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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. 

101

HiddenLevers

10-49 Employees
Decatur, United States
Est. 2009
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.
Specialities
  • Portfolio Stress Testing
  • Economic Data
  • Risk Analytics
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102

I-record info tech solutions

10-49 Employees
Mumbai, India
Est. 2005
i-Record Share Accounting & Portfolio Management software is the Most Trusted for investment management & performance, share market transactions with instant reporting.
Specialities
  • Portfolio Management
  • Share Accounting Software
  • Multi-Asset Allocation Reports
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103

illio

10-49 Employees
London, United Kingdom
Est. 2019
illio allows you to holistically view all your wealth in one place, so that you can make confident, well-informed investment decisions.
Specialities
  • Wealth Management
  • Cloud Platform
  • Data Analytics
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104

Investera

10-49 Employees
Abu Dhabi, United Arab Emirates
Est. 2018
Investera is a multi asset class investment management platform that was built with the aim to simplify the process of investment management and to equip investment professionals with the means to dedicate their time and energy on multiplying and accumulating wealth. With that in mind, we have built a product that allows all stakeholders to monitor and manage investments on a single platform.
Specialities
  • Investment Platform
  • Investment Management
  • Private Equity
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105

InvestGlass

10-49 Employees
Geneva, Switzerland
Est. 2014
InvestGlass lets you engage new prospects and take them through a simple and seamless onboarding process over mobile. Answers are collected into InvestGlass CRM.
Specialities
  • Hedge Fund
  • Portfolio Management
  • Private Equity
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106

InvestorFlow

10-49 Employees
Palo Alto, United States
Est. 2009
Customer relationship management software designed for the financial industry for professionals.
Specialities
  • Investor Portal and CRM
  • Portfolio Reporting
  • Private Marketplaces
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107

Jewel Digital Ventures

10-49 Employees
Kuala Lumpur, Malaysia
Est. 2019
Here at Jewel Digital Ventures we explore new innovations in the financial services – specifically the financial technology (FinTech) – space, to identify potential collaborations, investments, and developments that will drive wealth creation for Malaysians and power the local FinTech scene.
Specialities
  • Venture Investing
  • Financial Services
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108

justETF

10-49 Employees
Kirchentellinsfurt, Germany
Est. 2010
justETF is the independent portal for your ETF strategies. They make you fit with ETF comparisons, sample portfolios, investment planners and investment guides.
Specialities
  • Investment Guides
  • Portfolio Strategies
  • ETF
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109

Katipult

10-49 Employees
Calgary, Canada
Est. 2014
Katipult is an award winning, proprietary cloud-based software infrastructure to digitize and automate private placements, while providing best-of-breed standards for eliminating transaction redundancy, enhancing investor experience, and accelerating deal flow. Katipult is transforming and powering firms in global capital markets out of an era of manual systems, ad hoc processes, and key person dependency.
Specialities
  • Custom Software Development
  • Crowdfunding Software
  • Real Estate Crowdfunding
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110

Klub

10-49 Employees
Bengaluru South, India
Est. 2019
Klub was founded with the vision of revolutionizing growth capital for Asia’s most loved brands. We’re a team of fintech, investment banking, venture capital, and technology veterans who bring a founder-first mindset. Klub’s investment platform, utilizes financial innovation, community engagement and deep data-driven analytics, to provide skin-in-the-game growth capital to entrepreneurs of much-loved brands across sectors.
Specialities
  • Investment Banking
  • Venture Capital
  • Investment Platform
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111

Ledgex

10-49 Employees
Waltham, United States
Est. 2010
Investor/Activity/Workflow management, Robust Reporting, Sales & Marketing Enablement and Compliance Support
Specialities
  • Portfolio Management
  • Investor Relationship Management
  • Risk Management
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112

Limina Financial Systems

10-49 Employees
Stockholm, Sweden
Est. 2014
Limina helps asset managers improve their performance, with real-time, complete, and accurate IBOR + OMS combined.
Specialities
  • Portfolio Management Systems
  • Risk Management System
  • Investment Management System
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113

Marie Quantier

10-49 Employees
Paris, France
Est. 2019
Marie Quantier offers easy-to-use interfaces for identify opportunities and manage your risks. You no longer suffer your emotions, you stay in control of the information faster. The platform favors a management “out of control”, while leaving you master of the information as well at the level of the financial data that clacul of the risks.
Specialities
  • Systematic Investment
  • Artificial Intelligence
  • Financial Markets
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114

MProfit for Accounting

10-49 Employees
Mumbai, India
Est. 2007
Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.
Specialities
  • Investment Management Software
  • Advisory Portfolio Management Software
  • Investment Reports
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115

