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Best Investment Portfolio Management Software – The Definitive List

April 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. 

151

David Gold PE

1-9 Employees
Paris
Est. 2007
DAVIGOLD Private equity software covers the full range of any investor into unquoted deals, including back, middle and front office operations.
Specialities
  • Deal Flow Management
  • Fund Management
  • Business Intelligence
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152

Derivatas Platform

1-9 Employees
Los Angeles, United States
Est. 2011
ast, Accurate, Elegant Valuation.
Specialities
  • Venture Capital Portfolios
  • Financial Reporting
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153

Equistor

1-9 Employees
Amsterdam, Netherlands
Est. 2013
Equistor is a programme management application for critical transformation initiatives and provides portfolio companies, private equity and corporates improved monitoring.
Specialities
  • Private Equity
  • Corporate Monitoring
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154

EquityStat

1-9 Employees
Dallas, United States
Est. 2014
Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your investments in one place.
Specialities
  • Investment Software
  • Financial Software
  • Investment Website
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155

FPM (Financial Portfolio Management System)

1-9 Employees
London , United Kingdom
Est. 1983
The FPM System is suitable for a wide range of investment management and investment accounting operations.
Specialities
  • Investment Management
  • Investment Accounting Software Systems
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156

Fund Manager

1-9 Employees
Chandler, United States
Est. 1993
Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.
Specialities
  • Investment Records Management
  • Client Management Support
  • Technical Analysis
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157

Global Portfolio System

1-9 Employees
Los Angeles, United States
Est. 1969
Over the years, Financial Information Network has worked with investment firms of all sizes.
Specialities
  • Investment Management
  • Management Consulting
  • International Portfolios
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158

iKOOP

1-9 Employees
Serdang, Malaysia
Est. 2018
Cooperatives who have not registered to use the iKOOP system, can register by clicking the button below. Existing modules such as member registrar, share payment and fees, statements, financing applications, receipt / voucher / autofill transactions, reports as required by SKM (Suruhanjaya Koperasi Malaysia) and various online transactions. This includes future modules that will be developed such as online payment of Fees / Shares / Financing and Dividends, Cooperative Accounts, Takaful, Shariah Stock Market, Marketplace (e-commerce) and others are being planned for development.
Specialities
  • Online Payment
  • Stock Market
  • Marketplace
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159

InPrivate

1-9 Employees
Cambridge, United States
Est. 2012
InPrivate Software enables private equity businesses to manage investment processes and performance evaluations of their portfolios.
Specialities
  • Venture Capital
  • Dealflow Management Platform
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160

Insa PMS

1-9 Employees
Zűrich, Switzerland
Est. 1994
Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation.
Specialities
  • Portfolio Management
  • Investment
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161

Invessence

1-9 Employees
Chatham, United States
Est. 2012
Automates the wealth management process into a cost-effective online solution. It simplifies the entire investing process client on-boarding, record-keeping, portfolio construction, and rebalancing into a streamlined end-to-end solution.
Specialities
  • Personal Finance
  • Portfolio Management
  • Digital Wealth Management
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162

Investment Account Manager

1-9 Employees
Mequon, United States
Est. 1985
Investment Account Manager is a desktop Windows based portfolio management software.
Specialities
  • Portfolio Management Software
  • Investment Accounting
  • Analysis
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163

Kubera

1-9 Employees
Palo Alto, United States
Est. 2019
Kubera is the world’s most modern portfolio tracker software. It lets you track all your assets in one place: stocks, savings, crypto, real estate, collectibles, digital and more. Kubera supports most global banks, brokerages, stocks and currencies. Kubera is private, secure and as simple as a spreadsheet to use. Our B2B white-label solution allows you to roll out Kubera to your clients. This custom and modern portfolio tracker can used by private banks, certified financial professionals, RIAs, estate planners, wealth and crypto advisors to delight, retain and grow their client base. Contact us for a demo – hello@kubera.com.
Specialities
  • Wealth Management Platform
  • Portfolio Tracker
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164

Osparna

1-9 Employees
Reston, United States
Est. 2017
Osparna’s platform enables Private Equity Firms, Family Offices, Venture Capital and Angel Investors to make better decisions by applying a decision sciences approach to evaluating potential opportunities using their criteria.
Specialities
  • Technology Assessment
  • Decision Science
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165

Parilux Fund Manager

1-9 Employees
Edison, United States
Est. 2010
Parilux Fund Manager is a portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. Parilux Fund Manager provides a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.
Specialities
  • Investment Portfolio Systems
  • Portfolio Administration and Fund Accounting
  • Performance Measurement
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166

PortfolioNet

1-9 Employees
Geneva, Switzerland
Est. 1993
Galeo offers consolidation services that allow, with a few clicks, the monitoring of all assets, financial or otherwise, performance analysis and the identification of risks.
Specialities
  • Wealth Consolidation and Analysis
  • Financial Analysis and Investment Strategy
  • Portfolio Management System
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167

ReconAdvantage

1-9 Employees
Melville, United States
Est. 1998
ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.
Specialities
  • Portfolio Accounting
  • Risk Management
  • Data Management
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168

