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Updated on: May 25, 2022

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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Aikido Finance

Build a portfolio in minutes
(1 Ratings)

Aikido Finance pricing: Lifetime deal starts at $59

Aikido empowers you to take a systematic, algorithmic, rules-based approach to building your portfolio. Choose from a catalog of stock & crypto investment strategies. A powerful stock screener & research center to find you the best stocks. read more


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


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


Your saving and investing assistant
(144 Ratings)

Acorns pricing: Starts at $1.0.

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... read more


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

AIRR pricing: AIRR Offers Custom plan.

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... read more

Morningstar Office

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

Morningstar Office pricing: Morningstar Office Offers Custom plan.

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... read more


Make investments in a single click
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Shootih pricing: Shootih Offers Custom plan.

Investment opportunities for Business’s idle cash. Make investments in a single click. 360 degree view of investment holding along with gain tracking. Real-time view of incoming and outgoing transactions for multiple business bank accounts all in one place.


The investing platform built by retail investors
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Jika.io pricing: Starts at $5.99. Offers Free-forever plan.

Choose between easy, medium or hard challenges and put investing and valuation skills to the test. Take on more difficult challenges as progress. Analyze the financial statements, understand the company's performance, use web search engine to retrieve relevant information for a better valuation.


Smarter way to accelerate growth plan
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Pitchago pricing: Pitchago Offers Free-forever plan.

Pitchago is built by a group of individuals that are passionate about entrepreneurship. The result is a quick and easy self-assessment that quickly identifies the startup’s strengths, weaknesses, improvement opportunities and automates the process of building a customized action plan for growth... read more

Morningstar Direct

An Investment Analysis Рlаtfоrm
(24 Ratings)

Morningstar Direct pricing: Morningstar Direct Offers Custom plan.

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 ... read more

Croesus Advisor

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

Croesus Advisor pricing: Croesus Advisor Offers Custom plan.

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... 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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