Best Strategic Portfolio Management Software

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

Strategic portfolio management (SPM) software helps companies define, implement, monitor, and optimize strategies to manage project portfolios successfully.

This software is used mainly by mid-market and enterprise companies from project-based industries such as IT, professional services, utilities, or architecture, engineering, and construction (AEC). While project management officers and corporate strategy teams benefit most from using SPM software, finance teams and executives also use it.

While this software usually provides features for strategy and portfolio management, it may require integration with strategic planning and execution software as well as project and portfolio management software for advanced functionality.

To qualify for inclusion in the Strategic Portfolio Management category, a product must:

Help companies define strategic plans and business objectives for portfolios
Allocate resources to portfolios and prioritize their use to achieve strategic objectives
Monitor the progress of strategic portfolios from planning to execution
Provide forecasting and simulation features to estimate financial and operational success
Mitigate portfolio risks through change management and agile transformation
Deliver analytics of portfolio performance and identity opportunities for improvement
Use machine learning (ML) and generative AI (GAI) to provide intelligent chatbots and automation
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Best Strategic Portfolio Management Software At A Glance

Leader:
ServiceNow Strategic Portfolio Management
ServiceNow Strategic Portfolio Management
Highest Performer:
Cascade
Cascade
Easiest to Use:
AchieveIt
AchieveIt
Top Trending:
ServiceNow Strategic Portfolio Management
ServiceNow Strategic Portfolio Management
Best Free Software:
Cascade
Cascade
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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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59 Listings in Strategic Portfolio Management Available
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ServiceNow Strategic Portfolio Management

(175)4.2 out of 5
2nd Easiest To Use in Strategic Portfolio Management software
View top Consulting Services for ServiceNow Strategic Portfolio Management
OverviewPros and Cons
Product Description

ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processe

Users: ServiceNow Developer · Industries: Information Technology and Services, Hospital & Health Care · Market Segment: 55% Enterprise, 29% Mid-Market
Pros and ConsSeller Details
ProsProject Management, Ease of Use, Visibility, Project Tracking, Features
ConsLearning Curve, Learning Difficulty, Not Intuitive, Overwhelming, Complexity
Seller Details
Year Founded
2004
HQ Location
Santa Clara, CA
Company Website
https://www.servicenow.com/
Twitter
@servicenow
LinkedIn® Page
https://www.linkedin.com/company/29352/
Ownership
NYSE:NOW

Cascade

(240)4.8 out of 5
Entry Level Price:Free
4th Easiest To Use in Strategic Portfolio Management software
OverviewPros and Cons
Product Description

Cascade is a global software company, consistently ranking as the world’s #1 strategy execution platform. At Cascade, we make visions happen by acting as the strategic brain of your organization, reme

Industries: Non-Profit Organization Management, Hospital & Health Care · Market Segment: 41% Mid-Market, 36% Small-Business
Pros and ConsSeller Details
ProsEase of Use, Customer Support, Planning, Progress Tracking, Tracking
ConsMissing Features, Feature Issues, Inadequate Reporting, Limited Reporting, Slow Performance
Seller Details
Year Founded
2016
HQ Location
Sydney
Company Website
https://www.cascade.app/
Twitter
@cascadestrategy
LinkedIn® Page
https://www.linkedin.com/company/2906476/
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ClearPoint Strategy

(177)4.6 out of 5
Entry Level Price:Contact Us
5th Easiest To Use in Strategic Portfolio Management software
OverviewPros and Cons
Product Description

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more con

Industries: Government Administration, Non-Profit Organization Management · Market Segment: 41% Mid-Market, 33% Enterprise
Pros and ConsSeller Details
ProsCustomer Support, Ease of Use, Helpful, Intuitive, Reporting Efficiency
ConsLearning Curve, Learning Difficulty, Limited Customization, Not Intuitive, Difficult Learning Curve
Seller Details
Year Founded
2008
HQ Location
Arlington, VA
Company Website
https://www.clearpointstrategy.com
Twitter
@clearpointstrat
LinkedIn® Page
https://www.linkedin.com/company/706074/

Profit.co

(486)4.7 out of 5
Free trial available
3rd Easiest To Use in Strategic Portfolio Management software
OverviewPros and Cons
Product Description

Profit.co's OKR software helps your organisation in executing your strategies using an OKR centric approach. Profit.co allows you to iterate faster using the Plan-Execute-Engage-Learn cycle every quar

Users: CEO, Project Manager · Industries: Information Technology and Services, Computer Software · Market Segment: 58% Mid-Market, 28% Small-Business
User Sentiment

Users frequently mention the simplicity of the interface, the quick response of the customer support team, and the clear linkage between objectives, initiatives, and KPIs as key benefits of the platform. Users experienced issues with slow data loading, difficulty in navigating through the UI, and the need for multiple clicks to find specific settings or move between different views.

