Total Products under this Category: 452
Last updated: September 30, 2026
Why You Can Trust G2's Software 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.
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)
SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.
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.
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SmartCap is a cap table management solution that features Waterfalls, Option Management and What-if Analysis.
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:
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.
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
Rating: 5.0/5.0 stars
— Aman T.
Stator is portfolio management software that is used by thousands of traders and investors from all around the globe.
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.
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.
