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Best Stock Portfolio Management Software

Whether you are a passionate enthusiast or a seasoned investor, it is a common notion that you need expert knowledge and capability to manage not just one single equity stock but a combination of investment options like Mutual Funds, Bonds, Exchange Traded Funds, etc. Thus arose the need for Stock Portfolio Management Software.

What is Stock Portfolio Management Software?

A specialized solution for eager and overburdened traders and investment managers, stock portfolio software helps track and report on the performance of a portfolio of investment assets in real-time. Stock Portfolio Management tools have features that help optimize the portfolio of an investor and his client, with features such as Billing and Invoicing, Multi-Currency Support, and Portfolio Re-Balancing and Accounting, among others.

How Can You Choose the Best Stock Portfolio Management Software?

The essential stock portfolio management solutions have the right features, price, and technical functions. Goodfirms’ exceptional list of options should help you make the right choice.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Dec 31, 2025
100 Software

List of The Best Stock Portfolio Management Software

  • Universal Rebalancer

    5.0 5 Reviews Verified

    "SoftPak Financial Systems delivers quantitative wealth management solutions that empower global investment firms and financial institutions. SoftPak's financial technology works as the foundation for institutions that excel in portfolio analytics, rule-based rebalancing, ... read more about Universal Rebalancer

    Universal Rebalancer Reviews

    Global Compliance Framework Development reviewed by: patrick L, Asset Management at Greenoaks
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Billing & Invoicing
    • Multi-Currency Support
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-banking-venture
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support

    Reviews
    What User‘s Say
    Advanced Security and Authentication Integration for Autonomous Systems.
    Carmit Proper-Livni, Customer Success Director at Starship Technologies
    Cross-Border Trade Financing
    Matthew Santarpia, Director of Human Resources-Purolator International at Purolator International
    Originator Unification Initiative
    W. Mark Squire, Chief Operating Officer & President VERICO Financial Group at VERICO Canada
    Review Summary
    The team proved high caliber, communicative, and solution-oriented, facilitating a smooth process. Their commitment guaranteed the success of our project and addressed our peculiar need.
    Carmit Proper-Livni
    Carmit Proper-Livni, Customer Success Director at Starship Technologies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    • Quote Based
    Vendor pricing page Download Pricing Document
    Visit website

  • Eqvista

    5.0 7 Reviews Verified

    Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade ... read more about Eqvista

    Eqvista Reviews

    GREAT PLATFORM reviewed by: Brandon Patterson, Co-Owner at Cap Tech Services, LLC.
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Reviews
    What User‘s Say
    Simplified our complexity around equity management.
    Co-Founder, COO at Mobisoft Infotech | Healthcare IT | Digital Health Innovation
    Easy to Use, Great Integration
    Brice Wiley, Director, Marketing and Communications at Lex Mundi
    Eqvista delivered in timeframe
    Kevin Nejad, Founder and CEO at Vijilan Security
    Review Summary
    Eqvista is addressing the need for ESOP exercise by providing support for Online ESOPs exercise, payment, due diligence, and transactions, Eqvista has significantly simplified our equity management processes, ultimately saving time and effort.
    Anonymous
    Co-Founder, COO at Mobisoft Infotech | Healthcare IT | Digital Health Innovation

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • One-Time Payment
    Vendor pricing page
    Visit website

  • Axia

    4.5 1 Review

    Axia is the award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Axia enhances ... read more about Axia

    Axia Review

    AXIA literally saved our back in the crisis. Highly recommended! reviewed by: Catriona Jasica, Content Specialist at Top Vouchers Code
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Personal Capital

    4.0 1 Review

    Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment ... read more about Personal Capital

    Personal Capital Review

    Easy to Use and Highly recommended wealth management tool. reviewed by: Brack Nelson, Marketing Manager at Incrementors Web Solutions
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    33% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Watchlists

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Mint

    4.0 1 Review

    A leading personal finance app from Intuit, makes it even easier to manage personal finances, budgets and bill payments. You’re going to love how simple it is to manage bills and money ... read more about Mint

    Mint Review

    Great wealth management software with user-friendly tools. reviewed by: Ethan Taub, CEO at Creditry
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Blog
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Morningstar Advisor Workstation

    4.0 1 Review

    Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process ... read more about Morningstar Advisor Workstation

    Morningstar Advisor Workstation Review

    Highly recommend this easy-to-use and web-based WMS software. reviewed by: Lucas Robinson, CMO at Crediful
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Eze Investment Suite

    Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide ... read more about Eze Investment Suite

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in Stock Portfolio Management Software

    Features
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • FinFolio

    FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into ... read more about FinFolio

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Tax Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • RightCapital
    • Calendly
    • Freshchat
    • PieSync
    Visit website

  • Black Diamond

    The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make ... read more about Black Diamond

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • RightCapital
    • SS&C Chorus
    • Box
    • eMoney
    Visit website

  • eMoney

    eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our ... read more about eMoney

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Tax Management

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Webinars
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • HEDGEGUARD

    HedgeGuard is a portfolio management system and middle-office outsourcing service that provides asset managers, family offices, and hedge funds with front-to-back functionality and expertise. It offers a powerful and versatile tool that ... read more about HEDGEGUARD

    Entry Level Price
    $1581 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $1581 Per Month
    Visit website

