# Best Investment Portfolio Management Tools - Page 16

## 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=2026-08-10T16%3A50%3A01Z&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%3D16&secure%5Btoken%5D=2a6462c348f2a466edf8a14b07213ca2f1e387be3cfaa2cd34241844d6f08a47&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

### [LSEG TORA](https://www.g2.com/products/lseg-tora/reviews)

LSEG TORA is a cloud-based, multi-asset trading solution designed to support buy-side clients in executing trades across global equities, fixed income, foreign exchange (FX), derivatives, and digital assets. This comprehensive platform offers advanced functionalities, including order and execution management, portfolio rebalancing, pre-trade and post-trade transaction cost analysis (TCA), allocations, and commission management tools. Fully auditable and compliant with MiFID II regulations, LSEG TORA ensures detailed order records, price information, best execution reports, and analytics, providing a seamless and efficient trading experience. Key Features and Functionality: - Order and Execution Management: Facilitates efficient order handling and execution across multiple asset classes, integrating with a broad network of brokers and venues via TORA FIXNet and other major FIX networks. - Portfolio Rebalancing: Offers tools for portfolio modeling, scenario analysis, and real-time order generation to maintain or adjust portfolio characteristics effectively. - Transaction Cost Analysis (TCA): Provides real-time, actionable analytics for both pre-trade and post-trade evaluations, enabling traders to optimize execution strategies and comply with best execution requirements. - Compliance Management: Features automated compliance checks, restricted trading lists, and approval protocols to ensure adherence to regulatory standards without impacting workflow efficiency. - Pairs Trading: Includes a broker-neutral pairs algorithm suite, allowing simultaneous cross-asset class, cross-market, and cross-currency pairs trading with customizable execution strategies. - Stock Borrow: Streamlines the short selling process with integrated electronic locate functions, reducing operational costs and trading impact. Primary Value and User Solutions: LSEG TORA addresses the complexities of modern trading by providing a unified platform that integrates multiple trading functions, thereby enhancing operational efficiency and reducing the need for disparate systems. Its cloud-based architecture ensures scalability and flexibility, allowing firms to adapt quickly to market changes and regulatory requirements. By offering comprehensive tools for order management, compliance, and analytics, LSEG TORA empowers traders and portfolio managers to make informed decisions, optimize execution strategies, and achieve best execution outcomes across a diverse range of asset classes.

#### Who Is the Company Behind LSEG TORA?

- **Seller:** [London Stock Exchange Group (LSEG)](https://www.g2.com/sellers/london-stock-exchange-group-lseg)
- **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=eb561b5ee4fd0b92306bd1759929182e92622d9c1428cbd4f20bc77517cc273b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flondon-stock-exchange-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
23,319 employees on LinkedIn®
- **Ownership:** LON: LSEG

### [MAIA platform](https://www.g2.com/products/maia-platform/reviews)

MAIA Technology offers a comprehensive front-to-back asset management technology suite designed for asset managers, emerging managers, and hedge funds. With its cloud-native architecture, MAIA provides advanced portfolio management, compliance, risk management, and operational functionalities suitable for both start-ups and established firms. The platform leverages robust APIs to integrate seamlessly with existing systems, ensuring efficient workflows and high performance in trading operations. MAIA aims to empower its clients with scalable solutions tailored to their evolving needs in the financial markets.

#### Who Is the Company Behind MAIA platform?

- **Seller:** [MAIA Technology](https://www.g2.com/sellers/maia-technology)
- **Year Founded:** 2019
- **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=82c7ec196ba49324e98dee72775a827813d67826a5585b8cac99613187ef2b26&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaia-technology-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [MantaWealth](https://www.g2.com/products/mantawealth/reviews)

The evolution of portfolio construction technology used by the world's leading private banks, repackaged into a cost-efficient solution accessible to institutions of all sizes. - Factor based exposure calculation - Performance Attribution Analysis - Historical and hypothetical stress testing - Portfolio rebalancing / optimisation

#### Who Is the Company Behind MantaWealth?

- **Seller:** [MantaRisk](https://www.g2.com/sellers/mantarisk)
- **Year Founded:** 2023
- **HQ Location:** Zug, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=248548ccfab6a797de1b162c42d5d0c455a9464e966e2bfafc6664ded5622aeb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmantarisk%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [MarketSenseAI](https://www.g2.com/products/marketsenseai/reviews)

MarketSenseAI is an AI-powered investment analytics platform that synthesizes news, fundamentals, technical data, and macroeconomic insights to generate explainable stock signals and backtested strategies. It leverages Large Language Models to process multi-modal financial data and deliver actionable investment intelligence.

