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.
List of The Best Stock Portfolio Management Software
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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 business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Axia ... read more about Axia
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Eze Investment Suite
Reimagine the single platform experience with the leading cloud-based ecosystem.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 first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposu ... read more about Eze Investment Suite
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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 a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. ... read more about FinFolio
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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 it easy to deliver a sophisticated, modern client experience. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations ... read more about Black Diamond
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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 packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage ... read more about eMoney
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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 can be used to track investments, analyze performance, and make informed investment decisions. HedgeGuard can help these entities improve their investment performa ... read more about HEDGEGUARD
$1581 Per MonthN/A40% in Stock Portfolio Management Software -
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 investment process. We offer a real-time visual reporting tool where all data is transmitted through an API, updated continuously and available to you 24 hours a day. We consolidate data from ... read more about AIRR
$500 Per Month14 Days40% in Stock Portfolio Management Software -
ReconAdvantage
The advanced portfolio management software you need, backed by the world-class support you deserve.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 track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage r ... read more about ReconAdvantage
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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, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Orga ... read more about Stock Portfolio Organizer
$99 One-time30 Days50% in Stock Portfolio Management Software -
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 such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. FA Platform is ... read more about FA Solutions
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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 markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation. Our services ben ... read more about iLEVEL
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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 variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committe ... read more about Croesus
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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. Blaze Portfolio clients are up and running quickly with our seamless integration to leading portfolio accounting ... read more about BlazePortfolio
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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 offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and h ... read more about Archway Platform
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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 the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service. eB-IMS has a built in cu ... read more about eB-IMS
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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. ... read more about PORTAX
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StockMarket Plus
Share portfolio management software for Australian investors, by Australian Investors.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. Share portfolio management software for Australian investors, by Australian Investors. Whether it is for a SMSF or recording your investment portfolio, StockMarket Plus is designed to sim ... read more about StockMarket Plus
$24 Per MonthN/A100% in Stock Portfolio Management Software -
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 designed to grow with you. PortfolioCenter Cloud provides you with the ability to demonstrate your firm’s value. Designed with emerging practices in mind, t ... read more about Tamarac
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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 hold rating on every stock every day. VectorVest combines the raw power of fundamental valuation with keen insights of technical analysis. It's the only system that times the market for you to help you buy low ... read more about VectorVest
$69 Per MonthN/A100% in Stock Portfolio Management Software -
Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network ... read more about Co-Pilot
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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 offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending ... read more about Comarch Wealth Management
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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 latest technology in cloud computing and data analytics to bring you the most advanced valuation platform in the industry. Since its inception in 2011, Derivatas ha ... read more about Derivatas
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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 seam-free, minimizing error and maximizing visibility. ... read more about Enfusion
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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 stock market. Many new investors were waiting to pick stocks from the bottom. They found a sharp dip in the first 3 months of the year. Interest bearing asset classes were losing interest. According to the Securities and Excha ... read more about Excella Trader
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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 provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more. ... read more about Investment Account Manager
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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. When you combine intelligent Position Sizing with effective Risk Management and use a Stop Loss, you are planning for your long term trading and/or investment success! ... read more about JBL Risk Manager
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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 tools & cumbersome spreadsheets that investors often rely on for manual entry & analysis of data. Our solutions are focused on automation and simplicity to help user ... read more about MProfit Advisor
Free versionAvailable100% in Stock Portfolio Management Software -
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 up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collabora ... read more about NetWorth
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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 based portfolio accounting and investor allocation system that solves complex problems such as fund NAV and financial reporting, investor waterfalls, tax calculations & allocations and robotic process aut ... read more about Perfona
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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 easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes w ... read more about Portfolio Tracker
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Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. ... read more about Portfolio Trader
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Pulse is the most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients. Transfer files, upload documents, and deliver portfolio performance and tax consideration information to clients within seconds through our easy to use client portals. Tell your story and validate your value to clients through transparency. ... read more about Pulse
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REPORTING.VC - the portfolio management tool for VC and PE - optimizes and structures the exchange of information between all users. REPORTING.VC involves all parties in portfolio management and investment management. As a result, all people involved have more time available for their core tasks. And that with higher data quality at the same time. REPORTING.VC not only gives you more freedom - REP ... read more about REPORTING.VC
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