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:
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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.
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
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.
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.
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.