# Best Investment Portfolio Management Tools - Page 8

## 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**

### Hive

Hive is an all-in-one project management software platform that helps teams plan, collaborate, automate workflows, and deliver projects faster. Designed for organizations of every size, Hive combines powerful project planning, task management, team collaboration, and workflow automation tools in one customizable workspace. Whether you're managing marketing campaigns, product launches, creative projects, client work, or cross-functional initiatives, Hive adapts to your team's unique processes. Unlike rigid project management tools, Hive offers flexible workflows, customizable dashboards, and multiple project views so every team can work the way they work best. Hive empowers marketing, operations, product, IT, creative, and remote teams with the tools they need to stay organized and aligned. With customizable workflows and powerful collaboration features, teams can centralize work, reduce manual tasks, and improve visibility across every project. Key capabilities include: - Multiple project views, including Kanban boards, Gantt charts, calendars, tables, and lists - Task management with custom fields, dependencies, milestones, and priorities - Workflow automation to eliminate repetitive work - Real-time team collaboration with messaging, comments, and file sharing - Time tracking, reporting, and analytics - Integrations with hundreds of popular business applications Every organization works differently, which is why Hive is built to be one of the most customizable project management platforms available. Teams can create workflows tailored to their business processes using custom fields, project templates, automations, approvals, and integrations. Instead of forcing teams to change how they work, Hive adapts to existing workflows — helping organizations improve efficiency without disrupting productivity. Hive gives teams the flexibility to manage projects from the perspective that works best for them. Switch seamlessly between: - Kanban boards for agile workflows - Gantt charts for timeline planning - Calendar views for scheduling - Table and List views for detailed task management These flexible project views help teams track deadlines, manage resources, identify bottlenecks, and keep projects moving forward. Hive brings projects, communication, and documentation together in one centralized workspace. Team members can collaborate in real time, assign tasks, share files, provide feedback, and monitor project progress without switching between multiple tools. By combining project planning, collaboration, automation, and reporting in a single platform, Hive helps teams reduce busywork and focus on delivering results. Hive is more than just task management software—it's a scalable work management platform built to evolve alongside your business. As your needs change, Hive continues to expand through new features, integrations, and customer-driven enhancements. With flexible customization, powerful automation, and dedicated customer support, Hive enables organizations to streamline workflows, improve cross-functional collaboration, and execute projects with greater speed and confidence.

[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=2026-08-10T15%3A34%3A06Z&secure%5Bdisplayable_resource_id%5D=2360&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=27036&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=27036&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%3D8&secure%5Btoken%5D=979ac8ca0069cd268c414f6ce236560bdcfdd5c548ea2d2d91633dd26d331e0f&secure%5Burl%5D=https%3A%2F%2Fhive.com%2F&secure%5Burl_type%5D=company_website)

### [Allo](https://www.g2.com/products/allofi-allo/reviews)

Allo is an all-in-one enterprise portfolio management solution for crypto funds. Allo streamlines operations and automates tedious data analysis and reporting, allowing portfolio managers to focus on their strategy.

#### Who Is the Company Behind Allo?

- **Seller:** [AlloFi](https://www.g2.com/sellers/allofi)
- **Year Founded:** 2022
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bdef250480fe4cc09833c9e6d21a9c333ba9589dbe61e9000e2550dc4f86cd00&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallofi&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Alphaquark](https://www.g2.com/products/alphaquark/reviews)

AlphaQuark is a high-performance infrastructure for SEBI-registered experts. We provide an institutional-grade engine that unifies multi-broker execution, automated compliance, and real-time portfolio rebalancing. Beyond the backend, we empower advisors with white-label mobile apps (iOS & Android) that offer clients a "MyGate like" approval experience allowing them to review and execute recommendations with a single tap. By replacing fragmented tools with a professional, branded digital ecosystem, we enable Research Analysts and RIAs to scale their operations while delivering a premium, transparent experience to their investors.

#### Who Is the Company Behind Alphaquark?

- **Seller:** [AlphaQuark](https://www.g2.com/sellers/alphaquark)
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=63f555d37b5f2872943aecc56537c2c5f8e6450c65601707b86a59e3292ab595&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falphaquark%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [Alphastream](https://www.g2.com/products/alphastream/reviews)

Alphastream is an AI-driven platform designed to revolutionize data extraction and analysis in the capital markets sector. By leveraging advanced artificial intelligence, machine learning, and natural language processing technologies, Alphastream transforms complex, unstructured financial and legal documents into actionable insights within minutes. This innovation significantly reduces the time debt investors and analysts spend on data collection, enabling more efficient and informed decision-making processes.

