empowers banks, insurers, and brokers to streamline operations, deliver personalized customer experiences, and ensure compliance with industry regulations. The platform offers a white-labeled solution that seamlessly blends with existing systems, enabling financial advisors to provide tailored financial advice and products efficiently. Xaver's mission is to close Europe's pension gap by revolutionizing the delivery of financial products through innovative, AI-driven solutions.

#### Who Is the Company Behind Xaver?

- **Seller:** [Xaver](https://www.g2.com/sellers/xaver)
- **Year Founded:** 2023
- **HQ Location:** Köln, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=422c4e2da0fd8439fe37bc8a579b707d4218e8ed82a1ca51ba79b1a709b73cf4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxavergroup&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

### [XENTIS](https://www.g2.com/products/xentis/reviews)

XENTIS, the integrated, modular investment management system designed to manage the entire investment lifecycle.

#### Who Is the Company Behind XENTIS?

- **Seller:** [Profidata Group](https://www.g2.com/sellers/profidata-group)
- **Year Founded:** 1985
- **HQ Location:** Zurich, CH
- **LinkedIn® Page:** [ch.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=02f0dab552e2918e1a3f7ccdad18206324accb2199017eb912ad03d16bf59a4e&secure%5Burl%5D=https%3A%2F%2Fch.linkedin.com%2Fcompany%2Fprofidata-ag&secure%5Burl_type%5D=linkedin_company_website)  
161 employees on LinkedIn®

### [Yield Book](https://www.g2.com/products/yield-book/reviews)

Yield Book is a leading analytics platform with over 35 years of experience, providing comprehensive risk analytics for fixed income securities. It enables market participants to assess the value and risk of individual securities and perform complex portfolio analyses across global markets. Yield Book's solutions are trusted by institutional investors and market makers for in-depth risk assessment, regulatory stress-testing, and portfolio management. Key Features and Functionality: - Comprehensive Analytics: Offers in-depth analysis of a wide range of fixed income products, including government and corporate bonds, mortgage-backed securities (MBS), asset-backed securities (ABS), collateralized loan obligations (CLOs), and derivatives. - Integrated Solutions: Provides seamless integration of analytics into client platforms through various delivery options, such as APIs, Excel Add-Ins, and web interfaces, facilitating real-time data access and analysis. - Sustainable Investment Analytics: Incorporates environmental, social, and governance (ESG) factors into fixed income analysis, offering over 500 ESG metrics across securities covering nearly $100 trillion in notional outstanding. - Advanced Mortgage Analytics: Delivers high-performance, dynamic mortgage analytics, enabling users to analyze new deals, repackage collateral, price tranches, and identify deal arbitrage opportunities. - Historical Data Access: Provides extensive historical data and security coverage, supporting advanced analytics tools for historical data needs. Primary Value and User Solutions: Yield Book addresses the complex needs of fixed income investment professionals by offering a holistic, single-source solution for data, pricing, analytics, and indices. Its comprehensive coverage and advanced modeling capabilities enable users to: - Optimize Portfolios: Maximize yield while maintaining ESG credentials and conduct thorough portfolio analytics. - Manage Risk: Perform detailed risk assessments, including scenario analysis and stress testing, to identify and mitigate potential risks. - Enhance Decision-Making: Utilize quantitative insights and extensive data coverage to make informed investment decisions and meet regulatory requirements. By integrating Yield Book's analytics into their workflows, users gain a competitive edge through accurate valuations, risk assessments, and strategic portfolio management.

#### Who Is the Company Behind Yield Book?

- **Seller:** [London Stock Exchange Group (LSEG)](https://www.g2.com/sellers/london-stock-exchange-group-lseg)
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb561b5ee4fd0b92306bd1759929182e92622d9c1428cbd4f20bc77517cc273b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flondon-stock-exchange-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
23,319 employees on LinkedIn®
- **Ownership:** LON: LSEG

### [Zapper](https://www.g2.com/products/zapper/reviews)

SaaS solution that captures real-time workforce WhatsApp messages, ensuring security, storage, and providing valuable AI-driven insights from the data. Our AI detects suspicious behavior in conversations and generates alerts for managers, helping to mitigate risks. Our interactive dashboard provides data intelligence and visibility into individual employee performance, enhancing their results.

#### Who Is the Company Behind Zapper?

- **Seller:** [Zapper](https://www.g2.com/sellers/zapper)
- **Year Founded:** 2015
- **HQ Location:** Florianópolis, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e7142fbc7a7be136aa3547dcfc75598965479378696641a6e6911cc49d3534a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzapper.to&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

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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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