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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Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment firms in the world. We specialize in automating portfolio rebalancing and optimization ... read more about Universal Rebalancer
Universal Rebalancer Reviews
Global Compliance Framework Development
reviewed by: patrick L, Asset Management at GreenoaksEntry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor50% in Stock Portfolio Management SoftwareFeatures
- Billing & Invoicing
- Multi-Currency Support
- Order Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
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Banking
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Financial-services
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Investment-banking-venture
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Investment-management
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Email
- Phone
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24x7 Support
Reviews
What User‘s Say
Advanced Security and Authentication Integration for Autonomous Systems.
Carmit Proper-Livni, Customer Success Director at Starship TechnologiesCross-Border Trade Financing
Matthew Santarpia, Director of Human Resources-Purolator International at Purolator InternationalOriginator Unification Initiative
W. Mark Squire, Chief Operating Officer & President VERICO Financial Group at VERICO CanadaReview 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.
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Annual Subscription
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Quote Based
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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 PriceFree versionFree TrialAvailablePricing TypeFree100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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iPhone/iPad
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Android
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Reviews
What User‘s Say
Simplified our complexity around equity management.
Co-Founder, COO at Mobisoft Infotech | Healthcare IT | Digital Health InnovationEasy to Use, Great Integration
Brice Wiley, Director, Marketing and Communications at Lex MundiEqvista delivered in timeframe
Kevin Nejad, Founder and CEO at Vijilan SecurityReview 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.
Packages
Pricing Type
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Free
Preferred Currency
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USD ($)
Payment Frequency
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One-Time Payment
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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 ... 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 CodeEntry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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EUR (€)
Free Version
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No
Payment Frequency
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Quote Based
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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 SolutionsEntry Level PriceFree versionFree TrialAvailablePricing TypeFree33% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Watchlists
Key Details
Industries
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Banking
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Financial-services
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Investment-management
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Retail
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Phone
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24x7 Support
Knowledge Base
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Help Guides
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Video
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Blog
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Infographics
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Case Studies
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Whitepapers
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On-Site Training
Packages
Pricing Type
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Free
Payment Frequency
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Quote Based
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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 CreditryEntry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor33% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
Key Details
Industries
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Banking
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Financial-services
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Investment-management
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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Android
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Windows
Support
- Email
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24x7 Support
Knowledge Base
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Help Guides
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Blog
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Case Studies
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Monthly Payment
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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 CredifulEntry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor33% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Technical Analysis
- Watchlists
Key Details
Industries
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Banking
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Financial-services
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Investment-management
Licensing & Deployment
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Proprietary
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Cloud Hosted
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On Premises
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Email
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24x7 Support
Knowledge Base
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Help Guides
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Video
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Blog
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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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 PriceContact vendorFree TrialN/APricing TypeContact Vendor20% in Stock Portfolio Management SoftwareFeatures
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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On-Site Training
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into ... read more about FinFolio
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor30% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Whitepapers
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On-Site Training
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Integration
Integrated With
- RightCapital
- Calendly
- Freshchat
- PieSync
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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 ... read more about Black Diamond
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor30% in Stock Portfolio Management SoftwareFeatures
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Blogs
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Whitepapers
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On-Site Training
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
-
Quote Based
Integration
Integrated With
- RightCapital
- SS&C Chorus
- Box
- eMoney
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eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our ... read more about eMoney
Entry Level PriceContact vendorFree Trial14 DaysPricing TypeContact Vendor30% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Key Details
Industries
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Financial-services
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Email
- Phone
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24x7 Support
Training
-
Webinar
Knowledge Base
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Help Guides
-
Blogs
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Webinars
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Case Studies
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On-Site Training
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Free Trial
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14 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
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Quote Based
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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 ... read more about HEDGEGUARD
Entry Level Price$1581 Per MonthFree TrialN/APricing TypeFlat Rate40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Tax Management
- Technical Analysis
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Packages
Pricing Type
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Flat Rate
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Monthly Payment
Available Packages
Standard$1581 Per Month -
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$500 Per MonthFree Trial14 DaysPricing TypeFlat Rate40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Multi-Currency Support
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Technical Analysis
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
Support
- Email
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
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On-Site Training
Packages
Pricing Type
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Flat Rate
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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14 Days Trial
Payment Frequency
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Monthly Payment
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Quote Based
Available Packages
Standard$500 Per MonthIntegration
Integrated With
- Salesforce CRM
- Xero
- QuickBooks Online
- Pipedrive
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FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to ... read more about FactSet
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor33% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Watchlists
Key Details
Industries
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Fundraising
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Investment-banking-venture
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Investment-management
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Retail
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
Support
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video
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Blog
Packages
Pricing Type
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Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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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 PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Technical Analysis
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
Support
- Email
- Phone
-
24x7 Support
Training
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Webinar
Knowledge Base
-
Help Guides
-
Blogs
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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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, ... read more about Stock Portfolio Organizer
Entry Level Price$99 One-timeFree Trial30 DaysPricing TypeFlat Rate50% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
Support
- Email
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
Webinars
Packages
Pricing Type
-
Flat Rate
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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30 Days Trial
Payment Frequency
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One-Time Payment
Available Packages
Standard$99 One-time -
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 PriceContact vendorFree TrialN/APricing TypeContact Vendor0% in Stock Portfolio Management SoftwareFeatures
- Order Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
- Watchlists
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
Support
- Email
- Phone
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24x7 Support
Training
-
Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
-
Webinars
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Whitepapers
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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EUR (€)
Free Version
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Yes
Payment Frequency
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Quote Based
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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 ... read more about iLEVEL
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor50% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Technical Analysis
- Watchlists
Key Details
Licensing & Deployment
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Phone
Knowledge Base
-
Help Guides
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Video Guides
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Blogs
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Webinars
Packages
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
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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 ... read more about Croesus
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor30% in Stock Portfolio Management SoftwareFeatures
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
-
Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
Support
- Email
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
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Help Guides
-
Video Guides
-
Blogs
-
Webinars
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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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. ... read more about BlazePortfolio
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor60% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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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 ($)
Free Version
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No
Payment Frequency
-
Quote Based
Integration
Integrated With
- Addepar
- Black Diamond
- SS&C Chorus
-
Archway Platform delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family ... read more about Archway Platform
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor30% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
Key Details
Industries
-
Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
-
Web-based
Support
- Email
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
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Video Guides
-
Blogs
-
Webinars
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Whitepapers
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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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 ... read more about eB-IMS
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Technical Analysis
Key Details
Industries
-
Investment-management
Licensing & Deployment
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Open Source
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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
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No
Payment Frequency
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Quote Based
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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.
