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Best Investment Portfolio Management Software – The Definitive List

September 2024

Investment portfolio and wealth management software is designed to help investors deal with analyses and operations on their assets, for example stocks and bonds. For many reasons, there is no point in using just a spreadsheet to do it nowadays – mostly because there are better, dedicated options that help save time. And time is money.

Best investment portfolio management software features

If a simple spreadsheet can be enough to keep track of the investment portfolio, why use dedicated solutions instead? Simply because a dedicated and automated solution is always more efficient than manual work.

These are advanced and sophisticated applications. Their most important functionalities are:

  • Keeping track of all assets and changes in their value live
  • Investment accounting
  • Client communication tools
  • Analytic tools
  • Viewing all fees, so investors can understand true market returns
  • Automatic email reports and notifications
  • Budget planning features with custom goals and overdraft protection alerts
  • API that lets you extend the software, customizing and interfacing with external services.

All in all, investment portfolio management software allows advisors and investors to maintain a holistic view of their activities, aggregating all important information in one place and giving means to make good decisions.

What to look for in investment portfolio management software

Investment portfolio management software needs to be chosen carefully and the decision can be made not only basing on what features a certain solution offers on paper, but also on its compatibility with personal needs of a given investor. And each person is different, everybody likes different things in their software and each investor’s assets may require a specific set of functionalities. But personal preferences account for a bit more. Just like with people and their soft skills, applications also can have their character. What matters here and what can you notice when browsing possible options?

  • Intuitive UI and ease of use
  • Availability as a native application for different platforms or a web based app
  • Interface scalability which makes the application work well on different devices
  • Customizability of the interface and dashboards
  • Keeping track of specific types of assets – some apps can even analyse the real estates value

And much more… If you don’t really know what you’re looking for, you’ll find many ideas when you’ll be reading what we have to say about each of the selected tools below.

How to choose the best investment portfolio management software

There are dozens of options when it comes to choosing investment portfolio management software and the decision is not simple, because some of them are free, some offer premium options and some are premium, expensive products. Then, particular characteristics need to be taken into account and after the decision is made – the setting up needs to be finalised. Changing your mind is always possible, but migration means repeating the whole process and nobody likes that, so think twice before you act.

To make your life easier, we decided to prepare the ultimate list of investment portfolio management software. Below, you will find not only names and links, but also brief descriptions of each app, so you can quickly pick the most suitable options and avoid making a costly mistake.

However, before you pick up your pen and paper and start analysing pros and cons, it is important to take a deeper look at what hides in the background and find out about the secrets of wealth management software development. It’s also worth checking out what we’ve compiled if you’re interested in the best financial software in 2022. 

51

Dynamo

50-249 Employees
Watertown, United States
Est. 1998
Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including fund administrators, endowments, pension funds, foundations, private equity and venture capital funds, real estate investment firms, hedge funds, prime brokers, funds of funds, and family offices. The Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $5 trillion in assets.
Specialities
  • Investment Management Software
  • Portfolio Management Software
  • Fundraising Software
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52

EquatePlus

50-249 Employees
Zurich, Switzerland
Est. 2015
EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans.
Specialities
  • Global Industry Expertise
  • Accounting and Financial Reporting
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53

FA Platform

50-249 Employees
Helsinki, Finland
Est. 1999
FA Platform provider investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries.
Specialities
  • Portfolio Management Software
  • Investment Management Software
  • Investment Analysis Software
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54

FamilyWealthGuru

50-249 Employees
Singapore, Singapore
Est. 1987
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Specialities
  • Accounting Software
  • CRM Software
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55

fi360 Toolkit

50-249 Employees
Pittsburgh, United States
Est. 1999
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
Specialities
  • Asset Allocation
  • Investment
  • Finance
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56

FundCount

50-249 Employees
Norwood, United States
Est. 1999
FundCount’s portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm.
Specialities
  • Investment Accounting and Analytics
  • General Ledger Accounting
  • Partnership Accounting
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57

FundsIndia

50-249 Employees
Chennai, India
Est. 2008
FundsIndia is one of India’s largest investment/mutual fund platforms with nearly Rs. 5000 crores ($725M+) invested with us by 10 lakh+ loyal investors. We’ve cemented our position as the fastest-growing platform and received several awards. We believe everyone should have access to India’s financial system and deserves sophisticated investment advice.
Specialities
  • Corporate Fixed Deposits
  • Gold Mutual Funds
  • Systematic Investment Plans
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58

