# Best Investment Portfolio Management Tools

## How Many Investment Portfolio Management Software Products Does G2 Track?

**Total Products under this Category:** 439

### Category Stats (Sep 2026)

- **Average Rating:** 4.43/5 (↓0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Dasseti ENGAGE (+1.38%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: September 01, 2026_

## How Does G2 Rank Investment Portfolio Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,600+ Authentic Reviews
- 439+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Investment Portfolio Management Software
 ![G2 Grid® for Investment Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investment-portfolio-management/grids.png?focus%5B%5D=57456&focus%5B%5D=19643&focus%5B%5D=106263&focus%5B%5D=1357492&focus%5B%5D=71118&focus%5B%5D=168972&focus%5B%5D=131052&focus%5B%5D=73954)

Highlighted products: Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work, Betterment Advisor Solutions, Koyfin, Carta Fund ERP, Orion Advisor Technology, and Geneva.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investment-portfolio-management/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=betterment-at-work&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=koyfin&focus%5B%5D=carta-fund-erp&focus%5B%5D=orion-advisor-technology&focus%5B%5D=geneva)

**Sponsored**

### Intralinks FundCentre AI

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link

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### [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)

What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive design, and robust reporting tools. With Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale. Built on a comprehensive database of over 800,000 investments worldwide, Direct empowers users to make confident, data-driven decisions. Who is Morningstar Direct for? Morningstar Direct is designed for the complex workflows of asset and wealth management firms but is also valuable for other financial professionals. Typical users include portfolio managers, investment researchers, analysts, advisors, product and marketing teams, performance and risk analysts, and data scientists. Key Features: Investment Research & Discovery: Locate investments, explore data across asset classes, and refine securities using custom screens, datasets, and Morningstar’s trusted ratings. Portfolio Management & Analysis: Build resilient portfolios, stress test holdings, and conduct attribution analysis to understand performance drivers. Reporting & Communication: Create custom-branded reports, presentations, and scorecards with Morningstar’s data and analytics, ensuring impactful communication. Time-Saving Automation: Streamline workflows with tools like Presentation Studio and Report Portal, enabling teams to generate reports and insights on demand. Morningstar Direct is the trusted partner for investment professionals seeking clarity, confidence, and tools to turn insights into action.

**Average Rating:** 4.1/5.0

**Total Reviews:** 437

#### How Do G2 Users Rate Morningstar Direct?

- **Ease of Use:** 6.6/10 (Category avg: 8.7/10)
- **Market Analytics:** 7.7/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.1/10 (Category avg: 8.3/10)
- **Risk Management:** 6.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Morningstar Direct?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst, Investment Analyst
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 34% Small, 33% Large

#### What Do G2 Reviewers Say About Morningstar Direct?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **vast data accessibility** of Morningstar Direct, making it a go-to for fund analysis.
- Users appreciate the **breadth of data availability** in Morningstar Direct, making data access and analysis seamless.
- Users appreciate the **ease of use** in Morningstar Direct, praising its simple setup and shareable templates.
- Users value the **comprehensive data** in Morningstar Direct, enabling detailed insights and extensive reporting opportunities.
- Users benefit from **exceptional reporting functions** in Morningstar Direct, significantly enhancing their professional efficiency and outputs.

##### Cons

- Users find the **poor usability** of Morningstar Direct frustrating, citing complex menus and an unintuitive interface.
- Users experience **slow performance and frequent crashes** , leading to disruptions and frustration during workflow with Morningstar Direct.
- Users find Morningstar Direct to have a **not user-friendly interface** , making navigation and feature utilization challenging.
- Users face **insufficient data** for some funds, hindering effective comparisons and creating usability challenges for newcomers.
- Users experience **data inaccuracy** with Morningstar Direct, leading to incorrect numbers and frustrating workflow interruptions.

#### What Are Recent G2 Reviews of Morningstar Direct?

**["Morningstar Makes Portfolio X-Ray Fast, Credible, and Easy"](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)**

**Rating:** 5.0/5.0 stars

_— Gina H._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)

**["Comprehensive Portfolio Analysis Tool, but Needs UI Improvements"](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)**

**Rating:** 5.0/5.0 stars

_— Petar D._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)

### [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing client relationships. By combining advanced investment research, personalized planning tools, and seamless integrations, the suite simplifies operations, enhances client engagement, and supports informed decision-making. Key features include robust analytics for crafting investment plans aligned with client goals, compliance tools to ensure regulatory alignment, and the ability to generate FINRA-reviewed reports with visuals like portfolio comparisons. Advisors can also streamline workflows by integrating with CRMs, custodial platforms, and internal systems. The platform provides firmwide insights through enterprise dashboards, enabling advisory firms to track key metrics, identify growth opportunities, and standardize processes for consistent service delivery. Morningstar Direct Advisory Suite is ideal for financial advisors and firms seeking to optimize their practices, build trust, and scale their businesses while prioritizing client relationships.

