### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Investment Portfolio Management Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Investment Portfolio Management Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Investment Portfolio Management Software Articles [![Venture Capital: What It Is, How It Works, and Types](https://learn.g2.com/hubfs/venture%20capital.png "Venture Capital: What It Is, How It Works, and Types")](https://www.g2.com/articles/venture-capital) [ ### Venture Capital: What It Is, How It Works, and Types ](https://www.g2.com/articles/venture-capital) The startup trend is showing no signs of slowing down. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Are Asset Classes? Types, Trends, and Importance](https://learn.g2.com/hubfs/G2CM_FI701_Learn_Article_Images_%5BAsset_Classes%5D_V1b.png "What Are Asset Classes? Types, Trends, and Importance")](https://www.g2.com/articles/asset-classes) [ ### What Are Asset Classes? Types, Trends, and Importance ](https://www.g2.com/articles/asset-classes) To trade or not to trade? It’s not even a question. [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Risk Tolerance? Pave Your Way to Financial Growth](https://learn.g2.com/hubfs/G2CM_FI686_Learn_Article_Images_%5BRisk_Tolerance%5D_V1a.png "What Is Risk Tolerance? Pave Your Way to Financial Growth")](https://www.g2.com/articles/risk-tolerance) [ ### What Is Risk Tolerance? Pave Your Way to Financial Growth ](https://www.g2.com/articles/risk-tolerance) Avoiding risk could be your biggest risk yet. [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![Shareholders Equity: How To Find It From Assets and Liabilities](https://learn.g2crowd.com/hubfs/Stock%20images/Investments%20-%20Office%20Folder%20on%20Background%20of%20Working%20Table%20with%20Stationery,%20Glasses,%20Reports.%20Business%20Concept%20on%20Blurred%20Background.%20Toned%20Image..jpeg "Shareholders Equity: How To Find It From Assets and Liabilities")](https://www.g2.com/articles/what-is-equity) [ ### Shareholders Equity: How To Find It From Assets and Liabilities ](https://www.g2.com/articles/what-is-equity) Every investor likes a big payout from smart equity investments. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Artificial Intelligence in Financial Research](https://learn.g2.com/hubfs/Stock%20images/Abstract%20high%20tech%20background%20with%20graphs%20and%20diagrams-1.jpeg "Artificial Intelligence in Financial Research")](https://www.g2.com/articles/artificial-intelligence-financial-research) [ ### Artificial Intelligence in Financial Research ](https://www.g2.com/articles/artificial-intelligence-financial-research) Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research  Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Voice Assistants in Financial Services](https://learn.g2.com/hubfs/Stock%20images/Equalizer%20sound%20wave%20background%20theme.%20Colour%20illustration.-1.jpeg "Voice Assistants in Financial Services")](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) [ ### Voice Assistants in Financial Services ](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![30+ Intriguing Investment Statistics for 2019](https://learn.g2.com/hubfs/investment-statistics.jpg "30+ Intriguing Investment Statistics for 2019")](https://www.g2.com/articles/investment-statistics) [ ### 30+ Intriguing Investment Statistics for 2019 ](https://www.g2.com/articles/investment-statistics) Investing is a game of risk, and in 2019 there are new ways to play. [ ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem") MR ](https://learn.g2.com/author/maddie-rehayem) by Maddie Rehayem [![What Are Dividends? (+ How to Select Stocks That Make Money)](https://learn.g2.com/hubfs/G2CM_BI011_Backlog_Images_%5BDividends%5D_V1b.png "What Are Dividends? (+ How to Select Stocks That Make Money)")](https://www.g2.com/articles/dividends) [ ### What Are Dividends? (+ How to Select Stocks That Make Money) ](https://www.g2.com/articles/dividends) There’s no such thing as free lunch, but there is such a thing as free money. Well, kind of. [ ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem") MR ](https://learn.g2.com/author/maddie-rehayem) by Maddie Rehayem Show More ## Investment Portfolio Management Software Glossary Terms [![Trade Execution](https://learn.g2.com/hubfs/G2CM_GI874_Glossary_Article_Images-%5Btrade_execution%5D_V1a.png "Trade Execution")](https://www.g2.com/glossary/trade-execution-definition) [Trade Execution](https://www.g2.com/glossary/trade-execution-definition) Trade execution, the act of fulfilling an investor’s buy or sell order, isn’t always an immediate process. Learn how trade execution works and its methods. by Alyssa Towns [![Investment Analysis](https://learn.g2.com/hubfs/G2CM_GI818_Glossary_Article_Images-%5Binvestment_analysis%5D_V1a.png "Investment Analysis")](https://www.g2.com/glossary/investment-analysis-definition) [Investment Analysis](https://www.g2.com/glossary/investment-analysis-definition) Investment analysis is a process for evaluating potential and current investments against industry data. Learn more about its benefits and best practices.. by Holly Landis [![Revenue Projection](https://learn.g2.com/hubfs/G2CM_GI740_Glossary_Article_Images_%5Brevenue_projection%5D_V1a.png "Revenue Projection")](https://www.g2.com/glossary/revenue-projection-definition) [Revenue Projection](https://www.g2.com/glossary/revenue-projection-definition) Revenue projection is an estimate of the income a company will