Best Investment Portfolio Management Tools - Page 16

Fortunest

Fortunest combines portfolio tracking, trading simulation and historical strategy backtesting in a clear, customizable dashboard. Track stocks, ETFs, crypto and custom assets across supported brokers and exchanges, with returns, allocation, risk, dividends and multi-currency analysis. Its portfolio-aware AI assistant answers questions about your holdings, investigates risk, navigates views and runs supported simulations and backtests. Choose hosted AI or local models through Ollama or LM Studio. Pro connects external agents through MCP. Arrange dashboard cards, explore hypothetical trades and contribution plans, and compare historical scenarios from dated transactions. Simulations do not execute brokerage orders. Use the web or desktop app. The core dashboard is free without an account, within plan limits. Pro is €6.99/month or €69/year before applicable VAT. Desktop data can stay local; optional hosted sync and cloud AI share data needed for those services.

FPM (Financial Portfolio Management System)

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

FundCount

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.

FundEngine

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

FundGuard

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.

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.

Fund-Studio

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.

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.

getquin

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.

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.

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.

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.

Grisbee