#### Who Is the Company Behind MarketSenseAI?

- **Seller:** [Alpha Tensor Technologies](https://www.g2.com/sellers/alpha-tensor-technologies)
- **Year Founded:** 2024
- **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=e4e88ac777c0492c1b9d495bf6dc65f72c9e517ee87f5f84e205945d1ab9dba0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falpha-tensor-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Maven Metrics](https://www.g2.com/products/maven-metrics/reviews)

Private credit firms face increasing pressure to deliver accurate, transparent, and defensible valuations while managing growing portfolios and complex reporting requirements. Yet many organizations still rely on spreadsheets, fragmented data sources, and manual processes that create inefficiencies, increase operational risk, and make audits more difficult. Maven Metrics provides the core valuation infrastructure for modern private credit managers. The platform automates the end-to-end valuation workflow by integrating portfolio company data, market benchmarks, credit analytics, and documentation into a centralized system of record. Firms can establish consistent valuation methodologies, enforce governance policies, and maintain complete audit trails that support compliance with ASC 820 and IFRS 13 requirements. Maven enables teams to move beyond manual data gathering and model maintenance, allowing valuation professionals, finance teams, and investment teams to focus on higher-value analysis and portfolio oversight. Key capabilities include: • Automated data ingestion and document extraction • Centralized valuation policies and governance controls • Real-time monitoring of portfolio, credit, covenant, and valuation metrics • Comprehensive audit trails and documentation management • Transparent and explainable mark-to-market valuations • Streamlined reporting for auditors, investors, and limited partners By reducing spreadsheet dependency and increasing consistency across the valuation process, Maven helps firms improve confidence in their marks, accelerate reporting cycles, and strengthen governance across the organization.

#### Who Is the Company Behind Maven Metrics?

- **Seller:** [Maven Metrics](https://www.g2.com/sellers/maven-metrics)
- **Year Founded:** 2024
- **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=9341e0716666ae4febe5d49998bfcf470a240bf7c7f5a76e7502848871759d10&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmavenmetricsinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Moneytree Merit](https://www.g2.com/products/moneytree-merit/reviews)

With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.

#### Who Is the Company Behind Moneytree Merit?

- **Seller:** [Moneytree Software](https://www.g2.com/sellers/moneytree-software-fd9c315d-c57f-4d66-aa07-5efa793bdeef)
- **Year Founded:** 1981
- **HQ Location:** Muncie, US
- **Twitter:** @MoneyTreeSW  
257 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b9d6680bedc106c47b438f1165f926694680fd88c28be5001e07fa0a2f2f825&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoneytree-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

### [MoneyWare Portfolio Management](https://www.g2.com/products/moneyware-portfolio-management/reviews)

InvestmentPro is a online platform for investment managers designed to offer a flexible product that integrates with their core business processes on a secured technology platform delivering comprehensive fund and portfolio management functionality that addresses their business needs.

#### Who Is the Company Behind MoneyWare Portfolio Management?

- **Seller:** [Miles Software Solutions](https://www.g2.com/sellers/miles-software-solutions)
- **Year Founded:** 1999
- **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=41d1bd2d8457b90b6f4030a5116b7cc47b2cfd19162458ea9660040555ef58dc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmiles-software-solutions-private-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
625 employees on LinkedIn®

### [MRA Advisory Group](https://www.g2.com/products/mra-advisory-group/reviews)

MRA Advisory Group is an independent, fiduciary registered investment advisor headquartered in Parsippany, New Jersey. The firm delivers integrated financial planning, investment management, tax, insurance, estate, and business services for individuals and businesses.

