# The Top 20 Investment Portfolio Management Software Check out this list of the top Investment Portfolio Management Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. 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All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America The Top 20 Investment Portfolio Management Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Investment+Portfolio+Management+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Investment+Portfolio+Management+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Investment+Portfolio+Management+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Investment+Portfolio+Management+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse Morningstar Direct](#) #1 [![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg)](/products/morningstar-direct/reviews) [Morningstar Direct](/products/morningstar-direct/reviews "Morningstar Direct") 92 [Expand/Collapse Morningstar Direct](#) Overall Satisfaction Score 92 Top Industries of Reviewers: Financial Services 59% Investment Management 32% Banking 6% Insurance 4% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 7.0 Meets Requirements Average: 9.0 8.3 Ease of Doing Business With Average: 5.3 8.8 Ease of Setup Average: 6.9 7.8 Quality of Support Average: 8.8 7.9 Ease of Admin Average: 5.1 8.1 [Expand/Collapse Betterment at Work](#) #2 [![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg)](/products/betterment-at-work/reviews) [Betterment at Work](/products/betterment-at-work/reviews "Betterment at Work") 91 [Expand/Collapse Betterment at Work](#) Overall Satisfaction Score 91 Top Industries of Reviewers: Information Technology and Services 32% Hospital & Health Care 29% Financial Services 23% Computer Software 16% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.5 Meets Requirements Average: 9.0 9.4 Ease of Doing Business With Average: 5.3 9.4 Ease of Setup Average: 6.9 9.2 Quality of Support Average: 8.8 8.9 Ease of Admin Average: 5.1 9.3 [Expand/Collapse Koyfin](#) #3 [![Koyfin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png)](/products/koyfin/reviews) [Koyfin](/products/koyfin/reviews "Koyfin") 85 [Expand/Collapse Koyfin](#) Overall Satisfaction Score 85 Top Industries of Reviewers: Financial Services 62% Investment Management 33% Capital Markets 4% Automotive 1% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.2 Meets Requirements Average: 9.0 9.3 Ease of Doing Business With Average: 5.3 9.7 Ease of Setup Average: 6.9 9.3 Quality of Support Average: 8.8 9.1 Ease of Admin Average: 5.1 9.5 [Expand/Collapse Betterment Advisor Solutions](#) #4 [![Betterment Advisor Solutions](https://images.g2crowd.com/uploads/product/hd_favicon/6f4233b5c34164a50d1d3bdbd7878fa3/betterment-advisor-solutions.svg)](/products/betterment-advisor-solutions/reviews) [Betterment Advisor Solutions](/products/betterment-advisor-solutions/reviews "Betterment Advisor Solutions") 80 [Expand/Collapse Betterment Advisor Solutions](#) Overall Satisfaction Score 80 Top Industries of Reviewers: Financial Services 90% Investment Management 10% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.4 Meets Requirements Average: 9.0 8.8 Ease of Doing Business With Average: 5.3 9.0 Ease of Setup Average: 6.9 9.4 Quality of Support Average: 8.8 8.7 Ease of Admin Average: 5.1 9.0 [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) #5 [![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg)](/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 "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") 71 [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) Overall Satisfaction Score 71 Top Industries of Reviewers: Financial Services 80% Investment Management 14% Banking 4% Insurance 1% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 7.5 Meets Requirements Average: 9.0 8.2 Ease of Doing Business With Average: 5.3 8.6 Ease of Setup Average: 6.9 7.9 Quality of Support Average: 8.8 7.8 Ease of Admin Average: 5.1 7.9 [Expand/Collapse Backstop Solutions Suite](#) #6 [![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png)](/products/backstop-solutions-suite/reviews) [Backstop Solutions Suite](/products/backstop-solutions-suite/reviews "Backstop Solutions Suite") 68 [Expand/Collapse Backstop Solutions Suite](#) Overall Satisfaction Score 68 Top Industries of Reviewers: Investment Management 57% Financial Services 35% Individual & Family Services 4% Investment Banking 4% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.3 Meets Requirements Average: 9.0 9.2 Ease of Doing Business With Average: 5.3 9.6 Ease of Setup Average: 