Best Investment Portfolio Management Tools - Page 18

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)

Sponsored

Dynamo Software

Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE.

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PortfolioPilot Pro for Family Offices

PortfolioPilot Pro is an advanced investment management platform tailored for family offices and accredited investors with a net worth exceeding $5 million. Leveraging Global Predictions' proprietary technology, it offers a comprehensive suite of tools designed to align multi-asset portfolios with the broader economic landscape, enhancing strategic investment decisions.

Who Is the Company Behind PortfolioPilot Pro for Family Offices?

Private Markets Portfolio Management

We are a “Bloomberg for private markets”: we help Asset Owners such as Single Family Offices, Endowments, and Foundations monitor their portfolios of private markets funds via a combination of Data Management services and a Portfolio Monitoring System.

Who Is the Company Behind Private Markets Portfolio Management?

  • Seller: Tamarix
  • Year Founded: 2022
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Prive Technologies

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions, built for better customer experience.

Who Is the Company Behind Prive Technologies?

PureFacts Wealth Management

PureFacts Wealth Management is a configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.

Who Is the Company Behind PureFacts Wealth Management?

Quantium

Quantium is an all-in-one investment management software suite, designed for modern private market managers. Our easy-to-use platform streamlines investment administration, performance analytics, data aggregation and investor reporting.

Who Is the Company Behind Quantium?

  • Seller: Quantium
  • Year Founded: 2016
  • HQ Location: Singapore, SG
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Quantium Technology

Quantium is a next-generation software solution, designed for modern private markets managers. Our system streamlines fund management and accounting, portfolio monitoring and investor reporting, all in one place as a single source of truth. We service some of the most prominent clients around the world with over USD $100 billion of client assets under platform.

Who Is the Company Behind Quantium Technology?

  • Seller: Quantium
  • Year Founded: 2016
  • HQ Location: Singapore, SG
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

QuoTrend

QuoTrend is an AI-powered stock screener and market-data platform for everyday traders and investors. Instead of learning 170+ filters, you describe what you want in your own words — "dividend payers under 15 P/E with rising earnings" — and the AI builds the screen for you. The filters stay visible and editable, so you always see exactly what you're screening. Coverage spans thousands of US stocks and ETFs with about 20 years of price history: interactive charts, sector and industry heatmaps, insider and congressional trading, earnings, dividend and economic calendars, ETF data, and news. A daily signals board highlights notable setups and shows its historical track record — including the losers. Watchlists and email + Telegram alerts keep you current. The free tier covers most of the platform; Premium — $12.90/mo (billed annually) · $19.90 monthly, with a 7-day free trial — adds full signal depth, advanced filters and data export. QuoTrend is an information tool, not investment advice.

Who Is the Company Behind QuoTrend?

Raiz Invest

Raiz Invest is an Australian financial technology company that offers a mobile-first platform designed to make investing accessible and straightforward for everyone. By enabling users to invest small amounts of money—starting from as little as AU$5—into diversified portfolios, Raiz simplifies the investment process. The platform is particularly popular among millennials and Gen Z, with approximately 70% of its user base aged between 18 and 35. As of November 2024, Raiz managed AU$1.59 billion for over 315,000 active customers. Key Features and Functionality: - Round-Ups: Automatically rounds up everyday purchases to the nearest dollar and invests the spare change into the user's Raiz account. - Recurring Investments: Allows users to set up daily, weekly, or monthly automatic investments, facilitating consistent wealth accumulation. - Lump Sum Investments: Enables users to invest one-time amounts into their portfolios at any time. - Diversified Portfolios: Offers six diversified portfolios constructed with the assistance of Nobel Prize-winning economist Dr. Harry Markowitz, utilizing ETFs quoted on the Australian Securities Exchange. - Raiz Rewards: Partners with over 1,300 retail brands to provide cashback rewards that are automatically invested into the user's Raiz account. - Raiz Jars: Introduced in January 2025, this feature allows users to create multiple savings "jars" tailored to specific financial goals, such as vacations or major purchases, integrating seamlessly with existing investment portfolios. - Raiz Kids: Provides custodial accounts for minors, enabling parents to invest on behalf of their children and transfer the account when they turn 18. - Raiz Super: Offers nine risk-rated superannuation strategies, allowing users to manage their retirement savings through the platform. Primary Value and User Solutions: Raiz Invest democratizes investing by lowering the barriers to entry, allowing individuals to start investing with minimal amounts and without prior experience. Its automated features, such as Round-Ups and recurring investments, enable users to build wealth passively, integrating investment activities seamlessly into their daily lives. The platform's diversified portfolios and additional features like Raiz Rewards and Raiz Jars cater to various financial goals, from short-term savings to long-term wealth accumulation. By offering a user-friendly interface and educational resources, Raiz empowers users to take control of their financial futures, promoting financial literacy and independence.

