# Best Investment Portfolio Management Tools - Page 3

## 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=2026-08-05T09%3A34%3A35Z&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%3D3&secure%5Btoken%5D=31de773eaaaa701c45af876765ca8b8b732f24a3996b68e428fb600b609c4abc&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

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

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Altvia?

- **Ease of Use:** 8.5/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Altvia?

- **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc)
- **Company Website:** altvia.com
- **Year Founded:** 2006
- **HQ Location:** Broomfield, CO
- **Twitter:** @altvia  
301 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de671ff390ebfce79d82af835db4ff65f296351db03e114ce0eaf7ae874cf0ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplication-experts-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 13% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional customer support** from Altvia, noting quick responses and collaborative assistance for efficient operations.
- Users value the **exceptional customer support** from Altvia, which enhances collaboration and workflow efficiency.
- Users find Altvia's interface very **easy and intuitive** , complemented by excellent support and tailored solutions.
- Users value the **exceptional customer management** offered by Altvia, highlighting their attentive and strategic support team.
- Users value Altvia for its **comprehensive data** that streamlines reporting and communication with LPs effectively.

##### Cons

- Users find Altvia **expensive** , as many useful features require additional costs beyond the main tool.
- Users find the **data entry cumbersome** , wishing for better automation and memory of previously entered information.
- Users note the **missing features** in Altvia that hinder modern business practices and limit email functionality.
- Users experience limitations with the **scalability and automation** features of Altvia, impacting overall efficiency.
- Users find **data entry cumbersome** due to repetitive input, wishing for auto-population features to streamline the process.

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

**["Superb Product with a Superb Team!"](https://www.g2.com/survey_responses/altvia-review-10714885)**

**Rating:** 5.0/5.0 stars

_— Alexandra L._

[Read full review](https://www.g2.com/survey_responses/altvia-review-10714885)

**["Good"](https://www.g2.com/survey_responses/altvia-review-11393917)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/altvia-review-11393917)

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

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 your business.

**Average Rating:** 4.1/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Addepar?

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

#### Who Is the Company Behind Addepar?

- **Seller:** [Addepar](https://www.g2.com/sellers/addepar)
- **Year Founded:** 2009
- **HQ Location:** New York, New York, United States
- **Twitter:** @Addepar  
6,271 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=faa0652417a24304e304606e6034bc4a526166989d0517530e1b20336512a4f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faddepar&secure%5Burl_type%5D=linkedin_company_website)  
1,258 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 40% Large

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

**["Wealth management platform at single stoppage"](https://www.g2.com/survey_responses/addepar-review-9131933)**

**Rating:** 4.0/5.0 stars

_— Amir U._

[Read full review](https://www.g2.com/survey_responses/addepar-review-9131933)

**["One stop platform to cover all investment accounts of Client, including held-away assets"](https://www.g2.com/survey_responses/addepar-review-5276916)**

**Rating:** 4.0/5.0 stars

_— Prachi K._

[Read full review](https://www.g2.com/survey_responses/addepar-review-5276916)

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

Atrad is a trading platform supporting equity and debt trading. Atrad offers ESG investments in emerging markets and offers powerful ways to trade in emerging capital markets with flexibility. Atrad provides the facilities to trade online, carry out technical analysis, track your portfolio and account status across cross devices and screen sizes. Buy, sell and view research, monitor the markets, and track your portfolio with the easy to use Atrad dashboard. The solution is made easy to self learn and trade with the tutorials by Atrad on the Atrad YouTube channel, Atrad is the most user friendly trading platform in G2 Ranking. Atrad is in the top 10 global Broker trading platforms rank in G2 globally. Atrad has AI enabled features to enhance the trading experience of it's users.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Atrad?

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Atrad?

- **Seller:** [Ironone technologies](https://www.g2.com/sellers/ironone-technologies-c918eb5d-400b-4ca0-a4ca-c42e02815772)
- **Year Founded:** 2006
- **HQ Location:** Colombo 2, Western
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b741295c90f5a1f9c020ba9ae2c91a25b8d655b83017429c27b63b4b04049128&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatrad%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 43% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **user-friendly interface** of Atrad, appreciating its simplicity and responsiveness for effective use.
- Users appreciate the **remarkable customer support** of ATrad, feeling genuinely supported as trusted partners in trading.
- Users find Atrad's interface **simple and user-friendly** , making decision-making and transactions effortless and straightforward.
- Users find ATrad's **user interface intuitive and reliable** , enhancing their overall trading experience with seamless transactions.
- Users value the **speed of operation** in Atrad for its quick and responsive trading experience.

