# Best Investment Portfolio Management Tools - Page 6

## 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**

### 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

[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=2026-08-10T08%3A14%3A08Z&secure%5Bdisplayable_resource_id%5D=1532&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1532&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1490833&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%3D6&secure%5Btoken%5D=ea9a054097b859110107151a896186189b91dec90ab66b6f87dfd7c3f37465f7&secure%5Burl%5D=https%3A%2F%2Fad.doubleclick.net%2Fddm%2Ftrackclk%2FN2471432.4572687G2-HONEYBOOK%2FB35800701.446277948%3Bdc_trk_aid%3D639648661%3Bdc_trk_cid%3D254588942%3Bdc_lat%3D%3Bdc_rdid%3D%3Btag_for_child_directed_treatment%3D%3Btfua%3D%3Bgdpr%3D%24%257bGDPR%257d%3Bgdpr_consent%3D%24%257bGDPR_CONSENT_755%257d%3Bltd%3D%3Bdc_tdv%3D1&secure%5Burl_type%5D=book_demo)

### [justETF](https://www.g2.com/products/justetf/reviews)

How can you invest in ETFs if you have never traded before? Which ETF is the most suitable for you? And what are the nuances to consider when it comes to taxes? Answers to these and other questions can be found at justETF. Here you will find everything you need to facilitate ETF investing - regardless of whether you are starting out or an experienced ETF investor. Our mission: We make ETF investing simple. To give you the opportunity to grow your wealth – for your retirement provision, for example. Our DNA: With justETF, we have created the largest platform around ETFs under the motto "ETFs made simple". Our product: We are the first choice for do-it-yourself investors. We offer you practical tools for investing with ETFs, ETF portfolios and lots of helpful content on the web and in our justETF app. And not only there: we also accompany you from A to Z on YouTube and Instagram. We have set out to inspire people for ETFs beyond Germany's borders: In addition to Germany, we are kick-starting the ETF revolution in Austria, Switzerland, Italy, France, Spain, the Netherlands, the UK, Belgium and Luxembourg.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate justETF?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind justETF?

- **Seller:** [justETF](https://www.g2.com/sellers/justetf)
- **Year Founded:** 2010
- **HQ Location:** München, DE
- **Twitter:** @justETF  
10,033 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08f4f8d58c95abf66910c943de2d325591d4d71f57050b8247e18edf5ef486b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjustetf&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of justETF?

**["Many filters to choose the best possible ETF"](https://www.g2.com/survey_responses/justetf-review-8255239)**

**Rating:** 5.0/5.0 stars

_— Sergio S._

[Read full review](https://www.g2.com/survey_responses/justetf-review-8255239)

### [Katipult](https://www.g2.com/products/katipult/reviews)

Katipult DealFlow is an award-winning, proprietary cloud-based software infrastructure to digitize and automate new issues, while providing best-of-breed standards for eliminating transaction redundancy, enhancing investor experience, and accelerating deal flow. Katipult DealFlow is transforming and powering firms in global capital markets out of an era of manual systems, ad hoc processes, and key person dependency.

**Average Rating:** 1.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Katipult?

- **Ease of Use:** 3.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 1.7/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 3.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Katipult?

- **Seller:** [katipult](https://www.g2.com/sellers/katipult)
- **Year Founded:** 2016
- **HQ Location:** Vancouver, ca
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7f9c2465b594d96cb7021c9a7d05bdd9250f3d2651e972f0184515b9267c48d3&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkatipult-technology-corp&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

### [Kore All-In-One Platform](https://www.g2.com/products/kore-all-in-one-platform/reviews)

KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table. Our solution can be utilized by broker-dealers, investor acquisition firms, law firms and accountants. KoreConX streamlines the capital raise process for RegCF, RegA+, and RegD offerings, improving efficiency and compliance. It also enhances ongoing communications with investors, fostering better relationships beyond the initial fundraising.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Kore All-In-One Platform?

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Kore All-In-One Platform?

- **Seller:** [KoreConX](https://www.g2.com/sellers/koreconx)
- **Year Founded:** 2016
- **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=eaeb202c372d0a30e635539ea9fae71af2eaa99faf3fbcf021f5771fb66387e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoreconx%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Kore All-In-One Platform?