MyStockPortfolio

10-49 Employees
Madison Heights, United States
Est. 2000
MyStockPortfolio.com is a full-featured portfolio management tool. It allows investors to keep track of all of their investment transactions — for stocks, mutual funds, ETFs, bonds, cash, and even investment clubs! In fact, you can keep track of any asset you wish to use in the program.
Specialities
  • Stock Analysis Software
  • Investment Club Tools
  • Stock Market Education
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116

Navag8

10-49 Employees
Melbourne, Australia
Est. 2017
Navag8 is a white-label personal finance management and savings app for the banking, superannuation, investment & insurance industries, as well as private family offices and financial planning groups. Our mission is to enable the financial services industry to digitally improve the saving and investing experiences of their customers through personalised features & data-driven insights.
Specialities
  • Cloud Based Software
  • Mobile App Development
  • Financial Education
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117

NetWorth Advising Platform

10-49 Employees
Phoenix, United States
Est. 1997
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.
Specialities
  • Cloud Base
  • Portfolio Management
  • Online Investing Tools
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118

Nucoro

10-49 Employees
London, United Kingdom
Est. 2019
Nucoro is the foundation for building the entire range of digital-first money management solutions at scale.
Specialities
  • Digital Banking Platform
  • Money Management
  • Investment Management
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119

Obsidian Suite

10-49 Employees
London, United Kingdom
Est. 2013
Obsidian Suite is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, SmartDocs, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in the market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations.
Specialities
  • Hedge Funds
  • Business Intelligence
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120

Oranj

10-49 Employees
Chicago
Est. 2014
Oranj is a wealth management application for financial advisors, wealth managers, and money managers.
Specialities
  • Wealth Management
  • FinTech Software
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121

Owlin

10-49 Employees
Amsterdam, Netherlands
Est. 2012
Help you to monitor your environment proactively, continuously and in real-time.
Specialities
  • Artificial Intelligence
  • Risk Management
  • Data Analysis
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122

Pepper

10-49 Employees
New York, United States
Est. 2015
Pepper is a cloud-native investment data platform that powers investment managers’ decision-making infrastructure. It has a full suite of functionality that enables investment managers to create a single golden source of data for all their functional requirements, investor reporting, compliance reporting, and analytics. Our smart digital data platform delivers targeted solutions enabling fund managers to execute deals with speed, accuracy, and confidence. Each manager has their own specific fund structure and deal flow, so we built our service platform to be flexible and easily configured to meet the changing requirements of private equity funds, credit funds, fund of funds, family offices, investment banks, and M&A advisory firms.
Specialities
  • Alternative Asset Management
  • Fund Management
  • Cloud-based Platform
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123

Perfona

10-49 Employees
Hicksville, United States
Est. 2009
A fully integrated web-based system to manage all areas of an investment management firm.
Specialities
  • Hedge Fund Technology
  • Private Equity
  • Asset Management
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124

Pickright

10-49 Employees
Bengaluru, India
Est. 2019
Grow wealth by investing in Automated Personalized Diversified Portfolios. Rebalanced & managed. Powered by AI. Partnered by Leading Brokers & MF.
Specialities
  • Automated Personalized Portfolios
  • Artificial Intelligence
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125

PortfolioPathway

10-49 Employees
Warrenville, United States
Est. 2007
Portfolio Pathway is a cloud-based wealth management platform that empowers financial advisors, wealth managers and broker-dealers to grow their practices, create their own TAMP or home-office operations infrastructure, and meet GIPS compliance. Built for the emerging and growing advisory firms, our comprehensive platform offers a modern and intuitive user interface for portfolio reporting, fee billing, mobile client tools, rebalancing and trading. Support Your Growth Is your current platform holding back your growth? Are you overpaying for what you have? Portfolio Pathway maintains high adoption rates while enabling advisors to increase efficiency, value of service, and client retention – even as they grow organically or by acquisition. Learn how we help firms simplify and effectively address the challenges of normalizing and converting data. Create Your Own TAMP Ready for the next level of growth as an RIA? Portfolio Pathway provides portfolio models, funding sleeves, and performance reporting, as well as the UMA trading you need to create models and monitor performance. Explore how our platform is helping firms turn their offices into profit centers by setting up their own TAMP or home-office operations, and efficiently onboarding advisors.
Specialities
  • Portfolio Management Software
  • Wealth Management Platform
  • Trading Solutions
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126