Who Is the Company Behind Raiz Invest?

  • Seller: Raiz Invest
  • Year Founded: 2015
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®
  • Ownership: ASX: RZI

Rapper Software

Rapper Software is an investment management software that allows users to create portfolios that can be shaped, selected and managed.

Who Is the Company Behind Rapper Software?

Raziel

Raziel is an alternative asset management platform built for investors and founders who manage portfolios across multiple asset classes. The platform consolidates tracking for startups, private equity, real estate, cryptocurrency, collectibles, artwork, and other alternative investments into a single dashboard with institutional-grade analytics. For investors, VCs, and family offices, Raziel provides portfolio-level performance metrics including IRR, MOIC, TVPI, DPI, and RVPI calculated at the deal, fund, and firm level. Users can track capital calls and distributions, monitor valuations across funding rounds, and generate consolidated reports across all alternative holdings without switching between spreadsheets and custodian portals. Real estate investors can track properties with NOI, cap rate, and equity position monitoring. Crypto holders can aggregate wallets and exchange accounts into a single view with DeFi support. Angel investors and venture capital firms can manage deal flow, follow-on investments, SAFE and convertible note conversions, and exit tracking. For startup founders, Raziel offers a complete investor relationship management toolkit. Founders can write and distribute professional investor updates, manage investor contacts and communication history, track fundraising pipeline stages, and monitor key company metrics that investors care about. Raziel bridges the gap between consumer-grade portfolio trackers and complex institutional platforms, making powerful alternative asset management accessible to individual investors, emerging fund managers, and lean teams without requiring enterprise budgets or lengthy onboarding. The platform is designed for the United States market and supports the unique reporting, tax, and compliance needs of alternative asset holders.

Who Is the Company Behind Raziel?

  • Seller: Raziel
  • Year Founded: 2022
  • HQ Location: Los Angeles, US
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Red Deer

Red Deer is an investment management software that helps the worlds leading investment firms see, understand and gain unique insight from their data. It also helps users to optimize their investment process while embedding compliance and operational efficiencies within the front, middle and back-office workflows.

Who Is the Company Behind Red Deer?

  • Seller: Red Deer
  • Year Founded: 2011
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Reluna

A wealth management platform that empowers family offices, wealth managers, and brokers to streamline operations, enhance decision-making, and deliver exceptional client service. Reluna consolidates data, automates workflows, and provides real-time insights, saving time and optimizing costs.

Who Is the Company Behind Reluna?

  • Seller: Reuna
  • Year Founded: 2022
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Savvy Wealth

Savvy offers a comprehensive platform designed for Registered Investment Advisors (RIAs), combining technology, tools, and professional support. The platform is structured to assist advisors in managing operations efficiently while maintaining full control over their business decisions.

Who Is the Company Behind Savvy Wealth?

  • Seller: Savvy Wealth
  • Year Founded: 2021
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    109 employees on LinkedIn®

Scientific Based Investing

SAMT AG is a scientific wealth management company offering a modular concept with a enduring core portfolio, alternative algo investments and individual advisors with an integrated risk management for a fair price.

Who Is the Company Behind Scientific Based Investing?

  • Seller: SAMT AG
  • Year Founded: 2000
  • HQ Location: Schaffhausen, CH
  • LinkedIn® Page: www.linkedin.com
    112 employees on LinkedIn®

SeedBlink

Symbid helps ambitious entrepreneurs to find seed and growth capital via investment crowdfunding. Investors can easily buy a share in these companies.

Who Is the Company Behind SeedBlink?

  • Seller: SYMBID
  • Year Founded: 2020
  • HQ Location: Bucharest, Bucharest, Romania
  • Twitter: @Symbid
    4,284 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    56 employees on LinkedIn®
Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated November 14, 2024