Home/Investment Portfolio Management SoftwareUpdated on: March 28, 2023

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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Assetmax - Investment Portfolio Management Software


Streamline your business with Assetmax
(1 Ratings)

Assetmax pricing: Assetmax Offers Custom plan.

What is Assetmax and how does it work?

Assetmax is a wealth management software for independent asset managers, banks, and family offices, providing multi-custody portfolio management, invoicing, client relationship management and reporting services. Assetmax is a reputable solution that is utilised by several wealth managers and institutions. Also, the software helps with efficient data processing and link-based multi custody solution. Since 2016, Assetmax has been used by independent asset managers and banks. Furthermore, the software provides real-time integration with third-party solutions, enabling additional functionality and programmable through APIs. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available. show more

Ziggma - Investment Portfolio Management Software


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

Ziggma pricing: Ziggma Offers Custom plan.

What is Ziggma and how does it work?

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 offered by the solution helps users identify the best ETFs and stocks available within the market. Ziggma features a variety of investment portfolio management tools like account aggregation, portfolio analytics, portfolio optimization and more. Professional-grade fundamental data provided by the platform helps users benefit from industry-specific KPIs for insurance, banking and real estate. The software sends real-time alerts, notifying users according to pre-scheduled metrics and recent changes within the market trends. Investors can even go through model portfolios to benchmark their personal goals and find new inspirations. Proprietary scoring system within ZIggma, helps users select the top-graded companies, enhancing their overall investment returns. show more

KoreConX - Investment Portfolio Management Software


All-in-one Platform used to manage Capital Market Activities
(1 Ratings)

KoreConX pricing: KoreConX Offers Custom plan.

What is KoreConX and how does it work?

KoreConX software is a platform used to manage all digital asset management providing real-time equity and debt information. It is a secure platform with dashboard for managing all investments, portfolio tracking and optimizing exposure management with reports in real-time. Integrate directly with funding, legal and compliance resources for immediate access. Manage, and measure investors to build better relationships with your investors. Investors, Small, Medium and Large companies make use of the software. show more

Sharesight - Investment Portfolio Management Software


Online Stock Portfolio Tracker And Reporting Platform For Investors
(218 Ratings)

Sharesight pricing: Starts at $12.0. Offers Free-forever plan.

What is Sharesight and how does it work?

Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups. show more

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

An Investment Analysis Рlаtfоrm
(23 Ratings)

Morningstar Direct pricing: Morningstar Direct Offers Custom plan.

What is Morningstar Direct and how does it work?

Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user. show more

MProfit - Investment Portfolio Management Software


MProfit makes Portfolio management a child’s game
(5 Ratings)

MProfit pricing: MProfit Offers Free-forever plan.

What is MProfit and how does it work?

MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios. show more

Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Remake your workday in a seamless manner with Morningstar Office
(28 Ratings)

Morningstar Office pricing: Morningstar Office Offers Custom plan.

What is Morningstar Office and how does it work?

Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management. show more

Croesus Advisor - Investment Portfolio Management Software

Croesus Advisor

Manage and prioritise clients’ portfolios just the way you like
(3 Ratings)

Croesus Advisor pricing: Croesus Advisor Offers Custom plan.

What is Croesus Advisor and how does it work?

Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more. show more

Acorns - Investment Portfolio Management Software


Your saving and investing assistant
(148 Ratings)

Acorns pricing: Starts at $1.0.

What is Acorns and how does it work?

Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge. show more

Robinhood - Investment Portfolio Management Software


Commission-free Stock Trading & Investing App
(3,465 Ratings)

Robinhood pricing: Robinhood Offers Custom plan.

What is Robinhood and how does it work?

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 share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more. show more

NotionInvest - Investment Portfolio Management Software


Investments in your workspace
(0 Ratings)

What is NotionInvest and how does it work?

With NotionInvest, users can easily keep track of the latest asset prices by updating a database in the workspace. The database is regularly updated, ensuring that they always have the most current information available. Thanks to the flexible nature of Notion, users can easily add a relation to this database, allowing users to use the synced assets to track the investments in whatever way makes the most sense for users. Whether they were a seasoned investor or just starting out, NotionInvest can help you stay on top of your investments with ease. Say goodbye to the hassle of manually tracking asset prices and monitoring the investments across multiple platforms. With NotionInvest, users can simplify the process and keep everything in one convenient location. Give it a try today and experience the power of a fully integrated investment tracking solution. show more

Portseido - Investment Portfolio Management Software


Track All Investments in one place
(0 Ratings)

Portseido pricing: Starts at $null. Offers Free-forever plan.

What is Portseido and how does it work?