Quantium

10-49 Employees
Singapore, Singapore
Est. 2016
Quantium is an all-in-one investment management software suite, designed for modern private market managers. Our easy-to-use platform streamlines investment administration, performance analytics, data aggregation and investor reporting.
Specialities
  • Investment Management Software
  • Data Aggregation
  • Investor Reporting
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127

Quirion

10-49 Employees
Berlin, Germany
Est. 2013
quirion has revolutionized asset management and already offers professional asset management from as little as 10,000 (action until 31.07.2019: when participating in the raffle, the minimum investment amounts to only 5,000 in the basic package). And that for just 0.48 percent pa – no additional costs, hidden fees and commissions.
Specialities
  • Digital Investment
  • Asset Management
  • Investment Advice
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128

Rapper Software

10-49 Employees
Rotterdam, Netherlands
Est. 1988
Rapper Software is an investment management software that allows users to create portfolios that can be shaped, selected and managed.
Specialities
  • Asset Management
  • Portfolio Management
  • Risk Management
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129

Red Deer

10-49 Employees
London, United Kingdom
Est. 2013
Red Deer is an investment management software that helps the worlds leading investment firms see, understand and gain unique insight from their data. It also helps users to optimize their investment process while embedding compliance and operational efficiencies within the front, middle and back-office workflows.
Specialities
  • Financial Markets
  • Portfolio Management
  • Research Data Management
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130

SHAREIN

10-49 Employees
Edinburgh, Scotland
Est. 2011
ShareIn can provide white label crowdfunding software to fit your needs. Customisable investment platforms enable you to raise funds directly from your network of investors.
Specialities
  • Crowdfunding
  • Corporate Finance
  • Community Ownership
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131

Simply Wall St

10-49 Employees
Surry Hills, Australia
Est. 2014
Provide a completely new way to invest in the stock market, we make it easy, understandable and enjoyable. Simply wall st sought to address this by presenting stock data in a new, visual format, one that can be easily appreciated by the new investor and veterans alike. The result is the snowflake, a graphical interpretation of live stock data, which with once glance provides insight into the most relevant aspects of the investment.
Specialities
  • Share Investing
  • App Development
  • Software as a Service
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132

Smartleaf

10-49 Employees
Boston, United States
Est. 1999
Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion.
Specialities
  • Portfolio Management
  • Wealth Management
  • Solution Consulting
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133

Stockspot

10-49 Employees
Sydney, Australia
Est. 2013
Stockspot is Australia’s first and largest online investment adviser. They build you a smart, personalised portfolio using proven investment strategies to grow your wealth.
Specialities
  • Funds Management
  • Wealth Management
  • Financial Technology
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134

Stratifi PRISM

10-49 Employees
San Francisco, United States
Est. 2016
StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk and build more valuable practices.
Specialities
  • Financial Advisors
  • WealthTech
  • Risk Management
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135

SYMBID

10-49 Employees
Rotterdam, Netherlands
Est. 2011
Symbid helps ambitious entrepreneurs to find seed and growth capital via investment crowdfunding. Investors can easily buy a share in these companies.
Specialities
  • Crowdfunding
  • Start-up Financing
  • Peer-to-peer Loans
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136

SYNDICATEROOM

10-49 Employees
Cambridge, United States
Est. 2012
SyndicateRoom connects ambitious investors with the country most trailblazing companies.
Specialities
  • Corporate Finance
  • Equity Crowdfunding
  • Startup Finance
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137

Trendlyne Technologies

10-49 Employees
Bangalore, India
Est. 2016
Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics. Our technology turns every financial data point into structured data, on which strategies can be created and back tested in real time. Trendlyne DVM scores provide a headline insight on how good or bad a stock is – simplifying investment decision making. Trendlyne provides retail investors, analysts and advisors with easy to use analytics tools. Trendlyne provides screener tools with over 700 metrics, backtesting, portfolio NAV calculation and more. Our screener and backtesting tools combine fundamental, technical, shareholding, analyst indicators and more with unprecedented flexibility, with backtest capabilities that are available for the first time across markets.
Specialities
  • Finance and Investing
  • Portfolio Advisors
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138

truewealth

10-49 Employees
Zurich, Switzerland
Est. 2013
True Wealth Inc. is the leading online wealth management platform based in Zurich, Switzerland. They offer a highly transparent and cost efficient investment solution for Swiss private investors seeking an online solution to their wealth management needs.
Specialities
  • Wealth Management Platform
  • Asset Management
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139

TruWeb

10-49 Employees
Seoul, South Korea
Est. 2019
Tru Technologies is a technology company focusing on developing and operating Securities Finance software products that meet the standards of the global financial institutions.
Specialities
  • Securities Finance
  • Capital Markets
  • Enterprise Blockchain
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140

