# Fund Manager Reviews
**Vendor:** Beiley Software  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Fund Manager
Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.






- [View Fund Manager pricing details and edition comparison](https://www.g2.com/products/fund-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-23+14%3A07%3A02+-0500&secure%5Bsession_id%5D=86ac0484-0186-472a-8dd3-ab80dae4f6fc&secure%5Btoken%5D=41a3268cbc18a5992e72acd7f526603b261daf4a5d5297b302be5bc5e05604e4&format=llm_user)

## Fund Manager 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

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  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)