Best Investment Portfolio Management Tools - Page 3

How Many Investment Portfolio Management Software Products Does G2 Track?

Total Products under this Category: 452

Category Stats (Sep 2026)

  • Average Rating: 4.43/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+1.12%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: September 30, 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
  • 452+ 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, 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)

Altvia

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate Altvia?

  • Ease of Use: 8.5/10 (Category avg: 8.7/10)
  • Market Analytics: 8.3/10 (Category avg: 8.3/10)
  • Customizable Reporting: 8.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Altvia?

  • Seller: ALTVIA SOLUTIONS, LLC
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Denver, US
  • Twitter: @altvia
    301 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Venture Capital & Private Equity
  • Company Size: 73% Small, 13% Medium

What Do G2 Reviewers Say About Altvia?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the exceptional customer support from Altvia, delivering quick responses and effective solutions for their needs.
  • Users praise the excellent client engagement of Altvia, noting quick support and effective solutions for their needs.
  • Users commend Altvia for its exceptional customer management, noting unparalleled service and support for their needs.
  • Users find Altvia to be easy and intuitive, appreciating its adaptable features and excellent support team.
  • Users value Altvia for its comprehensive data capabilities, providing essential insights all in one place.
Cons
  • Users face challenges with email issues impacting activity logging and integration, complicating reporting and tracking processes.
  • Users find Altvia expensive, especially with added costs for essential features and limitations in mass mailing functionality.
  • Users find the file management cumbersome, particularly in the need to repeatedly enter the same data.
  • Users face integration issues with Altvia, finding logging activities via email and calls cumbersome and inefficient.
  • Users feel Altvia is missing essential features for modern business needs, particularly in email functionality and template creation.

What Are Recent G2 Reviews of Altvia?

Atrad

Atrad is a trading platform supporting equity and debt trading. Atrad offers ESG investments in emerging markets and offers powerful ways to trade in emerging capital markets with flexibility. Atrad provides the facilities to trade online, carry out technical analysis, track your portfolio and account status across cross devices and screen sizes. Buy, sell and view research, monitor the markets, and track your portfolio with the easy to use Atrad dashboard. The solution is made easy to self learn and trade with the tutorials by Atrad on the Atrad YouTube channel, Atrad is the most user friendly trading platform in G2 Ranking. Atrad is in the top 10 global Broker trading platforms rank in G2 globally. Atrad has AI enabled features to enhance the trading experience of it's users.

Average Rating: 4.6/5.0

Total Reviews: 15

How Do G2 Users Rate Atrad?

  • Ease of Use: 8.9/10 (Category avg: 8.7/10)
  • Market Analytics: 7.8/10 (Category avg: 8.3/10)
  • Customizable Reporting: 8.3/10 (Category avg: 8.4/10)
  • Risk Management: 8.3/10 (Category avg: 8.1/10)

Who Is the Company Behind Atrad?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Atrad?

AI-generated summary from verified user reviews

Pros
  • Users value the simple interface, appreciating its clarity and ease of transactions for informed decision-making.
  • Users praise ATrad for its outstanding customer support, noting responsiveness, friendliness, and genuine care for user success.
  • Users appreciate the ease of use of Atrad, finding the interface simple and transaction experience seamless.
  • Users commend the user-friendly interface of Atrad, enhancing decision-making and enabling easy transactions.
  • Users praise the speed and responsiveness of Atrad, enhancing their trading experience with quick updates and support.
Cons
  • Users experience integration issues between Atrad's backoffice and OMS, hindering workflow efficiency.
  • Users desire more customization options for tables, including sortable headings and tailored content preferences.
  • Users are frustrated with Atrad's slow performance, hindering timely access to new features and innovations.
  • Users report occasional software instability with OMS charts, affecting their functionality though issues are usually resolved quickly.
  • Users often face auto update issues and experience problems with real-time graph accuracy on Atrad.

What Are Recent G2 Reviews of Atrad?