##### Cons

- Users experience **integration issues** between Backoffice and the OMS, leading to complications in their workflow.
- Users desire more **customization options** for tables, including sorting and tailored views for better usability.
- Users point out the **slow performance** of Atrad, highlighting the need for quicker feature integration and innovation.
- Users report occasional **software instability** with Atrad, particularly with OMS chart functionality affecting responsiveness.
- Users face **auto update issues** and occasional problems with real-time graphs, impacting overall usability.

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

**["Reliable Platform with Excellent Support"](https://www.g2.com/survey_responses/atrad-review-11205548)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/atrad-review-11205548)

**["Unmatched Support, Superior Trading App."](https://www.g2.com/survey_responses/atrad-review-11213387)**

**Rating:** 5.0/5.0 stars

_— Nuwan W._

[Read full review](https://www.g2.com/survey_responses/atrad-review-11213387)

### [Intralinks FundCentre AI](https://www.g2.com/products/intralinks-fundcentre-ai/reviews)

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link

**Average Rating:** 4.2/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Intralinks FundCentre AI?

- **Ease of Use:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Intralinks FundCentre AI?

- **Seller:** [SS&C Intralinks](https://www.g2.com/sellers/ss-c-intralinks)
- **Company Website:** www.intralinks.com
- **Year Founded:** 1996
- **HQ Location:** New York, US
- **Twitter:** @Intralinks  
6,285 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac1612f90853e02874af4161acfebfc33310d0b4b75e6952de258e2722064492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintralinks&secure%5Burl_type%5D=linkedin_company_website)  
1,675 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Small, 36% Medium

#### What Are Recent G2 Reviews of Intralinks FundCentre AI?

**["Intuitive Interface That Makes Finding Information Fast and Easy"](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-13109993)**

**Rating:** 4.5/5.0 stars

_— Juliette m._

[Read full review](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-13109993)

**["Streamlining Fund Management with Intelligent Automation"](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-12985801)**

**Rating:** 4.0/5.0 stars

_— Kosei O._

[Read full review](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-12985801)

### [Kristal.AI](https://www.g2.com/products/kristal-ai/reviews)

Kristal.AI is a digital-first private wealth management platform that leverages artificial intelligence to provide personalized investment solutions. Catering to both retail and accredited investors, Kristal.AI offers access to a diverse range of global investment opportunities, including curated Exchange-Traded Funds (ETFs, private markets, and structured products. The platform combines AI-driven advisory algorithms with human expertise to deliver tailored financial planning and investment strategies. With a presence in over 25 countries and managing assets exceeding $1.5 billion, Kristal.AI is committed to making private banking more accessible, transparent, and personalized. Key Features and Functionality: - Curated Investment Products: Access to a wide array of professionally managed funds across various asset classes, including equities, fixed income, commodities, and private assets. - Automated Portfolios: AI-driven portfolios designed to align with different risk profiles and investment horizons, offering options like High Growth, Growth, Balanced, Secure, and All-Weather portfolios. - Advisory Services: Personalized financial planning supported by experienced advisors and AI algorithms, ensuring investment strategies are tailored to individual goals and risk appetites. - Digital Family Office (DFO: A cost-effective solution for setting up a family office with a low investment threshold, providing access to a broad range of investment opportunities, including real estate and external platforms. - Secure and Regulated Platform: Licensed and regulated in multiple jurisdictions, including Singapore, Hong Kong, India, and the Middle East, ensuring compliance and security for investors. Primary Value and User Solutions: Kristal.AI democratizes private wealth management by offering institutional-grade investment opportunities to mass affluent and emerging high-net-worth individuals. The platform addresses common investment challenges by providing: - Accessibility: Lowering the barriers to entry for sophisticated investment products traditionally reserved for ultra-high-net-worth individuals. - Transparency: Clear and straightforward fee structures with no hidden charges, ensuring investors are fully informed. - Personalization: Combining AI-driven insights with human advisory to create investment strategies that align with individual financial goals and risk tolerances. - Convenience: A seamless digital experience that allows investors to manage their portfolios anytime, anywhere, with automated monitoring and rebalancing to keep investments on track. By integrating advanced technology with expert advisory services, Kristal.AI empowers investors to take control of their financial futures with confidence and ease.

**Average Rating:** 4.3/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Kristal.AI?

- **Ease of Use:** 7.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.5/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.1/10 (Category avg: 8.3/10)
- **Risk Management:** 7.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Kristal.AI?

