Top 10 Portfolio Manager Alternatives & Competitors

Top 10 Alternatives to Portfolio Manager Recently Reviewed By G2 Community

#1

Tableau
By Salesforce
(2,200)4.4 out of 5
Tableau Server is a business intelligence application that provides browser-based analytics anyone can learn and use.
Categories in common with Portfolio Manager:
• Insurance Analytics
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#2

SAS Risk Management
By SAS Institute Inc.
(78)4.3 out of 5
Categories in common with Portfolio Manager:
• Financial Risk Management
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#3

Nitrogen
By Nitrogen
(70)4.1 out of 5
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
Categories in common with Portfolio Manager:
• Financial Risk Management
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#4

MyComplianceOffice
By MyComplianceOffice
(51)4.2 out of 5
MyComplianceOffice is a powerful software solution that automates compliance program activities and demonstrates an organization’s culture of compliance.
Categories in common with Portfolio Manager:
• Financial Risk Management
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#5

Orion Risk Intelligence
By Orion Advisor Tech
(36)4.5 out of 5
Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.
Categories in common with Portfolio Manager:
• Financial Risk Management
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#6

SAS Fraud, Anti-Money Laundering & Security Intelligence
By SAS Institute Inc.
(27)4.0 out of 5
Categories in common with Portfolio Manager:
• Insurance Analytics
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#7

TurnKey Lender
By Turnkey Lender Corporation
(18)4.7 out of 5
TurnKey Lender is a cloud based system for evaluating borrowers, decision-making support, and online-lending automation.
Categories in common with Portfolio Manager:
• Financial Risk Management
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#8

Company Watch
By CompanyWatch Financial Analytics
(16)4.8 out of 5
Comprehensive solutions to help you identify, assess, and manage financial risk. Credit Checks, Enhanced Director Matching, AML Checks, Due Diligence, Business Intelligence, Predictive Analytics, and much more!
Categories in common with Portfolio Manager:
• Financial Risk Management
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#9

InsuredMine
By InsuredMine
(16)4.7 out of 5
Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management
Categories in common with Portfolio Manager:
• Insurance Analytics
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#10

Quantum Beacon
By Quantum Phinance Consulting Private Limited
(14)4.5 out of 5
Categories in common with Portfolio Manager:
• Financial Risk Management
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