Top 10 Portfolio Manager Alternatives & Competitors

Portfolio Manager is not the only option for Financial Risk Management Software. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Portfolio Manager include reliability and ease of use. The best overall Portfolio Manager alternative is Tableau. Other similar apps like Portfolio Manager are SAS Risk Management, Nitrogen, World-Check On Demand, and MyComplianceOffice. Portfolio Manager alternatives can be found in Financial Risk Management Software but may also be in Financial Research Software or Analytics Platforms.

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Best Paid & Free Alternatives to Portfolio Manager

Tableau
SAS Risk Management
Nitrogen
World-Check On Demand
MyComplianceOffice
Creditsafe
Orion Risk Intelligence
FactSet Workstation

Top 10 Alternatives to Portfolio Manager Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Portfolio Manager stacks up to the competition and find the best product for your business.

Tableau

By Salesforce

4.4/5

(3,497)

Product Description

Categories in common with Portfolio Manager:

Insurance Analytics

SAS Risk Management

By SAS Institute Inc.

4.3/5

(89)

Product Description

SAS Risk Management is a comprehensive solution designed to help financial institutions and enterprises effectively identify, assess, and manage various types of risks, including credit, market, and operational risks. By leveraging advanced analytics and machine learning, it enables organizations to anticipate potential risks, conduct dynamic stress testing, and ensure regulatory compliance, thereby enhancing decision-making processes and overall risk mitigation strategies. Key Features and Functionality: - Advanced Predictive Analytics: Utilizes sophisticated algorithms and machine learning models to forecast potential risks, allowing for proactive risk management. - Comprehensive Risk Assessment: Offers tools to evaluate multiple risk factors across different levels, integrating both internal and external data sources for precise assessments. - Dynamic Stress Testing: Simulates various stress scenarios to test financial systems against extreme market conditions, aiding in strategic planning and preparedness. - Integrated Reporting and Compliance: Automates reporting processes, maintains comprehensive audit trails, and ensures adherence to current regulatory standards. Primary Value and Problem Solved: SAS Risk Management addresses the critical need for organizations to manage financial risks effectively. By providing a unified platform that combines predictive analytics, risk assessment, stress testing, and compliance reporting, it empowers businesses to make informed decisions, reduce potential losses, and maintain regulatory compliance. This holistic approach not only enhances operational efficiency but also strengthens the organization's ability to navigate complex and evolving risk landscapes.

Categories in common with Portfolio Manager:

Financial Risk Management

Nitrogen

By Nitrogen

4/5

(71)

Product Description

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Categories in common with Portfolio Manager:

Financial Risk Management

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MyComplianceOffice

By MyComplianceOffice

4.2/5

(52)

Product Description

Categories in common with Portfolio Manager:

Financial Risk Management

Creditsafe

By Creditsafe

4.4/5

(50)

Product Description

Categories in common with Portfolio Manager:

Financial Risk Management

Orion Risk Intelligence

By Orion Advisor Tech

4.5/5

(36)

Product Description

Categories in common with Portfolio Manager:

Financial Risk Management

FactSet Workstation

By FactSet Research Systems

4.3/5

(35)

Product Description

Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.

Categories in common with Portfolio Manager:

Financial Risk Management

SAS Fraud, Anti-Money Laundering & Security Intelligence

By SAS Institute Inc.

4.1/5

(33)

Product Description

SAS Fraud, Anti-Money Laundering (AML, and Security Intelligence is a comprehensive solution designed to proactively protect organizations from fraud, compliance breaches, and security threats. By integrating advanced analytics, artificial intelligence (AI, and machine learning, SAS delivers a unified approach to fraud detection, regulatory compliance, and security intelligence. This platform enables businesses to monitor transactions in real-time, identify suspicious activities, and manage risks effectively, thereby safeguarding their reputation and financial assets. Key Features and Functionality: - Real-Time Transaction Monitoring: Continuously analyzes payment and non-monetary transactions to detect and prevent fraudulent activities across the enterprise. - Advanced Analytics and AI Integration: Utilizes AI and machine learning to enhance detection accuracy, enabling the identification of complex fraud patterns and emerging threats. - Comprehensive Case Management: Provides a centralized platform for managing investigations, documenting actions, and ensuring compliance with regulatory requirements. - Customer Due Diligence (CDD: Offers end-to-end CDD capabilities powered by superior analytics to assess and manage customer risk profiles effectively. - Regulatory Compliance Support: Assists organizations in adhering to evolving regulations by providing tools for monitoring, reporting, and maintaining compliance standards. Primary Value and Problem Solving: SAS Fraud, AML, and Security Intelligence addresses the critical need for organizations to detect and prevent fraudulent activities, ensure compliance with regulatory standards, and protect against security threats. By leveraging advanced analytics and AI, the platform enables businesses to: - Enhance Detection Capabilities: Identify and respond to complex fraud scenarios and signals that traditional methods might miss. - Improve Operational Efficiency: Streamline investigation processes and workflows, reducing the time and resources required to manage fraud and compliance cases. - Mitigate Financial and Reputational Risks: Proactively prevent improper payments associated with fraud, waste, and abuse, thereby safeguarding the organization's financial health and reputation. - Adapt to Regulatory Changes: Stay ahead of evolving compliance requirements with flexible and scalable solutions that can be tailored to specific organizational needs. By providing a holistic and integrated approach to fraud detection and security intelligence, SAS empowers organizations to protect their assets, maintain customer trust, and achieve long-term success in a rapidly changing threat landscape.

Categories in common with Portfolio Manager:

Product Description

Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.

Categories in common with Portfolio Manager:

Financial Risk Management