# Best Investment Portfolio Management Tools - Page 11

## 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](https://www.g2.com/categories/investment-portfolio-management/grids.png?focus%5B%5D=57456&focus%5B%5D=19643&focus%5B%5D=106263&focus%5B%5D=1357492&focus%5B%5D=71118&focus%5B%5D=131052&focus%5B%5D=168972&focus%5B%5D=59707)

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**

### Dynamo Software

Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1532&secure%5Bchosen_at%5D=2026-08-10T17%3A13%3A41Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=22252&secure%5Bresource_id%5D=1532&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Fpage%3D11&secure%5Btoken%5D=19e7b9478f110368c05be2511a8a29f91207d7aa0563bfc4217e8f0feba42536&secure%5Burl%5D=https%3A%2F%2Fwww.dynamosoftware.com%2Fproducts&secure%5Burl_type%5D=paid_promos)

### [Deal Team](https://www.g2.com/products/deal-team/reviews)

Brightriver offers Deal Team, an institutional AI platform designed for private markets investors, including LPs, GPs, and their advisors, to enhance investment evaluation and portfolio management. Unlike generic AI tools, Brightriver is purpose-built for high-stakes investment workflows. It combines enterprise-grade search, agentic retrieval, and structured report generation to help investment professionals move from raw documents to confident decisions in less time. Key capabilities • AI-powered search across large deal data rooms • Automatic document organization and deal tagging • Citation-backed answers for auditability • AI-assisted IC memo and report generation • Collaborative workflows for investment teams • Support for complex financial and private markets documents Who it’s for Brightriver AI is designed for private equity, venture capital, private credit, and institutional investment teams that need to evaluate opportunities quickly without sacrificing rigor. Business impact • Reduce time spent reviewing data rooms • Improve consistency of investment memos • Surface risks and insights earlier in the process • Enable teams to evaluate more deals with the same resources Brightriver AI helps private markets investors invest smarter.

#### Who Is the Company Behind Deal Team?

- **Seller:** [Brightriver.ai](https://www.g2.com/sellers/brightriver-ai)
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=728254769811b74137a8628c800823d9ff824e7fbc7a7b113e4cd21c1ab91338&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrightriver-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Derivatas Platform](https://www.g2.com/products/derivatas-platform/reviews)

ast, Accurate, Elegant Valuation

#### Who Is the Company Behind Derivatas Platform?

- **Seller:** [Derivatas Platform](https://www.g2.com/sellers/derivatas-platform)
- **Year Founded:** 2011
- **HQ Location:** Los Angeles, US
- **Twitter:** @Derivatas  
24 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae13382ac6158822b35f28e58bd836035d762d92ecd1dfec1b90c1b33bd0b986&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fderivatas&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Desia](https://www.g2.com/products/desia/reviews)

Desia is an AI-powered platform designed to enhance productivity, automation, and analytics within the financial services sector. By integrating advanced artificial intelligence applications, Desia enables financial professionals to efficiently navigate and analyze vast amounts of structured and unstructured data, both in real-time and historically. This system of intelligence streamlines workflows, allowing users to focus on strategic decision-making and driving business success.

#### Who Is the Company Behind Desia?

- **Seller:** [Desia](https://www.g2.com/sellers/desia)
- **Year Founded:** 2024
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b5598ef2a704cdea28cdbea083bcfc831ffad8dafd23d4c4c21806064e77ef0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdesia-ai&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [Diversiview](https://www.g2.com/products/diversiview/reviews)

Diversiview by LENSELL is an intuitive cross-market portfolio analysis tool that helps investors analyse and optimise their asset allocation. It enables investors and financial advisors to assess diversification, identify risk exposures, and simulate investment outcomes with precision. Diversiview supports informed decision-making by offering deep portfolio analytics, helping users maximize returns while managing risk effectively. For any enquiries contact us at hello@diversiview.online.

#### Who Is the Company Behind Diversiview?

- **Seller:** [Lensell](https://www.g2.com/sellers/lensell-06b780db-ca6a-4c26-ab88-89a20486b862)
- **Year Founded:** 2020
- **HQ Location:** Melbourne, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13e1a473dca7e9076f039e3a2da96352b9b3f5a81a312e38d481541a9d3265c3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flensell-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Dynamic Planner](https://www.g2.com/products/dynamic-planner/reviews)

Dynamic Planner is a multi-award-winning service with a 17-year track record of success. We help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.

#### Who Is the Company Behind Dynamic Planner?

- **Seller:** [Dynamic Planner](https://www.g2.com/sellers/dynamic-planner)
- **Year Founded:** 2003
- **HQ Location:** Reading, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=924182b3568c530fd1d23e1af4701705a7389c8a5f79148ce6b4b340fa11dfab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdynamicplanner%2F&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®

### [Emblem](https://www.g2.com/products/emblem/reviews)

AI Operating System for financial firms. Emblem is an intelligence platform that integrates with a firm's tech stack (CRM/Cloud Drive/Calls/Emails), builds audited deliverables in due diligence (Excel/PowerPoint/Word), automates portfolio management for investors, and has an institutional memory layer with enterprise search.

#### Who Is the Company Behind Emblem?

- **Seller:** [Emblem](https://www.g2.com/sellers/emblem-c481e439-b89a-478d-a956-9f9e508ad918)
- **Year Founded:** 2023
- **HQ Location:** Phoenix, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68a1d4de48d8d094520173c8f9c42978713845f397b20aa658cf6651c70ff536&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Femblempe%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [Enfusion](https://www.g2.com/products/enfusion/reviews)

Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents.

#### Who Is the Company Behind Enfusion?

- **Seller:** [Enfusionsystems](https://www.g2.com/sellers/enfusionsystems)
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90ebe8193bc3a94beb239114c9f283526346aad8b5d31afc49fa8b59cfedb90e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenfusion-systems-llc&secure%5Burl_type%5D=linkedin_company_website)  
1,088 employees on LinkedIn®
- **Ownership:** NYSE: ENFN

### [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews)

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. Our Wealth Management Platform supports over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For over 25 years, we’ve empowered advisors to make smart decisions and provide personalized support throughout every step of a client's financial life. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

#### Who Is the Company Behind Envestnet Wealth Management Platform?

- **Seller:** [Envestnet](https://www.g2.com/sellers/envestnet)
- **Company Website:** www.envestnet.com
- **Year Founded:** 1999
- **HQ Location:** Berwyn, Pennsylvania
- **Twitter:** @Envestnet\_  
4,094 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=41d504af4ded00587435e8c8716777a509f2c827cbac17436ebcfce090853cc5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenvestnet%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,777 employees on LinkedIn®

### [Equisoft/analyze](https://www.g2.com/products/equisoft-analyze/reviews)

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Equisoft/analyze?

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Equisoft/analyze?

- **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc)
- **Year Founded:** 1994
- **HQ Location:** Montréal, CA
- **Twitter:** @Equisoft  
411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a98b6579f2189be9aed230e038ca4776d076f24956c4ecfdbd81c1ac6c500c55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequisoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
908 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small

#### What Are Recent G2 Reviews of Equisoft/analyze?

**["The contribution of a professional dimension"](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)**

**Rating:** 4.5/5.0 stars

_— Sylvain B._

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)

**["Equisoft: The future of Insurance CRMs"](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)**

**Rating:** 5.0/5.0 stars

_— Daniel C._

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)

### [Equity Data Science (EDS)](https://www.g2.com/products/equity-data-science-eds/reviews)

EDS offers Investment Process Management solutions through a fully configurable, scalable, integrated platform to support investment decision-making: idea generation, research management (RMS), portfolio construction, risk management, performance attribution and ESG analytics. Leading fundamental investors including hedge funds and asset managers rely on EDS to digitally transform their workflows and centralize their intelligence, proprietary and third-party, for a single source of truth. EDS maximizes risk processes with risk, performance and behavioral analysis, and offers the investment team a holistic approach to run an analysis of factor exposure, risk decomposition and factor attribution. EDS seamlessly integrates proprietary and third-party data to deliver a cost-effective, flexible platform for an optimized investment process, higher performance and productivity, and improved decision-making.