**Average Rating:** 4.1/5.0

**Total Reviews:** 301

#### How Do G2 Users Rate Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Ease of Use:** 7.0/10 (Category avg: 8.7/10)
- **Market Analytics:** 7.7/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 7.6/10 (Category avg: 8.3/10)
- **Risk Management:** 6.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Financial Planner
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 61% Small, 24% Large

#### What Do G2 Reviewers Say About Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive information** available in Morningstar Direct Advisory Suite, enhancing their investment decisions.
- Users praise the **efficient data access** of Morningstar Direct Advisory Suite, enhancing model comparisons and analysis.
- Users value the **easy analytics** provided by Morningstar Direct, enabling effortless portfolio evaluation and insights.
- Users find the **ease of use** in Morningstar Direct Advisory Suite allows for quick portfolio analysis and management.
- Users appreciate the **extensive research support** of Morningstar Direct, enabling in-depth analysis of investments and portfolios.

##### Cons

- Users find the interface **not user-friendly** , reporting challenges in navigation and accessing information effectively.
- Users find the **poor usability** of Morningstar Direct Advisory Suite frustrating, citing clunky research areas and an outdated layout.
- Users experience **poor customer support** , facing delays and unhelpful responses that hinder their overall productivity.
- Users find the **client organization confusing** and lacking essential functionality compared to previous versions, causing clutter in reports.
- Users find **limited customization** in Morningstar Direct Advisory Suite, hindering functionality and overall user experience.

#### What Are Recent G2 Reviews of Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

**["Customizable Market View and Easy Access to Morningstar Articles"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-13369177)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-13369177)

**["Streamlines Report Compilation, Needs Product Clarity"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-13366547)**

**Rating:** 4.5/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-13366547)

### [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)

Your business is built to grow—and so is our 401(k) plan. It's easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $25+ Billion in retirement AUM (as of May 10, 2026), we're a partner your business can rely on. Discover a better way to 401(k) today. Leader on G2 as of 12/12/25 for Sept-Dec '25 for 401(k) category. See more: https://www.betterment.com/award-disclosures On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative.

**Average Rating:** 4.3/5.0

**Total Reviews:** 710

#### How Do G2 Users Rate Betterment at Work?

- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Market Analytics:** 8.4/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.1/10 (Category avg: 8.3/10)
- **Risk Management:** 7.9/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Betterment at Work?

- **Seller:** [Betterment](https://www.g2.com/sellers/betterment)
- **Company Website:** www.betterment.com
- **Year Founded:** 2010
- **HQ Location:** New York, US
- **Twitter:** @Betterment  
35,577 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c3b54cf90706dccab76706767ad88a1daa9bc71fd668571b2f1562356743a4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetterment%2Fpeople%2F&secure%5Burl_type%5D=linkedin_company_website)  
651 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 68% Small, 29% Medium

#### What Do G2 Reviewers Say About Betterment at Work?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly design** of Betterment at Work, noting its smooth implementation and accessible dashboard.
- Users value the **responsive and helpful customer support** of Betterment at Work, enhancing their overall experience.
- Users find the **user-friendly design** of Betterment at Work enhances navigation and simplifies investment management.
- Users appreciate the **easy setup** of Betterment at Work, enjoying a streamlined onboarding with excellent support from representatives.
- Users love the **user-friendly website** of Betterment at Work, making training and navigation seamless for everyone.

##### Cons

- Users report **poor customer support** , citing slow response times and difficulties with complex issues and compliance requests.
- Users note **limited customization** options for reports and customer support, impacting flexibility and control for advisors.
- Users note the **limited investment options** in Betterment at Work, hindering customization and potential diversification.
- Users find **poor reporting** tools lacking in customization, impacting their specific finance and payroll needs.
- Users face **payroll issues** due to poor integration, manual uploads, and a lack of alignment with major platforms.

#### What Are Recent G2 Reviews of Betterment at Work?

**["Seamless Payroll Integration and Intuitive Setup with Betterment"](https://www.g2.com/survey_responses/betterment-at-work-review-13138438)**

**Rating:** 4.5/5.0 stars

_— Amy S._

[Read full review](https://www.g2.com/survey_responses/betterment-at-work-review-13138438)

**["Easy-to-Use Interface and Handy Mobile App"](https://www.g2.com/survey_responses/betterment-at-work-review-13138577)**

**Rating:** 4.5/5.0 stars

_— George H._

[Read full review](https://www.g2.com/survey_responses/betterment-at-work-review-13138577)

### [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews)

Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. Upgrade your experience today and visit: https://www.betterment.com/advisors. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative of the experience of others and past success does not guarantee future results.

**Average Rating:** 4.4/5.0

**Total Reviews:** 62

#### How Do G2 Users Rate Betterment Advisor Solutions?

- **Ease of Use:** 9.2/10 (Category avg: 8.7/10)
- **Market Analytics:** 5.2/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 5.9/10 (Category avg: 8.3/10)
- **Risk Management:** 6.9/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Betterment Advisor Solutions?

