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