HedgeGuard Crypto Portfolio Management System

50-249 Employees
Paris, France
Est. 2006
Our Crypto Portfolio Management System has been designed for Crypto Funds or Crypto Asset Managers to help them achieve optimal portfolio management and operational efficiency. Our product offering is comprised of a crypto- Portfolio Management System and outsourced Middle Office service. These solutions have been built by ex-buy side professionals who know the challenges faced by portfolio managers in todays increasingly competitive environment.
Specialities
  • Hedge Funds
  • Crypto Management Software
  • Portfolio Management Software
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59

iBalance

50-249 Employees
Laval, Canada
Est. 1987
iBalance platform provides intelligent and user-friendly management of the complexity inherent in tailor-made, tax-efficient portfolios that comply with established investment policies.
Specialities
  • Portfolio Management
  • Wealth Management
  • Client Relationship Management
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60

iDEAL Wealth & Funds

50-249 Employees
Mumbai, India
Est. 1993
One stop solution for all investment management needs.
Specialities
  • Investment Management Software
  • Risk Management Software
  • Wealth and Portfolio Management
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61

InfoHedge Hosted Platform

50-249 Employees
New York, United States
Est. 2005
InfoHedge Technologies is a premier Infrastructure-as-a-Service (“IaaS”) Managed Service Provider (“MSP”) to financial services community. Our flagship product, InfoHedge Hosted Platform™ (“IHP”), provides a turnkey, enterprise-grade, fully managed private cloud infrastructure on par with those of Tier 1 banks without the associated capital expenditures, design and maintenance.
Specialities
  • Hedge Fund
  • Investment Management
  • Capital Markets
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62

Investment Platform

50-249 Employees
Moscow, Russia
Est. 2014
In all 3 models the trader can manage his personal funds along with investors funds on pre-selected fee. All investors accounts are pooled together. Profits and losses are divided proportionally between investments. Investors copy the manager’s transactions into their accounts and can close them at any time. They can also trade on their own account. Management tools for fund and professional managers providing flexibility in managing investors’ accounts.
Specialities
  • Forex Software
  • Banking account opening
  • Cryptocurrency
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63

Koger Hedge Fund Manager Software

50-249 Employees
Paramus, United States
Est. 1994
A cloud-based alternative to an on-premise installation reduces costs, speeds up implementation time, and greatly simplifies ongoing operations.
Specialities
  • Alternative Investment Software
  • Private Equity Software
  • Investor Management and Reporting
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64

KoreConX Manage IR

50-249 Employees
New York, United States
Est. 2016
All the features you need to manage your day-to-day work.
Specialities
  • Portfolio Management
  • Capital Markets
  • Shareholder Management
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65

Navatar

50-249 Employees
New York, United States
Est. 2004
Navatar (@navatargroup) is the intelligent deal platform that harnesses advanced analytics to go a level deeper. Hundreds of private equity managers, investment banks, mergers and acquisition firms, and strategic buyers worldwide use Navatar for insights into a prospect engagement strategy, team performance, network expansion, and sourcing off-market deal flow. Learn how our enterprise solution, built on Salesforce, can transform your entire deal lifecycle from source to close.
Specialities
  • Cloud Computing for Wall Street
  • Salesforce for FInancial Services
  • Cloud Computing for Financial Services
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66

Nirvana

50-249 Employees
New York, United States
Est. 2005
Our extensive, seamlessly integrated and modular front-to-back office solutions are designed to support a diverse array of asset managers and are available a-la-carte.
Specialities
  • Investment Portfolio Management
  • Risk Analytics
  • Financial Technology
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67

Novidea SMART AMS

50-249 Employees
New York, United States
Est. 2009
BrokerEdge provides a unified view and access to all the information processed by brokers working outside the office and by back office personnel. Multichannel access from anywhere using any device along with a built in knowledge collaboration model improve the efficiency and synergy of teams in real-time. BrokerEdges easy-to-use interface ensures high adoption rates and user satisfaction.
Specialities
  • Business Intelligence
  • Cloud-based Platform
  • Corporate Risk Management
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68

PCS Fund Distribution

50-249 Employees
Kholargós, Greece
Est. 1992
A modular platform enabling Fund Administrators or Transfer Agents to automate the distribution cycle of Funds.
Specialities
  • Fund Management
  • Private Banking
  • Asset Management
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69

PCS Wealth Management

50-249 Employees
Kholargós, Greece
Est. 1992
An award winning platform that captures and automates the wealth management business processes.
Specialities
  • Fund Management
  • Private Banking
  • Asset Management
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70

