Browse Software
List Your Product
Loading...
Refine Results Clear All
Artificial Intelligence
  • (2)
Starting Price
  • (8)
  • (6)
  • (2)
  • (1)
  • (8)
Deployment
  • (4)
  • (58)
  • (9)
  • (10)
Customer Types
  • (5)
  • (4)
  • (53)
  • (58)
  • (58)
Pricing Model
  • (15)
  • (20)
  • (4)
  • (27)
  • (35)
Integrated With
  • (2)
  • (1)
  • (1)
  • (1)
  • (1)
Showing 1 - 20 of 59 Products
Acorns logo
Your saving and investing assistant 2.9 Based on 156 Ratings
View Details + Add to Compare

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.

Read more

Acorns Pricing

  • Free Trial Not Available
  • Starts at $1.0.
Stratosphere.io logo
Powerful Investment Research Platform Write a Review
View Details + Add to Compare

What is Stratosphere.io and how does it work?

All-in-one platform for financial data, company specific metrics, company research and beautiful data visualizations for investors. Ten years of financial data and beautiful visualizations on North American stocks. Get company specific metrics and KPIs for growing coverage that won't find anywhere else saving hours searching through filings.

Read more

Stratosphere.io Pricing

  • Free Trial Not Available
  • Starts at $19.99. Offers Free-forever plan.
Shootih logo
Make investments in a single click 5 Based on 1 Ratings
View Details + Add to Compare

What is Shootih and how does it work?

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.

Read more

Shootih Pricing

  • Free Trial Not Available
  • Shootih Offers Custom plan.
Jika.io logo
The investing platform built by retail investors Write a Review
View Details + Add to Compare

What is Jika.io and how does it work?

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.

Read more

Jika.io Pricing

  • Free Trial Available
  • Starts at $5.99. Offers Free-forever plan.
Pitchago logo
Accurate Business Evaluation Write a Review
View Details + Add to Compare

What is Pitchago and how does it work?

Designed by a group of entrepreneurship enthusiasts. It's a business assessment tool that swiftly analyses a start-up’s strengths, flaws, and improvement prospects, as well as automating the process of creating a tailored growth and capital-raising action plan.Provides a structured approach for early-stage companies to self-assess their suitability for external funding and auto-advising for entrepreneurs on how to constantly improve their growth potential. The user journey is a three-step process, as shown in the graphic below, with expected outcomes and projected time to experience the advantages.It has a vast list of features such as - Pitchago can help you align your team around strategic priorities so you can meet your financial goals. Tailored suggestions and responsibilities depending on your unique response. Expert guidance and resources specific to your business venture.One of its most beneficial features is their Business Road Mapping - Plan your way to the next milestones and goals that will propel your business forward. Create an action plan that includes action steps, ownership, and deadlines.Complete Privacy - Unless you specify otherwise, nothing you enter into Pitchago will be shared with anybody.

Read more

Pitchago Pricing

  • Free Trial Not Available
  • Pitchago Offers Free-forever plan.
AIRR logo
Let the issues related to investments be taken care of by AIRR 4.8 Based on 5 Ratings
View Details + Add to Compare

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.

Read more

AIRR Pricing

  • Free Trial Not Available
  • AIRR Offers Custom plan.
Global Predictions logo
Prepare your portfolio for today's economy Write a Review
View Details + Add to Compare

What is Global Predictions and how does it work?

Take control of your portfolio with Global Predictions. A premium platform designed specifically to meet the investment needs of the modern economy, Global Predictions puts power in your hands. Offering an easy-to-use interface and intuitive features, this solution helps users make informed decisions about their investments and diversify their portfolios. Choose from 401k, cryptocurrency, real estate and more - all imported with a few clicks onto one centralized platform. The basis for successful investing? Professional, reliable insights. Powered by a cutting edge predictive algorithm, Global Predictions delivers up-to-date market trends and competitive analysis so that users are always ahead of the curve. Look forward to personalized recommendations tailored to meet specific goals. Visualize past performance for smarter investments; recognize risks and opportunities with greater clarity; act on professional advice efficiently at all times. Whatever asset you decide to work with or strategy you want to pursue, trust Global Predictions to be your guide every step of the way! Sign up now and start building the portfolio you envision today!

Read more

Global Predictions Pricing

  • Free Trial Not Available
  • Starts at $400.0. Offers Free-forever and Custom plan.
NotionInvest logo
Investments in your workspace Write a Review
View Details + Add to Compare

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.

Read more

NotionInvest Pricing

  • Free Trial Available
Allocator-platform logo
Get access to on-demand investment data seamlessly Write a Review
View Details + Add to Compare

What is Allocator-platform and how does it work?

Allocator-platform is an advanced investment data management solution that provides investors with comprehensive investment insights, helping them in proper decision making. The platform converts multiple data sources into a single and easy-to-analyze format, making it easier for users to monitor their investment on portfolio and fund levels. Moreover, it also comes with a central repository to keep all the documents in one place in an organized manner and ready to use. With Allocator-platform, admins can decide which colleagues are allowed to use the information across the company. It can be integrated with external third-party databases to keep everything up-to-date. Users can store notes and commentary in one central location that can be accessed by the entire team. Allocator-platform allows investors to easily work with their data in MS Excel or other software and download the particular in CSV and XML formats besides generating PDF reports. With the help of an inbuilt API and other integration facilities, users can also pipe the data into their proprietary systems or other solutions as per need.