**["Kore keeps me Very organized, is easy to navigate and customizable. "](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)**

**Rating:** 4.5/5.0 stars

_— Verified User in Sports_

[Read full review](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)

#### What Are G2 Users Discussing About Kore All-In-One Platform?

- [What is KoreConX Manage IR used for?](https://www.g2.com/discussions/what-is-koreconx-manage-ir-used-for)

### [Kubera](https://www.g2.com/products/kubera/reviews)

Kubera is the world's most modern portfolio tracker software. It lets you track all your assets in one place: stocks, savings, crypto, real estate, collectibles, digital and more. Kubera supports most global banks, brokerages, stocks and currencies. Kubera is private, secure and as simple as a spreadsheet to use. Our B2B white-label solution allows you to roll out Kubera to your clients. This custom and modern portfolio tracker can used by private banks, certified financial professionals, RIAs, estate planners, wealth and crypto advisors to delight, retain and grow their client base. Contact us for a demo – hello@kubera.com

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Kubera?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Kubera?

- **Seller:** [Kubera Apps](https://www.g2.com/sellers/kubera-apps)
- **Year Founded:** 2019
- **HQ Location:** Palo Alto, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73db4ab99dc6b3b4fd84604b8f8654fa9f49ee4473d66d9d8a9d28f1528658f9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkubera-com&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Kubera?

**["Kubera review"](https://www.g2.com/survey_responses/kubera-review-10059864)**

**Rating:** 4.0/5.0 stars

_— Abhay U._

[Read full review](https://www.g2.com/survey_responses/kubera-review-10059864)

### [Mantle](https://www.g2.com/products/mantle/reviews)

Mantle is the breakthrough CRM software for Non-profits. Mantle is a specially developed CRM software for Nonprofits that allows you to measure the impact you have in your community, something we know is a massive challenge that this industry faces. We also know that trying to understand the work that your team is partaking in relates back to your strategy is difficult to track. Mantle will be your guide when it comes to analysing your impact over time and identifying cost-effective approaches for future projects. We are currently offering a 30-day free personalised trial where we will use your organisation's data so you can experience our software to its full potential. We also have flexible payment plans and do the entire set up for you, so you don't even have to lift a finger.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Mantle?

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mantle?

- **Seller:** [Mantle](https://www.g2.com/sellers/mantle)
- **Year Founded:** 2022
- **HQ Location:** Toronto, ON, Canada
- **Twitter:** @withmantle  
732 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65058dad74841696af4fdf7cb98e76d02c985d4064e56da43d0fce141f6b4d8b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithmantle%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Mantle?

**["Useful CRM system for stakeholder engagement and internal communications."](https://www.g2.com/survey_responses/mantle-review-4314117)**

**Rating:** 5.0/5.0 stars

_— Andrew C._

[Read full review](https://www.g2.com/survey_responses/mantle-review-4314117)

#### What Are G2 Users Discussing About Mantle?

- [What is Mantle used for?](https://www.g2.com/discussions/what-is-mantle-used-for)

### [MSCI](https://www.g2.com/products/msci/reviews)

MSCI's Impact Solutions empower investors to integrate sustainability considerations into their investment processes, aligning portfolios with impact objectives, emerging regulations, and the United Nations Sustainable Development Goals (SDGs. By providing comprehensive tools and data, MSCI enables the measurement, management, and reporting of sustainability impacts, facilitating informed decision-making and strategic alignment with global sustainability frameworks. Key Features and Functionality: - Measure Impact: Assess revenue exposure to sustainable impact solutions, supporting thematic allocations aligned with SDGs, the EU Taxonomy of Sustainable Activities, and other sustainability-related frameworks. - Manage Risk: Invest in companies better positioned to withstand sustainability risks, minimizing exposure to issues such as unfair wage practices, gender discrimination, deforestation, and water pollution. - Meet Reporting Demands: Utilize tools that estimate portfolio impacts and compare them to rigorously constructed benchmarks, addressing the growing demands of sustainability reporting requirements. Primary Value and User Solutions: MSCI's Impact Solutions provide investors with the necessary tools to align their investments with specific societal and environmental outcomes. By offering detailed impact metrics and data derived from over 13,300 companies scored on social and environmental themes, investors can inform their strategies and direct capital toward companies contributing to their impact goals. Additionally, MSCI's solutions facilitate efficient reporting, enabling investors to meet regulatory requirements and communicate their sustainability performance effectively.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate MSCI?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MSCI?

