Best Investment Portfolio Management Tools - Page 14

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.

Equity+ Security Workstation

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.

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.

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.

ETNA Financial Advisor Software

etops Advisory Hub

etops Asset Manager Pro

etops Portfolio Manager

etops Wealth Discovery

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.

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

Family Office Reporting Software

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.

FamilyWealthGuru

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.

FA Platform

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