Cryptool

Cryptool is an all-in-one platform designed to automate and streamline the entire investment cycle for both individual investors and fund managers. It offers a comprehensive suite of tools that facilitate portfolio management, fund administration, and deal tracking, all within a single, user-friendly interface. By integrating these functionalities, Cryptool aims to eliminate the inefficiencies associated with managing investments across multiple platforms and tools. For individual investors, Cryptool provides intuitive features that allow for effortless control and optimization of holdings. Users can manage all their investments seamlessly, benefiting from automated daily tasks that reduce manual workload. The platform supports portfolio creation and management, enabling users to track their assets across various chains and wallets. Additionally, Cryptool includes a calendar module to keep investors informed about important events, such as token vesting periods and staking deadlines, ensuring they never miss critical dates. Fund managers and venture capitalists can leverage Cryptool's robust tools tailored for group administration and fundraising activities. The platform facilitates the creation and management of investment groups, allowing for efficient collaboration and communication among members. Fundraising processes are streamlined through features that support pool creation, deal management, and automated distribution of assets. Cryptool also offers white-label solutions and custom group URLs, enabling fund managers to maintain their brand identity while utilizing the platform's capabilities. A key aspect of Cryptool is its multichain support, providing deposit and distribution options across various blockchain networks. This ensures a hassle-free experience for users, regardless of the chains or projects they are involved with. The platform's integration with multiple blockchains allows for a broad range of investment opportunities and asset management options. Cryptool operates on a freemium model, offering core services for free with certain limitations, and premium subscriptions that unlock advanced features and higher limits. This approach caters to a diverse user base, from retail investors to large-scale fund managers, allowing them to choose plans that best fit their needs and scale as their activity grows. In summary, Cryptool is a comprehensive and automated platform that simplifies the complexities of investment management. By consolidating essential tools and features into a single solution, it empowers both individual investors and fund managers to efficiently manage, raise, invest, and trade assets, ultimately enhancing their investment experience and outcomes.

Average Rating: 4.9/5.0

Total Reviews: 6

How Do G2 Users Rate Cryptool?

  • Ease of Use: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Cryptool?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Cryptool?

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Addepar

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. No matter your financial profile or specific investment needs, Addepar fits the goals of your business.

Average Rating: 4.1/5.0

Total Reviews: 5

How Do G2 Users Rate Addepar?

  • Ease of Use: 6.7/10 (Category avg: 8.7/10)
  • Market Analytics: 8.3/10 (Category avg: 8.3/10)
  • Customizable Reporting: 8.3/10 (Category avg: 8.4/10)
  • Risk Management: 6.7/10 (Category avg: 8.1/10)

Who Is the Company Behind Addepar?

  • Seller: Addepar
  • Year Founded: 2009
  • HQ Location: New York, US
  • Twitter: @Addepar
    6,271 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,506 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Medium, 40% Large

What Are Recent G2 Reviews of Addepar?

Intralinks FundCentre AI

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link

Average Rating: 4.2/5.0

Total Reviews: 11

How Do G2 Users Rate Intralinks FundCentre AI?

  • Ease of Use: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Intralinks FundCentre AI?

  • Seller: SS&C Intralinks
  • Company Website:
  • Year Founded: 1996
  • HQ Location: New York, US
  • Twitter: @Intralinks
    6,285 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,714 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 50% Small, 36% Medium

What Are Recent G2 Reviews of Intralinks FundCentre AI?

