# Liquidity Reviews
**Vendor:** liquidity.io  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Liquidity
Liquidity.io is an SEC-regulated digital marketplace that makes it easier to invest in Private Credit, Pre-IPO companies, and Alternative Investments. We operate as a Broker-Dealer, Blockchain-based Transfer Agent, and a Digital ATS (Alternative Trading System) — bringing trust, transparency, and automation to traditionally hard-to-access private markets. Liquidity.io simplifies investing by combining regulatory compliance with cutting-edge blockchain technology, helping both institutions and individuals access new opportunities in private assets.






- [View Liquidity pricing details and edition comparison](https://www.g2.com/products/liquidity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-05+14%3A24%3A20+-0500&secure%5Bsession_id%5D=f038793d-b7e3-49d8-8e4c-a045efece14d&secure%5Btoken%5D=4986e645a13fb5cffb7cdc559f2929c38aba9722c7dbe9aa9a442ca808fa0c9b&format=llm_user)

## Liquidity 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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