Best Investment Portfolio Management Tools - Page 13

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)

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Housecall Pro

Housecall Pro is a comprehensive business solution designed specifically for home service professionals, providing a suite of innovative tools and features within an easy-to-use platform. Trusted by over 200k+ Pros, Housecall Pro aims to streamline operations for professionals in various home service industries, including plumbing, electrical work, landscaping, and cleaning services. This platform is accessible via both web and mobile applications, allowing users to manage their businesses efficiently from anywhere. The target audience for Housecall Pro includes small to medium-sized businesses in the home services sector that are looking to enhance their operational efficiency and increase revenue. The platform caters to a variety of use cases, such as automating marketing efforts to attract new customers, facilitating online booking, and managing job schedules. By integrating these functionalities, Housecall Pro empowers service professionals to focus more on their core work while effectively managing the business side of operations. Key features of Housecall Pro include automated marketing campaigns that help users reach potential clients, visually appealing proposal creation, and consumer financing options that enable businesses to secure larger jobs. The platform also supports online payment processing, allowing customers to pay via multiple methods, including credit cards, bank transfers, and mobile wallets. This flexibility not only enhances customer satisfaction but also accelerates cash flow for service providers. In addition to revenue growth and payment solutions, Housecall Pro offers robust job management capabilities. Users can automate routine tasks such as scheduling, dispatching, and invoicing, while also tracking leads and job progress through a comprehensive workflow management board. Real-time alerts enhance communication among team members and clients, ensuring everyone stays informed throughout the service process. Furthermore, the platform integrates seamlessly with third-party tools like QuickBooks, enabling users to sync data effortlessly and manage payroll and employee benefits. Housecall Pro also provides valuable insights through detailed analytics and reporting on key business metrics, allowing professionals to make informed decisions and scale their operations effectively. On average, users report a more than 35% increase in monthly revenue after their first year with Housecall Pro. Subscribers gain access to an online community where they can connect with other home service professionals, sharing insights and best practices. This collaborative environment fosters growth and learning, making Housecall Pro not just a tool, but a partner in business success.

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Fund Manager

Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.

Who Is the Company Behind Fund Manager?

Genesis Application Platform

The Genesis Application Platform makes it faster and easier for developers in financial services to build, deploy and maintain full stack software applications engineered to meet the industry’s high standards for security, compliance and performance. Using Genesis, financial firms reduce the time, cost and risk associated with building the software they need to expand their businesses, operate more efficiently and improve compliance. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability. The Genesis platform supports the unique engineering requirements of the financial industry through its: • Development Suite: a flexible IDE supplemented with AI assistance and accelerators for front- and back-end programming empower developers • Application Runtime environment: a real-time core, enterprise integrations and built-in encryption and audit power high-performance, secure applications at scale • Component Marketplace: a library of pre-built financial industry solutions, templates, components and integrations accelerate builds and innovation The platform provides a flexible, powerful developer environment and toolkit featuring: • Back-end coding: Developers can use their own IDE to implement backend logic using standard JVM-based languages like Java and Kotlin. Genesis also offers a domain-specific language (DSL) for defining application structure and configuration. This DSL provides a clear, familiar syntax inspired by SQL and CQRS. • Front-end coding: Developers implement frontend logic with standard TypeScript, using frameworks like React, Angular or Genesis web components as the underlying foundation. This enables reuse of existing UI components within Genesis applications and simplifies porting projects if needed. • Industry integrations: The platform includes pre-built integrations for financial industry connectivity, from common data sources and formats to the leading front-, middle- and back-office vendor systems and market infrastructure. • Real time core: an integrated microservices and web components-based core, ensures low latency and high availability for mission-critical workloads. • Enterprise integrations: Genesis facilitates system integrations with support for build tools like Gradle and npm, monitoring tools like Nagios, and standards like OpenAPI & FDC3. • Compliance framework: security and compliance are delivered with built-in auditing, reporting, entitlement management and integrations with identity and access management systems. The Genesis platform powers mission-critical applications at the world’s leading banks/dealers, asset managers and market infrastructure providers. Common use cases include: • Improving developer productivity and time to market • Modernizing and enhance the performance of legacy technologies • Reducing vendor dependencies, cost and risk, while optimizing the utility of core vendor systems • Replacing spreadsheets, other end-user computing and manual processes with enterprise-quality applications • Developing and deploying innovative new applications (green field innovation) Genesis is strategically-backed by Bank of America, BNY and Citi.

Who Is the Company Behind Genesis Application Platform?

  • Seller: Genesis Global
  • Year Founded: 2015
  • HQ Location: London, GB
  • Twitter: @GenesisGlobalX
    490 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    249 employees on LinkedIn®

GeoWealth

GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors with $18 billion in platform assets and $8 billion in AUM. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize mid- and back-office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.

Who Is the Company Behind GeoWealth?

Ghostfund

An investment and fundraising platform. It connects local, vetted businesses directly with global investors.Based primarily in Zimbabwe, the platform helps start-ups and credible businesses raise capital without relying on traditional banking intermediaries.

