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

Orderful EDI

Orderful is a modern Electronic Data Interchange (EDI) platform designed to help logistics providers, retailers, manufacturers, and technology companies efficiently manage their EDI trading partnerships and transactions in real-time. By leveraging advanced technology, Orderful simplifies the complexities often associated with traditional EDI systems, allowing organizations to seamlessly integrate and communicate with their trading partners. The platform primarily targets businesses that require a reliable and streamlined method for exchanging electronic documents, such as purchase orders, invoices, and shipping notices. With the shift towards digital transformation, many companies are seeking to replace outdated EDI infrastructures with more agile solutions. Orderful serves as a bridge for these organizations, enabling them to adopt modern API principles while maintaining essential EDI functionalities. This is particularly beneficial for companies looking to enhance their operational efficiency and responsiveness in a fast-paced market. One of the key features of Orderful is its ability to facilitate rapid onboarding of new trading partners. Organizations can connect with partners in just a matter of days, significantly reducing the time and resources typically required for integration. This is made possible through Orderful's pre-connected network, which provides access to a wide range of trading partners and eliminates the need for extensive manual setup. The platform also offers a self-service experience, empowering users to proactively address issues and manage their EDI transactions without relying heavily on IT support. In addition to its onboarding capabilities, Orderful enhances the overall EDI experience by providing real-time visibility into transactions. Users can track the status of their documents and receive immediate notifications about any discrepancies or issues that may arise. This transparency not only helps in maintaining compliance with trading partner requirements but also fosters stronger relationships by ensuring timely and accurate communication. Orderful stands out in the EDI landscape by combining the robustness of traditional EDI with the flexibility of modern technology. Its user-friendly interface and comprehensive support for various document types make it an attractive solution for businesses aiming to streamline their supply chain operations. By adopting Orderful, companies can not only improve their EDI processes but also position themselves for future growth in an increasingly interconnected digital economy.

Visit website

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