- **Seller:** [MSCI](https://www.g2.com/sellers/msci)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4dd5359ceb29d2f542aae235eca57d93f19e215a3b4e8a5aff55217cff02a2fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmsci-inc%2F&secure%5Burl_type%5D=linkedin_company_website)
- **Ownership:** NYSE:MSCI
- **Total Revenue (USD mm):** $1,557

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of MSCI?

**["Deep, Reliable Investment and Risk Analytics with Broad Asset-Class Coverage"](https://www.g2.com/survey_responses/msci-review-13145625)**

**Rating:** 5.0/5.0 stars

_— Petar D._

[Read full review](https://www.g2.com/survey_responses/msci-review-13145625)

### [Navatar](https://www.g2.com/products/navatar/reviews)

Investment banks and alternative assets firms have long struggled with CRM systems - low adoption rates, minimal deal impact, and a clunky user experience that forces professionals back to email, Excel, and Word. As a result, most CRMs ultimately become little more than static lists of deals. Navatar turns your CRM into a dealmaking intelligence engine that captures, connects, and activates institutional knowledge—without high-touch data entry or rigid workflows. Navatar removes friction, connects the dots behind the scenes, and ensures that valuable intelligence shows up where and when you need it—automatically. With Navatar, you don't just manage deals. You unlock a firmwide competitive advantage. Navatar helps alternative assets firms: • Stay close to the right firms, people and signals • Unlock firmwide intelligence—without manual input • Maximize the value of internal and external relationships • Make better-informed investment decisions, faster

**Average Rating:** 4.2/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Navatar?

- **Ease of Use:** 7.2/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 6.7/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Navatar?

- **Seller:** [Navatar](https://www.g2.com/sellers/navatar)
- **Year Founded:** 2004
- **HQ Location:** New York, US
- **Twitter:** @navatargroup  
645 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee564156c9e7eb5f9ed72fee451f6d6b07a8980da972106fe878a340fcef8e69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F70110&secure%5Burl_type%5D=linkedin_company_website)  
109 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Small, 20% Medium

#### What Do G2 Reviewers Say About Navatar?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Navatar’s **industry-specific functionality** , which effectively tracks investments and streamlines processes for investment banking.
- Users value Navatar for its **tailored functionality and responsive customer service** , enhancing investment management efficiency and collaboration.
- Users value Navatar's **effective tracking capabilities** , enhancing management of investment advisory engagements and capital raise projects.
- Users find the **analysis skills** of Navatar valuable for enhancing insights from calls and meetings.
- Users commend Navatar's **responsive customer support** , ensuring smooth setup and consistent enhancements for optimal platform use.

##### Cons

- Users are frustrated by the **lack of a BCC feature** in Navatar's email templates, hindering their mass emailing process.
- Users find that **poor customer support** leads to lengthy processes, significantly slowing down their experience with Navatar.
- Users find that **communication is slow** with Navatar, leading to delays in resolving issues effectively.

#### What Are Recent G2 Reviews of Navatar?

**["Responsive Support with Industry-Specific Enhancements"](https://www.g2.com/survey_responses/navatar-review-11852450)**

**Rating:** 4.5/5.0 stars

_— Jesse R._

[Read full review](https://www.g2.com/survey_responses/navatar-review-11852450)

**["Customizable Powerhouse for Investment Banking"](https://www.g2.com/survey_responses/navatar-review-11847632)**

**Rating:** 4.5/5.0 stars

_— Jack T._

[Read full review](https://www.g2.com/survey_responses/navatar-review-11847632)

#### What Are G2 Users Discussing About Navatar?

- [What is DealCloud?](https://www.g2.com/discussions/what-is-dealcloud)
- [Is navatar Salesforce?](https://www.g2.com/discussions/is-navatar-salesforce)
- [What does navatar do?](https://www.g2.com/discussions/what-does-navatar-do)

### [Nirvana](https://www.g2.com/products/nirvana/reviews)

Our extensive, seamlessly integrated and modular front-to-back office solutions are designed to support a diverse array of asset managers and are available a-la-carte.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Nirvana?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Nirvana?

