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

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

Hive

Hive is an all-in-one project management software platform that helps teams plan, collaborate, automate workflows, and deliver projects faster. Designed for organizations of every size, Hive combines powerful project planning, task management, team collaboration, and workflow automation tools in one customizable workspace. Whether you're managing marketing campaigns, product launches, creative projects, client work, or cross-functional initiatives, Hive adapts to your team's unique processes. Unlike rigid project management tools, Hive offers flexible workflows, customizable dashboards, and multiple project views so every team can work the way they work best. Hive empowers marketing, operations, product, IT, creative, and remote teams with the tools they need to stay organized and aligned. With customizable workflows and powerful collaboration features, teams can centralize work, reduce manual tasks, and improve visibility across every project. Key capabilities include: - Multiple project views, including Kanban boards, Gantt charts, calendars, tables, and lists - Task management with custom fields, dependencies, milestones, and priorities - Workflow automation to eliminate repetitive work - Real-time team collaboration with messaging, comments, and file sharing - Time tracking, reporting, and analytics - Integrations with hundreds of popular business applications Every organization works differently, which is why Hive is built to be one of the most customizable project management platforms available. Teams can create workflows tailored to their business processes using custom fields, project templates, automations, approvals, and integrations. Instead of forcing teams to change how they work, Hive adapts to existing workflows — helping organizations improve efficiency without disrupting productivity. Hive gives teams the flexibility to manage projects from the perspective that works best for them. Switch seamlessly between: - Kanban boards for agile workflows - Gantt charts for timeline planning - Calendar views for scheduling - Table and List views for detailed task management These flexible project views help teams track deadlines, manage resources, identify bottlenecks, and keep projects moving forward. Hive brings projects, communication, and documentation together in one centralized workspace. Team members can collaborate in real time, assign tasks, share files, provide feedback, and monitor project progress without switching between multiple tools. By combining project planning, collaboration, automation, and reporting in a single platform, Hive helps teams reduce busywork and focus on delivering results. Hive is more than just task management software—it's a scalable work management platform built to evolve alongside your business. As your needs change, Hive continues to expand through new features, integrations, and customer-driven enhancements. With flexible customization, powerful automation, and dedicated customer support, Hive enables organizations to streamline workflows, improve cross-functional collaboration, and execute projects with greater speed and confidence.

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Deal Team

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?

Derivatas Platform

ast, Accurate, Elegant Valuation

Who Is the Company Behind Derivatas Platform?

  • Seller: Derivatas Platform
  • Year Founded: 2011
  • HQ Location: Los Angeles, US
  • Twitter: @Derivatas
    24 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Desia

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
  • Year Founded: 2024
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Diversiview

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
  • Year Founded: 2020
  • HQ Location: Melbourne, AU
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Dynamic Planner

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?

Emblem

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
  • Year Founded: 2023
  • HQ Location: Phoenix, US
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Enfusion

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?

Envestnet Wealth Management Platform

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
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Berwyn, Pennsylvania
  • Twitter: @Envestnet_
    4,094 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,777 employees on LinkedIn®

Equisoft/analyze

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.
  • Year Founded: 1994
  • HQ Location: Montréal, CA
  • Twitter: @Equisoft
    411 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    908 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 57% Small

What Are Recent G2 Reviews of Equisoft/analyze?

Equity Data Science (EDS)

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)?

ETF Insider

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
  • Year Founded: 2022
  • HQ Location: Tel Aviv, IL
  • Twitter: @etfinsider
    153 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

ETFmatic

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
  • Year Founded: 2014
  • HQ Location: Madrid, ES
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Ethic

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
  • Year Founded: 2015
  • HQ Location: New York City, US
  • LinkedIn® Page: www.linkedin.com
    138 employees on LinkedIn®

eWealthManager by AssetMark

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
  • Year Founded: 1996
  • HQ Location: Concord, California, United States
  • LinkedIn® Page: www.linkedin.com
    975 employees on LinkedIn®
  • Ownership: NYSE: AMK

Exabel

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
  • Year Founded: 2016
  • HQ Location: Oslo, NO
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated November 14, 2024