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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Pacer is a multi-currency portfolio management solution designed for global investment managers with large transaction volumes, serving predominantly global institutional or private clients. It gives you a comprehensive, integrated platform for managing securities, transactions, positions, cash, income, corporate actions, and all record keeping.
Red Deer is an investment management software that helps the worlds leading investment firms see, understand and gain unique insight from their data. It also helps users to optimize their investment process while embedding compliance and operational efficiencies within the front, middle and back-office workflows.
Relevant EquityWorks, data is organized, accessible, and transparent, bringing unparalleled efficiency to venture capital, private equity, real estate, and private debt firms. It features applications for fund raising and investor relations, finance and accounting, and investment management and monitoring, that are available separately or as part of the Relevant EquityWorks platform.
SS&C GlobeOp's Total Return is a portfolio management, investment accounting, partnership accounting and general ledger system designed specifically for alternative investment funds and family offices.
VestServe Investment Management System (IMS) is a fully integrated investment management and accounting solution. By integrating the front, middle and back office operations into one solution, VestServe can improve an organization's business performance while lowering total cost of ownership.