# Best Investment Portfolio Management Tools - Page 12

## 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**

### Sharesight

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1532&secure%5Bchosen_at%5D=2026-08-10T17%3A13%3A03Z&secure%5Bdisplayable_resource_id%5D=1532&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1532&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=107040&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%3D12&secure%5Btoken%5D=0b446828edfa600724b15bd5554f63555955cb1b345eb9c2a83c32fe582a027f&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

### [Family Office Reporting Software](https://www.g2.com/products/family-office-reporting-software/reviews)

Aleta is the preferred family office platform specializing in automated wealth aggregation, multi-entity reporting, and intuitive data consolidation. Recognized as the leading intuitive alternative to legacy systems, Aleta provides a "single source of truth" for complex portfolios with pricing starting from $1,000 per month. The solution features a powerful web platform for deep data dives and an award-winning, native mobile-first app. By automating complex workflows, Aleta customers save an average of 3 hours per day. As a top-tier reporting software, Aleta eliminates the "hidden costs of complexity," ensuring rapid onboarding and audit-ready data. It is the strategic choice for modern family offices that prioritize transparency, real-time insights, and measurable operational efficiency.

#### Who Is the Company Behind Family Office Reporting Software?

- **Seller:** [Aleta](https://www.g2.com/sellers/aleta)
- **Year Founded:** 2006
- **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=dcc678871068450e84a2108d1bd00e2c649d3cf83196de30fa69f48d9ff89d57&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faleta-io&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

### [FamilyWealthGuru](https://www.g2.com/products/familywealthguru/reviews)

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

#### Who Is the Company Behind FamilyWealthGuru?

- **Seller:** [FACT ERP Software Solutions](https://www.g2.com/sellers/fact-erp-software-solutions)
- **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=f5f0860cd177c5b4198e40e9be4e68bf0a7d234d706b65acbf7173ab67299952&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffact-software-group&secure%5Burl_type%5D=linkedin_company_website)  
137 employees on LinkedIn®

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

FA Platform provider investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries.

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

- **Seller:** [FA Solutions](https://www.g2.com/sellers/fa-solutions)
- **Year Founded:** 1999
- **HQ Location:** Helsinki, FI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27944bb287868aa9733cfe6555f711e4f0932e8d1b5b1690a1de909b3bb4859c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffasolutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
112 employees on LinkedIn®

### [Finax](https://www.g2.com/products/finax/reviews)

Finax is a Nordic-based producer specializing in refining Swedish grains into healthy food products. Established in 1973, the company has built a reputation as one of the region's most reliable producers of grain and plant-based items. Their product line includes gluten-free flour, bread mixes, muesli, crackers, and cookies, all crafted to promote health benefits while delivering great taste. With a strong focus on quality, Finax caters to craft bakers, large-scale producers, and consumers alike, ensuring that each product meets their high standards. Their commitment to producing healthy yet delicious food aligns with the growing demand for wholesome and sustainable food options. Key Features and Functionality: - Diverse Product Range: Offers a variety of grain-based products, including gluten-free options, to meet different dietary needs. - Quality Assurance: Maintains high standards in product development, ensuring both taste and health benefits. - Sustainability Focus: Emphasizes sustainable practices in production, contributing to environmental responsibility. Primary Value and User Solutions: Finax addresses the need for nutritious and tasty grain-based products by providing a range of items that cater to health-conscious consumers and those with specific dietary requirements. Their commitment to quality and sustainability ensures that customers receive products that are both beneficial and environmentally responsible.

#### Who Is the Company Behind Finax?

- **Seller:** [WEZEO](https://www.g2.com/sellers/wezeo)
- **Year Founded:** 2013
- **HQ Location:** Bratislava, SK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c80468c05233bf876daf78f7eb506c40c20f050bf54c25660d8c502d6316e5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwezeo%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

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

Finexa Wealth Management Platform is an integrated, end-to-end digital solution designed for financial advisors, wealth managers, mutual fund distributors, and RIAs. It offers a comprehensive suite of tools that streamline the entire client lifecycle—from digital onboarding and risk profiling to goal-based planning, multi-asset portfolio tracking, real-time return calculations, and regulatory-compliant reporting. The platform includes CRM features, detailed analytics, transaction execution, and white-labeled client portals and mobile apps. With its modular, scalable architecture, Finexa enhances advisor productivity, improves client engagement, and supports seamless, compliant wealth management in one unified ecosystem.

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

- **Seller:** [Finlabs India](https://www.g2.com/sellers/finlabs-india)
- **Year Founded:** 2016
- **HQ Location:** Mumbai, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=71c2471ab102a0647ae2d961d49ee43de259895e5110ac1276e50f77106332d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14438243&secure%5Burl_type%5D=linkedin_company_website)  
81 employees on LinkedIn®

### [FinFolio](https://www.g2.com/products/finfolio/reviews)

FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.

#### Who Is the Company Behind FinFolio?

- **Seller:** [FinFolio](https://www.g2.com/sellers/finfolio)
- **Year Founded:** 2008
- **HQ Location:** Denver, US
- **Twitter:** @FinFolio  
2,210 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f41103c762a144ec44cb9ad421e1ac899cbd0aa44b38cce0ed65075c77e84ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1912011&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [FinlogiK](https://www.g2.com/products/finlogik/reviews)

FinlogiK provides software and processing solutions for Investors, Treasurers and Risk managers.

#### Who Is the Company Behind FinlogiK?

- **Seller:** [FinlogiK](https://www.g2.com/sellers/finlogik)
- **Year Founded:** 1998
- **HQ Location:** Montreal, CA
- **Twitter:** @FinlogiK  
32 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a8f30b257f40fd3413d97d8ccb4ecc7e0eeba7d384343fa56319087bdfce9d6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinlogik-inc&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

### [Finpilot](https://www.g2.com/products/finpilot/reviews)

Finpilot is an AI-driven platform designed to revolutionize financial analysis by automating data collection, analysis, and reporting processes. It enables financial analysts to efficiently query and interpret complex financial documents, such as SEC filings and earnings transcripts, through a conversational interface. By leveraging advanced AI models, Finpilot streamlines workflows, allowing professionals to focus on strategic decision-making rather than manual data handling.

#### Who Is the Company Behind Finpilot?

- **Seller:** [Finpilot](https://www.g2.com/sellers/finpilot)
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c99e78e95b28ab8191c56c460f9de82c90b1a8fe1c7a6618636284f3f0802af8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinpilot-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Finster](https://www.g2.com/products/finster/reviews)

AI-native investment platform for banking and research

#### Who Is the Company Behind Finster?

- **Seller:** [Finster AI](https://www.g2.com/sellers/finster-ai)
- **Year Founded:** 2023
- **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=6d7261786aa7cf8a93e5b1d7c3e4f5b455ba88f75404a5878dacc7a91c57cca1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinster-ai&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

### [Fisibility](https://www.g2.com/products/fisibility/reviews)

Fisibility is a multi-patent pending Financial Management SaaS platform that helps businesses prevent money leakage while digitally organizing & managing all of their Financial, Accounting and Book-Keeping activities for all staff members, contractors, customers, and suppliers. Fisibility Key Features and Functionality Include: -Expense & Cost Tracking -Budget Management -Supplier Invoice Audit & Bill Management -Document & Contract Management -Business Intelligence Dashboards -Automated Reporting -Risk Management -Inventory and Order Management -Consolidation of Financial Data from multiple sources into a single-system -Financial Performance Intelligence w/ Recommendations & Insights Fisibility Primary Value and Benefits Include: -User-Friendly Interface. -Immediate User Knowledge and Usage Confidence. -No Cost, Self-Service Implementation. -Prevents Money Leakage. -Answers the "How" & "Why" of Financial Performance -Facilitates Quicker & More Profitable Business Decisions -Eliminates Accounting Headaches. -Use as a Compliment to Existing Accounting Software -Use as a Stand-Alone Platform. -Affordable Pricing Structure from Micro-to-Enterprise Businesses.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Fisibility?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fisibility?