#### Who Is the Company Behind MRA Advisory Group?

- **Seller:** [MRA Advisory Group](https://www.g2.com/sellers/mra-advisory-group)
- **Year Founded:** 2017
- **HQ Location:** Parsippany, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd27bfe7a0940e553cf64b83dabe29942ddbc599beaa8b951954125af3b940ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorrisretirementadvisors&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [MyFO](https://www.g2.com/products/myfo/reviews)

MyFO is a family office platform that consolidates portfolio data, documents, and reporting into one secure system, helping families and advisors manage wealth without the administrative overhead of spreadsheets and scattered tools. MyFO offers data consolidation across banks and brokerages, entity mapping, document storage, AI-powered document ingestion, and comprehensive reporting for family offices and their advisors.

#### Who Is the Company Behind MyFO?

- **Seller:** [MyFO](https://www.g2.com/sellers/myfo)
- **Year Founded:** 2019
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef68e8a62255cc93dc0d1f0b9927d14893cc11f52f06e92f5352de73b6fe41e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyfo-tech&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [MyStockPortfolio](https://www.g2.com/products/mystockportfolio/reviews)

MyStockPortfolio.com is a full-featured portfolio management tool. It allows investors to keep track of all of their investment transactions -- for stocks, mutual funds, ETFs, bonds, cash, and even investment clubs! In fact, you can keep track of any asset you wish to use in the program.

#### Who Is the Company Behind MyStockPortfolio?

- **Seller:** [ICLUB Central](https://www.g2.com/sellers/iclub-central)
- **Year Founded:** 2000
- **HQ Location:** Troy, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=34875e3be84909fe83f606c49a5f1b6aa506d5135a6f309ed11204472f91cc3e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F55212&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Netbasis](https://www.g2.com/products/netbasis/reviews)

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

#### Who Is the Company Behind Netbasis?

- **Seller:** [NetWorth Services](https://www.g2.com/sellers/networth-services)
- **HQ Location:** Phoenix, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1701c26b32c6c66b9636fc9512df8bb7cf9635d10e5f8f7be10852ebaa585cfc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetbasis&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [NH360](https://www.g2.com/products/nh360/reviews)

Integrating powerful strategy execution capabilities with business and enterprise architecture best practices and change adoption, to deliver agility your way

#### Who Is the Company Behind NH360?

- **Seller:** [North Highland](https://www.g2.com/sellers/north-highland)
- **HQ Location:** Atlanta, GA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb12aee91876bed78acb16f78010cc9d9c50b348d0793e63994865cb7ad14af5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnorthhighland%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,865 employees on LinkedIn®

### [Nucoro](https://www.g2.com/products/nucoro/reviews)

Nucoro is the foundation for building the entire range of digital-first money management solutions at scale

#### Who Is the Company Behind Nucoro?

- **Seller:** [Nucoro](https://www.g2.com/sellers/nucoro)
- **Year Founded:** 2003
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b21419f36c51ac51f99ca0277b99694661ac01c1de6c07b59dc953f4294ff2b7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbackbase%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,098 employees on LinkedIn®

### [Objectway](https://www.g2.com/products/objectway/reviews)

As part of the WealthTech suite, Eximius is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events, including also advisor desk to improve advisory productivity with a 360 client view.

#### Who Is the Company Behind Objectway?

- **Seller:** [Objectway](https://www.g2.com/sellers/objectway)
- **HQ Location:** Milan, Lombardy, Italy
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52068bc3b6f5a1de725fa3475015d491cee7c4285c731ec46d3c72162726ed8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fobjectway&secure%5Burl_type%5D=linkedin_company_website)  
702 employees on LinkedIn®

### [OptimalFinancial](https://www.g2.com/products/optimalfinancial/reviews)

OptimalFinancial is a wealth governance platform built for investors, not advisors. It aggregates portfolios across brokers and jurisdictions, generates a governance score across 7 dimensions, including concentration risk, liquidity, FATCA/CRS compliance, and estate readiness, and provides AI-powered portfolio commentary. Designed for serious investors, family offices, and trust companies managing multi-jurisdictional wealth. Native support for trust structures, beneficial ownership tracking, and compliance calendars. Available globally, built in the Cayman Islands.

#### Who Is the Company Behind OptimalFinancial?

- **Seller:** [OptimalFinancial](https://www.g2.com/sellers/optimalfinancial)
- **Year Founded:** 2026
- **HQ Location:** George Town, KY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4309f4866ace83c2fd14cbf63169adb9995d9319e4dbe9fbd4bcfdbac32704e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptimalfinancial%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 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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