- **Seller:** [Kristal.AI](https://www.g2.com/sellers/kristal-ai)
- **Year Founded:** 2016
- **HQ Location:** Singapore, Singapore
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbf11f08de412fad6a6d2149e78eed5032facd015ef6b26032677701b8b9c26d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkristal.ai&secure%5Burl_type%5D=linkedin_company_website)  
167 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 40% Small

#### What Are Recent G2 Reviews of Kristal.AI?

**["Great AI tool to generate good returns"](https://www.g2.com/survey_responses/kristal-ai-review-9119165)**

**Rating:** 4.0/5.0 stars

_— Gaurav C._

[Read full review](https://www.g2.com/survey_responses/kristal-ai-review-9119165)

**["Ease of investments"](https://www.g2.com/survey_responses/kristal-ai-review-9119006)**

**Rating:** 4.0/5.0 stars

_— Aditya G._

[Read full review](https://www.g2.com/survey_responses/kristal-ai-review-9119006)

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

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

**Average Rating:** 4.2/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate AdvisorEngine?

- **Ease of Use:** 8.1/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.4/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.9/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AdvisorEngine?

- **Seller:** [AdvisorEngine](https://www.g2.com/sellers/advisorengine)
- **Year Founded:** 2014
- **HQ Location:** Raleigh, US
- **Twitter:** @advisorengine  
1,825 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3867418175d9afb0e5e5c04fdaf818bc1ce90bef64a564d89256b34b8f3ce923&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisor-engine%2F&secure%5Burl_type%5D=linkedin_company_website)  
77 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Small, 40% Large

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

**["AdvisorEngine CRM"](https://www.g2.com/survey_responses/advisorengine-review-9367610)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/advisorengine-review-9367610)

**["AdvisorEngine Best Tool for CRM with Management"](https://www.g2.com/survey_responses/advisorengine-review-9123982)**

**Rating:** 4.5/5.0 stars

_— Sufiyan P._

[Read full review](https://www.g2.com/survey_responses/advisorengine-review-9123982)

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

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

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

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 the markets to effectively manage your investments. Track the performance of your retirement account and other investments with portfolios and reports. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic stock charts including technical indicators. See the performance of all of your investments at a glance with the investment tracking overview. Set stock alerts so you don't miss out on important activity. Find ticker symbols with the built-in symbol search. Get free quotes, updated automatically or on-demand. View basic fundamental ratios. Access stocks, mutual funds, ETFs, indexes or currency pairs from most major world exchanges. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is desktop software available on Windows, Mac, and Linux - and companion apps for iOS and Android. Includes a free 30-day trial - no signup needed.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate StockMarketEye?

- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.9/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.9/10 (Category avg: 8.3/10)
- **Risk Management:** 8.9/10 (Category avg: 8.1/10)

#### Who Is the Company Behind StockMarketEye?

- **Seller:** [StockMarketEye](https://www.g2.com/sellers/stockmarketeye)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Fairly easy to navigate stocks and good UI for retail investors"](https://www.g2.com/survey_responses/stockmarketeye-review-8244724)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/stockmarketeye-review-8244724)

**["Managing your portfolio becomes easy with the help of this App"](https://www.g2.com/survey_responses/stockmarketeye-review-8288950)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/stockmarketeye-review-8288950)

### [Advent Portfolio Exchange (APX)](https://www.g2.com/products/advent-portfolio-exchange-apx/reviews)

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 all your portfolio, relationship, and prospect data. With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and robust custom reporting capabilities; Moreover, APX, is the cornerstone of a fully-integrated, best of breed suite offering rebalancing order management; execution; pre- and post-trade compliance; revenue management and more Grow your business on APX: a scalable platform that allows you to take on more clients and assets without needing more staff.

**Average Rating:** 3.2/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Advent Portfolio Exchange (APX)?

- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)
- **Customizable Reporting:** 5.8/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Advent Portfolio Exchange (APX)?

- **Seller:** [SS&C Advent](https://www.g2.com/sellers/ss-c-advent)
- **Year Founded:** 1983
- **HQ Location:** San Francisco, CA
- **Twitter:** @SSCAdvent  
2,528 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7cb5148e4554f0ee9607845976e5dc848d024c82cf0588b2786875f3c319e45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4859&secure%5Burl_type%5D=linkedin_company_website)  
1,572 employees on LinkedIn®
- **Ownership:** NASDAQ: SSNC

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

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 investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Allvue?

- **Ease of Use:** 5.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.5/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 9.2/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Allvue?