#### Who Is the Company Behind Alphastream?

- **Seller:** [Alphastream](https://www.g2.com/sellers/alphastream)
- **Year Founded:** 2019
- **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=adbe22c49a882180b5b0d18a312816696962275a650b46f653266a0cc5aa6df3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FAlphastream&secure%5Burl_type%5D=linkedin_company_website)  
222 employees on LinkedIn®

### [Alphathena](https://www.g2.com/products/alphathena/reviews)

Alphathena is an AI-powered direct indexing platform designed to empower financial advisors, wealth managers, and fintech firms with personalized investment solutions. By enabling the creation of customized indexes and portfolios tailored to individual client preferences, Alphathena enhances portfolio management through advanced tax optimization, automated rebalancing, and seamless integration with existing custodial systems. This comprehensive platform allows advisors to deliver enterprise-level strategies with ease and confidence, fostering stronger client relationships and improved investment outcomes. Key Features and Functionality: - Personalized Indexing: Create and manage bespoke direct index portfolios aligned with each client's unique values and financial goals. - Extensive Customization: Choose from over 1,200 indexes and ETFs, customizing with more than 40 factors to meet specific client needs. - Tax-Loss Harvesting: Automate tax optimization processes to enhance after-tax returns through systematic identification and execution of tax-loss harvesting opportunities. - Automated Rebalancing: Maintain portfolio alignment with client objectives via automated rebalancing triggers and real-time alerts. - Seamless Integration: Connect effortlessly with existing custodians and trading platforms, ensuring a smooth workflow from onboarding to ongoing management. - AI-Enhanced Efficiency: Utilize artificial intelligence to streamline workflows, including natural language search for discovering equities and screening for environmental, social, and governance (ESG preferences. Primary Value and Solutions Provided: Alphathena addresses the growing demand for personalized investment strategies by equipping advisors with tools to deliver customized portfolios at scale. The platform's AI-driven capabilities simplify complex investment processes, allowing advisors to offer tailored solutions without the need for costly third-party managers. By automating tax-loss harvesting and rebalancing, Alphathena enhances tax efficiency and portfolio performance, ultimately strengthening client relationships and providing a competitive edge in the wealth management industry.

#### Who Is the Company Behind Alphathena?

- **Seller:** [Alphathena](https://www.g2.com/sellers/alphathena)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=300e1cb9e0ada0c361670d6e63d80dd1ee115eddb1de5abb1aa8a92a04270f26&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falphathena&secure%5Burl_type%5D=linkedin_company_website)

### [AltoIRA](https://www.g2.com/products/altoira/reviews)

Alto delivers an easy-to-use, automated process for investing in alternatives with your IRA savings.

#### Who Is the Company Behind AltoIRA?

- **Seller:** [AltoIRA](https://www.g2.com/sellers/altoira)
- **Year Founded:** 2015
- **HQ Location:** Nashville, Tennessee, United States
- **Twitter:** @alto\_ira  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df72d084c67c94683936bbce0698729ad910f9da1eafb10e6cdcc856b8ff2cf1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltoira%2F&secure%5Burl_type%5D=linkedin_company_website)  
127 employees on LinkedIn®

### [Aquicore](https://www.g2.com/products/aquicore/reviews)

Aquicore enables your teams with the most powerful monitoring, communications and analytics tools in the industry.

#### Who Is the Company Behind Aquicore?

- **Seller:** [Aquicore](https://www.g2.com/sellers/aquicore)
- **Year Founded:** 2013
- **HQ Location:** Washington, US
- **Twitter:** @Aquicore  
1,312 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e02e4af3ff7a98027e92acb2c8205b1f960bd7bef4877cb311787d4274ef8bf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2570905&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Ark](https://www.g2.com/products/ark-ark/reviews)

Elevate Your Fund Management with Ark At Ark, we're committed to streamlining operations and enhancing investor reporting for private fund managers and asset service providers. Our cloud-based platform is designed to expedite fund operations and raise up investor reporting, ensuring you can focus on what matters—growing your investments. Why Choose Ark? -No Implementation Fees: Get started today with no upfront costs. -Quick and Configurable Setup: Easily tailor the platform to your specific needs for a swift launch. -All-in-One Solution: Manage all your needs in a unified, intuitive platform, encompassing everything from fundraising to portfolio management and fund administration. Built for Security and Efficiency -Scalable Technology: Our platform is built to scale with you, whether launching your first fund, or your next SPV or co-investment. -Seamless Integration: Effortlessly integrate with your existing systems, enhancing your workflow without disruption. -Robust Security: We adhere to SOC 2 Type 2 standards, ensuring the utmost safety for your data. Ready to Transform Your Fund Management? Contact us today for a demo and discover how Ark can elevate your fund management to the next level.