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Data Warehousing
- Portfolio Accounting
- Tax Management
Key Details
Licensing & Deployment
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On Premises
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Windows
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Mac
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Linux
Support
- Phone
Knowledge Base
-
Help Guides
Packages
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
-
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$24 Per MonthFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
-
Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
-
Windows
-
Mac
-
Linux
Support
- Email
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
Available Packages
Beginner$24 Per Month -
Tamarac PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is ... read more about Tamarac
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
Key Details
Industries
-
Investment-management
Licensing & Deployment
-
Open Source
-
Cloud Hosted
-
Windows
-
Mac
-
Linux
Support
- Email
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
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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 ... read more about VectorVest
Entry Level Price$69 Per MonthFree TrialN/APricing TypeFlat Rate100% in Stock Portfolio Management SoftwareFeatures
- 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
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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 ... read more about Comarch Wealth Management
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
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- Stock Alerts
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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 ... read more about Derivatas
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
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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 ... read more about Enfusion
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor50% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
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- Stock Alerts
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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 ... read more about Excella Trader
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Multi-Currency Support
- Portfolio Accounting
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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 ... read more about Investment Account Manager
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
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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. ... read more about JBL Risk Manager
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Client Management
- Data Warehousing
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- Portfolio Rebalancing
- Risk Management
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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 ... read more about MProfit Advisor
Entry Level PriceFree versionFree TrialAvailablePricing TypeFree100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
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- Technical Analysis
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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 PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
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Investment-management
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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 ... read more about Perfona
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor0% in Stock Portfolio Management SoftwareFeatures
- Client Management
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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 ... read more about Portfolio Tracker
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor50% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
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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 ... read more about Portfolio Trader
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
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- Order Management
- Portfolio Accounting
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No
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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 ... read more about Pulse
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
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Integration
Integrated With
- Tamarac
- RightCapital
-
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 ... read more about REPORTING.VC
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
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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 ... read more about StockwarePro
Entry Level Price$250 Per MonthFree TrialN/APricing TypeFlat Rate100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
Key Details
Industries
-
Investment-management
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Basic$250 Per MonthAdvance$400 Per Month -
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 ... read more about TradeBase MX
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
- Watchlists
Key Details
Industries
-
Investment-management
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TOGGLE sifts through billions of real-time data points so you can make your next move with confidence. We had access to a rapidly expanding universe of data, but the tools to turn ... read more about Toggle
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor40% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
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No
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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 ... read more about Vidrio Financial
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
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-
Investment-management
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Open Source
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No
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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 ... read more about QUO
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Booking Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
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Ledgy is the leading equity management solution for high-growth scale-ups and their investors. The fastest and easiest way for international teams to manage equity. When companies scale, equity plan management becomes a ... read more about Ledgy
Entry Level PriceFree versionFree TrialAvailablePricing TypeFree40% in Stock Portfolio Management SoftwareFeatures
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Key Details
Industries
-
Investment-management
Licensing & Deployment
-
Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
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Training
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Free
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EUR (€)
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Macroaxis is the world's leading portfolio optimization platform, used by fintech enthusiasts and investment professionals around the globe. Our platform enables investors to generate efficient long-term portfolios in any economic environment across ... read more about Macroaxis
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
-
Capital-markets
-
Investment-management
Licensing & Deployment
-
Open Source
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Cloud Hosted
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Windows
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Mac
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24x7 Support
Training
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Preferred Currency
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USD ($)
Free Version
-
No
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Trademetria is all-in-one trading journal software for traders and investors. The most important trading tool of your career is finally here. Manage every cent that goes into your trading business with our ... read more about Trademetria
Entry Level Price$29.95 Per MonthFree TrialN/APricing TypeFlat Rate60% in Stock Portfolio Management SoftwareFeatures
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Key Details
Industries
-
Investment-management
Licensing & Deployment
-
Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
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- Email
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-
24x7 Support
Training
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Help Guides
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Flat Rate
Preferred Currency
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USD ($)
Free Version
-
No
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Available Packages
Basic$29.95 Per Month -
Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market. An unbeatable combination of data security, zero manual ... read more about FamilyWealthGuru
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
Key Details
Industries
-
Investment-management
Licensing & Deployment
-
Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
- Phone
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24x7 Support
Training
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Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
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-
Quote Based
-
intelliflo portfolio 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, ... read more about intelliflo portfolio
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Billing & Invoicing
- 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
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Windows
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Linux
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Blogs
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Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
-
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.
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Stock Portfolio Management SoftwareFeatures
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
Key Details
Licensing & Deployment
-
Cloud Hosted
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Windows
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Mac
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No
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Quote Based
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