Top Free Investment Portfolio Management Software - Page 3

How Many Investment Portfolio Management Software Products Does G2 Track?

Total Products under this Category: 327

Category Stats (Aug 2026)

  • Average Rating: 4.43/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: August 04, 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
  • 327+ 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

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

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=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=morningstar-office)

Sponsored

Invoiced

Invoiced by Flywire is an AI-native accounts receivable and invoice-to-cash automation platform designed to help B2B finance teams automate billing, collections, payment processing, and cash reconciliation. Built for mid-market and enterprise businesses managing high-volume receivables, Invoiced eliminates manual A/R work so finance teams can scale operations without adding proportional headcount. Acquired by Flywire (NASDAQ: FLYW) in 2024, Invoiced combines accounts receivable software, AI-powered automation, integrated payment processing, and deep ERP integrations into a single connected platform. Unlike point solutions or freelance invoicing tools, Invoiced is purpose-built for complex B2B finance operations where invoice volume is high, payment methods are diverse, and reconciliation is time-consuming. Core Capabilities & Features: -Automated Collections Workflows — Customizable dunning sequences, payment reminders, and escalation rules that trigger based on payment status and customer behavior, reducing manual follow-up work -AI-Powered Cash Application — CashMatch AI automates payment matching and reconciliation to invoices, even with incomplete remittance data, minimizing exceptions and month-end reconciliation time -Subscription & Recurring Billing — Supports usage-based, recurring, and hybrid billing models with automated invoice generation, proration, and customer billing portals -Global Payment Processing — Accepts 1,200+ payment methods across 140+ currencies with automatic FX handling, enabling domestic and cross-border collections without adding banking complexity -Deep ERP Integrations — Native connectors to NetSuite, Sage Intacct, Microsoft Dynamics 365, Salesforce, and others ensure real-time data sync and eliminate duplicate data entry Finance teams use Invoiced to accelerate cash collection, reduce days sales outstanding (DSO), and regain visibility into the full receivables lifecycle. The platform eliminates data silos between AR, payments, and ERP systems by automating payment reconciliation and posting. Routine manual tasks—invoice delivery, payment chasing, cash matching, exception handling—are shifted to AI-driven workflows, freeing finance professionals to focus on strategy, forecasting, and relationship management rather than execution. The platform is particularly valuable for organizations scaling transaction volume without scaling headcount, companies operating internationally with multi-currency and multi-payment-method requirements, and finance teams struggling with legacy systems that lack automation and integration. Invoiced serves mid-market and enterprise finance teams across industries including SaaS, healthcare, education, financial services, insurance, professional services, staffing, and nonprofits. Thousands of global customers rely on Invoiced to process billions in receivables annually, and the platform is recognized as a category leader in A/R automation.

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SOLVE Quotes

SOLVE Quotes is a real-time market data platform that aggregates and analyzes fixed income quotes across asset classes, including corporate bonds, municipal securities, structured products, and loans. It powers predictive pricing tools like SOLVE Px, enabling users to access bid/mid/offer levels, yield, spread, and confidence scores for over 1 million securities. SOLVE Market Data refers to SOLVE’s proprietary collection of anonymized real-time bid and offer quotes aggregated from hundreds of market participants. SOLVE is the largest provider of real-time market quotes and parses over 20 million quotes from over 200,000 messages, representing 130,000 unique securities each day across all fixed income asset classes, including: • Municipal Bonds • Corporate Bonds • Convertible Bonds • Syndicated Loans • Structured Products • Credit Default Swaps & Indices Our weekly market summaries present key trends derived from observable bond pricing data over a weekly period.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate SOLVE Quotes?

  • Ease of Use: 6.7/10 (Category avg: 8.6/10)

Who Is the Company Behind SOLVE Quotes?

  • Seller: SOLVE Fixed Income
  • Year Founded: 2011
  • HQ Location: Stamford, Connecticut, United States
  • Twitter: @SOLVEfixdincome
    454 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    163 employees on LinkedIn®
  • Phone: +1 (646) 699-5041

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SOLVE Quotes?

Stock Portfolio Tracker

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.

Who Is the Company Behind Stock Portfolio Tracker?

Tresmark

Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars.

Who Is the Company Behind Tresmark?

  • Seller: Tresmark
  • Year Founded: 2013
  • HQ Location: Karachi, Pakistan, PK
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Wavvest

Wavvest is an all-in-one financial advisor software platform that integrates financial planning, investment management, estate planning, insurance, and tax solutions into a single, cohesive system. Designed for Registered Investment Advisors (RIAs), independent wealth managers, and financial planners, Wavvest streamlines the wealth management process by replacing multiple disconnected tools with one unified platform. At the center of Wavvest is Wavvest Planning, an AI-powered engine that enables advisors to model different scenarios, analyze client portfolios, and adjust strategies in real time. This supports data-driven decision-making for diverse client needs, from retirement projections and cash flow planning to investment analysis and tax optimization. Wavvest includes secure client portals and mobile access, enabling collaborative communication between advisors and clients. Clients can review their financial plans, track investments, upload documents, and monitor insurance and tax information, while advisors maintain comprehensive oversight of each account. The platform incorporates portfolio accounting, integrated insurance access through strategic partners, and built-in tax filing capabilities, allowing advisory firms to expand service offerings without adding new systems. Wavvest also prioritizes data security and SEC-compliant processes to protect sensitive client information and meet industry standards. Accessible on desktop and iOS devices, Wavvest’s intuitive interface makes it easy to navigate between planning tools, investment dashboards, and client communication features. The platform integrates with existing advisor technology stacks, supporting seamless adoption and minimal workflow disruption. By combining financial planning tools, investment management software, and client engagement capabilities in one place, Wavvest helps advisors deliver a more efficient, comprehensive, and client-focused wealth management experience.

Who Is the Company Behind Wavvest?

wealthpilot

The market-leading SaaS wealth management solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button. - Up to 50% increase in AuM - Up to 70% increase in your productivity as an advisor - New Customer Aquisition and increased Customer Loyality

Who Is the Company Behind wealthpilot?

WOWS Investment Portal

The WOWS Investment Portal is an integrated platform that streamlines the capital-raising process for startups and SMEs, facilitating primary and secondary equity raises. It connects companies with a global network of investors, offering tools for investment tracking, deal flow management, and virtual data rooms for secure due diligence.

Who Is the Company Behind WOWS Investment Portal?