Personal Finance Management – end-to-end financial lifestyle management

50-249 Employees
Chennai, India
Est. 2000
Clayfin is a leading provider of Digital Customer Experience solutions for Banks and Financial institutions. In a rapidly evolving digital world, Clayfin enables Banks and financial institutions to nurture and grow close ties with their customers by providing a superior and seamless omnichannel experience delivered at any digital point of interaction that the customer prefers. Clayfin’s philosophy is to enhance the financial lifestyle for end customers by building Superior Customer experience solutions that will increase the digital footprint, adoption and usage. To enable this, Clayfin products are built on four tenets: simple to use, pervasive, secure and relevant. Clayfin works across geographies, and currently supports 80+ implementations across 29 customers in 17 countries in APAC, Middle East and Africa.
Specialities
  • Digital Banking
  • Digital Onboarding
  • Retail Banking
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71

Prive Technologies

50-249 Employees
Hong Kong, China
Est. 2011
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions, built for better customer experience.
Specialities
  • Wealth Management
  • Asset Management
  • Portfolio Management System
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72

PureFacts Wealth Management

50-249 Employees
Toronto, Canada
Est. 2010
PureFacts Wealth Management is a configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.
Specialities
  • Data Analysis
  • Portfolio Accounting
  • Artificial Intelligence
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73

Riskalyze

50-249 Employees
Auburn, United States
Est. 2011
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Specialities
  • Advisor Solutions
  • Risk Profiling
  • Risk Tolerance
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74

Sentry PM

50-249 Employees
Danbury, United States
Est. 2004
Sentry PM is a cross-asset portfolio management suite of products which provides a complete front-to-back office platform. Sentry PM ‘s flexible architecture allows it to be equally effective as a standalone product or easily integrated with other systems through its powerful API.
Specialities
  • Portfolio Management Systems
  • Hedge Fund Software
  • Syndicated Loan Trading,
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75

Sharesight

50-249 Employees
Sydney, Australia
Est. 2007
Sharesight is an award-winning investment portfolio tracker used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, and connect to Xero via an award-winning add-on integration. Plus, you can share access unlimited access with anyone you wish.
Specialities
  • Portfolio Management
  • Tax Reporting
  • Portfolio Tracking
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76

SmartCap

50-249 Employees
Bryn Mawr, United States
Est. 2009
SmartCap is a cap table management solution that features Waterfalls, Option Management and What-if Analysis.
Specialities
  • Investment Management
  • Data Storage and Organization
  • Corporate Governance and Transparency
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77

Solovis

50-249 Employees
Irving, United States
Est. 2013
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. Its time for greater efficiency, faster insights and better investment decisions.
Specialities
  • Institutional Investment Management
  • Foundation Software
  • Portfolio Reporting and Analytics
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78

Stockal

50-249 Employees
New York, United States
Est. 2016
Investing and saving internationally, made smart, simple and secure.
Specialities
  • Financial Analysis
  • Big Data
  • Global Investing
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79

True Link

50-249 Employees
San Francisco, United States
Est. 2012
True Link is a diversified financial services firm dedicated to protecting and increasing customers’ independence and quality of life.
Specialities
  • Investment Services
  • FinTech
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80

Wealth Intelligence (WIN) Solution

50-249 Employees
Noida, India
Est. 1994
Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics and asset administration, seamlessly integrating with a firms’ infrastructure and third-party vendors. The omni-channel, easy-to use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to an ever-changing regulatory landscape. The core aim is to help customers grow, remain compliant and provide high quality service to their clients.
Specialities
  • Research and Information Services
  • Messaging and Workflow
  • Investment Management
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81

XENTIS

50-249 Employees
Urdorf, Switzerland
Est. 1985
XENTIS, the integrated, modular investment management system designed to manage the entire investment lifecycle.
Specialities
  • Wealth Management
  • Investment Management System
  • Trade Management Processing
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82

360F

10-49 Employees
Singapore, Singapore
Est. 2016
360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.
Specialities
  • Wealth Management
  • Life Insurance
  • Financial Advisory
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83

ABUNDANCE INVESTMENT

10-49 Employees
London, United Kingdom
Est. 2009
Abundance makes it easy for you to invest directly into projects and businesses you believe in, and get a fair return from what they achieve.
Specialities
  • Crowdfunding
  • Finance for Renewable Energy Projects
  • Democratic Finance
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84

AdvisoryAlpha

10-49 Employees
Holland, United States
Est. 2011
Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.
Specialities
  • Asset Management Services
  • Investment Management
  • Retirement Plans
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85

Assetmax

10-49 Employees
Zurich, Switzerland
Est. 2013
Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.
Specialities
  • Software for Asset Management
  • Portfolio Management
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86

Athena Systems

10-49 Employees
New York, United States
Est. 2005
Athena Systems provides integrated Portfolio Management, Trading & Risk systems to Hedge Funds. Tweets will contain tips, updates and services issues.
Specialities
  • Data Warehouse
  • Reporting
  • Trade
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87

BetaSmartz

10-49 Employees
Singapore, Singapore
Est. 2015
BetaSmartz provides the next generation in business-to-business hybrid digital investment tools.Smart investment solutions. Access to all listed products globally. Active and passive.An automated back, middle & front office portfolio management solution with fully customizable and white-labelled intuitive consoles for financial institutions and their clients.
Specialities
  • Investment Management
  • Wealth Management
  • Asset Management
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88

Blaze Portfolio

10-49 Employees
Chicago, United States
Est. 2005
Blaze Portfolio is a portfolio rebalancing software and trading technology for investment professionals.
Specialities
  • Order Management Systems
  • Investment Management Technology
  • Cloud Based Solutions
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89

CLEARVISION

10-49 Employees
Geneva, Switzerland
Est. 2004
Our services remove the administrative burden from your key stakeholders, allowing them to focus purely on raising and managing assets.
Specialities
  • Operational Outsourcing
  • Mobile Client Portals
  • Performance Attribution
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90

CXi-Registry

10-49 Employees
Melbourne, Australia
Est. 2015
CXi-Registry is a fund administration software that makes running investor registry easy, fast and secure. Streamline and automate your back office.
Specialities
  • Cloud Computing
  • Fund Management
  • Regulation Technology
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91

Diligend

10-49 Employees
New York, United States
Est. 2018
Diligend is a cloud-based manager due diligence platform. Providing a turn-key software solution for fund due diligence, investment manager monitoring, research management, risk analysis, and comprehensive CRM tools.
Specialities
  • Wealth Management
  • Hedge Funds
  • Real Estate
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92

Edgefolio

10-49 Employees
London, United Kingdom
Est. 2013
Edgefolio is a platform connecting all key stakeholders in the Asset Management industry. Edgefolio provides industry-leading technology solutions for the asset management industry.
Specialities
  • Hedge Funds
  • Performance Analysis
  • Asset Management
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93

EquityEffect

10-49 Employees
New York, United States
Est. 1994
TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.
Specialities
  • Venture Capital
  • Portfolio Management
  • Cap Table Management
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94

Exabel

10-49 Employees
Oslo, Norway
Est. 2016
Exabel is the simple-to-use platform for investment professionals who want to benefit from alternative data and modern data science insight in their investment process. With an intuitive, web-based app interface, users can focus on investments rather than data collection, technology platform build-out or repetitive tasks. Informative and visually appealing graphics of your work are easily exported to be presented for the team, investors and other stakeholders.
Specialities
  • Artificial Intelligence
  • Cloud Computing
  • Asset Management
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95

FinFolio

10-49 Employees
Denver, United States
Est. 2008
FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.
Specialities
  • Portfolio Management
  • Customizable Client Performance Reporting
  • Data Reconciliation Errors and Alerts
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96

FinlogiK

10-49 Employees
Montreal, Canada
Est. 1998
FinlogiK provides software and processing solutions for Investors, Treasurers and Risk managers.
Specialities
  • Trading Plaform
  • Asset Management Platform
  • Project Outsourcing
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97

FundEngine

10-49 Employees
New York, United States
Est. 2013
Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theorys FundEngine CRM solution.
Specialities
  • Alternative Asset Management
  • Investment Banking
  • Portfolio Management
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98

Fundguard

10-49 Employees
New York, United States
Est. 2018
NEXT GENERATION INVESTMENT FUNDS SaaS PLATFORM POWERED BY AI Fundguard is a modern cloud-based digital architecture and a revolutionary multi-dimension real-time design to drive exponential operational and technology efficiencies, paving the way for financial and operational innovation.
Specialities
  • Investment Funds Platform
  • Asset Management
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99

ginmon

10-49 Employees
Frankfurt am Main, Germany
Est. 2015
Ginmon is the digital and borderless wealth management platform to empower our customers to live a financially independent life by making professional, international wealth management accessible.
Specialities
  • Wealth Management
  • Fully Managed Investments
  • Portfolio Technology
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100

Great Ocean Guoxin

10-49 Employees
Kuala Lumpur, Malaysia
Est. 2019
Great Ocean Guoxin ( Malaysia ) encompass both conventional and technological notion in its business portfolio. On top of our conventional trading and finance venture, we took a seat in the technological scene as we believe the biggest macro investment opportunities of the next decade lies in disruptive technologies.
Specialities
  • Business Portfolio
  • Finance Venture
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