Portseido is an innovative and comprehensive portfolio management platform that simplifies the tracking of investments and provides accurate performance measurement. With Portseido, users can easily access all their holdings in one place, eliminating the hassle of managing multiple sources of data. And with the help of its proprietary tracking technology, users can analyze their trades and gain valuable insights with minimal effort. Portseido also provides powerful portfolio analysis tools, allowing users to compare the performance of their portfolios, identify trends and risk points, and find potential opportunities in the market. Additionally, its built-in AI-powered analytics engine helps users get real-time analysis of their portfolios and make more informed decisions. Overall, Portseido is a must-have for any investor looking to gain better control over their investments and get a complete overview of their portfolios. With its superior features and intuitive user interface, it makes the portfolio management process easier and more efficient. show more

Riskturn - Investment Portfolio Management Software


Shelter from risk
(0 Ratings)

Riskturn pricing: Starts at $null. Offers Custom plan.

What is Riskturn and how does it work?

Riskturn is a web application for strategic portfolio planning, enterprise risk management, and structured finance, boosted by a Monte Carlo Simulation. Evolve without disrupting approach.

Global Predictions - Investment Portfolio Management Software

Global Predictions

Prepare your portfolio for today's economy
(0 Ratings)

Global Predictions pricing: Starts at $null. Offers Free-forever and Custom plan.

What is Global Predictions and how does it work?

Download Global Predictions and get started on building the portfolio for today's economy. With easy-to-use platform, user can import all 401k, crypto, real estate, and investment accounts and get automated recommendations from the expert system. With Global Predictions, user will be able to view all assets in one place, find opportunities, minimize risks, and act on personalized recommendations. Get started today and see the difference Global Predictions can make in the portfolio. show more

AIRR - Investment Portfolio Management Software


Let the issues related to investments be taken care of by AIRR
(0 Ratings)

AIRR pricing: AIRR Offers Custom plan.

What is AIRR and how does it work?

AIRR is a go-to SaaS solution that can be used to streamline investment management. It consolidates important data from either front or back-office systems and generates strategies to seamlessly fit it within the investment programs to be followed by individual clients. Moreover, it helps users to manage a variety of investment routines from a single platform thus making the entire process a lot easier. This in turn enables the fund management team to work efficiently and stay in the loop with other departments. There is a lot in store for the investors on AIRR who, to begin with, are updated with real-time data and a visual reporting tool that evaluates their investments. For the analysts, they get quite some scope to set up a valuation and analysis process, stay updated with the pipeline and generate brand new opportunities for investment. AIRR further makes it convenient for legal experts and officers to manage detailed records and keep a track of all KYC documents. As far as the job of accountants is concerned, they can easily create reports and keep a track of the financial metrics on every level individually. show more

Personal Capital - Investment Portfolio Management Software

Personal Capital

Get going with seamless financial management and decision making
(0 Ratings)

Personal Capital pricing: Personal Capital Offers Custom plan.

What is Personal Capital and how does it work?

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. show more

TikrBuddy - Investment Portfolio Management Software


Invest Like an Analyst
(0 Ratings)

TikrBuddy pricing: TikrBuddy Offers Custom plan.

What is TikrBuddy and how does it work?

Built For Retail investors BY Retail Investors. Powered by Data From S&P Global bring access to concensus analyst estimates on metrics such as revenue, EPS and much more. Helping invest with confidence. Financial statements don't have to be confusing. See 5 years of historical data in an EASY to read and understand format. show more

Kubera - Investment Portfolio Management Software


A Tool to Measure Investments
(0 Ratings)

Kubera pricing: Starts at $12.0. Offers Free-forever plan.

What is Kubera and how does it work?

Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. show more

Portfoliopilot - Investment Portfolio Management Software


Perfect Tool for Understanding the Portfolios
(0 Ratings)

Portfoliopilot pricing: Portfoliopilot Offers Free-forever plan.

What is Portfoliopilot and how does it work?

Introducing portfoliopilot, the essential tool for serious investors and asset managers to get ahead of the market curve. With portfoliopilot, can easily monitor macroeconomic events and trends, giving an unparalleled look into what's affecting the investment portfolio. Whether the customer is investing short-term or long-term, with portfoliopilot will be able to quickly identify anomalies and take action – invest in undervalued assets, adjust course and save a financial headache in the process! portfoliopilot gives ALL the information need right at the fingertips. If this isn't enough it also built watchlists specifically tailored to managing the investments – no more having to flip through endless data sets to find what's needed. The investors have chosen portfoliopilot as their preferred tool for understanding their portfolios! show more

Orion Advisor Trading - Investment Portfolio Management Software

Orion Advisor Trading

Trading and Rebalancing Solutions
(0 Ratings)

Orion Advisor Trading pricing: Orion Advisor Trading Offers Custom plan.

What is Orion Advisor Trading and how does it work?

Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.

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List of Investment Portfolio Management Software

Assetmax 5
Ziggma 4.9
KoreConX 4.5
Sharesight 4.4
Morningstar Direct 4.3
MProfit 4.3
Morningstar Office 4
Croesus Advisor 3.3
Acorns 2.9
Robinhood 1.9

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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