generate during a fixed period of time. Learn more about revenue forecasting in business. by Holly Landis [![Investment Portfolio](https://learn.g2.com/hubfs/G2CM_GI751_Glossary_Article_Images-%5Binvestment_portfolio%5D_V1a.png "Investment Portfolio")](https://www.g2.com/glossary/investment-portfolio-definition) [Investment Portfolio](https://www.g2.com/glossary/investment-portfolio-definition) Stocks, bonds, and other financial assets comprise an investment portfolio. Learn the best practices to start building an investment portfolio today. by Alyssa Towns [![Brokerage](https://learn.g2.com/hubfs/G2CM_GI717_Glossary_Article_Images_%5Bbrokerage%5D_V1b.png "Brokerage")](https://www.g2.com/glossary/brokerage-definition) [Brokerage](https://www.g2.com/glossary/brokerage-definition) A brokerage is a financial account allowing the owner to buy and sell stocks, bonds, and other investments. Learn the types of brokerages and the benefits. by Holly Landis [![Portfolio Management](https://learn.g2.com/hubfs/G2CM_GI542_Glossary_Article_Images_%5Bportfolio_management%5D_V1b.png "Portfolio Management")](https://www.g2.com/glossary/portfolio-management-definition) [Portfolio Management](https://www.g2.com/glossary/portfolio-management-definition) Investors use portfolio management to meet financial goals and manage assets in one place. Learn the types of management, related assets, and benefits. by Alyssa Towns [![Normative Economics](https://learn.g2.com/hubfs/G2CM_GI382_Glossary_Article_Images-%5BNormative_Economics%5D_V1a.png "Normative Economics")](https://www.g2.com/glossary/normative-economics-definition) [Normative Economics](https://www.g2.com/glossary/normative-economics-definition) Normative economics is based on value judgments toward economic scenarios. Learn about the subfields, origin, and how it differs from positive economics. by Alyssa Towns [![General Partner](https://learn.g2.com/hubfs/G2CM_GI323_Glossary_Article_Images-%5BGeneral_Partner%5D_V1a.png "General Partner")](https://www.g2.com/glossary/general-partner-definition) [General Partner](https://www.g2.com/glossary/general-partner-definition) A general partner is a managing partner in a general partnership. Learn more about the differences between a general partner and a limited partner. by Amanda Hahn-Peters [![Capital Growth](https://learn.g2.com/hubfs/G2CM_GI265_Glossary_Article_Images-%5BCapital_Growth%5D_V1a.png "Capital Growth")](https://www.g2.com/glossary/capital-growth-definition) [Capital Growth](https://www.g2.com/glossary/capital-growth-definition) Capital growth is the increase of an investment or asset value over time calculated by subtracting an asset's original purchase price from its current market value. by Kelly Fiorini ## Investment Portfolio Management Software Discussions 0 Question on: eMoney [How does eMoney keep its data secure?](/discussions/how-does-emoney-keep-its-data-secure) Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort and part of our culture. Our hosting infrastructure includes high-level security protocols to protect sensitive online data. All advisor and client information is encrypted and stored in geographically dispersed and secure databases. Answered: TJ Hill on October 17, 2019 [Your answer](/discussions/how-does-emoney-keep-its-data-secure/comments/new?remote=true) 0 Question on: eMoney [Does eMoney offer data entry services?](/discussions/does-emoney-offer-data-entry-services) The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and setting up client homepages. Answered: TJ Hill on October 17, 2019 [Your answer](/discussions/does-emoney-offer-data-entry-services/comments/new?remote=true) 0 Question on: eMoney [What other financial software providers does eMoney integrate with?](/discussions/what-other-financial-software-providers-does-emoney-integrate-with) eMoney works with a number of the industry's most prominent software providers to deliver powerful integration options for financial advisors, including: Salesforce, Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more. Answered: TJ Hill on October 17, 2019 [Your answer](/discussions/what-other-financial-software-providers-does-emoney-integrate-with/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/investment-portfolio-management/resources) - [1](/categories/investment-portfolio-management/resources) - 2 - [3](/categories/investment-portfolio-management/resources?discussions_page=3) - [4](/categories/investment-portfolio-management/resources?discussions_page=4) - [5](/categories/investment-portfolio-management/resources?discussions_page=5) - [6](/categories/investment-portfolio-management/resources?discussions_page=6) - [7](/categories/investment-portfolio-management/resources?discussions_page=7) - [Next ›Next ›](/categories/investment-portfolio-management/resources?discussions_page=3) ## Investment Portfolio Management Software Reports Momentum Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Momentum Grid® Report Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Grid® Report Small-Business Grid® Report for Investment Portfolio Management Summer 2026 G2 Report: Grid® Report Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Investment Portfolio Management Spring 2026 G2 Report: Momentum Grid® Report Momentum Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Momentum Grid® Report Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Grid® Report Small-Business Grid® Report for Investment Portfolio Management Winter 2026 G2 Report: Grid® Report