- **Seller:** [Nirvana Solutions](https://www.g2.com/sellers/nirvana-solutions)
- **Year Founded:** 2005
- **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=1331500a3c45d7aaec5d29d787ca38c008e14b2a142477bcb6e755a4bf0b92f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnirvana-solutions&secure%5Burl_type%5D=linkedin_company_website)  
324 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Nirvana?

**["Very Handy"](https://www.g2.com/survey_responses/nirvana-review-7979333)**

**Rating:** 5.0/5.0 stars

_— Marie-Claire P._

[Read full review](https://www.g2.com/survey_responses/nirvana-review-7979333)

### [ObjectWay SpA](https://www.g2.com/products/objectway-spa/reviews)

Objectway is a Top-100 global FinTech provider in the Banking, Wealth & Investment Management Software Industry. Our omni-channel and omni-device solutions support the digital transformation of banks, wealth and investment management business. The award-winning software platform is the trusted choice of leading wealth and investment firms across the globe - from EMEA to Canada to Central America. In 2017 Objectway won the "Best Performance" SDA Bocconi award , and "Best Front Office Solutions" Wealth Briefing European Awards. Since 2018, our leadership has been recognised by being included in the top 100 ITC Fintech Rankings by IDC Financial Insights. In 2019 IBS Intelligence Sales League Table recognised us as #1 Leader in Private Banking Systems. For three consecutive years, 2019, 2020 and 2021 we were crowned as “Best Wealth Management Solution” by Goodacre UK. We have been selected by FinTech Global for the WealthTech100 for four consecutive years, from 2019 to 2022. From offices in Italy, UK, Benelux, Ireland, Germany, Switzerland and UAE Objectway’s 800+ employees support more than 100,000 investment professionals in 10+ countries and 4 continents, who manage more than one trillion euros in assets. For more than 30 years, we have kept our focus on a single vision: constantly innovate, simplify and accelerate the digital transformation, empowering our clients to embrace their future challenges while providing great performance today.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind ObjectWay SpA?

- **Seller:** [Objectway](https://www.g2.com/sellers/objectway)
- **HQ Location:** Milan, Lombardy, Italy
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52068bc3b6f5a1de725fa3475015d491cee7c4285c731ec46d3c72162726ed8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fobjectway&secure%5Burl_type%5D=linkedin_company_website)  
702 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of ObjectWay SpA?

**["Personal Experience"](https://www.g2.com/survey_responses/objectway-spa-review-8484149)**

**Rating:** 5.0/5.0 stars

_— Hritik C._

[Read full review](https://www.g2.com/survey_responses/objectway-spa-review-8484149)

### [Palance](https://www.g2.com/products/palance/reviews)

Palance is on a mission to revolutionise investment portfolio analytics, offering a groundbreaking platform that addresses the widespread challenges faced by both individual and business investors. Our comprehensive solution combines extensive benchmarks, global coverage exceeding 100,000 listings, precise risk calculations tailored for ETFs and Mutual Funds, an intuitive user interface, and potentially game-changing AI/ML features (coming soon!). In a landscape dominated by limited access and high costs, Palance is committed to democratising sophisticated analytics tools, providing unparalleled affordability advantages. Our journey began with a passion for empowering investors of all sizes, fueled by the recognition of the crucial need for accessible, user-friendly, and powerful investment analytics. Through Palance, we strive to not only enhance portfolio performance and efficiency but also transform the way investors make informed decisions, making a lasting impact on the investment landscape!

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Palance?

- **Seller:** [Palance](https://www.g2.com/sellers/palance)
- **Year Founded:** 2022
- **HQ Location:** Espoo, FI
- **Twitter:** @PalanceCo  
10 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0254f6cea6e61ba7407d1686dcee72c256009320fa1c137238341a1d524c86c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpalance0%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Palance?

**["Finally a 'portfolio' analytics platform with modern UI/UX, not just performance tracking"](https://www.g2.com/survey_responses/palance-review-9534642)**

**Rating:** 5.0/5.0 stars

_— Mark S._

[Read full review](https://www.g2.com/survey_responses/palance-review-9534642)

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

Pro Stock Tracker is an investment portfolio tracking platform used by individual investors, investment professionals, and educational institutions such as schools and universities. It supports a wide range of assets, including stocks, ETFs, mutual funds, crypto, bonds, and forex across more than 85 global exchanges. Users can track multiple portfolios in one place and access detailed reports on performance, dividends, trades, benchmarking, diversification, and more. The platform calculates returns using a true Money-Weighted Rate of Return (MWRR) to reflect actual investment performance over time. Dividends and corporate actions are automatically processed to ensure data accuracy.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Pro Stock Tracker?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pro Stock Tracker?

