Investment portfolio management software - as the name suggests - offers the ability to manage an investment portfolio. It helps the investor to have detailed investment records and track their stocks and mutual funds too. Investment portfolio management software can also be dubbed as a wealth management software since it lets one do investment tracking in a wholesome manner. These products could be used by an individual, or financial advisers, or even an organization too.
Ziggma is a portfolio management application that has been specifically designed to make investing easy. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals. The Ziggma... read more
Acorns is the first company to offer micro-investing to the world. The proprietary financial engine allows customers to round up spare change from everyday purchases and invests these sub-dollar amounts into a professionally managed portfolio of index funds. Asset classes represent certain... read more
Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the... read more
For a product to be in the investment portfolio management software category, it must: