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Updated on: June 21, 2021

Investment Portfolio Management Software

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. 

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Manage your investments in a smarter way to get better results
(9 Ratings)

Ziggma pricing: Ziggma Offers Custom plan.

Ziggma is an investment portfolio and risk management software, which helps private investors retain complete control over the investments they make. Users can easily link their investment accounts into the software to benefit from a suite of optimisation and monitoring tools. In-built ETF screener... read more


Manage your investments the right way
(2 Ratings)

MProfit pricing: MProfit Offers Free-forever plan.

MProfit provides you with a seamless way to manage your investments across Stocks, Mutual Funds, Bonds, F&O and other asset classes. Track Absolute Gain and Annualised Return (XIRR) for all assets and portfolios. Investors can maintain individual portfolios and create portfolio groups to view... read more

Morningstar Direct

An Investment Analysis Platform That Elevates the Way You Work
(10 Ratings)

Morningstar Direct pricing: Morningstar Direct Offers Custom plan.

Morningstar Direct is a cloud-based Investment Portfolio Management Software. Apply benchmarks and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation to conduct due diligence at scale. Underscore your value in impact... read more

Morningstar Office

Practice and Portfolio Management Software for a Better Way to Work
(14 Ratings)

Morningstar Office pricing: Morningstar Office Offers Custom plan.

Morningstar Office is an online-based Investment Portfolio Management Software. Assess risk and exposure in your strategies and client portfolios with a scenario analysis tool. Use pre-defined scenarios to perform “what-if” analysis on market movements and visualize the results to clearly... read more

Croesus Advisor

Portfolio management software adapted to your reality
(3 Ratings)

Croesus Advisor pricing: Croesus Advisor Offers Custom plan.

Croesus Advisor is a user-friendly, high performance, and innovative, portfolio management software. Track performance effortlessly and generate tailored reports to manage and prioritize your client interactions. View client portfolios and positions held by date, position data, projected income,... read more


Helps you grow your money
(55 Ratings)

Acorns pricing: Starts at $1.0.

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


Commission-free Stock Trading & Investing App
(3,266 Ratings)

Robinhood pricing: Robinhood Offers Custom plan.

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

Personal Capital

Get personalized advice from an advisor who listens

Personal Capital pricing: Personal Capital Offers Custom plan.

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Tax location places assets in different account types to help minimize taxes (higher yield securities being placed in tax-sheltered accounts when possible). Ongoing... read more


Portfolio reporting for the modern advisor

Addepar pricing: Addepar Offers Custom plan.

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Increase efficiency while delivering high-touch service to clients. Provide a personalized wealth management solution at scale. Addepar aggregates... read more

Advent Portfolio Exchange

Ensure everyone in your firm is on the same platform

Advent Portfolio Exchange pricing: Advent Portfolio Exchange Offers Custom plan.

Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Customized delivery (deployed locally or cloud-delivered with or without outsourcing services). Composite management support for GIPS compliance. A vast library of... read more

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List of Investment Portfolio Management Software


Buyer's Guide on Investment Portfolio Management Software

For a product to be in the investment portfolio management software category, it must: 

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