Pros and ConsSeller Details
ProsEase of Use, Customer Support, Goal Setting, OKR Management, Progress Tracking
ConsLearning Curve, Limited Customization, Missing Features, Navigation Difficulty, Poor Navigation
Seller Details
Year Founded
2018
HQ Location
Flower Mound,Texas
Company Website
https://www.profit.co/
Twitter
@profit_co
LinkedIn® Page
https://www.linkedin.com/company/profit-the-metric/

AchieveIt

(199)4.4 out of 5
Entry Level Price:Contact Us
1st Easiest To Use in Strategic Portfolio Management software
OverviewPros and Cons
Product Description

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information?

Users: Executive Assistant · Industries: Hospital & Health Care, Government Administration · Market Segment: 42% Mid-Market, 36% Enterprise
Pros and ConsSeller Details
ProsEase of Use, Tracking, Progress Tracking, Team Collaboration, Customer Support
ConsLimited Customization, Dashboard Issues, Learning Curve, Not Intuitive, Poor Integration
Seller Details
Year Founded
2010
HQ Location
Atlanta, GA
Company Website
https://www.achieveit.com
Twitter
@GoAchieveIt
LinkedIn® Page
https://www.linkedin.com/company/2296143/

CAST Highlight

(90)4.5 out of 5
Entry Level Price:Starting at $11,000.00
OverviewPros and Cons
Product Description

By scanning the source code of your applications, CAST Highlight instantly maps your software, generating the insights to understand, improve, and transform it. CIOs, CTOs, Enterprise Architects u

Industries: Information Technology and Services, Computer Software · Market Segment: 57% Enterprise, 24% Small-Business
Pros and ConsSeller Details
ProsEase of Use, Easy Setup, Cloud Services, Efficiency, Real-time Monitoring
ConsComplex Navigation, Dashboard Issues, Delayed Detection, Difficulty, Expensive
Seller Details
Year Founded
1990
HQ Location
New York
Company Website
https://www.castsoftware.com
Twitter
@SW_Intelligence
LinkedIn® Page
https://www.linkedin.com/company/cast/
Ownership
Bridgepoint

GanttPRO

(576)4.8 out of 5
Entry Level Price:Starting at $7.00
OverviewPros and Cons
Product Description

GanttPRO is intuitive online Gantt chart software for robust project management. The tool meets the needs of project, product, and portfolio managers from different spheres. GanttPRO offers task, dead

Users: Student, Project Manager · Industries: Higher Education, Computer Software · Market Segment: 76% Small-Business, 12% Enterprise
User Sentiment

Reviewers like the intuitive interface, clear visual project timelines, and the collaboration features in GanttPRO, which make it easy for teams to stay aligned, track progress, and manage deadlines effectively. Users mentioned that the cost of GanttPRO can be high, some advanced features take time to understand, and there are limitations in customizing workflows and integrating with other tools.

Pros and ConsSeller Details
ProsEase of Use, Project Management, Team Collaboration, Intuitive, User Interface
ConsMissing Features, Expensive, Learning Curve, Limited Customization, Billing Issues
Seller Details
Year Founded
2015
HQ Location
Krakow, PL
Company Website
https://ganttpro.com
Twitter
@GanttPROcom
LinkedIn® Page
https://www.linkedin.com/company/ganttpro/

Clarity

(91)3.7 out of 5
OverviewPros and Cons
Product Description

Speed up your digital transformation with Clarity, the leading investment planning solution for the enterprise. Instead of traditional project management, we help you unite the enterprise with strateg

Industries: Information Technology and Services, Hospital & Health Care · Market Segment: 75% Enterprise, 26% Mid-Market
Pros and ConsSeller Details
ProsCustomization, Ease of Use, Ease of Learning, Easy Integration, Efficiency
ConsExpensive, Learning Curve, Offline Limitations, Reporting Issues, Syncing Issues
Seller Details
Year Founded
1991
HQ Location
San Jose, CA
Company Website
https://www.broadcom.com/
Twitter
@broadcom
LinkedIn® Page
https://www.linkedin.com/company/broadcom/
Ownership
NASDAQ: CA
Phone
+1 800 225-5224

Meisterplan

(27)4.7 out of 5
Entry Level Price:Starting at $600.00
OverviewPros and Cons
Product Description

Meisterplan is a lean and visual project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optim

Market Segment: 44% Mid-Market, 37% Small-Business
Pros and ConsSeller Details
ProsEase of Use, Project Management, Customer Support, Customization, Dashboard Features
ConsData Import, Export Issues, Export Limitations, Learning Curve, Project Management Issues
Seller Details
Year Founded
1999
HQ Location
Seattle, Washington
Company Website
https://meisterplan.com
LinkedIn® Page
https://www.linkedin.com/company/18462500/

Oracle Primavera

(385)4.4 out of 5
View top Consulting Services for Oracle Primavera
OverviewPros and Cons
Product Description

For more than 30 years, successful projects around the world have relied on Oracle Construction and Engineering's Primavera solutions to plan, build, and operate critical assets. It is the only solut

Users: Planning Engineer, Project Manager · Industries: Construction, Oil & Energy · Market Segment: 38% Mid-Market, 37% Enterprise
Pros and ConsSeller Details
ProsProject Management, Centralization, Comprehensive Coverage, Comprehensive Features, Organization
ConsComplex Setup, Cost Issues, Expensive, Limited Features, Limited Functionality
Seller Details
Year Founded
1977
HQ Location
Austin, TX
Company Website
https://www.oracle.com/middleware/technologies/api-manager.html
Twitter
@Oracle
LinkedIn® Page
https://www.linkedin.com/company/1028/
Ownership
NYSE:ORCL
Phone
+1 (650) 506-7000

IBM Targetprocess

(243)4.3 out of 5
6th Easiest To Use in Strategic Portfolio Management software
OverviewPros and Cons
Product Description

IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan a

Users: Software Developer · Industries: Computer Software, Information Technology and Services · Market Segment: 42% Mid-Market, 35% Small-Business
Pros and ConsSeller Details
ProsVisibility, Flexibility, Organization, Project Management, Team Collaboration
ConsLearning Curve, Learning Difficulty, Complexity, Difficult Navigation, Navigation Difficulty
Seller Details
Year Founded
1996
HQ Location
Bellevue, WA
Company Website
https://www.apptio.com/
Twitter
@Apptio
LinkedIn® Page
https://www.linkedin.com/company/apptio/

Planview ProjectAdvantage

(56)4.2 out of 5
OverviewSeller Details
Product Description

Planview® ProjectAdvantage's (formerly Sciforma Vantage) robust and easy-to-use platform supports PMOs with these very critical PPM capabilities: idea & demand, portfolio & program, planning,

Industries: Information Technology and Services · Market Segment: 48% Mid-Market, 41% Enterprise
Seller Details
Year Founded
1989
HQ Location
Austin, TX
Company Website
https://www.planview.com
Twitter
@Planview
LinkedIn® Page
https://www.linkedin.com/company/7268/

Workbench by i-nexus

(64)4.2 out of 5
Entry Level Price:Contact Us
OverviewPros and Cons
Product Description

Workbench by i-nexus helps organizations turn strategy into reality, aligning every team, initiative, and resource to drive measurable progress with less wasted effort. Built for manufacturers, ind

Industries: Food & Beverages, Electrical/Electronic Manufacturing · Market Segment: 63% Enterprise, 22% Mid-Market
Pros and ConsSeller Details
ProsCustomer Support, Efficiency, Goal Management, Helpful, Strategy Management
ConsLimited Features, Project Management
Seller Details
Year Founded
2001
HQ Location
Herald Avenue, Coventry
Company Website
https://www.i-nexus.com
Twitter
@inexus_software
LinkedIn® Page
https://www.linkedin.com/company/27321/
Ownership
LON: INX

Dragonboat

(15)4.8 out of 5
OverviewSeller Details
Product Description

Dragonboat is the Strategic Product Portfolio Management (SPPM) platform for running your entire product operating model—uniting AI, data, and workflows across strategy, execution, and outcomes. Embed

Industries: Computer Software · Market Segment: 60% Mid-Market, 27% Small-Business
Seller Details
Year Founded
2018
HQ Location
Santa Clara, California
Company Website
https://dragonboat.io/
Twitter
@dragonboat_io
LinkedIn® Page
https://www.linkedin.com/company/dragonboat/

Planview PPM Pro

(28)3.8 out of 5
OverviewSeller Details
Product Description

Accelerate PMO success with centralized Project Portfolio Management with Planview PPM Pro™ software. Planview PPM Pro enables PMO teams to focus resources on the work that delivers the most value t

Market Segment: 57% Enterprise, 43% Mid-Market
Seller Details
Year Founded
1989
HQ Location
Austin, TX
Company Website
https://www.planview.com
Twitter
@Planview
LinkedIn® Page
https://www.linkedin.com/company/7268/
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