Who Is the Company Behind Ghostfund?

ginmon

Ginmon is the digital and borderless wealth management platform to empower our customers to live a financially independent life by making professional, international wealth management accessible.

Who Is the Company Behind ginmon?

  • Seller: ginmon
  • Year Founded: 2015
  • HQ Location: Frankfurt am Main, DE
  • Twitter: @ginmon
    1,558 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Global Portfolio System

Over the years, Financial Information Network has worked with investment firms of all sizes.

Who Is the Company Behind Global Portfolio System?

GoProsperia

GoProsperia replaces investor spreadsheets with a real pipeline, without the complexity and pricing of enterprise CRMs. Drop any PDF or Excel: our Smart Import extracts opportunities automatically. Organize deals in a visual drag-and-drop pipeline, get automated alerts on stale opportunities and missed follow-ups, and collaborate with your team in real-time. Built for real estate investors, brokers, and acquisition teams. Free tier available. 100% hosted in Canada.

Who Is the Company Behind GoProsperia?

GP API for Institutions

The GP API™ by Global Predictions is a comprehensive REST API designed for fintech companies and larger institutions, providing access to over 150,000 economic time series and advanced portfolio management tools. It enables organizations to integrate extensive economic data and insights into their systems, facilitating informed decision-making and strategic planning.

Who Is the Company Behind GP API for Institutions?

Gyre Analytics Platform

The Gyre Analytics Platform is a comprehensive data analysis solution designed to empower organizations with advanced tools for data visualization, predictive modeling, and real-time analytics. It enables users to transform raw data into actionable insights, facilitating informed decision-making and strategic planning. Key Features and Functionality: - Data Integration: Seamlessly connects with various data sources, including databases, cloud services, and APIs, ensuring a unified data environment. - Advanced Analytics: Offers robust tools for statistical analysis, machine learning, and predictive modeling to uncover patterns and trends. - Interactive Dashboards: Provides customizable dashboards with real-time data visualization, enhancing data comprehension and reporting. - Collaboration Tools: Facilitates team collaboration through shared reports and dashboards, promoting a data-driven culture. - Scalability: Designed to handle large datasets efficiently, catering to the needs of growing organizations. Primary Value and Solutions Provided: The Gyre Analytics Platform addresses the challenge of managing and interpreting vast amounts of data by offering a user-friendly interface and powerful analytical tools. It enables businesses to identify opportunities, mitigate risks, and optimize operations through data-driven insights. By streamlining the data analysis process, the platform reduces the time and resources required to derive meaningful conclusions, thereby enhancing overall productivity and competitiveness.

Who Is the Company Behind Gyre Analytics Platform?

He Who Shares Wins

HWSW is an investment club management platform for UK and US clubs. It automates the administration that most clubs handle manually — or get wrong entirely. For UK clubs: automatic HMRC Section 104 pooling with same-day and 30-day matching, Capital Equalisation Adjustments on every new member joining, and CGT figures per member ready for self-assessment. For US clubs: Schedule K-1 generation with IRC §704(c) Traditional Method allocation, §705 outside basis tracking, and §734(b) step-up on member exit. Beyond tax compliance: real-time portfolio dashboard, AI-powered stock analysis with five specialist analyst personas, a gamified watchlist with voting and governance tools, and bank/broker statement import via AI. Free plan available. No spreadsheets required.

Who Is the Company Behind He Who Shares Wins?

i4invest

At i4Invest, we believe that managing investments should be intuitive, insightful, and accessible for everyone. Our innovative web-based portfolio management software is designed to help individuals and professionals streamline their investment processes, gain actionable insights, and achieve their financial goals with confidence.

Who Is the Company Behind i4invest?

  • Seller: i4invest
  • Year Founded: 2023
  • HQ Location: Kandivali West, IN
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

iBalance

iBalance platform provides intelligent and user-friendly management of the complexity inherent in tailor-made, tax-efficient portfolios that comply with established investment policies.

Who Is the Company Behind iBalance?

IBS-Pams

Pams is a powerful and flexible Funds Administration tool. Integrated with a variety of data sources, it allows dynamic calculation and management of NAV and automated transaction cross-checking, guaranteeing data integrity.

Who Is the Company Behind IBS-Pams?

iCapital Architect

iCapital Portfolio Intelligence is a cloud-based application that uses machine learning to deliver powerful analytics across both traditional and alternative investments.

Who Is the Company Behind iCapital Architect?

  • Seller: iCapital
  • Year Founded: 2013
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    1,910 employees on LinkedIn®

iCapital Marketplace

iCapital Marketplace connects wealth managers with the broadest selection of alternative investments from the world’s leading asset managers — all on one simple platform. Learn more by watching the brief introductory video above.

Who Is the Company Behind iCapital Marketplace?

  • Seller: iCapital
  • Year Founded: 2013
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    1,910 employees on LinkedIn®
Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated November 14, 2024