Read more

Allocator-platform Pricing

  • Free Trial Not Available
  • Allocator-platform Offers Custom plan.
Portseido logo
Track All Investments in one place Write a Review
View Details + Add to Compare

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.

Read more

Portseido Pricing

  • Free Trial Available
  • Starts at $8.0. Offers Free-forever plan.
Morningstar Direct logo
An Investment Analysis Рlаtfоrm 4.2 Based on 14 Ratings
View Details + Add to Compare

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.

Read more

Morningstar Direct Pricing

  • Free Trial Not Available
  • Morningstar Direct Offers Custom plan.
Morningstar Office logo
Remake your workday in a seamless manner with Morningstar Office 4.3 Based on 14 Ratings
View Details + Add to Compare

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.

Read more

Morningstar Office Pricing

  • Free Trial Not Available
  • Morningstar Office Offers Custom plan.
Riskturn logo
Shelter from risk 4.6 Based on 11 Ratings
View Details + Add to Compare

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.

Read more

Riskturn Pricing

  • Free Trial Available
  • Starts at $79.16. Offers Custom plan.
PolicyCo logo
Simplified policy writing Write a Review
View Details + Add to Compare

What is PolicyCo and how does it work?

PolicyCo is a cloud-based application that enables its users to collaborate with their team to create and update their organizational policies irrespective of the format and locations of important documents of an organization. Users can control the formatting and fonts of procedures and policies at an administrative level. The software enables users to keep all the policy-related documents version-controlled and organized while keeping it online together at one place. Users can invite their entire team as the app allows unlimited users per organizations and assign appropriate team members to start writing quickly and easily. Intuitive and straightforward text editors enable teams to write collaboratively or individually. The user can submit their completed drafts to the project manager for approval. The software will then add new content to the documents and make the policies available for distribution with PDF exports or direct links.

Read more

PolicyCo Pricing

  • Free Trial Available
  • Starts at $50.0.
TikrBuddy logo
Invest Like an Analyst Write a Review
View Details + Add to Compare

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.

Read more

TikrBuddy Pricing

  • Free Trial Available
  • TikrBuddy Offers Custom plan.
Composer logo
Automated Trading and Investment Write a Review
View Details + Add to Compare

What is Composer and how does it work?

Introducing Composer - the groundbreaking platform that empowers to harness the power of AI to build, backtest, and execute trading algorithms seamlessly. Say goodbye to the days of complicated coding and endless frustrations. Its believed that trading should be accessible to everyone, regardless of their coding skills. Composer offers the unmatched capability to backtest algorithms. Take them for a spin in the simulated environment and witness their performance before executing them in the real market. Let numbers speak for themselves and trade with confidence. Composer is an ultimate trading partner designed to bring groundbreaking insights, endless possibilities, and unmatched opportunities. This expert team of developers has left no stone unturned to ensure that to have all the tools need to thrive in the fast-paced world of trading. Grab the reins, unleash trading prowess, and dominate the market like never before. Trade with confidence, trade with ease, trade better with Composer.

Read more

Composer Pricing

  • Free Trial Not Available
  • Starts at $24.00. Offers Free-forever plan.
Ziggma logo
Manage your investments in a smarter way to get better results 4.9 Based on 11 Ratings
View Details + Add to Compare

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.

Read more

Ziggma Pricing

  • Free Trial Not Available
  • Ziggma Offers Custom plan.
Croesus Advisor logo
Manage and prioritise clients’ portfolios just the way you like 3.3 Based on 3 Ratings
View Details + Add to Compare

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.

Read more

Croesus Advisor Pricing

  • Free Trial Not Available
  • Croesus Advisor Offers Custom plan.
Citizen Mint logo
Curated access to top-tier fund managers Write a Review
View Details + Add to Compare

What is Citizen Mint and how does it work?

Introducing Citizen Mint the revolutionary private market system that transforms their firm’s financial future. Thanks to Citizen Mint, they can reduce their revenue volatility and have access to cutting-edge resources that are tailor-made for their business. With Citizen Mint, the return on investment speaks for itself. Unlike the stock market, Citizen Mint ensures that its firm’s investments remain private and secure, thanks to its robust encryption algorithm that safeguards sensitive data. Its simplified user interface ensures that they and their team are able to navigate the system quickly and with confidence. Plus, Citizen Mint’s advanced analytics help them craft strategies and adjust their approach so their firm can achieve its financial objectives. With Citizen Mint, they can trust that their firm’s investments are handled with the highest level of care and expertise. Invest in your firm’s success with Citizen Mint Invest today.

Read more

Citizen Mint Pricing

  • Free Trial Not Available
  • Citizen Mint Offers Custom plan.
Rundit logo
The Ultimate Global Platform for Portfolio Management Write a Review
View Details + Add to Compare

What is Rundit and how does it work?

Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.

Read more

Rundit Pricing

  • Free Trial Not Available
  • Starts at $349.0. Offers Free-forever plan.

List of Investment Portfolio Management Software

PRODUCT NAME AGGREGATED RATINGS
Acorns Acorns 2.9
Stratosphere.io Stratosphere.io 0
Shootih Shootih 5
Jika.io Jika.io 0
Pitchago Pitchago 0
AIRR AIRR 4.8
Global Predictions Global Predictions 0
NotionInvest NotionInvest 0
Allocator-platform Allocator-platform 0
Portseido Portseido 0

Overview

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. 

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

  • Offers an at-a-glance view of different investments like stocks, mutual funds, etc. 
  • Provide an option to access investment records

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed