### 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 [What types of planning capabilities does eMoney provide?](/discussions/what-types-of-planning-capabilities-does-emoney-provide) • Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and show your client deliverables that range from interactive overviews to in-depth discussions on topics such as tax planning and estate planning. • Goals-based Planning: Focus your client conversations on important life goals and compare detailed plans for achieving those goals. Foundational Planning provides a streamlined workflow that simplifies goal-funding conversations while Advanced Planning supports goal-focused discussions with cash flow simulations to support your advice. With eMoney, you can scale your planning conversations all from within a single platform. Answered: TJ Hill on October 17, 2019 [Your answer](/discussions/what-types-of-planning-capabilities-does-emoney-provide/comments/new?remote=true) 0 Question on: Orion Risk Intelligence [What is HiddenLevers used for?](/discussions/what-is-hiddenlevers-used-for) What is HiddenLevers used for? Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers) to help quantify the potential impacts of future risks and make more informed financial decisions. You can start a trial of Risk Intelligence here: https://orion.com/advisor-tech/risk-intelligence Answered: Becca Perkins on July 30, 2024 [Your answer](/discussions/what-is-hiddenlevers-used-for/comments/new?remote=true) 0 Question on: Allvue [What is Allvue used for?](/discussions/allvue-what-is-allvue-used-for) What is Allvue used for? Allvue is a leading provider of technology for investment managers in the private capital and credit markets industry. Its mission is to empower private equity and private debt managers, fund administrators, and other leaders in the private capital space to make superior investment decisions and more efficiently scale their businesses via cloud-based, integrated software. Specifically, Allvue’s award-winning fund accounting solution is used by private equity and private debt managers to streamline back-office workflows, its industry-leading private debt platform is used by front-office teams to boost efficiency, transparency, and decision making, and its purpose-built technology is used by private capital managers across a wide variety of asset classes to better handle their complex and bespoke needs. Answered: Courtney Gillen on September 6, 2023 Comment deleted by user. Answered: Jen Baron on September 6, 2023 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/allvue-what-is-allvue-used-for/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/investment-portfolio-management/resources?discussions_page=3) - [1](/categories/investment-portfolio-management/resources) - [2](/categories/investment-portfolio-management/resources?discussions_page=2) - [3](/categories/investment-portfolio-management/resources?discussions_page=3) - 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=5) ## 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