- **Seller:** [Betterment](https://www.g2.com/sellers/betterment)
- **Company Website:** www.betterment.com
- **Year Founded:** 2010
- **HQ Location:** New York, US
- **Twitter:** @Betterment  
35,577 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c3b54cf90706dccab76706767ad88a1daa9bc71fd668571b2f1562356743a4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetterment%2Fpeople%2F&secure%5Burl_type%5D=linkedin_company_website)  
651 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Financial Advisor
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 69% Small, 2% Large

#### What Do G2 Reviewers Say About Betterment Advisor Solutions?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Betterment Advisor Solutions, appreciating its straightforward interface and efficient functionality.
- Users value the **high-quality customer support** from Betterment Advisor Solutions, enhancing their overall experience.
- Users appreciate the **ease of use** of Betterment Advisor Solutions, facilitating efficient client management and straightforward navigation.
- Users commend the **easy setup** of Betterment Advisor Solutions, making client onboarding and management seamless and straightforward.
- Users praise the **setup ease** of Betterment Advisor Solutions, making it comfortable for clients to navigate the platform.

##### Cons

- Users note the **limited investment options** with Betterment Advisor Solutions, impacting their flexibility in managing joint accounts.
- Users note the **limited options** for alternative investments and encountering unavailable features, limiting overall flexibility.
- Users find the **feature deficiencies** in Betterment Advisor Solutions frustrating, especially regarding trade management and reporting capabilities.
- Users find **difficulty understanding complex account types** and service requests, leading to occasional challenges with Betterment Advisor Solutions.
- Users express frustration with **poor customer support** , lacking direct contact options and experiencing slow processing times.

#### What Are Recent G2 Reviews of Betterment Advisor Solutions?

**["Modern, Intuitive Platform That Empowers Advisors"](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-12089853)**

**Rating:** 5.0/5.0 stars

_— ryan g._

[Read full review](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-12089853)

**["Betterment is what all investment management platforms should be."](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-11196907)**

**Rating:** 4.5/5.0 stars

_— Justin C._

[Read full review](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-11196907)

### [Koyfin](https://www.g2.com/products/koyfin/reviews)

Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

**Average Rating:** 4.8/5.0

**Total Reviews:** 132

#### How Do G2 Users Rate Koyfin?

- **Ease of Use:** 9.1/10 (Category avg: 8.7/10)
- **Market Analytics:** 9.3/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Koyfin?

- **Seller:** [Koyfin](https://www.g2.com/sellers/koyfin)
- **Year Founded:** 2016
- **HQ Location:** New York, New Mexico, United States
- **Twitter:** @KoyfinCharts  
74,086 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eda34387934ef3e035e725250e86738a75855a2e7753198c247b7a43c15685d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoyfincharts&secure%5Burl_type%5D=linkedin_company_website)  
56 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 81% Small, 9% Medium

#### What Do G2 Reviewers Say About Koyfin?

_AI-generated summary from verified user reviews_

##### Pros

- Users value Koyfin for its **user-friendly interface** , making data access and analysis straightforward and efficient.
- Users appreciate Koyfin's **intuitive user interface** , which enhances efficiency and simplifies investment analysis and reporting.
- Users appreciate the **user-friendly interface and customization options** in Koyfin, enhancing their investment analysis efficiency.
- Users value the **ease of access** and intuitive interface of Koyfin, enhancing their efficiency for investment analysis.
- Users value the **extensive customization options** in Koyfin, enhancing their market analysis and efficiency significantly.

##### Cons

- Users find **feature deficiencies** in Koyfin, particularly in charting tools and financial data export options.
- Users express a desire for **insufficient data** available on Koyfin, especially for UK and FTSE 100 information.
- Users find Koyfin has **limited data** , particularly lacking in features for stock listings and UK market information.
- Users find the **difficult learning curve** of Koyfin can be overwhelming and may hinder the initial experience.
- Users desire **more customization options** for consolidating accounts and personalizing their Koyfin experience.

#### What Are Recent G2 Reviews of Koyfin?

**["Institutional-Grade Research in One Platform That Drives Efficiency"](https://www.g2.com/survey_responses/koyfin-review-13199652)**

**Rating:** 4.5/5.0 stars

_— Nick W._

[Read full review](https://www.g2.com/survey_responses/koyfin-review-13199652)

**["Easy to Learn, Packed with High-Quality Data and Lightning-Fast Performance"](https://www.g2.com/survey_responses/koyfin-review-13199753)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/koyfin-review-13199753)