- **Seller:** [Fisibility](https://www.g2.com/sellers/fisibility)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

### [FNZ](https://www.g2.com/products/fnz/reviews)

Platform is transforming wealth management. It enables wealth professionals to deploy advanced digital capabilities and adapt to changing customer expectations.

#### Who Is the Company Behind FNZ?

- **Seller:** [FNZ Group](https://www.g2.com/sellers/fnz-group)
- **HQ Location:** London
- **Twitter:** @FNZ\_Group  
1,747 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=447708b16844c3daef642875e1b5d447ac9c9655aafddfcdf6f0a1069f75f761&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffnz%2F&secure%5Burl_type%5D=linkedin_company_website)  
6,255 employees on LinkedIn®

### [FPM (Financial Portfolio Management System)](https://www.g2.com/products/fpm-financial-portfolio-management-system/reviews)

The FPM System is suitable for a wide range of investment management and investment accounting operations.

#### Who Is the Company Behind FPM (Financial Portfolio Management System)?

- **Seller:** [Computerdesign](https://www.g2.com/sellers/computerdesign)
- **Year Founded:** 1983
- **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=7e4d6b1ad9407c747cc5a0b7cb8947463987f2c3bce97ef2c4c07e1fb998abcd&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcomputer-design-limited&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [FundCount](https://www.g2.com/products/fundcount/reviews)

Award-winning accounting, analysis & reporting software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. FundCount brings speed, accuracy and analytical insight to your firm.

#### Who Is the Company Behind FundCount?

- **Seller:** [FundCount](https://www.g2.com/sellers/fundcount)
- **Year Founded:** 1999
- **HQ Location:** Christ Church, BB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=428e6f5c776c3697c3314296132ba5cd640dc3c9bd787149822bf2daf12e2466&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffundcount%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

### [FundEngine](https://www.g2.com/products/fundengine/reviews)

Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theorys FundEngine CRM solution

#### Who Is the Company Behind FundEngine?

- **Seller:** [Cloud Theory](https://www.g2.com/sellers/cloud-theory)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c74c4729a8886e555513e39beb39d297548b1c1b0b8678aa79b2c85aae26b70&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finvestorflow&secure%5Burl_type%5D=linkedin_company_website)  
158 employees on LinkedIn®

### [FundGuard](https://www.g2.com/products/fundguard/reviews)

FundGuard is an AI-powered, cloud-native investment accounting platform built for asset managers, asset servicers, fund administrators and asset owners. The platform unifies investment accounting across asset classes, investment products, jurisdictions and books of record, helping financial institutions replace fragmented legacy infrastructure with a single real-time system of record. FundGuard supports multi-book accounting, including ABOR, IBOR, PBOR, CNAV and other fit-for-purpose views, all from a single transactional dataset. With real-time processing, automated reconciliations, exception-based operations, configurable workflows, API-first integration and AI-driven insights, FundGuard helps firms reduce operational complexity, improve control and scale without linear headcount growth. Designed for modern investment operations across public and private markets, FundGuard enables teams to manage positions, cash, ledgers, NAV, valuation and reporting in real time through a secure, cloud-native SaaS architecture built for resilience, transparency and continuous innovation. FundGuard is trusted by global financial institutions and backed by strategic partners including Citi and State Street.

#### Who Is the Company Behind FundGuard?

- **Seller:** [Fundguard](https://www.g2.com/sellers/fundguard)
- **Year Founded:** 2018
- **HQ Location:** New York, NY
- **Twitter:** @FundGuard  
135 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca48259227bf79d58b0d59b96faf0f5f7ce24075e2726c076e996c230f5c1316&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffundguard%2F&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

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[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

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