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Best Investment Portfolio Management Software At A Glance
71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Value Sense and how does it work?
Introducing Value Sense, the ultimate tool to revolutionize your stock analysis journey! Whether you're a seasoned pro or just starting out, our platform effortlessly simplifies complex concepts, bringing the world of stocks right to your fingertips.With Value Sense, we have taken the hard work out of the equation, delivering in-depth value investment insights that are easy to understand and utilize. Say hello to an efficient and intuitive platform that empowers you to make smart financial decisions with confidence. It's understand that the frustration of sifting through unreliable sources and conflicting data. That's why the team has tirelessly researched and vetted every piece of information, ensuring to have access to accurate and trustworthy data. No more second-guessing or worrying about the reliability of sources. With Value Sense, can be certain that are making decisions based on verified facts. Join us today and embark on a journey towards financial success, with a platform that is designed to simplify, empower, and transform your stock analysis experience.
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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Investipal and how does it work?
Investing in the stock market can be intimidating, especially for those who are just starting out. But no matter what level of experience have, can create a custom portfolio that meets individual goals and reflects unique personality. The first step is to do some research. User can look into different types of investments, assess the risks and rewards, and explore the markets in which are most interested. Once have a better understanding of the different investment options, can begin to build your portfolio. User can choose from a variety of exchange-traded funds (ETFs) to make up portfolio. ETFs are a great way to diversify investments, as they can contain a variety of stocks, bonds and other assets. User can select the ETFs that are most closely related to the markets are interested in, and the ones that fit investment goals and risk tolerance.
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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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.
SW Score Breakdown
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SaaSworthy’s own chatbot that helps you find, compare, and choose better in seconds.70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Portageur and how does it work?
Portageur is here to take its investment strategy to the next level, while also making a positive impact on the world. Portageur is the leading sustainability analytic solution adopted by professionals, corporate teams, and investors globally. With a buzzing swarm of AI agents, our award-winning sustainability solution analyzes over 50,000 corporate sustainability documents, providing you with expert ESG insights anytime, anywhere. That's right, with Portageur, they'll have a chatbot at their fingertips ready to uncover what humans may miss. Imagine being able to invest wisely and impact widely at the same time. Don't be left behind and give their investments the edge they deserve. This user-friendly AI technology leverages corporate sustainability disclosures to boost their investment performance while also making a positive impact on the world. Join the global movement towards sustainable investing and let Portageur take the lead. Invest wisely, impact widely, with Portageur.
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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is BuildGrowth and how does it work?
Write a title and introduce company in less than 5 minutes. Then leave the rest for us: they will contact investors and journalists with the data wrote. Once got license, they will receive access to more than 3.000 journalists to spread the word about company. Upcoming feature. Other companies charge a monthly subscription. They don't. Pay once, get access forever.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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.
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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Accorata and how does it work?
Accorata is the game-changing AI deal-sourcing platform for early-stage investors. With limited resources and time, it's easy to miss out on potential deals that could be a perfect fit for their investment thesis. But fear not, because Accorata is here to revolutionize the way you find and verify deals. This advanced artificial intelligence technology scours the market in record time, finding and validating opportunities that align with their investment goals. No more wasting hours sifting through endless options or missing out on hidden gems. With Accorata, they have the power to make informed decisions with confidence. But we don't just stop at finding deals. We go above and beyond by utilizing AI for in-depth analysis of founders, ensuring that they are a perfect match for their investment thesis. This AI technology leaves no stone unturned, providing you with valuable insights that will help them make the right investment decisions every time. At Accorata, we understand the importance of data protection. That's why they adhere to the strictest European Data Protection standards and store all our data on secure Swiss and German servers. They can trust us to keep their information safe while they focus on finding the best investment opportunities.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Alto and how does it work?
By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.
Read moreSW Score Breakdown
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is CommonSubDoc and how does it work?
Introducing CommonSubDoc - the enterprise technology solution designed to revolutionize the onboarding lifecycle of alternative investment transactions. By partnering with fund administrators and fund managers, CommonSubDoc gives business owners a complete end-to-end investor onboarding solution across all asset classes. From market entry to closing deals at an accelerated pace, CommonSubDoc equips businesses with the tools and resources they need to streamline their operations and stay ahead of the competition. CommonSubDoc simplifies traditional financing models – saving them time and resources that can be better spent elsewhere within their organization. With CSD’s powerful interface, they’ll be able to quickly report back on activity in real-time, giving them greater visibility into their performance. This next-generation platform puts business owners in control of their operations: quickly track investments from origination to close; identify risks before they become issues; develop a stronger client base; reduce errors that lead to disputes; gain enhanced compliance oversight; and more. At CommonSubDoc, they strive to develop innovative solutions that empower business owners everywhere. Their mission is to provide users with intuitive tools that make everyday tasks easier and more efficient empowering them to make quicker decisions, expand their customer base, and save both time and money in the process - all while maximizing opportunities for success.
