Best Investment Portfolio Management Software

Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. These solutions are used by investment professionals to build, track, and manage their clients’ investment portfolios. Investment portfolio management software includes communication tools to facilitate client investor communication and is designed to be used by investors, financial advisors, and their clients.

Solutions in this category often contain investment tracking, investment accounting, reporting, client communication tools, investment analytics tools, and more. Investment portfolio management software 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.

Investment portfolio management solutions often integrate with accounting solutions if they do not provide built-in accounting features. 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 such as tax schedules or projected cash flow
  • Contain a client portal that can be used to place orders and transfer funds
  • Offer tools to conduct investment portfolio analysis
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    Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

    LearnVest is a program for your money. LearnVests mission is to make financial planning affordable, accessible, and even delightful.

    emX Pro is an all-in-one, comprehensive wealth-management solution, that combes the functionally of emX, with robust interactive and advanced planning capabilities, including decision and distribution centers simulation tools.

    Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

    NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.

    Manage equity investments, fixed income investments and investment funds, from within Microsoft Dynamics GP. Improve visibility into your financial investment activity and get an accurate view of your investment portfolio's performance in real-time.

    Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.

    AccounTrex is a portfolio and back office management system that truly automates trade matching across different accounts and account types, such as all DVP, Prime Broker and Cash accounts within a fund. This allows you to boost profits by focusing more on trading, and less on back-office issues.

    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.

    Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.

    Datafaction services the needs of business managers, family offices and sport management firms that offer pay bill and accounting services.

    Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe.

    Designed to provide portfolio management teams with the most flexible yet secure modelling and decision-making platform. You no longer have to choose between flexibility and data security to make informed decisions.

    Athena Systems provides integrated Portfolio Management, Trading & Risk systems to Hedge Funds. Tweets will contain tips, updates and services issues

    Backstop's Portfolio Management solution was designed to provide funds of hedge funds and private equity fund-of-funds managers tools to effectively run their business.

    cmdtyView includes global exchange and reference data and is the only platform to access streaming news from cmdtyNewswires, best-in-class fundamental and economic data from cmdtyStats, and Barchart’s broad proprietary cash grain commodity data. cmdtyView provides comprehensive access to the features, functionality, and content that matters to commodity professionals - all delivered from a native HTML5 application that is responsive, powerful, and designed to be a true end-to-end workflow solution for commodity trading. Futures execution, physical commodities data, data analytics and back-office integration are natively built into the platform, making cmdtyView the only front-end users will ever need. Featured content includes: Analytics - Advanced charting including seasonals and forward curves, alerts, and purpose-built analytics such as cost-of-carry and crush calculators to better identify trading opportunities and manage risk. Exchange Data - Global commodity exchange prices from CME Group, ICE, Euronext, and many more are included in the platform. Real-time data is available by subscription. Cash Commodity Data - Barchart’s proprietary cash commodity data is elementized, structured, and made available to users for easy analysis against futures positions. cmdtyStats - A powerful database containing global fundamentals on economic data, commodity statistics, and world trade. cmdtyNewswires - Barchart’s proprietary streaming newswire service containing access to editorial, market chatter, and need-to-know content from the USDA. Third-party data integration from accounting, risk and offer management platforms

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

    A High-level Portfolio Management Platform Built for Active Investment Managers

    CXi-Registry is a fund administration software that makes running investor registry easy, fast and secure. Streamline and automate your back office.

    eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management

    EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans

    Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your investments in one place.

    Designed to optimize operational and investment alpha throughout the entire investment process.

    FA Platform provider investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries.

    FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.

    FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm.

    Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theorys FundEngine CRM solution

    Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.

    Misys FusionInvest is an all-in-one investment management system for portfolio management, risk management and investment operations. It delivers a simple solution for today's complex business challenges through its collaborative investment approach, unrivalled asset class coverage and world-class analytics framework.

    Advent SS&C Geneva global portfolio management and accounting platform empowers fund managers with instant, real-time performance, P&L, position and exposure information.

    Over the years, Financial Information Network has worked with investment firms of all sizes.

    Full front-to-back solution that encapsulates the experience our team has accumulated on the buy side. We have run funds and have in-depth understanding of the challenges.

    iBalance platform provides intelligent and user-friendly management of the complexity inherent in tailor-made, tax-efficient portfolios that comply with established investment policies.

    InPrivate Software enables private equity businesses to manage investment processes and performance evaluations of their portfolios.

    Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation

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

    In all 3 models the trader can manage his personal funds along with investors funds on pre-selected fee. All investors accounts are pooled together. Profits and losses are divided proportionally between investments. Investors copy the manager's transactions into their accounts and can close them at any time. They can also trade on their own account. Management tools for fund and professional managers providing flexibility in managing investors' accounts.

    A cloud-based alternative to an on-premise installation reduces costs, speeds up implementation time, and greatly simplifies ongoing operations.

    Investor/Activity/Workflow management, Robust Reporting, Sales & Marketing Enablement and Compliance Support

    Balances auto-synchronization. Portfolio performance analytics. Secured API Keys and personal data is a full-featured portfolio management tool. It allows investors to keep track of all of their investment transactions -- for stocks, mutual funds, ETFs, bonds, cash, and even investment clubs! In fact, you can keep track of any asset you wish to use in the program.

    Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

    Our extensive, seamlessly integrated and modular front-to-back office solutions are designed to support a diverse array of asset managers and are available a-la-carte.