Total Products under this Category: 452
Last updated: September 30, 2026
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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.
Highlighted products: Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work, Betterment Advisor Solutions, Koyfin, Carta Fund ERP, Orion Advisor Technology, 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=carta-fund-erp&focus%5B%5D=orion-advisor-technology&focus%5B%5D=morningstar-office)
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.
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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.
PureFacts Wealth Management is a configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.
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.
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.
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.
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.
Rapper Software is an investment management software that allows users to create portfolios that can be shaped, selected and managed.
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.
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.
