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Best Stock Portfolio Management Software

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

What is Stock Portfolio Management Software?

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

How Can You Choose the Best Stock Portfolio Management Software?

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

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

List of The Best Stock Portfolio Management Software

  • Portfolio Trader

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

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

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

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

  • Pulse

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

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

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

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

    Integration
    Integrated With
    • Tamarac
    • RightCapital
    Visit website

  • REPORTING.VC

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

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

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

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

  • Sharesight

    Sharesight is a versatile stock portfolio management software used by investors of all levels, from beginners to experienced traders. It is an excellent tool for tracking your investments, analyzing your performance, and ... read more about Sharesight

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

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

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

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

  • StockwarePro

    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 Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Stock Portfolio Management Software

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

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

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Basic
    $250 Per Month
    Advance
    $400 Per Month
    Visit website

  • TradeBase MX

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

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

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

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

  • Toggle

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

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

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

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

  • Vidrio Financial

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

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

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

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

  • QUO

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

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

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

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

  • Ledgy

    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 Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    40% in Stock Portfolio Management Software

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

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

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

  • Macroaxis

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

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

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

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

  • Trademetria

    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 Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    60% in Stock Portfolio Management Software

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

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

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Basic
    $29.95 Per Month
    Visit website

  • FamilyWealthGuru

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

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

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

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

  • intelliflo portfolio

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

    Features
    • 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
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

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

  • PerTrac

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

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

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

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

  • MyStockPortfolio

    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 ... read more about MyStockPortfolio

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

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Risk Management
    • Stock Alerts
    • Technical Analysis

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

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

  • Fund Manager

    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. Record your transaction history for an ... read more about Fund Manager

    Entry Level Price
    $139 Per Year
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Stock Portfolio Management Software

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

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

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Personal
    $139 Per Year
    Professional
    $325 Per Year
    Advisor
    $1650 Per Year
    Visit website

  • DiligenceVault

    Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to created a structured data source from your existing investment manager partners and prospects

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

    Features
    • Client Management
    • Data Warehousing
    • Multi-Currency Support
    • Risk Management
    • Tax Management
    • Technical Analysis
    • Watchlists

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

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

  • DOMOS

    DOMOS is the one-stop-shop solution that allows you to concentrate on bringing added-value to your clients by automating a maximum of tasks and processes, allowing tailored approaches (e.g. Risk Management), and easing ... read more about DOMOS

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

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

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

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

  • EFAdrin

    EFADRIN is our buy-side SaaS platform. It sits at the heart of its customers’ front and middle office operations. It was born from the fact that every fund manager and family office ... read more about EFAdrin

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

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

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

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

  • FINFOX

    Finfox is the consultant's digital workplace. Here, customer portfolios are monitored, discussion opportunities generated, investment proposals prepared and centrally controlled. Finfox is your new tool for the workplace. Manage all customer relationships ... read more about FINFOX

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

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

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

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

  • focus:adviser

    Providing an integrated and innovative suite of tools, including an engaging client portal, focus:adviser enables you to deliver a proactive, client-centric advised service. Configured during the implementation phase to meet the needs ... read more about focus:adviser

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

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

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

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

  • Formula Stocks

    Formula Stocks Intelligent investing with a technological advantage. Our strategy finds and invests in wonderful growing companies selling for less than they are worth. Intelligent portfolio management is designed to build wealth ... read more about Formula Stocks

    Entry Level Price
    $49 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    40% in Stock Portfolio Management Software

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

    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
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $49 Per Month
    Visit website

  • Fortress

    We develop our software to support the services we offer, making sure you only receive the technology you need, rather than functionality you may never use.

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

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

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

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

  • FIS Digital Visualization

    The FIS™ Digital Visualization Portal blends powerful analysis, automated integration and an innovative dashboard for asset managers and fund administrators. The solution supports your data requirements across the front, middle and back ... read more about FIS Digital Visualization

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

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

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

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

  • MoneyWare

    MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It ... read more about MoneyWare

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

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

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

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

  • ETFLogic

    In 2017, a group of market makers and traders realized there was a huge gap in the analytics market when it came to analytics around ETF liquidity. They set out to develop ... read more about ETFLogic

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

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

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

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

  • IBS-Pams

    Clients of IBS include publicly and privately held companies, private equity funds, hedge funds, private banking institutes and family offices. IBS offices are based in Lugano, Switzerland. Thanks to its multicutural background, ... read more about IBS-Pams

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

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

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

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

  • Investment Metrics

    Investment Metrics are the leading provider of investment performance analytics and reporting solutions for the global institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and ... read more about Investment Metrics

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

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

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

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

  • InvestorFlow

    InvestorFlow is a leading provider of investor experience applications for asset and investment managers. InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and ... read more about InvestorFlow

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

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

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

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

  • InvestorPortaLPro

    InvestorPortaLPro investor portal software is built for private equity, hedge fund, real estate, fund administrator, public investor relations, legal teams, and venture capital firms, investors, and people to easily find documents, data, ... read more about InvestorPortaLPro

    Entry Level Price
    $249 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    40% in Stock Portfolio Management Software

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

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

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $249 Per Year
    Visit website

  • InvestWell

    InvestWell is Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more. Secure and automated Registrar file upload from our backend. Your data is ... read more about InvestWell

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

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

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

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

  • Jacobi

    Jacobi is Technology for Multi-asset Portfolio Design, Analytics and Client Engagement. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud based platform. Create deeper analysis on the impact ... read more about Jacobi

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

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

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

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

  • Linedata Longview

    As an institutional asset manager your challenge is to optimize portfolios, seamlessly integrating trading destinations and supporting critical workflows from portfolio management to post-trade processing. Innovative, agile technology is essential. Linedata’s modular ... read more about Linedata Longview

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

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

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

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

  • LUSID

    LUSID - the cloud-native SaaS Investment Data Management System. Own and control your investment data to drive growth, increase control and reduce operational costs. LUSID is a book of record that controls, ... read more about LUSID

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Stock Portfolio Management Software

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

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

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

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