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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    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.

    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.

    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.

    In today’s complex and competitive investment landscape, you need to be on top of your game. And the right technology can stack the odds in your favor. APX provides one central, scalable platform for all your portfolio, relationship, and prospect data. With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and

    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.

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

    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.

    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.

    Consolidate many businesses into one database with Multi-Entity Management.

    Keep your eye on all your investments - and stay on top of the markets

    Abundance makes it easy for you to invest directly into projects and businesses you believe in, and get a fair return from what they achieve.

    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.

    Alto delivers an easy-to-use, automated process for investing in alternatives with your IRA savings.

    Aquicore enables your teams with the most powerful monitoring, communications and analytics tools in the industry.

    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.

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