Scientific Based Investing

1-9 Employees
Schaffhausen, Switzerland
Est. 2016
SAMT AG is a scientific wealth management company offering a modular concept with a enduring core portfolio, alternative algo investments and individual advisors with an integrated risk management for a fair price.
Specialities
  • WordPress Mass Management
  • Server Automation
  • Wealth Management
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169

Seraf

1-9 Employees
Cambridge, United States
Est. 2013
Seraf is a web-based portfolio management tool for investors in early stage companies that enables individual investors, angel groups, family offices, funds, micro-VCs, and accelerators to track, analyze, optimize, report on and value portfolios.
Specialities
  • Venture Capital Portfolio Management
  • Fund Management
  • Investment Tracking
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170

SharePad

1-9 Employees
London, United Kingdom
Est. 1997
SharePad is an investment software solution designed to help make stock decisions based on insights and data provided through a dashboard.
Specialities
  • Investment Software Solution
  • Financial Services
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171

StableMetrics

1-9 Employees
Greenwich, United States
Est. 2009
StableMetrics uses non-normal distributions within the sampling process to simulate and model more precise performance scenarios that in turn inform portfolio optimization decisions.
Specialities
  • Risk Modeling
  • Security Analysis
  • Portfolio Optimization
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172

StockMarketEye

1-9 Employees
Las Vegas, United States
Est. 2008
StockMarketEye is an easy to use portfolio management software for asset managers and individual investors. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Track the performance of your retirement account and other investments with portfolios and reports. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic stock charts including technical indicators. See the performance of all of your investments at a glance with the investment tracking overview. Set stock alerts so you don’t miss out on important activity. Find ticker symbols with the built-in symbol search. Get free quotes, updated automatically or on-demand. View basic fundamental ratios. Access stocks, mutual funds, ETFs, indexes or currency pairs from most major world exchanges. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is desktop software available on Windows, Mac, and Linux – and companion apps for iOS and Android. Includes a free 30-day trial – no signup needed.
Specialities
  • Investment Management Software
  • Portfolio Management Software
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173

StockwarePro

1-9 Employees
Trivandrum, India
Est. 2012
StockwarePro is a technical analysis and portfolio management software that has unique stock analysis tools that help to reliably predict market movements.
Specialities
  • Portfolio Mangement
  • Stock Market Technical Analysis
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174

SWANEST

1-9 Employees
London, United Kingdom
Est. 2014
Effortlessly manage all of your savings and investments in a single place and receive automated guidance that helps you optimise your finances.
Specialities
  • Wealth Management
  • Asset Management
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175

Tullius-Walden

1-9 Employees
Stuttgart, Germany
Est. 2010
Tullius Walden lies primarily in fixed income and the development of innovative quantitative tools used to optimize our asset management.
Specialities
  • Financial Services
  • Asset Management
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176

Venture360

1-9 Employees
Kansas City, United States
Est. 2012
Venture360 is the firm doing it all when it comes to managing your venture fund. Back office accounting and tax powered by proprietary software for deal pipeline management, portfolio tracking and investor reporting. All of this at the industry’s most competitive pricing.
Specialities
  • Portfolio Management
  • Private Equity
  • Venture Capital
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177

VestServe Investment Management System (IMS)

1-9 Employees
Waltham, United States
Est. 2001
VestServe Investment Management System (IMS) is a fully integrated investment management and accounting solution. By integrating the front, middle and back office operations into one solution, VestServe can improve an organization’s business performance while lowering total cost of ownership.
Specialities
  • Investment Management
  • Accounting Solution
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178

Ziggma

1-9 Employees
Lewes, United States
Est. 2019
Ziggma is a portfolio management application that has been specifically designed to make investing easy. Many investors struggle to keep up with their investment portfolios while failing to find effective means to optimize risk-adjusted returns. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals. By securely linking their investment accounts to Ziggma using Plaid’s leading technology, Ziggma users benefit from intuitive portfolio analytics, innovative tools and best-in-class data for stock research.
Specialities
  • Investment Portfolio Tracker
  • Smart Stock Alerts
  • Fundamental Stock Analysis
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179

Registerex

Varsity Lakes, Australia
Est. 2017
Registerex is changing the delivery of financial solutions globally, managing all aspects of your investment portfolio.
Specialities
  • Crowdfunding
  • Financial Services
  • Investment Portfolio
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180

Stator

Melbourne , Australia
Est. 2004
Stator is portfolio management software that is used by thousands of traders and investors from all around the globe.
Specialities
  • Portfolio Management Software
  • Finance Management
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181

Stock Portfolio Organizer

Australia
Est. 2015
Comprehensive portfolio management software that is easy to use for both investors and traders. Analyze gains, losses, income and performance for all your investments. Supports Shares, Margin, CFD’s, Futures and Forex. Supports Tick, Realtime, EOD and Fundamental data. Position Sizing & Risk Management. Supports Splits, Mergers, Demergers, Takeovers etc.
Specialities
  • Investment Management
  • Asset Management
  • Portfolio Management Software
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