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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Compare Investment Portfolio Management Software

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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.

    Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.

    Wealth-planning technology for financial professionals who want the robust platform capabilities of the emX Select Platform, with the addition of eMoney’s in-depth business Analytics, interactive Needs Analysis and Goal Planner capabilities.

    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.

    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.

    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.

    Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our Moxy® trade order management system. It enables portfolio managers to manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. The combination of Advent Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.

    Fiserv (NASDAQ: FISV) is a leading global technology provider serving the financial services industry.

    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.

    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

    Axioma's Portfolio Optimizer delivers the flexibility to model your investment process your way. Axioma offers comprehensive support for portfolio construction and optimization.

    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.

    Broadridge Portfolio Management combines order, risk and portfolio management in a single application.

    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.

    DAVIGOLD Private equity software covers the full range of any investor into unquoted deals, including back, middle and front office operations.

    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.

    Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

    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.

    FinlogiK provides software and processing solutions for Investors, Treasurers and Risk managers.

    The FPM System is suitable for a wide range of investment management and investment accounting operations.

    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.

    GlobalBackOffice is a web-based offering for prime brokers, hedge funds, asset managers, day trading groups, family offices and other investment professionals.

    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.

    One stop solution for all investment management needs

    InfoHedge Technologies is a premier Infrastructure-as-a-Service (“IaaS”) Managed Service Provider (“MSP”) to financial services community. Our flagship product, InfoHedge Hosted Platform™ (“IHP”), provides a turnkey, enterprise-grade, fully managed private cloud infrastructure on par with those of Tier 1 banks without the associated capital expenditures, design and maintenance.

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