- **Seller:** [Allvue Systems](https://www.g2.com/sellers/allvue-systems)
- **Year Founded:** 2019
- **HQ Location:** Miami, Florida, United States
- **Twitter:** @allvuesystems  
188 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee0269b621cd1dabfc8167db02399242701549d5812a5feeb9cdf1108573b16e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallvuesystems%2F&secure%5Burl_type%5D=linkedin_company_website)  
581 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small

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

**["Allvue Software is a game changer for our reporting"](https://www.g2.com/survey_responses/allvue-review-7989580)**

**Rating:** 5.0/5.0 stars

_— David B._

[Read full review](https://www.g2.com/survey_responses/allvue-review-7989580)

**["Review of Allvue Systems and Its Products and Services"](https://www.g2.com/survey_responses/allvue-review-8575035)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/allvue-review-8575035)

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

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

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

Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self-reported data. The platform covers 9,000+ verified family offices and over 1.5M institutional allocator profiles globally, with a focus on decision-makers, mandate evolution, and historical allocation patterns. Altss is built using OSINT (Open-Source Intelligence) and proprietary research workflows that continuously validate entities, relationships, and capital activity. Rather than acting as a static LP list or CRM, Altss provides behavioral and structural insight into how capital is allocated in practice—who allocates, through which vehicles, under what mandates, and with which existing relationships. Altss enables users to: Research institutional allocators by mandate, strategy, AUM, geography, and asset class Track mandate changes and allocation behavior over time Identify decision-makers and relationship paths across funds and intermediaries Map capital networks to prioritize realistic fundraising and outreach strategies Altss is used by teams that need accuracy, signal quality, and context—not mass contact volume—to support allocator research, capital formation, and relationship intelligence in private markets.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Altss?

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Altss?

- **Seller:** [Altss](https://www.g2.com/sellers/altss)
- **Year Founded:** 2025
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb15c9699d536a3ce1c43bdbde43a37ff1cf7cf759a526c7a9347323ee709ef7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltss&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of access** to detailed information, enhancing personalized outreach and user experience.
- Users commend the **ease of use** of Altss, finding the interface intuitive for personalized outreach campaigns.
- Users appreciate the **intuitive interface** of Altss, making it easy to find specific family offices and useful features.
- Users value the **comprehensive data** on Family offices, enhancing their outreach campaigns and user experience.
- Users value the **content generation capabilities** of Altss, facilitating personalized outreach campaigns with ease.

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

**["The only LP database we actually use"](https://www.g2.com/survey_responses/altss-review-11317889)**

**Rating:** 5.0/5.0 stars

_— Tatiana S._

[Read full review](https://www.g2.com/survey_responses/altss-review-11317889)

**["Most detailed family offices database for personalized outreach"](https://www.g2.com/survey_responses/altss-review-11926783)**

**Rating:** 5.0/5.0 stars

_— Andrew Z._

[Read full review](https://www.g2.com/survey_responses/altss-review-11926783)

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

Established in the Netherlands in 2023, Bondfish is a financial software platform designed to help individuals invest in bonds more efficiently. Bonds are presented as an important part of a balanced portfolio, offering diversification, more stable long-term returns, and an alternative to traditional bank deposits. The platform allows users to search and filter a database of more than 50,000 bonds, review credit quality data, and check which brokers offer each instrument. It also provides access to Bond Pick reports prepared by investment advisors and sends a weekly bond idea by email. Bondfish includes several tools for portfolio management: an AI chatbot trained on the platform’s data, an AI-based portfolio builder for automated construction and rebalancing, performance tracking, watchlists, and alerts. Users can export their data to Excel or CSV for further analysis.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Bondfish?

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

#### Who Is the Company Behind Bondfish?

- **Seller:** [Bondfish](https://www.g2.com/sellers/bondfish)
- **HQ Location:** The Hague, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7f3718d17454df9f3ec3a1a11f83e6d13b0c4dd2d50e20c61cd9c7a67de32527&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbondfish%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Bondfish to be a **highly intuitive and easy-to-navigate platform** , streamlining their bond-related workflows effectively.
- Users find Bondfish to be an **affordable alternative** , simplifying bond searches and enhancing investment strategies effectively.
- Users praise Bondfish for its **excellent customer support** , making it a recommendable platform for bond management.
- Users value the **data availability** of Bondfish, finding it convenient for bond comparisons and portfolio reviews.
- Users find Bondfish to offer **ease of use** for bond analytics, greatly enhancing their comparison capabilities.

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

**["Essential Tool for Discovering Top Bond Investments"](https://www.g2.com/survey_responses/bondfish-review-11979109)**

**Rating:** 5.0/5.0 stars

_— Nicola B._

[Read full review](https://www.g2.com/survey_responses/bondfish-review-11979109)

**["Outstanding Experience from Start to Finish"](https://www.g2.com/survey_responses/bondfish-review-12044532)**

**Rating:** 5.0/5.0 stars

_— Oksana M._

[Read full review](https://www.g2.com/survey_responses/bondfish-review-12044532)

### [Croesus Advisor](https://www.g2.com/products/croesus-advisor/reviews)

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

**Average Rating:** 3.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Croesus Advisor?

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 6.7/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 6.7/10 (Category avg: 8.3/10)
- **Risk Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Croesus Advisor?

