# 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](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**

### LinkSquares

LinkSquares is a type of contract lifecycle management (CLM) solution designed to help users transform static contracts into dynamic business assets. This all agentic AI-powered platform enables organizations to gain deeper insights into their contractual agreements, minimize associated risks, and drive strategic value throughout their operations. With a robust architecture that leverages advanced artificial intelligence, LinkSquares redefines how businesses manage their contracts, making the process more efficient and integrated. Targeted primarily at legal teams and business professionals, LinkSquares caters to organizations of various sizes, including notable clients such as DraftKings, ProPharma, and TIME. The platform is particularly beneficial for teams that handle a high volume of contracts and require a streamlined approach to contract management. By providing tools that facilitate drafting, redlining, and analyzing contracts, LinkSquares empowers users to focus on strategic decision-making rather than getting bogged down in operational tasks. One of the key features of LinkSquares is its agentic architecture, which allows the platform to understand contracts in context. This capability enables users to execute necessary actions throughout the contract lifecycle via a natural language interface. Legal teams can easily assess risks, trigger workflows, and manage obligations all within a single system. The platform also offers post-signature analysis, allowing users to evaluate contracts after they have been executed, ensuring that all obligations are met and risks are mitigated. LinkSquares adds significant value by shifting the focus from merely managing contracts to leveraging them as strategic business tools. This transformation leads to faster decision-making processes and a reduction in risk exposure. By automating routine tasks and providing actionable insights, LinkSquares allows teams to allocate more time to high-impact strategic initiatives. The result is a more agile and informed approach to contract management that aligns with broader business goals. Overall, LinkSquares stands out in the CLM category by combining advanced AI capabilities with a user-friendly interface, making it easier for organizations to harness the power of their contracts. This innovative platform not only enhances operational efficiency but also supports businesses in navigating the complexities of contract management in an increasingly dynamic environment.

[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=2026-08-10T20%3A32%3A07Z&secure%5Bdisplayable_resource_id%5D=4&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=59442&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=59442&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%3D19&secure%5Btoken%5D=fb1ffe6b1dc4c7c9f3b4961f982697da450856eb2a2555a7d2fc13ff1bea9f5c&secure%5Burl%5D=https%3A%2F%2Flinksquares.com%2Fdemo-request%2F%3Fdcid%3D701UI00000W69xZYAR&secure%5Burl_type%5D=book_demo)

### [SEI Asset Management](https://www.g2.com/products/sei-asset-management/reviews)

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](https://www.g2.com/sellers/sei)
- **Year Founded:** 1968
- **HQ Location:** Oaks, Pennsylvania, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f9d3389bcae355d292ae3435814619b4335148a1a0f697b203cb0554fd540d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsei&secure%5Burl_type%5D=linkedin_company_website)  
4,203 employees on LinkedIn®
- **Ownership:** NASDAQ: SEIC

### [Sentry PM](https://www.g2.com/products/sentry-pm/reviews)

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?

- **Seller:** [ClearStructure Financial Technology](https://www.g2.com/sellers/clearstructure-financial-technology)
- **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=5d2ca4db057de37470493d7795d4d80a3577c8b9cf3ce1bc79beb3141edffa16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclearstructure-financial-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

### [Seraf](https://www.g2.com/products/seraf/reviews)

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](https://www.g2.com/sellers/seraf)
- **Year Founded:** 2013
- **HQ Location:** St. Petersburg , US
- **Twitter:** @serafinvestor  
1,162 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3a13e35aea821c0cb8b02882d5ff34828539bc94ac0a5e3bf0cc37f44004e646&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5313605&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [SharePad](https://www.g2.com/products/sharepad/reviews)

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?

- **Seller:** [ShareScope](https://www.g2.com/sellers/sharescope)
- **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=067b0acf8674344112462c7c720e79062db57ac7874190456f663ea445a5ddd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsharescope%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [SigFig](https://www.g2.com/products/sigfig/reviews)

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](https://www.g2.com/sellers/sigfig)
- **Year Founded:** 2006
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec7e54420fc87eff6255dabf479db93462b28dee573f82ea63f631e5f528d2e1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsigfig&secure%5Burl_type%5D=linkedin_company_website)  
124 employees on LinkedIn®

### [Sightglass](https://www.g2.com/products/sightglass/reviews)

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?