### [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews)

From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control. Carta Fund Management is a comprehensive fund management platform designed to streamline and elevate the way firms manage their investments, from capital calls to investor reporting. Trusted by over 8,800 venture firms with over $200B in assets trust Carta to take care of their fund administration needs, Carta transforms the complexities of private capital operations into an efficient, user-friendly experience. Private capital firms are increasingly tasked with navigating an ever-evolving landscape of investor demands, compliance, and data complexity. Whether you're managing a single fund or multiple portfolios, Carta simplifies every step of the fund lifecycle— from initial capital raises to quarterly reporting. With Carta Fund Management, your firm benefits from: - Real-Time Fund Data: Instant insights into capital calls, distributions, and performance metrics help firms make data-driven decisions and provide stakeholders with up-to-date information. - Investor Transparency: Carta’s robust investor portal enables clear communication with LPs (Limited Partners) and provides them with detailed reports, ensuring transparency and trust. - Seamless Compliance & Reporting: Carta automatically generates the reports required for compliance, helping fund managers stay ahead of regulatory requirements. Whether you need standard tax filings or specialized financial reports, Carta simplifies the process. - Integrated Cap Table Management: The platform allows seamless management of complex ownership structures, ensuring both fund managers and portfolio companies have clarity on equity positions and valuations. Carta’s AI combines a rich data foundation with real-time contextual understanding, driving private capital’s most complex operations with unrivaled precision and security. You can put it to work right from the tools you already use, whether that’s the Carta web app or a native AI interface such as Claude. Fund Management is part of the Carta Agentic ERP for private capital, which includes products for front, middle, and back office teams— such as CRM, Portfolio Valuations, and Fund Tax.

**Average Rating:** 4.2/5.0

**Total Reviews:** 63

#### How Do G2 Users Rate Carta Fund ERP?

- **Ease of Use:** 8.7/10 (Category avg: 8.7/10)
- **Market Analytics:** 7.7/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 7.4/10 (Category avg: 8.3/10)
- **Risk Management:** 7.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Carta Fund ERP?

- **Seller:** [Carta](https://www.g2.com/sellers/carta)
- **Company Website:** www.carta.com
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @cartainc  
29,004 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04fc0fde2933886d93c87220be3f98760307dfe54423a2d1b63d9223d0554708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcarta--%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,068 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Venture Capital & Private Equity, Computer Software
- **Company Size:** 83% Small, 16% Medium

#### What Do G2 Reviewers Say About Carta Fund ERP?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Carta Fund ERP, finding it simplifies fund management and data access.
- Users value the **intuitive and modern UI/UX** of Carta Fund ERP, simplifying complex fund management tasks efficiently.
- Users praise the **navigation ease** of Carta Fund ERP, allowing quick access with minimal effort and learning required.
- Users value the **intuitive and user-friendly interface** of Carta Fund Management, enhancing their financial management experience.
- Users appreciate the **responsive customer support** from Carta Fund ERP, enhancing their overall software experience and efficiency.

##### Cons

- Users find the **poor customer support** of Carta Fund ERP disappointing, especially in response times and expertise.
- Users find Carta Fund ERP's **high costs** challenging, especially when simpler solutions could suffice for basic needs.
- Users find the **difficult learning curve** of Carta Fund ERP challenging, impacting navigation and overall user experience.
- Users find Carta Fund ERP to be **not user-friendly** , often struggling to navigate and receive adequate support.
- Users struggle with **poor navigation** in Carta Fund ERP, finding it challenging to familiarize themselves with the platform's layout.

#### What Are Recent G2 Reviews of Carta Fund ERP?

**["All-in-One Platform with Great Support and Reliable Fund Accounting"](https://www.g2.com/survey_responses/carta-fund-erp-review-13020167)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/carta-fund-erp-review-13020167)

**["Best-in-Class Fund Admin Software"](https://www.g2.com/survey_responses/carta-fund-erp-review-13045189)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/carta-fund-erp-review-13045189)

### [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews)

Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes. Targeted primarily at independent advisory firms, Orion serves a diverse audience that includes financial advisors, wealth management professionals, and their clients. The platform is particularly beneficial for firms looking to modernize their operations and improve client engagement through technology. By leveraging Orion’s capabilities, advisors can effectively manage and track their clients' financial journeys, ensuring that each investor's unique definition of financial success is prioritized and met. One of the key features of Orion is its ability to consolidate various aspects of wealth management into a single platform. This integration allows advisors to seamlessly manage client relationships, investment portfolios, and financial planning processes. The technology not only simplifies the workflow for advisors but also enhances the client experience by providing real-time insights and updates on investment performance and progress toward financial goals. This transparency fosters trust and strengthens the advisor-client relationship. Moreover, Orion's impressive scale is noteworthy, with $5.6 trillion in assets under administration and $124 billion in wealth management platform assets as of September 30, 2025. The platform supports over 7.8 million technology accounts and serves thousands of independent advisory firms, making it a trusted choice for many in the industry. Notably, 17 out of the Top 20 Barron’s RIA firms utilize Orion’s technology, underscoring its reputation and reliability in powering successful advisory businesses. Overall, Orion stands out in the financial technology landscape by offering a comprehensive suite of tools that not only streamline operations for advisors but also enhance the overall client experience. By focusing on the interconnectedness of financial planning and investment management, Orion enables advisors to deliver tailored solutions that align with their clients' aspirations, ultimately driving better financial outcomes.

**Average Rating:** 4.4/5.0

**Total Reviews:** 98

#### How Do G2 Users Rate Orion Advisor Technology?

- **Ease of Use:** 8.2/10 (Category avg: 8.7/10)
- **Market Analytics:** 9.2/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 9.2/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Orion Advisor Technology?