#### Who Is the Company Behind Ark?

- **Seller:** [Ark](https://www.g2.com/sellers/ark-d39dd452-4445-4b60-81de-9a0729c68d4f)
- **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®

### [Ashta.ai](https://www.g2.com/products/ashta-ai/reviews)

Ashta.ai is an end-to-end AI-powered investment operations platform built for modern fund managers, private equity firms, and real estate investment companies. It streamlines the entire investment lifecycle—from fundraising and investor onboarding to accounting, compliance, and reporting—through a combination of automation, intelligent workflows, and structured financial logic. Key Capabilities: - Investor Onboarding & KYC Automation Automates document collection, verification, and compliance workflows using AI-driven processing. - Fund Operations Engine Supports capital calls, distributions, and waterfall calculations with full traceability and auditability. - Document Intelligence & Data Extraction Extracts and structures data from legal and financial documents into a unified system. - Reporting & Investor Communication Generates accurate, real-time reports to improve transparency and investor trust. - Secure, Multi-Entity Management Designed to handle complex fund structures, investor hierarchies, and governance requirements.

#### Who Is the Company Behind Ashta.ai?

- **Seller:** [Ashta](https://www.g2.com/sellers/ashta)
- **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=5eb0eb33be3131cb07e01383feb7d52ae3685a188dd6b5d1c66efdd66ceff9a6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fashta-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Asora](https://www.g2.com/products/asora/reviews)

Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting.

#### Who Is the Company Behind Asora?

- **Seller:** [Asora Technologies](https://www.g2.com/sellers/asora-technologies)
- **HQ Location:** Dublin City, IE
- **Twitter:** @AsoraTech  
16 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=191e06d7676b36691a02c86be6680a48380846cf4bf02710d58e079fc991de62&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fasoratechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [Athena Systems](https://www.g2.com/products/athena-systems/reviews)

Athena Systems develops and supports Spark, the world-class platform for asset managers to run their entire investment process from start to finish under a single license while fully adapting to their business requirements. Spark is the only system on the market to provide unified: - Portfolio & Risk Management - Trading - Technology and Infrastructure - Operations and Accounting - Compliance and Controls - Surveillance - Data Warehouse/Reporting - STP Delivered with a secure, cloud-native technology framework, Spark brings front-to-back automation, avoiding any manual workaround. At the same time, through its extensive features, the system increases your performance, manages your risk, and saves time while lowering your operational costs. Athena is a boutique technology firm comprised of veteran developers, integrators, and analysts with extensive experience in capital markets. Its client list includes leading wealth management banks, hedge funds, mutual funds, family offices, and institutional managers. Athena Systems is part of the United Fintech group, whose mission is to create a platform that facilitates access to best-in-class fintechs focused on capital markets, helping banks, asset managers, hedge funds, and brokers accelerate their digital transition and innovation.

#### Who Is the Company Behind Athena Systems?

- **Seller:** [Athena Systems](https://www.g2.com/sellers/athena-systems)
- **Year Founded:** 2020
- **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=8e3906c9a16561635f8427f24178425b332d2e233b8176adf6b90eea0a01695b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funited-fintech&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

### [Atominvest](https://www.g2.com/products/atominvest/reviews)

Atominvest is an end-to-end software platform revolutionizing asset management. Built for private markets firms - including private equity, venture capital, and private credit managers - Atominvest replaces fragmented tools and manual workflows with a single, unified system. The platform is offered across two core solutions that can be adopted independently or together: 1. Portfolio Management gives investment teams real-time visibility into portfolio performance without the operational burden of disconnected systems. AI-powered data ingestion automatically extracts and structures data from Excel files, PDFs, and board decks; real-time analytics handle performance calculations, covenant testing, and anomaly detection the moment data arrives; and automated reporting generates investor-ready outputs in minutes using customizable templates and dashboards. 2. Investor Management streamlines the full investor lifecycle - from fundraising to onboarding to ongoing reporting - in one place. Firms can share due diligence materials through secure datarooms with real-time engagement tracking, onboard investors digitally via guided e-subscription documents with DocuSign integration, and deliver a branded self-service portal where investors access documents, performance dashboards, and account information. Many firms start with one solution and expand to both, creating a fully integrated operating layer that spans the portfolio and the investor base. Atominvest also includes fund accounting tools, ESG monitoring, and enterprise-grade capabilities including a bidirectional API, data warehouse sync, SSO, and role-based permissions. Atominvest currently powers 150k+ users, 20k+ portfolio companies and over $5trn AUM globally and is used by many of the world’s leading investment firms.