6.9 8.8 Quality of Support Average: 8.8 9.6 Ease of Admin Average: 5.1 9.3 [Expand/Collapse Planr](#) #7 [![Planr](https://images.g2crowd.com/uploads/product/hd_favicon/8464b55563656cd9b0bf695535049ebe/planr.png)](/products/planr/reviews) [Planr](/products/planr/reviews "Planr") 67 [Expand/Collapse Planr](#) Overall Satisfaction Score 67 Top Industries of Reviewers: Computer Software 44% Information Technology and Services 33% Financial Services 11% Market Research 11% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.9 Meets Requirements Average: 9.0 9.9 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 9.9 Quality of Support Average: 8.8 9.8 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Geneva](#) #8 [![Geneva](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1f4d1de72855fbe1cfe2c915fe458c44/geneva.png)](/products/geneva/reviews) [Geneva](/products/geneva/reviews "Geneva") 65 [Expand/Collapse Geneva](#) Overall Satisfaction Score 65 Top Industries of Reviewers: Financial Services 55% Accounting 27% Investment Banking 18% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.7 Meets Requirements Average: 9.0 9.7 Ease of Doing Business With Average: 5.3 8.7 Ease of Setup Average: 6.9 9.8 Quality of Support Average: 8.8 9.9 Ease of Admin Average: 5.1 9.8 [Expand/Collapse eMoney](#) #9 [![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg)](/products/emoney/reviews) [eMoney](/products/emoney/reviews "eMoney") 64 [Expand/Collapse eMoney](#) Overall Satisfaction Score 64 Top Industries of Reviewers: Financial Services 96% Consulting 4% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.0 Meets Requirements Average: 9.0 9.8 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 9.8 Quality of Support Average: 8.8 9.6 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Orion Advisor Technology](#) #10 [![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/hd_favicon/667112160a3bca025019efa557ad7d4b/orion-advisor-technology.svg)](/products/orion-advisor-technology/reviews) [Orion Advisor Technology](/products/orion-advisor-technology/reviews "Orion Advisor Technology") 62 [Expand/Collapse Orion Advisor Technology](#) Overall Satisfaction Score 62 Top Industries of Reviewers: Financial Services 82% Investment Management 12% Accounting 3% Computer Hardware 3% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.5 Meets Requirements Average: 9.0 8.6 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 8.3 Quality of Support Average: 8.8 7.6 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Carta Fund ERP](#) #11 [![Carta Fund ERP](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-fund-erp.svg)](/products/carta-fund-erp/reviews) [Carta Fund ERP](/products/carta-fund-erp/reviews "Carta Fund ERP") 59 [Expand/Collapse Carta Fund ERP](#) Overall Satisfaction Score 59 Top Industries of Reviewers: Venture Capital & Private Equity 67% Financial Services 19% Accounting 10% Banking 5% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.8 Meets Requirements Average: 9.0 8.9 Ease of Doing Business With Average: 5.3 8.1 Ease of Setup Average: 6.9 8.6 Quality of Support Average: 8.8 8.4 Ease of Admin Average: 5.1 8.2 [Expand/Collapse Ziggma](#) #12 [![Ziggma](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_6ba5f7bf98f338f0e37fb1dded52c2e2/ziggma.png)](/products/ziggma/reviews) [Ziggma](/products/ziggma/reviews "Ziggma") 57 [Expand/Collapse Ziggma](#) Overall Satisfaction Score 57 Top Industries of Reviewers: Financial Services 46% Accounting 23% Investment Management 23% Banking 8% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.9 Meets Requirements Average: 9.0 9.5 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 0.0 Quality of Support Average: 8.8 9.5 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Altruist](#) #13 [![Altruist](https://images.g2crowd.com/uploads/product/hd_favicon/624f8dd18b2f78a456f94e0aa9037e56/altruist.svg)](/products/altruist/reviews) [Altruist](/products/altruist/reviews "Altruist") 52 [Expand/Collapse Altruist](#) Overall Satisfaction Score 52 Top Industries of Reviewers: Financial Services 80% Investment Management 20% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.4 Meets Requirements Average: 9.0 8.8 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 0.0 Quality of Support Average: 8.8 10.0 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Morningstar Office](#) #14 [![Morningstar Office](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-office.svg)](/products/morningstar-office/reviews) [Morningstar Office](/products/morningstar-office/reviews "Morningstar Office") 45 [Expand/Collapse Morningstar Office](#) Overall Satisfaction Score 45 Top Industries of Reviewers: Financial Services 83% Banking 6% Investment Management 6% Wholesale 6% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.5 Meets Requirements Average: 9.0 9.5 Ease of Doing Business With Average: 5.3 8.9 Ease of Setup Average: 6.9 9.6 Quality of Support Average: 8.8 9.4 Ease of Admin Average: 5.1 8.4 [Expand/Collapse Dynamo Software](#) #15 [![Dynamo Software](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg)](/products/dynamo-software-dynamo-software/reviews) [Dynamo Software](/products/dynamo-software-dynamo-software/reviews "Dynamo Software") 43 [Expand/Collapse Dynamo Software](#) Overall Satisfaction Score 43 Top Industries of Reviewers: Investment Management 44% Venture Capital & Private Equity 33% Capital Markets 11% Financial Services 11% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.1 Meets Requirements Average: 9.0 8.2 Ease of Doing Business With Average: 5.3 9.2 Ease of Setup Average: 6.9 7.0 Quality of Support Average: 8.8 9.2 Ease of Admin Average: 5.1 7.7 [Expand/Collapse Envestnet | MoneyGuide](#) #16 [![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg)](/products/envestnet-moneyguide/reviews) [Envestnet | MoneyGuide](/products/envestnet-moneyguide/reviews "Envestnet | MoneyGuide") 38 [Expand/Collapse Envestnet | MoneyGuide](#) Overall Satisfaction Score 38 Top Industries of Reviewers: Financial Services 90% Investment Management 5% Non-Profit Organization Management 5% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.4 Meets Requirements Average: 9.0 8.6 Ease of Doing Business With Average: 5.3 8.8 Ease of Setup Average: 6.9 8.0 Quality of Support Average: 8.8 8.2 Ease of Admin Average: 5.1 8.2 [Expand/Collapse SimCorp One](#) #17 [![SimCorp One](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_607090220123bae53fd04b899efc7933/simcorp-one.jpg)](/products/simcorp-one/reviews) [SimCorp One](/products/simcorp-one/reviews "SimCorp One") 33 [Expand/Collapse SimCorp One](#) Overall Satisfaction Score 33 Top Industries of Reviewers: Financial Services 42% Investment Banking 25% Banking 17% Information Technology and Services 17% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.0 Meets Requirements Average: 9.0 9.4 Ease of Doing Business With Average: 5.3 8.3 Ease of Setup Average: 6.9 6.7 Quality of Support Average: 8.8 7.7 Ease of Admin Average: 5.1 7.1 [Expand/Collapse Simply Wall St](#) #18 [![Simply Wall St](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b43eb1b7b382f8895eaaa7c6fdc573ce/simply-wall-st.png)](/products/simply-wall-st/reviews) [Simply Wall St](/products/simply-wall-st/reviews "Simply Wall St") 33 [Expand/Collapse Simply Wall St](#) Overall Satisfaction Score 33 Top Industries of Reviewers: Accounting 43% Financial Services 29% Hospital & Health Care 14% Information Technology and Services 14% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.8 Meets Requirements Average: 9.0 8.8 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 0.0 Quality of Support Average: 8.8 8.3 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Universal Rebalancer](#) #19 [![Universal Rebalancer](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_96eb04a555a1e94eb51570a6bf2e550e/universal-rebalancer.png)](/products/universal-rebalancer/reviews) [Universal Rebalancer](/products/universal-rebalancer/reviews "Universal Rebalancer") 32 [Expand/Collapse Universal Rebalancer](#) Overall Satisfaction Score 32 Top Industries of Reviewers: Retail 40% Design 20% Marketing and Advertising 20% Writing and Editing 20% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.6 Meets Requirements Average: 9.0 7.9 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 8.1 Quality of Support Average: 8.8 8.0 Ease of Admin Average: 5.1 0.0 [Expand/Collapse Pershing Financial Services](#) #20 [![Pershing Financial Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_7cc8ee31435df928a51c619e030d08fd/pershing-financial-services.jpg)](/products/pershing-financial-services/reviews) [Pershing Financial Services](/products/pershing-financial-services/reviews "Pershing Financial Services") 26 [Expand/Collapse Pershing Financial Services](#) Overall Satisfaction Score 26 Top Industries of Reviewers: Information Technology and Services 41% Financial Services 31% Accounting 17% Computer Software 10% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.3 Meets Requirements Average: 9.0 8.7 Ease of Doing Business With Average: 5.3 0.0 Ease of Setup Average: 6.9 0.0 Quality of Support Average: 8.8 8.1 Ease of Admin Average: 5.1 0.0