- **Seller:** [Pro Stock Tracker](https://www.g2.com/sellers/pro-stock-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=79741f423bcb141f7dc158dfd460fd86a68791c780ee10210295f867b253eb96&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprostocktracker&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Pro Stock Tracker?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive data** provided by Pro Stock Tracker, praising its reliability and performance.
- Users appreciate the **data accuracy** of Pro Stock Tracker, praising its reliable and complete historical database.
- Users praise the **high reliability and performance** of Pro Stock Tracker, highlighting its complete and intuitive capabilities.

#### What Are Recent G2 Reviews of Pro Stock Tracker?

**["Simple and reliable."](https://www.g2.com/survey_responses/pro-stock-tracker-review-11156676)**

**Rating:** 4.5/5.0 stars

_— Domenico I._

[Read full review](https://www.g2.com/survey_responses/pro-stock-tracker-review-11156676)

### [Quirion](https://www.g2.com/products/quirion/reviews)

quirion has revolutionized asset management and already offers professional asset management from as little as 10,000 (action until 31.07.2019: when participating in the raffle, the minimum investment amounts to only 5,000 in the basic package). And that for just 0.48 percent pa - no additional costs, hidden fees and commissions.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Quirion?

- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 5.0/10 (Category avg: 8.3/10)
- **Risk Management:** 5.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Quirion?

- **Seller:** [Quirion](https://www.g2.com/sellers/quirion)
- **Year Founded:** 2013
- **HQ Location:** Berlin, DE
- **Twitter:** @quirionAG  
545 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=817bb4f8ebb60ffa26c0dc1759e8e030a42db984299ae44bbe9f471083362ef2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquirion-ag%2F&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

### [SerVC](https://www.g2.com/products/servc/reviews)

Since its establishment in 2015, SerVC has successfully built financial departments for over 70 VC firms. Our organic growth inspired us to develop a VC Software that unifies fund lifecycle under one platform that was designed together with over 50 VC partners.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate SerVC?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind SerVC?

- **Seller:** [SerVC](https://www.g2.com/sellers/servc)
- **Year Founded:** 2011
- **HQ Location:** Herzliya, IL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a9a2d9e73788883f4f09dfa3aed958cb84092629c09397f575e49e981673159c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fservc-fund-administrator&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of SerVC?

**["Great software"](https://www.g2.com/survey_responses/servc-review-8743222)**

**Rating:** 5.0/5.0 stars

_— Reef N._

[Read full review](https://www.g2.com/survey_responses/servc-review-8743222)

### [SHAREIN](https://www.g2.com/products/sharein/reviews)

ShareIn can provide white label crowdfunding software to fit your needs. Customisable investment platforms enable you to raise funds directly from your network of investors.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate SHAREIN?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind SHAREIN?

- **Seller:** [SHAREIN](https://www.g2.com/sellers/sharein)
- **Year Founded:** 2011
- **HQ Location:** Edinburgh, GB
- **Twitter:** @sharein  
1,826 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8393dcffa0224f7998da5d78d2159b18c6ad4de9a187bf73fc9450325f19b8ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsharein%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of SHAREIN?

**["Very useful and easy to operate"](https://www.g2.com/survey_responses/sharein-review-8030423)**

**Rating:** 5.0/5.0 stars

_— Lalit Kumar S._

[Read full review](https://www.g2.com/survey_responses/sharein-review-8030423)

### [Sharesight](https://www.g2.com/products/sharesight/reviews)

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Sharesight?

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.2/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Sharesight?

- **Seller:** [Sharesight](https://www.g2.com/sellers/sharesight)
- **Year Founded:** 2007
- **HQ Location:** Sydney, AU
- **Twitter:** @sharesight  
5,504 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=133f1ab2d700186383106276ad7706c58193e4fd9204ff992b64b516e2421aee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsharesight-limited&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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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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