Vantage Deal Suite

10-49 Employees
Dedham, United States
Est. 1999
Vantage Deal Suite provides unequated support for investment lifecycle management from identification to realization.
Specialities
  • Information Services
  • Investment Management
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141

Vantage Insight

10-49 Employees
Dedham, United States
Est. 1999
Vantage Insight is a graphical dashboard and reporting tool for rich, intuitive, reporting.
Specialities
  • Information Services
  • Investment Management
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142

Vidrio

10-49 Employees
New York, United States
Est. 2011
Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve complex fund management problems, improve operational efficiency and reduce risk for multi-asset-class portfolio investors. Our clients are the world’s premier allocators to external managers.
Specialities
  • Investment Management Platform
  • Hedge Fund Monitoring
  • Portfolio Management Platform
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143

Vision Warehousing

10-49 Employees
Brentwood, United Kingdom
Est. 2007
Vision Warehousing is a fully scalable warehouse processing system for managing pre-advice of goods, haulier & transport booking, goods inwards, etc.
Specialities
  • Warehousing Software
  • Wines and Spirits Trading Software
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144

Visual FPM

10-49 Employees
London , United Kingdom
Est. 1987
Visual FPM is a Financial portfolio management system – particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Specialities
  • Investment Management
  • Private Banking
  • Portfolio Management System
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145

WealthArc

10-49 Employees
Zurich, Switzerland
Est. 2015
WealthTech Platform that not only improves your efficiency but scales your business up and attracts clients. WEALTHARC’s innovative digital technology empowers you to grow AuM, automate processes and meet new regulatory challenges.
Specialities
  • Wealth Management
  • Asset Management
  • Portfolio Management
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146

Windham Portfolio Advisor

10-49 Employees
Boston, United States
Est. 1988
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA’s intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham’s experienced client servicing team. -Generate efficient portfolios that meet your investment goals and satisfy your clients’ constraints. Use the traditional mean-variance approach to optimization or one of the following asset allocation methods exclusive to Windham’s software to address unique investor objectives. -Realistic estimates for return and risk are critical to the portfolio construction process. Develop sound capital market assumptions for return using CAPM, implied returns, Bayesian analysis (including Black-Litterman) and custom forecasts. Examine how assets behave during specific market environments, including periods marked by turbulence, on a before and after tax basis. -Windham’s risk management tools assist you in managing the complexities and true sources of portfolio risk so that you can develop portfolios that are based on realistic expectations and a deeper understanding of your risk exposures. -By simulating growth over time, Windham helps you evaluate the likelihood of meeting future goals and commitments. Windham’s cash flow simulations account for inflation and planned contributions and withdrawals. Projections are expressed in terms of total wealth and as an annuity. -Factor analysis is a powerful technique that can identify and measure common sources of risk and return for managers, asset classes, and portfolios. Each factor represents an underlying exposure to the market. Factor analysis goes beyond the asset allocation to identify the underlying exposures to specific sources of risk and return. Factor analysis can be used in a variety of applications including: -Understanding the drivers of manager risk and return -Understanding the differences between the factor allocation and the asset allocation -Explaining differences in returns across a universe of financial assets -Forecasting the expected value of asset returns -Stress testing asset class returns
Specialities
  • Asset Allocation
  • Portfolio Construction
  • Investment Risk Management
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147

AIRR

1-9 Employees
Larnaca, Cyprus
AIRR is single SaaS solution for professional investment activities, where all data is integrated from any external system you use and consolidated on a single platform, updated continuously and available to you 24 hours a day.
Specialities
  • Investment Management
  • Venture Capital
  • Fund Management
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148

Captools

1-9 Employees
Issaquah, United States
Est. 1984
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets.
Specialities
  • Portfolio Management Software
  • Financial Accounting Software
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149

dabbl

1-9 Employees
London, United Kingdom
Est. 2014
dabbl is the mobile app that enables you to invest in companies and brands you love. Launched in the UK this year, dabbl is fast becoming the UK’s number 1 investment hub providing simple, intuitive and cost effective trading.
Specialities
  • Stocks and Shares
  • Investing
  • Shareholders
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150

Damantis

1-9 Employees
Recklinghausen, Germany
Est. 2013
Damantis designs and develops portfolio intelligence solutions that help our clients improve their long-term equity market performance, minimize risk, and streamline internal processes (such as stock picking).
Specialities
  • Fundamental Analysis
  • Stock Analysis
  • Software Development
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