Kristal.AI

Kristal.AI is a digital-first private wealth management platform that leverages artificial intelligence to provide personalized investment solutions. Catering to both retail and accredited investors, Kristal.AI offers access to a diverse range of global investment opportunities, including curated Exchange-Traded Funds (ETFs, private markets, and structured products. The platform combines AI-driven advisory algorithms with human expertise to deliver tailored financial planning and investment strategies. With a presence in over 25 countries and managing assets exceeding $1.5 billion, Kristal.AI is committed to making private banking more accessible, transparent, and personalized. Key Features and Functionality: - Curated Investment Products: Access to a wide array of professionally managed funds across various asset classes, including equities, fixed income, commodities, and private assets. - Automated Portfolios: AI-driven portfolios designed to align with different risk profiles and investment horizons, offering options like High Growth, Growth, Balanced, Secure, and All-Weather portfolios. - Advisory Services: Personalized financial planning supported by experienced advisors and AI algorithms, ensuring investment strategies are tailored to individual goals and risk appetites. - Digital Family Office (DFO: A cost-effective solution for setting up a family office with a low investment threshold, providing access to a broad range of investment opportunities, including real estate and external platforms. - Secure and Regulated Platform: Licensed and regulated in multiple jurisdictions, including Singapore, Hong Kong, India, and the Middle East, ensuring compliance and security for investors. Primary Value and User Solutions: Kristal.AI democratizes private wealth management by offering institutional-grade investment opportunities to mass affluent and emerging high-net-worth individuals. The platform addresses common investment challenges by providing: - Accessibility: Lowering the barriers to entry for sophisticated investment products traditionally reserved for ultra-high-net-worth individuals. - Transparency: Clear and straightforward fee structures with no hidden charges, ensuring investors are fully informed. - Personalization: Combining AI-driven insights with human advisory to create investment strategies that align with individual financial goals and risk tolerances. - Convenience: A seamless digital experience that allows investors to manage their portfolios anytime, anywhere, with automated monitoring and rebalancing to keep investments on track. By integrating advanced technology with expert advisory services, Kristal.AI empowers investors to take control of their financial futures with confidence and ease.

Average Rating: 4.3/5.0

Total Reviews: 5

How Do G2 Users Rate Kristal.AI?

  • Ease of Use: 7.3/10 (Category avg: 8.7/10)
  • Market Analytics: 7.5/10 (Category avg: 8.3/10)
  • Customizable Reporting: 7.1/10 (Category avg: 8.4/10)
  • Risk Management: 7.5/10 (Category avg: 8.1/10)

Who Is the Company Behind Kristal.AI?

Who Uses This Product?

  • Company Size: 60% Medium, 40% Small

What Are Recent G2 Reviews of Kristal.AI?

AdvisorEngine

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

Average Rating: 4.2/5.0

Total Reviews: 10

How Do G2 Users Rate AdvisorEngine?

  • Ease of Use: 8.1/10 (Category avg: 8.7/10)
  • Market Analytics: 9.4/10 (Category avg: 8.3/10)
  • Customizable Reporting: 8.9/10 (Category avg: 8.4/10)
  • Risk Management: 8.3/10 (Category avg: 8.1/10)

Who Is the Company Behind AdvisorEngine?

  • Seller: AdvisorEngine
  • Year Founded: 2014
  • HQ Location: Raleigh, US
  • Twitter: @advisorengine
    1,825 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 50% Small, 40% Large

What Are Recent G2 Reviews of AdvisorEngine?

What Are G2 Users Discussing About AdvisorEngine?

StockMarketEye

StockMarketEye is an easy to use portfolio management software for asset managers and individual investors. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Track the performance of your retirement account and other investments with portfolios and reports. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic stock charts including technical indicators. See the performance of all of your investments at a glance with the investment tracking overview. Set stock alerts so you don't miss out on important activity. Find ticker symbols with the built-in symbol search. Get free quotes, updated automatically or on-demand. View basic fundamental ratios. Access stocks, mutual funds, ETFs, indexes or currency pairs from most major world exchanges. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is desktop software available on Windows, Mac, and Linux - and companion apps for iOS and Android. Includes a free 30-day trial - no signup needed.

Average Rating: 4.5/5.0

Total Reviews: 4

How Do G2 Users Rate StockMarketEye?

