---
title: FPM (Financial Portfolio Management System) Reviews
meta_title: 'FPM (Financial Portfolio Management System) Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how FPM (Financial Portfolio Management System) works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# FPM (Financial Portfolio Management System) Reviews
**Vendor:** Computerdesign  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About FPM (Financial Portfolio Management System)
The FPM System is suitable for a wide range of investment management and investment accounting operations.






- [View FPM (Financial Portfolio Management System) pricing details and edition comparison](https://www.g2.com/products/fpm-financial-portfolio-management-system/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-05+01%3A16%3A09+-0500&secure%5Bsession_id%5D=24ec936d-2629-42bc-8bea-5b550fd6c014&secure%5Btoken%5D=f23f017a9c0d3421e180ba5bd67071dd7661249efef499d143e226e6922e46e4&format=llm_user)

## FPM (Financial Portfolio Management System) Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

## Top FPM (Financial Portfolio Management System) Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)