#### Who Is the Company Behind Equity Data Science (EDS)?

- **Seller:** [Equity Data Science (EDS)](https://www.g2.com/sellers/equity-data-science-eds)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f27910d4114eec68ec4a098d863f75e143a46a475339e060dc1e90b4ba82f884&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequitydatascience&secure%5Burl_type%5D=linkedin_company_website)  
80 employees on LinkedIn®

### [ETF Insider](https://www.g2.com/products/etf-insider/reviews)

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios. Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products. By organizing and structuring that data, investors can easily navigate within their overlapping layers. This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

#### Who Is the Company Behind ETF Insider?

- **Seller:** [ETF Insider](https://www.g2.com/sellers/etf-insider)
- **Year Founded:** 2022
- **HQ Location:** Tel Aviv, IL
- **Twitter:** @etfinsider  
153 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b9fbffd59bbe2f9372cbcb6dcf05cb152943bd539d7ea56369a89acd67236185&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fetfinsider&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [ETFmatic](https://www.g2.com/products/etfmatic/reviews)

ETFmatic offers White-Label solutions for financial institutions in need of a more robust investment offering. Our deep experience in the industry, comprehensive product suite, and sophisticated technology platform enable us to deliver tailored solutions for all types of clients.

#### Who Is the Company Behind ETFmatic?

- **Seller:** [ETFmatic](https://www.g2.com/sellers/etfmatic)
- **Year Founded:** 2014
- **HQ Location:** Madrid, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e104cc484afee70af90085bed12b448557540c14a133c0863203230dee4e3f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5042396%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [Ethic](https://www.g2.com/products/ethic-ethic/reviews)

Ethic provides a personalized investing platform for advisors and institutions, offering values-aligned and tax-smart portfolios through separately managed accounts, unified managed accounts, and model portfolios. Its cloud-based system simplifies proposal creation, client engagement, and impact reporting. Using proprietary sustainability research and active tax management, Ethic helps improve after-tax outcomes while aligning portfolios with client values. The firm manages over $6 billion in assets and supports more than 250 advisory and institutional partners.

#### Who Is the Company Behind Ethic?

- **Seller:** [Ethic](https://www.g2.com/sellers/ethic-36eb06f1-630d-4fee-8035-2bbe793c24f5)
- **Year Founded:** 2015
- **HQ Location:** New York City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=659702701400c2771f9c172ae11e50e67297a76a26addbde17be1321edab1720&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fethic%2F&secure%5Burl_type%5D=linkedin_company_website)  
138 employees on LinkedIn®

### [eWealthManager by AssetMark](https://www.g2.com/products/ewealthmanager-by-assetmark/reviews)

Our compelling technology delivers value by streamlining administrative processes and providing access to investment research and custom-branded reports so you can dedicate more time to meeting your clients’ objectives. The online client management portal and app empower you to make critical decisions on the go while giving your investors convenient access to their accounts.

#### Who Is the Company Behind eWealthManager by AssetMark?

- **Seller:** [AssetMark](https://www.g2.com/sellers/assetmark-d9dc2e9d-4185-47c0-ac14-7b3070120d26)
- **Year Founded:** 1996
- **HQ Location:** Concord, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=107a9917f68246c56c5a3dfa3d215a7c38bc5f508b1e28efa8bad8fe86b3f67f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassetmark&secure%5Burl_type%5D=linkedin_company_website)  
975 employees on LinkedIn®
- **Ownership:** NYSE: AMK

### [Exabel](https://www.g2.com/products/exabel/reviews)

Exabel is the simple-to-use platform for investment professionals who want to benefit from alternative data and modern data science insight in their investment process. With an intuitive, web-based app interface, users can focus on investments rather than data collection, technology platform build-out or repetitive tasks. Informative and visually appealing graphics of your work are easily exported to be presented for the team, investors and other stakeholders