- **Seller:** [Croesus](https://www.g2.com/sellers/croesus)
- **Year Founded:** 1987
- **HQ Location:** Laval, Quebec, Canada
- **Twitter:** @CroesusFin  
492 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99ccd5d345ccf19de9e87b9f648a7cdfcfdfb2ff6ae981e5c36c2ea793b963b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcroesus-finansoft&secure%5Burl_type%5D=linkedin_company_website)  
259 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Large

#### What Are Recent G2 Reviews of Croesus Advisor?

**["I've been using Croesus software for the last 6 years and I love it"](https://www.g2.com/survey_responses/croesus-advisor-review-3439891)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/croesus-advisor-review-3439891)

**["Good experience"](https://www.g2.com/survey_responses/croesus-advisor-review-3146433)**

**Rating:** 4.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/croesus-advisor-review-3146433)

#### What Are G2 Users Discussing About Croesus Advisor?

- [What is Croesus Advisor used for?](https://www.g2.com/discussions/what-is-croesus-advisor-used-for)

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

FundsIndia is one of India's largest investment/mutual fund platforms with nearly Rs. 5000 crores ($725M+) invested with us by 10 lakh+ loyal investors. We've cemented our position as the fastest-growing platform and received several awards. We believe everyone should have access to India's financial system and deserves sophisticated investment advice.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate FundsIndia?

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.2/10 (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 FundsIndia?

- **Seller:** [FundsIndia](https://www.g2.com/sellers/fundsindia)
- **Year Founded:** 2008
- **HQ Location:** Chennai, IN
- **Twitter:** @FundsIndia  
26,396 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0be4dfa51084d4b11372eef4df050066f2c6a284412ca7e5535de1e615ec380&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2748995&secure%5Burl_type%5D=linkedin_company_website)  
564 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

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

**["Fundsindia review"](https://www.g2.com/survey_responses/fundsindia-review-8131884)**

**Rating:** 4.0/5.0 stars

_— Danish K._

[Read full review](https://www.g2.com/survey_responses/fundsindia-review-8131884)

**["Very smart software with excellent insights"](https://www.g2.com/survey_responses/fundsindia-review-8236454)**

**Rating:** 4.5/5.0 stars

_— Jaivir S._

[Read full review](https://www.g2.com/survey_responses/fundsindia-review-8236454)

### [Investment Account Manager](https://www.g2.com/products/investment-account-manager/reviews)

Investment Account Manager is a desktop Windows based portfolio management software.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Investment Account Manager?

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

#### Who Is the Company Behind Investment Account Manager?

- **Seller:** [QUANT IX SOFTWARE](https://www.g2.com/sellers/quant-ix-software)
- **HQ Location:** Mequon, WI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of Investment Account Manager?

**["IAM Investment Software"](https://www.g2.com/survey_responses/investment-account-manager-review-9416234)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/investment-account-manager-review-9416234)

**["Investment Account Manager : A platform to manage portfolios."](https://www.g2.com/survey_responses/investment-account-manager-review-9668685)**

**Rating:** 5.0/5.0 stars

_— Vinayak S._

[Read full review](https://www.g2.com/survey_responses/investment-account-manager-review-9668685)

### [Monarch](https://www.g2.com/products/monarch-monarch/reviews)

Monarch is the most comprehensive platform for managing your personal finances.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Monarch?

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 1.7/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Monarch?

- **Seller:** [Monarch](https://www.g2.com/sellers/monarch)
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=07a781dbfa6f241dd55efccc5e65aa11675f213f89146fe7a73d44b9efc38dea&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmonarch-money&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Monarch, making budgeting and tracking finances effortless and collaborative.
- Users love the **tracking features** of Monarch, finding it easy to budget and include family members.

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

**["Easy, Real-Time Spending Visibility for the Entire Family"](https://www.g2.com/survey_responses/monarch-review-11464000)**

**Rating:** 5.0/5.0 stars

_— Sam B._

[Read full review](https://www.g2.com/survey_responses/monarch-review-11464000)

**["Excellent and very useful reports to understand the statistics"](https://www.g2.com/survey_responses/monarch-review-13178039)**

**Rating:** 4.0/5.0 stars

_— Alonso B._

[Read full review](https://www.g2.com/survey_responses/monarch-review-13178039)

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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

Show More