---
title: Raziel Reviews
meta_title: 'Raziel Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Raziel works for a business like yours.
date_modified: '2026-04-02'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Raziel Reviews
**Vendor:** Raziel  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Raziel
Raziel is an alternative asset management platform built for investors and founders who manage portfolios across multiple asset classes. The platform consolidates tracking for startups, private equity, real estate, cryptocurrency, collectibles, artwork, and other alternative investments into a single dashboard with institutional-grade analytics. For investors, VCs, and family offices, Raziel provides portfolio-level performance metrics including IRR, MOIC, TVPI, DPI, and RVPI calculated at the deal, fund, and firm level. Users can track capital calls and distributions, monitor valuations across funding rounds, and generate consolidated reports across all alternative holdings without switching between spreadsheets and custodian portals. Real estate investors can track properties with NOI, cap rate, and equity position monitoring. Crypto holders can aggregate wallets and exchange accounts into a single view with DeFi support. Angel investors and venture capital firms can manage deal flow, follow-on investments, SAFE and convertible note conversions, and exit tracking. For startup founders, Raziel offers a complete investor relationship management toolkit. Founders can write and distribute professional investor updates, manage investor contacts and communication history, track fundraising pipeline stages, and monitor key company metrics that investors care about. Raziel bridges the gap between consumer-grade portfolio trackers and complex institutional platforms, making powerful alternative asset management accessible to individual investors, emerging fund managers, and lean teams without requiring enterprise budgets or lengthy onboarding. The platform is designed for the United States market and supports the unique reporting, tax, and compliance needs of alternative asset holders.






- [View Raziel pricing details and edition comparison](https://www.g2.com/products/raziel-raziel/reviews?open_modal_url=%2Fproducts%2Fraziel-raziel%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fraziel-raziel%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-13+23%3A07%3A30+-0500&secure%5Bsession_id%5D=dcf097cd-5b98-45b9-9b63-17272dc73e94&secure%5Btoken%5D=97675b1447b24a66df3a379925962d48449bbdfea7473d2a6aa575eb6b57058c&format=llm_user)

## Raziel Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top Raziel 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)