#### Who Is the Company Behind Exabel?

- **Seller:** [Exabel](https://www.g2.com/sellers/exabel)
- **Year Founded:** 2016
- **HQ Location:** Oslo, NO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=67eb193cc733013f9f93e3fcc3f102b8f818ed56d9c394dad4903871a5e44bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexabel&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

- [‹ Prev‹ Prev](/categories/investment-portfolio-management?order=g2_score&page=10#product-list)
- [1](/categories/investment-portfolio-management?order=g2_score#product-list)
- [2](/categories/investment-portfolio-management?order=g2_score&page=2#product-list)
- …
- [7](/categories/investment-portfolio-management?order=g2_score&page=7#product-list)
- [8](/categories/investment-portfolio-management?order=g2_score&page=8#product-list)
- [9](/categories/investment-portfolio-management?order=g2_score&page=9#product-list)
- [10](/categories/investment-portfolio-management?order=g2_score&page=10#product-list)
- 11
- [12](/categories/investment-portfolio-management?order=g2_score&page=12#product-list)
- [13](/categories/investment-portfolio-management?order=g2_score&page=13#product-list)
- [14](/categories/investment-portfolio-management?order=g2_score&page=14#product-list)
- [15](/categories/investment-portfolio-management?order=g2_score&page=15#product-list)
- …
- [21](/categories/investment-portfolio-management?order=g2_score&page=21#product-list)
- [22](/categories/investment-portfolio-management?order=g2_score&page=22#product-list)
- [Next ›Next ›](/categories/investment-portfolio-management?order=g2_score&page=12#product-list)

Spotlight Categories

[Zero Trust Networking Software](https://www.g2.com/categories/zero-trust-networking)

[Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software)

[Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt)

[Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation)

[Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm)

Similar Categories

- [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services)
- [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas)
- [Brokerage Trading Platforms](/categories/brokerage-trading-platforms)
- [Construction Loan Management](/categories/construction-loan-management)
- [Core Banking](/categories/core-banking)

- [Deal Sourcing](/categories/deal-sourcing)
- [Debt Management](/categories/debt-management)
- [Digital Banking Platforms](/categories/digital-banking-platforms)
- [Digital Customer Onboarding](/categories/digital-customer-onboarding)
- [Digital Mortgage Closing](/categories/digital-mortgage-closing)

- [Financial Analytics](/categories/financial-analytics)
- [Financial Data APIs](/categories/financial-data-apis)
- [Financial Predictive Analytics](/categories/financial-predictive-analytics)
- [Financial Research](/categories/financial-research)
- [Financial Risk Management](/categories/financial-risk-management)

[Browse Investment Portfolio Management Themes](/categories/investment-portfolio-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated November 14, 2024

Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. Investment professionals use these solutions to build, track, and manage their clients’ investment portfolios. This software includes tools that facilitate client-investor communication and can be used by investors, financial advisors, and their clients.

Wealth management firms, asset management companies, hedge funds, insurance companies, and pension funds use portfolio management platforms to manage client portfolios, monitor fund performance, manage liabilities, and diversify [asset management](https://learn.g2.com/asset-management).

Best portfolio management platforms come with features like investment tracking, [investment accounting](https://www.g2.com/categories/investment-accounting), reporting, client communication tools, investment analytics tools, and more. It 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](https://www.g2.com/glossary/investment-analysis-definition). Moreover, the best investment portfolio management software allows users to watch asset values, stay on top of market conditions, spot threats and exposure to risks, and provide custom financial insights.

If investment portfolio management tools do not have built-in accounting features, they often integrate with other [accounting solutions](https://www.g2.com/categories/accounting-finance) for support, such as [brokerage trading platforms](https://www.g2.com/categories/brokerage-trading-platforms). 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 to report on tax schedules, projected cash flow, etc.
- Contain a client portal that can be used to place orders and transfer funds
- Offer tools to conduct investment portfolio analysis

Show More