- **Seller:** [Sightglass](https://www.g2.com/sellers/sightglass)
- **HQ Location:** Portland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3caf5af2cb012075cd365bd76d6c10895e8677a0c0518decddac5d0bb8aa9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsightglass-insights&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [SmartCap](https://www.g2.com/products/smartcap/reviews)

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

#### Who Is the Company Behind SmartCap?

- **Seller:** [DocDep](https://www.g2.com/sellers/docdep-c0f358f1-48a8-4e8b-85e8-2bfdf38ace8c)
- **Year Founded:** 2009
- **HQ Location:** Bryn Mawr
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3995c7be34544579123b7bd933eef9ad968682bb2655a1eef28028f1e43015fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdocdep%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
173 employees on LinkedIn®

### [Smartleaf](https://www.g2.com/products/smartleaf/reviews)

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?

- **Seller:** [Smartleaf](https://www.g2.com/sellers/smartleaf)
- **Year Founded:** 1999
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7565d5bbbceef462a1441183f598007a57d029bf21bbaad2c5fece9583a92b8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmartleaf&secure%5Burl_type%5D=linkedin_company_website)  
52 employees on LinkedIn®

### [Solovis](https://www.g2.com/products/solovis/reviews)

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](https://www.g2.com/sellers/nasdaq)
- **Year Founded:** 1971
- **HQ Location:** New York
- **Twitter:** @Nasdaq  
213,584 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f924015b775f41c31ef39a6eb429c872e681e4d33d3565011bd0b7e87fa2ff8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasdaq%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,468 employees on LinkedIn®
- **Ownership:** NASDAQ: NDAQ

### [SOLVE Quotes](https://www.g2.com/products/solve-quotes/reviews)

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](https://www.g2.com/sellers/solve-fixed-income)
- **Year Founded:** 2011
- **HQ Location:** Stamford, Connecticut, United States
- **Twitter:** @SOLVEfixdincome  
454 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3acee1d0627e4b0f7f24ca13096a80d0f3b5469af0cdd4b83b13cc8ffd17f25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolve-fixed-income%2F&secure%5Burl_type%5D=linkedin_company_website)  
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?

**["Amazing Software!"](https://www.g2.com/survey_responses/solve-quotes-review-7168678)**

**Rating:** 5.0/5.0 stars

_— Aman T._

[Read full review](https://www.g2.com/survey_responses/solve-quotes-review-7168678)

### [Splore](https://www.g2.com/products/splore/reviews)

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](https://www.g2.com/sellers/splore)
- **Year Founded:** 2023
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca80e2dbd151bccdb2bf885fd94be42a8e3d7152f2f6c864caf90f23922120d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsplorehq&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

### [StableMetrics](https://www.g2.com/products/stablemetrics/reviews)

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?

- **Seller:** [Intuitiveallocations](https://www.g2.com/sellers/intuitiveallocations)
- **Year Founded:** 2009
- **HQ Location:** GREENWICH, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e08efc239251aaf6c94d36e1f2eaec265d7a652d95999ca36a5dfeaebe79b0e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintuitive-allocations-llc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Stator](https://www.g2.com/products/stator/reviews)

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?

- **Seller:** [Anfield Capital](https://www.g2.com/sellers/anfield-capital)
- **Year Founded:** 2009
- **HQ Location:** Irvine, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7d77b76b117413c77feb8c2d98dbf18164b4fe52315c082e6f266ebbd60823ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1015550&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

### [Stock Portfolio Organizer](https://www.g2.com/products/stock-portfolio-organizer/reviews)

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?

- **Seller:** [Pauls Advanced Programming Applications](https://www.g2.com/sellers/pauls-advanced-programming-applications)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Stock Portfolio Tracker](https://www.g2.com/products/stock-portfolio-tracker/reviews)

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?

- **Seller:** [Stock Portfolio Tracker](https://www.g2.com/sellers/stock-portfolio-tracker)
- **Year Founded:** 2022
- **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=a1221ccf44bd058ab12d736cfac2ecf852e75fb0f45e74315ce77a0930b172ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstockportfoliotracker%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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