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **Company Website:** orion.com
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech  
7,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,947 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 66% Small, 31% Medium

#### What Do G2 Reviewers Say About Orion Advisor Technology?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **clear and customizable layout** of Orion Advisor Technology, enhancing navigation and usability.
- Users praise the **easy setup process** of Orion Advisor Technology, enhancing their overall experience and usability.
- Users value the **robust reporting features** of Orion Advisor Technology, facilitating effective presentations to clients.
- Users appreciate the **easy-to-use portfolio view** of Orion Advisor Technology for effective client data presentation and management.
- Users appreciate the **responsive customer support** of Orion Advisor Technology, which enhances account management and trading efficiency.

##### Cons

- Users find the **difficult learning curve** of Orion Advisor Technology frustrating, especially with setup and navigation challenges.
- Users face **integration issues** with Orion Advisor Technology, leading to delays and complications during setup and enhancements.
- Users find **data accessibility** challenging, leading to difficulties in client advising and frequent verification with other tools.
- Users express a desire for more tools and find the **client portal's layout and customization lacking**.
- Users find Orion Advisor Technology **not user-friendly** , citing slow loading, limited customizations, and a complex interface.

#### What Are Recent G2 Reviews of Orion Advisor Technology?

**["Robust Data Aggregation, Needs Better Onboarding"](https://www.g2.com/survey_responses/orion-advisor-technology-review-12407475)**

**Rating:** 4.5/5.0 stars

_— Crystal B._

[Read full review](https://www.g2.com/survey_responses/orion-advisor-technology-review-12407475)

**["Streamlined Portfolio Management, Visual Insights"](https://www.g2.com/survey_responses/orion-advisor-technology-review-12407769)**

**Rating:** 5.0/5.0 stars

_— Kyle G._

[Read full review](https://www.g2.com/survey_responses/orion-advisor-technology-review-12407769)

#### What Are G2 Users Discussing About Orion Advisor Technology?

- [What is Orion Advisor used for?](https://www.g2.com/discussions/what-is-orion-advisor-used-for)

### [Geneva](https://www.g2.com/products/geneva/reviews)

Firms that want to stay current and competitive in this dynamic market need a portfolio management solution that supports multiple asset classes, multi-currency portfolios, complex global fund structures and increasing transaction volumes. Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers. Using Geneva as your core portfolio management platform eliminates the need for separate systems or spreadsheet workarounds when managing and accounting for different types of instruments.

**Average Rating:** 4.4/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Geneva?

- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Market Analytics:** 7.9/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Geneva?

- **Seller:** [SS&C Advent](https://www.g2.com/sellers/ss-c-advent)
- **Year Founded:** 1983
- **HQ Location:** San Francisco, CA
- **Twitter:** @SSCAdvent  
2,528 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7cb5148e4554f0ee9607845976e5dc848d024c82cf0588b2786875f3c319e45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4859&secure%5Burl_type%5D=linkedin_company_website)  
1,581 employees on LinkedIn®
- **Ownership:** NASDAQ: SSNC

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of Geneva?

**["World class software for Portfolio accounting and Hedge Fund Accounting"](https://www.g2.com/survey_responses/geneva-review-4985501)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/geneva-review-4985501)

**["Best Real Time Accounting Tool"](https://www.g2.com/survey_responses/geneva-review-5140278)**

**Rating:** 4.5/5.0 stars

_— Shishir K._

[Read full review](https://www.g2.com/survey_responses/geneva-review-5140278)

#### What Are G2 Users Discussing About Geneva?

- [Who owns Geneva software?](https://www.g2.com/discussions/who-owns-geneva-software)
- [What is Geneva in cloud?](https://www.g2.com/discussions/what-is-geneva-in-cloud)
- [Do you know anything about Geneva software?](https://www.g2.com/discussions/do-you-know-anything-about-geneva-software) - 1 comment
- [What is Geneva software?](https://www.g2.com/discussions/what-is-geneva-software)

### [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews)

Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal. A Batch reporting feature automatically generates PDF client reports for a single client or an entire practice. Morningstar Research and Investment Data Unique to Morningstar – advisors have access to industry leading investment data. Along with data for open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, and 529 college-savings plans, Morningstar Office includes data for offshore funds, hedge funds, and bonds. Morningstar® Back Office Services Morningstar Office includes daily multi-custodial imports and reconciliation services. This allows advisors to log in to each morning and view up-to-date client data from their custodians, as well as held-away assets via Morningstar® ByAllAccounts®. Morningstar can also convert data from other systems, importing the entire transaction history for a practice including cost basis. Portfolio Monitoring and Rebalancing Morningstar® Total Rebalance Expert® provides comprehensive modeling, monitoring, and rebalancing at the household or account level. Advisors can also use the tax-aware tools to harvest tax losses opportunistically, manage cash, and minimize fees and capital gains distributions. Financial Planning and Risk Help your clients identify meaningful goals and then quickly connect those goals to an easy-to-understand plan with Morningstar Goal Bridge. Advisors can also measure a portfolio’s level of risk compared with Morningstar’s Target Allocation Indices and define a recommended asset allocation based on client’s psychometric risk tolerance and goal time horizon. Client Relationship Management Client management is fully included and integrated via Redtail CRM (Customer Relationship Management), or advisors can utilize other CRM integrations such as Salesforce.

