# The Top 8 Easiest To Use Investment Portfolio Management Software See the top Investment Portfolio Management Software products based on usability ratings. A product’s usability score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences. 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"mail")](mailto:?subject=Easiest+To+Use+Investment+Portfolio+Management+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Deasiest_to_use%0aSee+the+top+Investment+Portfolio+Management+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") The Top 8 Easiest To Use Investment Portfolio Management Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg 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"mail")](mailto:?subject=Easiest+To+Use+Investment+Portfolio+Management+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Deasiest_to_use%0aSee+the+top+Investment+Portfolio+Management+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") [Collapse AllExpand All](#) Usability Score Compare [Expand/Collapse Betterment at Work](#) #1 [![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work")](/products/betterment-at-work/reviews) [Betterment at Work](/products/betterment-at-work/reviews) 9.2 [Expand/Collapse Betterment at Work](#) Overall Usability Score 9.2 Usability Score Breakdown Ease of Admin Average: 8.6 9.1 Ease of Use Average: 7.9 9.3 Meets Requirements Average: 8.3 9.3 Customer Segment Breakdown Small Business 69% Mid Market 29% Enterprise 2% [Expand/Collapse Betterment Advisor Solutions](#) #2 [![Betterment Advisor Solutions](https://images.g2crowd.com/uploads/product/hd_favicon/6f4233b5c34164a50d1d3bdbd7878fa3/betterment-advisor-solutions.svg "Betterment Advisor Solutions")](/products/betterment-advisor-solutions/reviews) [Betterment Advisor Solutions](/products/betterment-advisor-solutions/reviews) 8.8 [Expand/Collapse Betterment Advisor Solutions](#) Overall Usability Score 8.8 Usability Score Breakdown Ease of Admin Average: 8.6 8.8 Ease of Use Average: 7.9 9.3 Meets Requirements Average: 8.3 8.6 Customer Segment Breakdown Small Business 98% Enterprise 2% [Expand/Collapse Geneva](#) #3 [![Geneva](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1f4d1de72855fbe1cfe2c915fe458c44/geneva.png "Geneva")](/products/geneva/reviews) [Geneva](/products/geneva/reviews) 8.4 [Expand/Collapse Geneva](#) Overall Usability Score 8.4 Usability Score Breakdown Ease of Admin Average: 8.6 9.7 Ease of Use Average: 7.9 8.5 Meets Requirements Average: 8.3 9.6 Customer Segment Breakdown Mid Market 50% Enterprise 50% [Expand/Collapse Backstop Solutions Suite](#) #4 [![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png "Backstop Solutions Suite")](/products/backstop-solutions-suite/reviews) [Backstop Solutions Suite](/products/backstop-solutions-suite/reviews) 8.2 [Expand/Collapse Backstop Solutions Suite](#) Overall Usability Score 8.2 Usability Score Breakdown Ease of Admin Average: 8.6 9.2 Ease of Use Average: 7.9 9.2 Meets Requirements Average: 8.3 9.0 Customer Segment Breakdown Small Business 76% Mid Market 20% Enterprise 4% [Expand/Collapse Morningstar Direct](#) #5 [![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")](/products/morningstar-direct/reviews) [Morningstar Direct](/products/morningstar-direct/reviews) 8.1 [Expand/Collapse Morningstar Direct](#) Overall Usability Score 8.1 Usability Score Breakdown Ease of Admin Average: 8.6 7.8 Ease of Use Average: 7.9 6.5 Meets Requirements Average: 8.3 8.0 Customer Segment Breakdown Small Business 36% Mid Market 28% Enterprise 36% [Expand/Collapse Carta Fund ERP](#) #6 [![Carta Fund ERP](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-fund-erp.svg "Carta Fund ERP")](/products/carta-fund-erp/reviews) [Carta Fund ERP](/products/carta-fund-erp/reviews) 7.8 [Expand/Collapse Carta Fund ERP](#) Overall Usability Score 7.8 Usability Score Breakdown Ease of Admin Average: 8.6 7.9 Ease of Use Average: 7.9 8.6 Meets Requirements Average: 8.3 8.7 Customer Segment Breakdown Small Business 84% Mid Market 16% [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) #7 [![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) 7.7 [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) Overall Usability Score 7.7 Usability Score Breakdown Ease of Admin Average: 8.6 7.6 Ease of Use Average: 7.9 7.1 Meets Requirements Average: 8.3 7.9 Customer Segment Breakdown Small Business 62% Mid Market 13% Enterprise 26% [Expand/Collapse Nitrogen](#) #8 [![Nitrogen](https://images.g2crowd.com/uploads/product/hd_favicon/0f367fdf390f9340e61048789263b3ba/nitrogen-nitrogen.svg "Nitrogen")](/products/nitrogen-nitrogen/reviews) [Nitrogen](/products/nitrogen-nitrogen/reviews) 6.0 [Expand/Collapse Nitrogen](#) Overall Usability Score 6.0 Usability Score Breakdown Ease of Admin Average: 8.6 8.8 Ease of Use Average: 7.9 5.0 Meets Requirements Average: 8.3 5.0 Customer Segment Breakdown Small Business 90% Mid Market 7% Enterprise 3%