Read moreSW Score Breakdown
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is ETF Insider and how does it work?
ETF Insider is an innovative portfolio analytics and optimization platform designed to help investors make better decisions concerning their portfolios. Far from simply focusing on surface-level attributes of exchange-traded products such as ETFs and mutual funds, ETF Insider dives deep into the underlying holdings of these investments. This can be a daunting task, but users have made navigating this complex system simpler than ever by organizing the data and providing modern data visualization and modeling tools. With ETF Insider, investors are able to easily make out inefficiencies in their current portfolios as well as take advantage of existing opportunities that previously may have been hidden from view. Their proficient technology allows for an informed approach toward portfolio optimization that can undoubtedly improve performance.
Read moreSW Score Breakdown
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Allvue and how does it work?
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
Read moreSW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Advent Portfolio Exchange and how does it work?
Advent Portfolio Exchange (APX) is an integrated portfolio and client management solution. APX connects the entire company that comprises the front, middle and back offices within a single interface. It is a part of the brilliantly powerful Advent Investment Suite and offers quick services, to stand out among existing portfolio management solutions alike. Advent Portfolio Exchange provides a centralised and scalable platform for everything that is related to portfolio, relationship and prospect data. Opting for Advent Portfolio Exchange is a choice, but is backed by several solid reasons. The software provides a huge collection of standard and automated report packaging methods. Delivery can be entirely customised without employing outsourcing services. The portfolios operational within Advent Portfolio Exchange need not have class specifications since it offers multi-class and multi-currency coverage. Further, complementary solutions included, namely- Advent Genesis, Advent Outsourcing Services, Advent Revenue Center and Black Diamond Link for Black Diamond Wealth Platform users are of great help.
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Advent Portfolio Exchange Pricing
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Aikido Finance and how does it work?
Long-term algorithmic trading tactics can be found at Aikido Finance. They offer a library of evidence-based solutions that they have tried over the last two decades. You can create a portfolio in minutes with Aikido and integrate it with your broker to live trade a strategy. Their goal is to democratize Wall Street and make quantitative investing accessible to the general public. There is no code, no hidden costs, and no entrance hurdles! Quantitative investment has a high entry hurdle. It necessitates a significant amount of financial and coding expertise, as well as funds and time. The goal of Aikido Finance is to address this issue. We offer a library of quantitative strategies that customers can utilize to build a portfolio in under 5 minutes. Aikido Finance is ideal for millennials who want to build their own investment portfolio utilizing a disciplined manner. Aikido allows you to develop your portfolio in a methodical, mathematical, rules-based manner. Select from a variety of stock and cryptocurrency investment ideas. Find the greatest stocks with this robust stock screener and research center.
Read moreSW Score Breakdown
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is MiniValuator and how does it work?
MiniValuator is an AI-powered stock valuation tool that helps individual investors and financial analysts estimate the intrinsic value of stocks using Discounted Cash Flow (DCF) and Price-to-Earnings (PE) ratio methodologies. Users can run valuations on US-listed stocks, adjust key assumptions like growth rate and discount rate, and instantly see sensitivity analysis via interactive heatmaps. The platform uses AI to auto-fill financial data from real market sources, provides a built-in DCF/PE calculator, margin of safety estimates, and sector-level comparison pages. It offers both free credits and subscription plans.
Read moreSW Score Breakdown
72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is INDATA Investment Management Software and how does it work?
For a fast-paced and ever-changing financial market, they need software that can keep up. Enter INDATA Investment Management Software, the go-to choice for professional management of their investments. INDATA's software links traders with portfolio managers, executing brokers, compliance officers and operations staff in real time to ensure efficient and error-free trading. With INDATA, they can rest assured that their investments are in safe hands. It's the perfect choice for comprehensive trade analysis and real-time performance reporting. This has never been easier, or more convenient! Across the entire front, middle and back office, data-driven performance monitoring acts as a powerful resource. Trust INDATA to actively and intelligently watch over their investments. INDATA's intuitive, easy-to-use design simplifies the process of entering orders. This helps to reduce the risk of errors, while push notifications ensure that everyone in the team is kept informed throughout the process.
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INDATA Investment Management Software Pricing
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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.