  • Ease of Use: 9.4/10 (Category avg: 8.7/10)
  • Market Analytics: 8.9/10 (Category avg: 8.3/10)
  • Customizable Reporting: 8.9/10 (Category avg: 8.4/10)
  • Risk Management: 8.9/10 (Category avg: 8.1/10)

Who Is the Company Behind StockMarketEye?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of StockMarketEye?

Advent Portfolio Exchange (APX)

In today’s complex and competitive investment landscape, you need to be on top of your game. And the right technology can stack the odds in your favor. APX provides one central, scalable platform for all your portfolio, relationship, and prospect data. With APX, your firm will benefit from: easy access to true multi-asset, multi-currency accounting and performance information with the ability to settle in the currency of your choice; customizable dashboards; a vast standard report library; and robust custom reporting capabilities; Moreover, APX, is the cornerstone of a fully-integrated, best of breed suite offering rebalancing order management; execution; pre- and post-trade compliance; revenue management and more Grow your business on APX: a scalable platform that allows you to take on more clients and assets without needing more staff.

Average Rating: 3.2/5.0

Total Reviews: 3

How Do G2 Users Rate Advent Portfolio Exchange (APX)?

  • Ease of Use: 6.7/10 (Category avg: 8.7/10)
  • Customizable Reporting: 5.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Advent Portfolio Exchange (APX)?

  • Seller: SS&C Advent
  • Year Founded: 1983
  • HQ Location: San Francisco, CA
  • Twitter: @SSCAdvent
    2,528 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,581 employees on LinkedIn®
  • Ownership: NASDAQ: SSNC

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

Allvue

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Allvue?

  • Ease of Use: 5.0/10 (Category avg: 8.7/10)
  • Market Analytics: 7.5/10 (Category avg: 8.3/10)
  • Customizable Reporting: 9.2/10 (Category avg: 8.4/10)
  • Risk Management: 8.3/10 (Category avg: 8.1/10)

Who Is the Company Behind Allvue?

  • Seller: Allvue Systems
  • Year Founded: 2019
  • HQ Location: Coral Gables, US
  • Twitter: @allvuesystems
    188 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    600 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small

What Are Recent G2 Reviews of Allvue?

What Are G2 Users Discussing About Allvue?

Altss

Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self-reported data. The platform covers 9,000+ verified family offices and over 1.5M institutional allocator profiles globally, with a focus on decision-makers, mandate evolution, and historical allocation patterns. Altss is built using OSINT (Open-Source Intelligence) and proprietary research workflows that continuously validate entities, relationships, and capital activity. Rather than acting as a static LP list or CRM, Altss provides behavioral and structural insight into how capital is allocated in practice—who allocates, through which vehicles, under what mandates, and with which existing relationships. Altss enables users to: Research institutional allocators by mandate, strategy, AUM, geography, and asset class Track mandate changes and allocation behavior over time Identify decision-makers and relationship paths across funds and intermediaries Map capital networks to prioritize realistic fundraising and outreach strategies Altss is used by teams that need accuracy, signal quality, and context—not mass contact volume—to support allocator research, capital formation, and relationship intelligence in private markets.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Altss?

  • Ease of Use: 8.9/10 (Category avg: 8.7/10)
  • Market Analytics: 7.8/10 (Category avg: 8.3/10)
  • Customizable Reporting: 10.0/10 (Category avg: 8.4/10)
  • Risk Management: 9.4/10 (Category avg: 8.1/10)

Who Is the Company Behind Altss?

  • Seller: Altss
  • Year Founded: 2025
  • HQ Location: Miami, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Altss?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of access to detailed information on family offices, enhancing their outreach campaigns effectively.
  • Users find the ease of use of Altss enhances their ability to conduct personalized outreach effectively.
  • Users appreciate the easy and intuitive interface of Altss, making personalized outreach campaigns a breeze.
  • Users value the comprehensive data from Altss for its personalized outreach support and user-friendly interface.
  • Users find the content generation capabilities of Altss invaluable for crafting personalized outreach campaigns with ease.

What Are Recent G2 Reviews of Altss?

Bondfish

Established in the Netherlands in 2023, Bondfish is a financial software platform designed to help individuals invest in bonds more efficiently. Bonds are presented as an important part of a balanced portfolio, offering diversification, more stable long-term returns, and an alternative to traditional bank deposits. The platform allows users to search and filter a database of more than 50,000 bonds, review credit quality data, and check which brokers offer each instrument. It also provides access to Bond Pick reports prepared by investment advisors and sends a weekly bond idea by email. Bondfish includes several tools for portfolio management: an AI chatbot trained on the platform’s data, an AI-based portfolio builder for automated construction and rebalancing, performance tracking, watchlists, and alerts. Users can export their data to Excel or CSV for further analysis.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Bondfish?

  • Ease of Use: 10.0/10 (Category avg: 8.7/10)
  • Market Analytics: 10.0/10 (Category avg: 8.3/10)
  • Customizable Reporting: 9.4/10 (Category avg: 8.4/10)
  • Risk Management: 8.3/10 (Category avg: 8.1/10)

Who Is the Company Behind Bondfish?

  • Seller: Bondfish
  • Year Founded: 2023
  • HQ Location: The Hague, NL
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Bondfish?

AI-generated summary from verified user reviews

Pros
  • Users highlight the intuitive navigation of Bondfish, enhancing workflow and making bond analytics easy and efficient.
  • Users find Bondfish to be an affordable alternative for bond searching and investment idea generation.
  • Users praise Bondfish for its excellent customer support, enhancing their overall experience and usability.
  • Users praise the data availability of Bondfish, making bond comparisons and portfolio reviews more convenient than ever.
  • Users find Bondfish's ease of use exceptional for comparing bonds and managing portfolio reviews efficiently.

What Are Recent G2 Reviews of Bondfish?

Croesus Advisor

Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

Average Rating: 3.3/5.0

Total Reviews: 3

How Do G2 Users Rate Croesus Advisor?

  • Ease of Use: 8.9/10 (Category avg: 8.7/10)
  • Market Analytics: 6.7/10 (Category avg: 8.3/10)
  • Customizable Reporting: 6.7/10 (Category avg: 8.4/10)
  • Risk Management: 6.7/10 (Category avg: 8.1/10)

Who Is the Company Behind Croesus Advisor?

  • Seller: Croesus
  • Year Founded: 1987
  • HQ Location: Laval, CA
  • Twitter: @CroesusFin
    492 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    271 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Medium, 33% Large

What Are Recent G2 Reviews of Croesus Advisor?

What Are G2 Users Discussing About Croesus Advisor?

FundsIndia

FundsIndia is one of India's largest investment/mutual fund platforms with nearly Rs. 5000 crores ($725M+) invested with us by 10 lakh+ loyal investors. We've cemented our position as the fastest-growing platform and received several awards. We believe everyone should have access to India's financial system and deserves sophisticated investment advice.

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate FundsIndia?

  • Ease of Use: 8.9/10 (Category avg: 8.7/10)
  • Market Analytics: 9.2/10 (Category avg: 8.3/10)
  • Customizable Reporting: 10.0/10 (Category avg: 8.4/10)
  • Risk Management: 10.0/10 (Category avg: 8.1/10)

Who Is the Company Behind FundsIndia?

  • Seller: FundsIndia
  • Year Founded: 2008
  • HQ Location: Bengaluru, IN
  • Twitter: @FundsIndia
    26,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    707 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Large

What Are Recent G2 Reviews of FundsIndia?

Investment Account Manager

Investment Account Manager is a desktop Windows based portfolio management software.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Investment Account Manager?

  • Ease of Use: 10.0/10 (Category avg: 8.7/10)
  • Market Analytics: 9.4/10 (Category avg: 8.3/10)
  • Customizable Reporting: 9.4/10 (Category avg: 8.4/10)
  • Risk Management: 9.4/10 (Category avg: 8.1/10)

Who Is the Company Behind Investment Account Manager?

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of Investment Account Manager?

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