Best Stock Portfolio Management Software

It provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of your trade ideas and make informed investment decisions.... read more about Eze OMS

inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships.... read more about inStream

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.... read more about FinFolio

Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations ... read more about Black Diamond

eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth.... read more about eMoney

At Hedgeguard, we understand the dynamics of your fund, the demands from investors and the drive to maximise alpha. Our Portfolio Management System is designed to deliver the analytics, views and reports you need to stay on top of your strategies. HedgeGuard PMS is engineered by seasoned professionals born in the Hedge Fund industry who perfectly know your needs and stakes. The result: with our se... read more about HEDGEGUARD

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 fro... read more about AIRR

Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s 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 risk. ReconAdvantage provides an extensive collection of highly customizable, automated reports that deliver consistent, reliable ... read more about ReconAdvantage

Comprehensive 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 Portfo... read more about Stock Portfolio Organizer

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 a modern, web-based software platform for investment management. It allows companies to have everything in a single system from back, middle, and front... read more about FA Solutions

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

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 committed to providing their clients with the ver... read more about Croesus

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

SEI Family Office Services 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 Plat... read more about SEI Family Office Services

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

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

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

A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Whether it is for a SMSF or recording yo... read more about MAUS StockMarket Plus

We enable offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness. The Ledgex team draws on experience as COOs, founders, consultants, and software developers in the investment space who have had to struggle with the same data quality issues that you do. We’ve seen the challenges fir... read more about Ledgex

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.... read more about Tamarac

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 gives you ANSWERS, not just data. What to buy. What to sell. Most importantly, WHEN. Unbiased, independent answers. Investment guidance provided at a glance o... read more about VectorVest

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

The competitive edge of the 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 ... read more about Comarch Wealth Management

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 Platform

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

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

Safe. Centralized. Secure. 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

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

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 users achieve better investment returns.... read more about MProfit Advisor

Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. 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 collaboration, and delivers real... read more about NetWorth Advising Platform

OpEff was born out of complexities and convolutions of legacy and behemoth systems at larger firms and operational ineffectiveness of smaller firms arising from intimidating technology endeavors thereby relying on Excel spreadsheets. The industry demanded a comprehensive, easy to use system with lowest cost of ownership that meets the standards of present day technologies. OpEff with its products ... read more about Perfona

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 with a simple and easy to use online platform. Thousands of investors and financial advisors in India now u... read more about Portfolio Tracker

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

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 RADAR

Reporting.VC - the portfolio management tool for VC and PE - optimizes and structures the exchange of information between all users. As a result, all people involved have more time available for their core tasks. And that with higher data quality at the same time.... read more about Reporting.VC

Keeping track of investments used to be a hassle. Sharesight makes it simple. Want automatic holding updates, with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight in a nutshell.... read more about Sharesight

StockwarePro has unique technical analysis and portfolio management tools to reliably predict market movement. Technical indicators provide you early signals on when to enter or exit the market so as to maximize the profit. StockwarePro has developed a unique indicator called Franklin Oscillator that does exactly this in an uncomplicated way, especially for non-professional investors. Please see ... read more about StockwarePro

tick Trading Software AG is proud to introduce its latest extension to its acclaimed TradeBase MX Platform, the TBMX Market Making View. Customers can now choose to enter native quotes on XETRA and Vienna Stock Exchange via TradeBase MX.... read more about TradeBase MX

TOGGLE was born out of a frustration while managing portfolios at Duquesne Capital, Fortress, Brevan Howard, and AllianceBernstein. We had access to a rapidly expanding universe of data, but the tools to turn this mountain of data into useful insights couldn't keep up. Tired of the same old spreadsheet tables & pie charts, it felt like we could never unlock the full value. We came together to buil... read more about Toggle

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.... read more about Vidrio Financial

Built with the award-winning TradeSmart® technology, QUO combines innovation, true expertise and unrivalled industry experience to deliver a best-in-class wealth management solution. Brought to you by TradingScreen, QUO is a cloud-based platform for banks and wealth organisations.... read more about QUO

When companies scale, equity plan management becomes a full-time job, cap tables start to become error-prone, which increases legal and accounting costs significantly. Creating specific data reports and signing processes can slow down finance and HR teams.... read more about Ledgy

Never invested in equities or cryptocurrencies before? Don't worry - whether you are totally new to investing or not, Macroaxis will help you originate portfolios specifically personalized against your unique investment preferences, risk attitude and budget constraints. The bottom line is that you can apply the power of Macroaxis to all of your portfolios instantly -- lock in positions that outper... read more about Macroaxis

I am not as fancy and rich as I look, but I love this picture because it was one of the coolest moments of my trading career. I visited the NYSE floor and of course I had to dress up to get in. I am a computer science graduate turned full time trader and owner of Trademetria. I started trading back in 2001 when my college buddy recommended buying INFA (Informatica). I bought 200 shares at $14 a... read more about Trademetria

FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market. An unbeatable combination of data security, zero manual work, no more spreadsheets and slice & dice capability. Ideally suited for Family Offices, External Asset Managers and Fund Managers. With direct Import from Contract Notes and Statements, FamilyWealthGuru is fully integrated with FACT ERP.NG: Portfolio Aggregation ... read more about FamilyWealthGuru

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs.... read more about PortfolioPathway

eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.... read more about PerTrac

Investors need to manage their holdings on an ongoing basis in order to get early warning signs of potential fundamental problems with their holdings, as well as accurate recordkeeping to measure performance and gains/losses for tax-related portfolio decisions. MyStockPortfolio offers the necessary fundamental data you need to make smarter portfolio decisions.... read more about MyStockPortfolio

Fund Manager is powerful portfolio management software. Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor. Compare these products to find the Fund Manager program that's right for you.... read more about Fund Manager

Learn from this experienced panel about the changing LP demands as it relates to diversity expectations, improved portfolio analytics, and SEC registration.... read more about Aumni