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User Sentiment
Menlo Park, California
Live Since 2013
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Pro Stock Tracker and how does it work?
Introducing Pro Stock Tracker, the ultimate solution for simplifying their investment portfolio management and tracking performance with ease and accuracy. This platform offers a wealth of features and tools that will revolutionize the way they manage their investments, providing they with the peace of mind and confidence to make informed decisions. With this robust history database, they can rely on accurate performance calculations and detailed reporting to gain a comprehensive understanding of their portfolio's performance. Say goodbye to the manual hassle of updating their portfolio and tracking performance - this user-friendly dashboard automates the process, giving they more time to focus on optimizing their investment strategy. At Pro Stock Tracker, they understand the importance of managing risk and maximizing returns. That's why this analytical tools allow they to compare, analyze, and manage their portfolio against industry benchmarks, enhancing diversification and minimizing overall risk for more profitable investment decisions. This performance reports go beyond simple buy and sell price differentials, incorporating factors such as brokerage fees, dividends, and corporate actions to ensure accuracy and transparency in their performance assessment. Whether they're looking to analyze the performance of active investments or assess their entire portfolio, this platform offers customizable filters for tailored performance analysis. Don't settle for unreliable tracking methods or incomplete performance reports. Trust Pro Stock Tracker to provide they with the tools and insights they need to take their investment portfolio to the next level.
Read moreSW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is PMplus and how does it work?
PMplus is a marketing-led, cloud-native investment portfolio management platform designed by industry specialists. It supplies you with a variety of wealth and asset manager/administrator solutions. You may manage a wide range of funds using PMplus, including audit fees, director fees, management fees, and performance fees. High Watermarks and Scales are two approaches for calculating fees. A user-friendly approach allows you to compute and recalculate your NAVs at any time. It offers wealth Managers a wide range of features, such as user-defined groups, onboarding, and migration tools, as well as digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You get 'board quality' reports in the language/character set of your choice. It can be used by administrators, custodians, and trustees as the asset account record-keeper. Their solution engineers will collaborate closely with you to identify the ideal setup for your business, including connection with your current international infrastructure and procedures. Additionally, they can provide Trustees with solutions such as shadow NAV accounting and compliance reporting in cases when several administrators need to be combined.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Masttro and how does it work?
Masttro integrates the whole wealth management ecosystem, giving companies and their clients a single source of verified information. It is a technology that is built for modern wealth management organisations. It provides a clear image of a family’s entire balance sheet across borders & currencies, providing them with unique insights that they need to preserve the estate. Masttro modernises wealth technology. It enables organisations to be more efficient by allowing them to effortlessly manage and track complicated estate portfolios, structures, and all that accompanies it. With this platform, wealth management organisations can also manage international portfolios and take advantage of opportunities globally. Masttro’s sophisticated wealth technology allows quick innovation and the production of distinct value for existing and prospective clients. The platform also offers intuitive and branded navigation that provides immersive client experiences. Along with the easy flow of financial information, Masttro also enables data aggregation. Furthermore, its machine learning and artificial intelligence extract data from documents and store them in digitised vaults. Alternative investments, non-financials, and cyber security are also available.
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The Average Cost of a basic Investment Portfolio Management Software plan is $14 per month.
28% of Investment Portfolio Management Software offer a Free Trial , while 38% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Value Sense
|
71 | 0 |
Investipal
|
75 | 0 |
Orion Advisor Trading
|
72 | 0 |
Portageur
|
70 | 0 |
BuildGrowth
|
70 | 0 |
KoreConX
|
75 | 0 |
Accorata
|
75 | 0 |
Alto
|
77 | 0 |
CommonSubDoc
|
74 | 0 |
ETF Insider
|
79 | 0 |
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:
Typical Features
Trade capture, recording, and reconciliation
Track investments by ESG compliance
Tools that help in tax-loss harvesting, capital gains planning
Provides statements, dashboards, and tax reports
Provides real-time market data, broker feeds
Helps in VaR, volatility, Sharpe ratio, and exposure analysis
Manage Stocks, bonds, mutual funds, ETFs, and alternatives
ROI, IRR, time-weighted returns, benchmark comparisons
Helps in real-time monitoring of assets, holdings, and allocations
Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
Simulates "what-if" scenarios to predict the potential outcomes
Allows accessing the software and product/service related information from a mobile device
Enables efficient recording of financial transactions and seamless sharing of financial data, allowing for automated integration between business systems and accounting software. This optimizes workflows, reduces errors, and ensures real-time accuracy in financial operations.
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