**Average Rating:** 3.9/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Morningstar Office?

- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Market Analytics:** 9.2/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 9.3/10 (Category avg: 8.3/10)
- **Risk Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Morningstar Office?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®
- **Ownership:** MORN

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 84% Small, 16% Large

#### What Do G2 Reviewers Say About Morningstar Office?

_AI-generated summary from verified user reviews_

##### Cons

- Users are frustrated with the **software instability** caused by the transition to Direct Advisory Suite, which fails to function properly.

#### What Are Recent G2 Reviews of Morningstar Office?

**["Long time office user"](https://www.g2.com/survey_responses/morningstar-office-review-9840312)**

**Rating:** 4.0/5.0 stars

_— Lauren N._

[Read full review](https://www.g2.com/survey_responses/morningstar-office-review-9840312)

**["5 year user"](https://www.g2.com/survey_responses/morningstar-office-review-9835911)**

**Rating:** 4.5/5.0 stars

_— Nick S._

[Read full review](https://www.g2.com/survey_responses/morningstar-office-review-9835911)

#### What Are G2 Users Discussing About Morningstar Office?

- [What is Morningstar Office used for?](https://www.g2.com/discussions/what-is-morningstar-office-used-for)

### [eMoney](https://www.g2.com/products/emoney/reviews)

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.   For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.  Key Features and Benefits:  - Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Built-in capabilities like CoPlanner help advisors accelerate plan creation and generate personalized planning strategies faster while maintaining advisor control. - Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.  - Award-winning aggregation:  Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.  - 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.  - APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.  - Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.  Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation.

**Average Rating:** 4.7/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate eMoney?

- **Ease of Use:** 8.5/10 (Category avg: 8.7/10)
- **Market Analytics:** 8.8/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 9.4/10 (Category avg: 8.3/10)
- **Risk Management:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind eMoney?

- **Seller:** [eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc)
- **Company Website:** emoneyadvisor.com
- **Year Founded:** 2000
- **HQ Location:** Radnor, PA
- **Twitter:** @eMoneyAdvisor  
13,836 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2b810474dd5b5bf8bf797614932edbe9f63d8460d008dbf69b3e1de6d1e952b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48093&secure%5Burl_type%5D=linkedin_company_website)  
624 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 72% Small, 18% Medium

#### What Do G2 Reviewers Say About eMoney?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **excellent customer support** from eMoney, receiving valuable guidance and resources for effective software use.
- Users value eMoney's **holistic features** and responsive support, enhancing client planning and document management significantly.
- Users find eMoney's **intuitive and professional user interface** enhances their financial planning experience significantly.
- Users value the **comprehensive data** capabilities of eMoney, enhancing their financial planning effectiveness and client interactions.
- Users praise the **easy-to-use interface** of eMoney, facilitating quick learning and efficient financial planning.

##### Cons

- Users find eMoney's **feature deficiencies** limit accurate modeling for debt payoff and short-term financial planning.
- Users experience **frequent disconnections and challenging data access** , often leading to frustration and time-consuming troubleshooting.
- Users find eMoney's interface **difficult to learn** , leading to potential errors without guidance from support.
- Users find eMoney **not user-friendly** , often struggling with its complexity and requiring support to avoid costly mistakes.
- Users face **insufficient data issues** when modeling unique client situations, complicating overall planning and support resolutions.

#### What Are Recent G2 Reviews of eMoney?

**["A Time-Travel-Like View of Clients’ Financial Futures"](https://www.g2.com/survey_responses/emoney-review-12400103)**

**Rating:** 4.5/5.0 stars

_— Matthew S._

[Read full review](https://www.g2.com/survey_responses/emoney-review-12400103)

**["Easy-to-Use Interface with a Quick Learning Curve"](https://www.g2.com/survey_responses/emoney-review-12399866)**

**Rating:** 5.0/5.0 stars

_— Quinlan I._

[Read full review](https://www.g2.com/survey_responses/emoney-review-12399866)

#### What Are G2 Users Discussing About eMoney?

- [Is eMoney safe?](https://www.g2.com/discussions/is-emoney-safe)
- [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) - 2 comments
- [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) - 1 comment
- [What is eMoney software?](https://www.g2.com/discussions/what-is-emoney-software)

### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews)

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

**Average Rating:** 4.2/5.0

**Total Reviews:** 69

#### How Do G2 Users Rate FactSet Workstation?

- **Ease of Use:** 8.0/10 (Category avg: 8.7/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 7.8/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind FactSet Workstation?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Company Website:** www.factset.com
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 45% Small, 28% Medium

#### What Do G2 Reviewers Say About FactSet Workstation?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization options** in FactSet Workstation, enhancing research capabilities and team collaboration effectively.
- Users find the **ease of use** of FactSet Workstation impressive, with essential tools centralized for efficient equity research.
- Users value the **ease of use and convenience** of FactSet Workstation, appreciating its comprehensive data and simple layout.
- Users appreciate the **abundance of historical financial data** provided by FactSet, enhancing their research capabilities significantly.
- Users value the **extensive historical financial data** in FactSet, enhancing their research capabilities effortlessly.

##### Cons

- Users find **poor usability** in FactSet Workstation, struggling with clunky APIs and repetitive alerts affecting their workflow.
- Users find the **complexity of existing reports** in FactSet limits potential improvements and user adaptability.
- Users experience **data inaccuracies** with FactSet Workstation, including clunky Excel API and erroneous date filings.
- Users find the **difficult navigation** of FactSet cumbersome, making it hard to locate specific information quickly.
- Users note occasional **inaccuracies in EV calculations** , particularly related to payment space and cash treatment.

#### What Are Recent G2 Reviews of FactSet Workstation?

**["Straightforward to Use, Versatile Excel Formulas, and Accurate Data"](https://www.g2.com/survey_responses/factset-workstation-review-13343885)**

**Rating:** 5.0/5.0 stars

_— Sean ._

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-13343885)

**["Easy-to-Navigate Platform with Fast, Excel-Integrated Workbooks and Helpful Support"](https://www.g2.com/survey_responses/factset-workstation-review-13371756)**

**Rating:** 4.5/5.0 stars

_— Verified User in Investment Banking_

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-13371756)

#### What Are G2 Users Discussing About FactSet Workstation?

- [Does FactSet have an app?](https://www.g2.com/discussions/does-factset-have-an-app)
- [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) - 1 comment
- [What is FactSet RMS?](https://www.g2.com/discussions/what-is-factset-rms) - 1 comment
- [What does FactSet Research Systems do?](https://www.g2.com/discussions/what-does-factset-research-systems-do)

### [Altruist](https://www.g2.com/products/altruist/reviews)

Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.

**Average Rating:** 5.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Altruist?

- **Ease of Use:** 9.8/10 (Category avg: 8.7/10)
- **Market Analytics:** 5.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 9.7/10 (Category avg: 8.3/10)
- **Risk Management:** 6.1/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Altruist?

- **Seller:** [Altruist](https://www.g2.com/sellers/altruist)
- **Year Founded:** 2018
- **HQ Location:** Culver City, US
- **Twitter:** @altruist  
5,063 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3fd1b48870b1504fbe2db82c2fe70f36fafe0a91dffcea9891e88d4c04bbaacd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltruistcorp%2F&secure%5Burl_type%5D=linkedin_company_website)  
905 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Altruist?

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **fantastic customer support** of Altruist, consistently impressed by their responsiveness and assistance.
- Users find Altruist's platform exceptionally **easy to use** , enabling seamless management and automation in their advisory practices.
- Users value the **efficient investment management** of Altruist, enhancing their advisory practices with seamless processes and robust support.
- Users commend Altruist for its **high-quality support** and seamless account management, enhancing their advisory practices significantly.
- Users commend the **ease of access** in Altruist, highlighting its intuitive platform that streamlines various financial processes.

#### What Are Recent G2 Reviews of Altruist?

**["Altruist is a fantastic platform for small, growing RIAs."](https://www.g2.com/survey_responses/altruist-review-11467837)**

**Rating:** 5.0/5.0 stars

_— Nick B._

[Read full review](https://www.g2.com/survey_responses/altruist-review-11467837)

**["Opting out of Legacy Advice with help from Altruist"](https://www.g2.com/survey_responses/altruist-review-11639304)**

**Rating:** 5.0/5.0 stars

_— Skee O._

[Read full review](https://www.g2.com/survey_responses/altruist-review-11639304)

#### What Are G2 Users Discussing About Altruist?

- [What is Altruist used for?](https://www.g2.com/discussions/what-is-altruist-used-for)

### [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews)

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop is an investment management platform for consultants, OCIOs, pensions, funds of funds, family offices, endowments, foundations, hedge funds, private equity, venture capital, and real estate investment firms.

**Average Rating:** 4.7/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate Backstop Solutions Suite?

- **Ease of Use:** 9.1/10 (Category avg: 8.7/10)
- **Customizable Reporting:** 9.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Backstop Solutions Suite?

- **Seller:** [ION Analytics](https://www.g2.com/sellers/ion-analytics)
- **Year Founded:** 2000
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93f62ea61f9af2f2bc3397f86f3b89da68cb324111734cf62d03057ae5fd2aa1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facuris-global&secure%5Burl_type%5D=linkedin_company_website)  
157 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 76% Small, 20% Medium

#### What Are Recent G2 Reviews of Backstop Solutions Suite?

**["Configurations & flexibility to meet our internal processes & based on industry standard practices"](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7010036)**

**Rating:** 4.5/5.0 stars

_— Kimberly B._

[Read full review](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7010036)

**["Powerful CRM, difficult UI"](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7124378)**

**Rating:** 4.0/5.0 stars

_— Mark Q._

[Read full review](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7124378)

#### What Are G2 Users Discussing About Backstop Solutions Suite?

- [What is Backstop Solutions Suite used for?](https://www.g2.com/discussions/what-is-backstop-solutions-suite-used-for)

### [SimCorp One](https://www.g2.com/products/simcorp-one/reviews)

SimCorp One is an integrated, multi-asset investment platform that supports the entire investment lifecycle. It enables institutional investors and asset managers to manage both public and private market assets within a single, unified platform, providing a comprehensive portfolio view.

**Average Rating:** 4.4/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate SimCorp One?

- **Ease of Use:** 7.6/10 (Category avg: 8.7/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.5/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind SimCorp One?

- **Seller:** [Simcorp](https://www.g2.com/sellers/simcorp)
- **Year Founded:** 1971
- **HQ Location:** Copenhagen, DK
- **Twitter:** @SimCorp  
2,072 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=968aade3701cc1bcd6790d7f07f8d39ea1eeddda90045858e66be379f01d23cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimcorp&secure%5Burl_type%5D=linkedin_company_website)  
3,784 employees on LinkedIn®
- **Ownership:** CPH: SIM

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 48% Medium, 38% Large

#### What Are Recent G2 Reviews of SimCorp One?

**["Good tool for Funds Administration"](https://www.g2.com/survey_responses/simcorp-one-review-4809923)**

**Rating:** 4.5/5.0 stars

_— Alberto C._

[Read full review](https://www.g2.com/survey_responses/simcorp-one-review-4809923)

**["IT Transformation Consultant"](https://www.g2.com/survey_responses/simcorp-one-review-7717724)**

**Rating:** 4.5/5.0 stars

_— Prasad J._

[Read full review](https://www.g2.com/survey_responses/simcorp-one-review-7717724)

### [Avestor](https://www.g2.com/products/avestor/reviews)

Avestor is an end-to-end private capital platform that helps entrepreneurs, investment managers, real estate operators, private lenders, venture capital firms, private equity firms, and other private market businesses raise, manage, and deploy capital through a single integrated solution. Whether you're launching your first investment offering or building a long-term investment management business, Avestor provides the technology, education, operational support, and professional services needed to simplify the entire capital formation process. The platform supports a wide range of capital-raising structures, including private investment funds, SPVs, syndications, real estate offerings, private credit vehicles, venture capital funds, private equity funds, and other customized investment structures. Avestor includes investor and manager portals, digital subscriptions, KYC/AML and accreditation verification, document management, electronic signatures, capital calls, distributions, reporting, investor communications, and workflow automation to help manage the complete investment lifecycle. Beyond software, Avestor provides implementation guidance, educational programs, live coaching, and access to a network of experienced legal, banking, accounting, compliance, and operational partners to help customers launch with confidence and scale more efficiently. By combining technology, expertise, and operational infrastructure into one platform, Avestor helps organizations spend less time managing complexity and more time raising capital, serving investors, and growing their business.

**Average Rating:** 4.8/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Avestor?

- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Avestor?

- **Seller:** [Avestor](https://www.g2.com/sellers/avestor)
- **Year Founded:** 2018
- **HQ Location:** Portland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089002009c8d8be099d6bdac47c7744807c7c66dd96527ad682c6d6c4c152e08&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favestor-inc&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Avestor?

**["Avestor’s Responsive Support Makes Raising Capital Easier"](https://www.g2.com/survey_responses/avestor-review-13146877)**

**Rating:** 5.0/5.0 stars

_— Anna R._

[Read full review](https://www.g2.com/survey_responses/avestor-review-13146877)

**["Great Platform for New & Established Fund managers that value flexibility and helps you scale up."](https://www.g2.com/survey_responses/avestor-review-13237751)**

**Rating:** 4.5/5.0 stars

_— David W._

[Read full review](https://www.g2.com/survey_responses/avestor-review-13237751)

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[Browse Investment Portfolio Management Themes](/categories/investment-portfolio-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated November 14, 2024

Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. Investment professionals use these solutions to build, track, and manage their clients’ investment portfolios. This software includes tools that facilitate client-investor communication and can be used by investors, financial advisors, and their clients.

Wealth management firms, asset management companies, hedge funds, insurance companies, and pension funds use portfolio management platforms to manage client portfolios, monitor fund performance, manage liabilities, and diversify [asset management](https://learn.g2.com/asset-management).

Best portfolio management platforms come with features like investment tracking, [investment accounting](https://www.g2.com/categories/investment-accounting), reporting, client communication tools, investment analytics tools, and more. It 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](https://www.g2.com/glossary/investment-analysis-definition). Moreover, the best investment portfolio management software allows users to watch asset values, stay on top of market conditions, spot threats and exposure to risks, and provide custom financial insights.

If investment portfolio management tools do not have built-in accounting features, they often integrate with other [accounting solutions](https://www.g2.com/categories/accounting-finance) for support, such as [brokerage trading platforms](https://www.g2.com/categories/brokerage-trading-platforms). 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 to report on tax schedules, projected cash flow, etc.
- 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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