#### Who Is the Company Behind Atominvest?

- **Seller:** [AtomInvest](https://www.g2.com/sellers/atominvest)
- **HQ Location:** Greater London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac61a5c787493aef2a09c5f8d54d57ef6873d1efb46236b844b330b13db21068&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatominvest&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

### [Augment Wealth Advisors](https://www.g2.com/products/augment-wealth-advisors/reviews)

Augment combines multiple capabilities into a single digital platform giving you sophisticated tools to make well-informed investment decisions and grow your wealth. We combine extensive human experience & expertise within the firm, with data science and technological tools to help make your investment decisions more robust increasing your chances to achieve your financial goals.

#### Who Is the Company Behind Augment Wealth Advisors?

- **Seller:** [Augment Wealth Advisors](https://www.g2.com/sellers/augment-wealth-advisors)
- **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®

### [Axia Suite](https://www.g2.com/products/axia-suite/reviews)

Axia Suite is a cutting-edge, web-based, omni-channel Wealth Management Platform that has garnered industry acclaim. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Unlock the Power of Wealth Management Offering affordable yet first-class Wealth Management solutions, it's tailored for those who demand excellence without compromise. With a streamlined setup process, the platform empowers your operations while offering a spectrum of licensing, deployment, sourcing, and pricing options. From multi-custodian bank models to intuitive digital front-office solutions, Axia Suite caters to every intricate demand of investment management operations. This versatile solution goes beyond the ordinary, presenting options like white-labeled service (SaaS) in a private cloud. Axia Suite isn't just a platform; it's your competitive edge. Unleash the potential of seamless operations, unparalleled flexibility, and a solution designed with your success in mind. Elevate your investment management with Axia Suite – where innovation meets excellence.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Axia Suite?

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Axia Suite?

- **Seller:** [PROFILE SOFTWARE S.A](https://www.g2.com/sellers/profile-software-s-a)
- **Year Founded:** 1990
- **HQ Location:** Néa Smírni, Attiki, Greece
- **Twitter:** @PROFILESoftware  
330 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6ee6f655de7c473c6254078b957cf5ff0899eda278e0e034744f2d1c1503855&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofile-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
229 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Axia Suite?

**["Experience about Axia Suit"](https://www.g2.com/survey_responses/axia-suite-review-9877113)**

**Rating:** 5.0/5.0 stars

_— Ishita M._

[Read full review](https://www.g2.com/survey_responses/axia-suite-review-9877113)

**["Short term review"](https://www.g2.com/survey_responses/axia-suite-review-9881539)**

**Rating:** 4.5/5.0 stars

_— Verified User in Staffing and Recruiting_

[Read full review](https://www.g2.com/survey_responses/axia-suite-review-9881539)

### [Azentio Capital Markets](https://www.g2.com/products/azentio-capital-markets/reviews)

Azentio offers advanced capital markets solutions, designed to help financial institutions navigate complexity with ease. Our flagship product, Azentio MFund Plus, is an award-winning, fully integrated platform that unifies front-to-back office operations across asset management, investor services, and wealth management. Our solutions are tailored to meet the needs of today’s dynamic capital markets.

#### Who Is the Company Behind Azentio Capital Markets?

- **Seller:** [Azentio](https://www.g2.com/sellers/azentio)
- **Year Founded:** 2020
- **HQ Location:** Singapore
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0017df4b9f24a67720ee0d992e30d9bbf3da794e9f4661800ccd7353719b2213&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fazentio&secure%5Burl_type%5D=linkedin_company_website)  
1,932 employees on LinkedIn®
- **Ownership:** Private
- **Phone:** +65 68 081 600

### [B2Broker Trader's Room](https://www.g2.com/products/b2broker-trader-s-room/reviews)

A readymade functional solution for brokerages.

#### Who Is the Company Behind B2Broker Trader's Room?

- **Seller:** [B2Broker](https://www.g2.com/sellers/b2broker)
- **Year Founded:** 2014
- **HQ Location:** Dubai, UAE
- **Twitter:** @b2broker\_net  
3,136 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fea75e3b06eab47d32fbf8ce1ca0c3a3bd58f4d9f1d5518ea20ce82749f60e8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fb2broker%2F&secure%5Burl_type%5D=linkedin_company_website)  
255 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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