Best Investment Portfolio Management Tools - Page 19

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

Chargent

Chargent is a comprehensive payment solution designed specifically for Salesforce users, facilitating credit card, ACH, and subscription billing processes. This software seamlessly integrates into the Salesforce ecosystem, allowing businesses to manage their payment transactions directly within the platform. By utilizing Chargent, organizations can streamline their revenue capture, reduce manual data entry, and enhance their order and invoicing workflows, ultimately leading to improved operational efficiency. Targeted primarily at businesses that rely on Salesforce for customer relationship management, Chargent caters to a diverse range of industries, including e-commerce, SaaS, and subscription-based services. Its robust capabilities make it an ideal choice for organizations looking to simplify their payment processes while maintaining a high level of control over their financial transactions. With Chargent, users can easily manage their billing cycles, automate payment collections, and reduce the risk of errors associated with manual data handling. One of the standout features of Chargent is its extensive connectivity to over 30 payment gateways, including popular options like Braintree, CyberSource, Authorize.net, PayPal, and Stripe. This wide array of integrations ensures that users can select the payment methods that best suit their needs and preferences. Additionally, Chargent offers specialized integrations for enhanced functionalities, such as wallet capabilities through PayPal and card surcharging via InterPayments. These features provide flexibility and convenience for both businesses and their customers. Chargent also includes an Automated Collections module, which is designed to manage failed payment retries and send email links for card updates automatically. This functionality significantly reduces subscription churn by ensuring that payment issues are addressed promptly and efficiently. By automating these processes, organizations can focus on their core operations rather than getting bogged down in payment-related tasks. Since its inception in 2008, Chargent has gained the trust of thousands of organizations and millions of end users. Developed by AppFrontier LLC, a company based in San Francisco, Chargent continues to evolve, providing users with a reliable and effective payment solution that integrates seamlessly with Salesforce. This commitment to innovation and user satisfaction positions Chargent as a valuable asset for any organization looking to optimize its payment processing capabilities.

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SEI Asset Management

We deliver goals-based advice, customized wealth management solutions, and outsourced investment management programs designed to help clients achieve their goals.

Who Is the Company Behind SEI Asset Management?

  • Seller: SEI
  • Year Founded: 1968
  • HQ Location: Oaks, Pennsylvania, United States
  • LinkedIn® Page: www.linkedin.com
    4,203 employees on LinkedIn®
  • Ownership: NASDAQ: SEIC

Sentry PM

Sentry PM is a cross-asset portfolio management suite of products which provides a complete front-to-back office platform. Sentry PM 's flexible architecture allows it to be equally effective as a standalone product or easily integrated with other systems through its powerful API.

Who Is the Company Behind Sentry PM?

Seraf

Seraf is a web-based portfolio management tool for investors in early stage companies that enables individual investors, angel groups, family offices, funds, micro-VCs, and accelerators to track, analyze, optimize, report on and value portfolios.

Who Is the Company Behind Seraf?

  • Seller: Seraf
  • Year Founded: 2013
  • HQ Location: St. Petersburg , US
  • Twitter: @serafinvestor
    1,162 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

SharePad

SharePad is an investment software solution designed to help make stock decisions based on insights and data provided through a dashboard.

Who Is the Company Behind SharePad?

SigFig

SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.

Who Is the Company Behind SigFig?

  • Seller: SIGFIG
  • Year Founded: 2006
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Sightglass

Sightglass is an AI-powered investor relations platform designed to streamline the fundraising and due diligence processes for General Partners (GPs) and Limited Partners (LPs). By automating manual tasks, Sightglass enables investment professionals to focus on strategic decision-making and relationship-building.

Who Is the Company Behind Sightglass?

SmartCap

SmartCap is a cap table management solution that features Waterfalls, Option Management and What-if Analysis.

Who Is the Company Behind SmartCap?

  • Seller: DocDep
  • Year Founded: 2009
  • HQ Location: Bryn Mawr
  • LinkedIn® Page: www.linkedin.com
    173 employees on LinkedIn®

Smartleaf

Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion and still provide all of their clients with:

Who Is the Company Behind Smartleaf?

Solovis

Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. Its time for greater efficiency, faster insights and better investment decisions.

Who Is the Company Behind Solovis?

  • Seller: Nasdaq
  • Year Founded: 1971
  • HQ Location: New York
  • Twitter: @Nasdaq
    213,584 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,468 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ

SOLVE Quotes

SOLVE Quotes is a real-time market data platform that aggregates and analyzes fixed income quotes across asset classes, including corporate bonds, municipal securities, structured products, and loans. It powers predictive pricing tools like SOLVE Px, enabling users to access bid/mid/offer levels, yield, spread, and confidence scores for over 1 million securities. SOLVE Market Data refers to SOLVE’s proprietary collection of anonymized real-time bid and offer quotes aggregated from hundreds of market participants. SOLVE is the largest provider of real-time market quotes and parses over 20 million quotes from over 200,000 messages, representing 130,000 unique securities each day across all fixed income asset classes, including: • Municipal Bonds • Corporate Bonds • Convertible Bonds • Syndicated Loans • Structured Products • Credit Default Swaps & Indices Our weekly market summaries present key trends derived from observable bond pricing data over a weekly period.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate SOLVE Quotes?

  • Ease of Use: 6.7/10 (Category avg: 8.6/10)

Who Is the Company Behind SOLVE Quotes?

  • Seller: SOLVE Fixed Income
  • Year Founded: 2011
  • HQ Location: Stamford, Connecticut, United States
  • Twitter: @SOLVEfixdincome
    454 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    163 employees on LinkedIn®
  • Phone: +1 (646) 699-5041

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SOLVE Quotes?

Splore

Splore helps CIOs and asset managers simplify fund management. By centralizing fragmented data and automating document analysis, we create a single source of truth—turning complexity into actionable insights for smarter decisions.

Who Is the Company Behind Splore?

  • Seller: Splore
  • Year Founded: 2023
  • HQ Location: Singapore, SG
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

StableMetrics

StableMetrics uses non-normal distributions within the sampling process to simulate and model more precise performance scenarios that in turn inform portfolio optimization decisions.

Who Is the Company Behind StableMetrics?

Stator

Stator is portfolio management software that is used by thousands of traders and investors from all around the globe.

Who Is the Company Behind Stator?

Stock Portfolio Organizer

Comprehensive portfolio management software that is easy to use for both investors and traders. Analyze gains, losses, income and performance for all your investments. Supports Shares, Margin, CFD’s, Futures and Forex. Supports Tick, Realtime, EOD and Fundamental data. Position Sizing & Risk Management. Supports Splits, Mergers, Demergers, Takeovers etc.

Who Is the Company Behind Stock Portfolio Organizer?

Stock Portfolio Tracker

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.

Who Is the Company Behind Stock Portfolio Tracker?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated November 14, 2024