  • AIRR

    AIRR is a full-service SaaS solution that includes integration with any system that investor is using, consolidates information from all these systems and helps synchronize the work of each participant in the ... read more about AIRR

    Entry Level Price
    $500 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Rebalancing
    • Risk Management
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $500 Per Month

    Integration
    Integrated With
    • Salesforce CRM
    • Xero
    • QuickBooks Online
    • Pipedrive
    Visit website

  • FactSet

    FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to ... read more about FactSet

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Watchlists

    Key Details
    Industries
    • Fundraising
    • Investment-banking-venture
    • Investment-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • ReconAdvantage

    ReconAdvantage portfolio management platform which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting. ReconAdvantage ultra-flexible Investment Book of Record (IBOR) module provides the tools to ... read more about ReconAdvantage

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Stock Portfolio Organizer

    Stock Portfolio Management software that is easy to use for both investors, traders and self managed super funds. Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, ... read more about Stock Portfolio Organizer

    Entry Level Price
    $99 One-time
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $99 One-time
    Visit website

  • FA Solutions

    FA Solutions is a single cloud-based platform for running your entire Asset & Investment Management business with secure access to your data globally. FA Solutions provides modern Portfolio Management Software for clients ... read more about FA Solutions

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    0% in Stock Portfolio Management Software

    Features
    • Order Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • Yes
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • iLEVEL

    Powering the world's financial markets with data, technology, and innovation. IHS Markit provides industry-leading data, software, and technology platforms and managed services to tackle some of the most difficult challenges in financial ... read more about iLEVEL

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Booking Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Technical Analysis
    • Watchlists

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Croesus

    Croesus is Wealth management solutions. User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a ... read more about Croesus

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • BlazePortfolio

    Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. ... read more about BlazePortfolio

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Stock Portfolio Management Software

    Features
    • Client Management
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • Addepar
    • Black Diamond
    • SS&C Chorus
    Visit website

  • Archway Platform

    Archway Platform delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family ... read more about Archway Platform

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • eB-IMS

    EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through ... read more about eB-IMS

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • PORTAX

    Each PORTAX portfolio study has a status window in the background that provides an overview of all the current settings while you are working with the different software features.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Booking Management
    • Data Warehousing
    • Portfolio Accounting
    • Tax Management

    Key Details
    Licensing & Deployment
    • On Premises
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • StockMarket Plus

    StockMarket Plus is a powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. Get the leading share portfolio management software Australia has to offer. ... read more about StockMarket Plus

    Entry Level Price
    $24 Per Month
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Beginner
    $24 Per Month
    Visit website

  • Tamarac

    Tamarac PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is ... read more about Tamarac

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • VectorVest

    VectorVest is the only stock analysis and portfolio management system that analyzes, ranks and graphs over 19,000 stocks each day for value, safety and timing and gives a clear buy, sell or ... read more about VectorVest

    Entry Level Price
    $69 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $69 Per Month
    Visit website

  • Comarch Wealth Management

    Comarch Wealth Management platform stems from a unique combination of functions supporting traditional, personal way of maintaining the bank-client relationship as well as digital and innovative approach towards wealth management services and ... read more about Comarch Wealth Management

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Derivatas

    Derivatas is an end-to-end valuation solution for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and deal analyses. Founded by experienced valuation professionals, Derivatas combines deep industry expertise with the ... read more about Derivatas

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Enfusion

    Simple as that. Enfusion is built on one dataset. We connect front, middle and back office in one integrated system, one view and one language. Our cloud-based system is not seamless, it’s ... read more about Enfusion

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Booking Management
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Excella Trader

    More than forty lakh new demat accounts opened in 2020. Even though the entire world was going through a locked down period, we have seen a surge in investors rushing to the ... read more about Excella Trader

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Booking Management
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Investment Account Manager

    Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. With a large array of tools, IAM ... read more about Investment Account Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • JBL Risk Manager

    Position Sizing aka Money Management is your first line of defence against catastrophic loss! It is regarded by successful traders to be one of the most important components of any Trading Plan. ... read more about JBL Risk Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Booking Management
    • Client Management
    • Data Warehousing
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Watchlists

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • MProfit Advisor

    MProfit to manage multi-asset client portfolios, gain comprehensive AUM insights, and provide high quality reporting to their clients. Manage multi-asset client investments. With MProfit, we strive to eliminate the need for unreliable ... read more about MProfit Advisor

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Stock Portfolio Management Software

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • Support Days
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • INR (₹)
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • NetWorth

    NetWorth Advising Platform Our suite of SaaS applications will give you the insight you need to stay ahead of your investments and maximize your wealth. Financial advisors are under growing pressure to ... read more about NetWorth

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

    Features
    • Multi-Currency Support
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Perfona

    Perfona is a fully integrated web-based system to manage all areas of an investment management firm. Perfona is a leading investment management firms to bring the industry the first ever true web ... read more about Perfona

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    0% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Risk Management
    • Stock Alerts
    • Tax Management
    • Technical Analysis

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Portfolio Tracker

    Dion is a fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and ... read more about Portfolio Tracker

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Stock Portfolio Management Software

    Features
    • Client Management
    • Portfolio Accounting
    • Portfolio Rebalancing
    • Stock Alerts
    • Tax Management
    • Technical Analysis
    • Watchlists

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

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