Best Stock Portfolio Management Software

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 plan sponsors, asset managers, wealth advisors, and global financial institutions. Our solutions are powered by Investment Metrics’ ... read more about Investment Metrics

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 wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to ... read more about InvestorFlow

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, and reports. There are many reasons to choose InvestorPortaLPro for your investor portal platforms. We give people a personalized & tailored experience, which is ... read more about InvestorPortaLPro

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 backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but ... read more about InvestWell

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 of decision making. Take your portfolios from current to target by analyzing your allocations and the associated risk and returns. ... read more about Jacobi

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 platform provides award winning portfolio management, trading, risk, compliance and fund administration across all asset classes. ... read more about Linedata Longview

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, serves and recreates your accounting and investment data on demand. You can pull and translate trade, reference, market, risk, portfolio and performance data from multiple sources. With your co ... read more about LUSID

When you make your own decisions, you need the best tools For 20 years, Leading Market Technologies has worked with the world's top investment firms to create best-of-breed software for researching, analyzing, & monitoring securities. Now this powerful, guaranteed investment solution is available to you. ... read more about MarketBrowser

MIMICS Portfolio Management software modules offer powerful and flexible out-of-the-box solutions for managing your business’ portfolio needs. Get up and running quickly with our software’s many configurable options that easily adapt for different international and accounting standards. An extensive list of standard interfaces integrates directly with our software. We have software modules tha ... read more about MIMICS Portfolio Management

Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures better transparency and collaboration throughout the investment process delivering a consistent analytics framework on top of a real-time Investment Book of Record IBOR. ... read more about Misys FusionInvest

EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. Oth ... read more about EquityStat

Allvue offers innovative alternative investment solutions that represent a new standard in the credit and equity markets. We help our clients make better investment decisions, enable deeper relationships with their investors and prospects, and improve access to information. Our solutions are integrated, ensuring that our clients can use data from across the full end-to-end fund lifecycle, ultimate ... read more about Allvue

Arbor software makes managing investments as easy as possible; delivering sophisticated fund administration, simplifying investment decisions and improving operational processes, for both traditional and digital securities. Our flexibility in integration, stable performance and of course a great product, enables the Arbor system to be the inner core strength of your organisation. As investment wor ... read more about Arbor Portfolio Manager

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 your account when your company grows. Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and m ... read more about Eqvista

Altreva specializes in financial time series forecasting and market simulation software. We use innovative technology such as agent-based market simulation models and evolutionary computing to create adaptive, evolving and self-learning market modeling and forecasting solutions. Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities, and o ... read more about Adaptive Modeler

Axys automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Industry standard portfolio management and reporting. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Wealth management is a relationship-based business — and there’s simply no substitute for time spent with cli ... read more about Axys

Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engageme ... read more about Tier1

investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms, and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup onboarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined proc ... read more about ProTrak International

AtomInvest provides next-generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing while streamlining their investor journeys across fundraising, onboarding ... read more about AtomInvest

AlternativeSoft is an award-winning analytical software specialising in funds selection, portfolio construction, funds fact sheet, portfolio reporting, portfolio management with hedge funds and private equity funds and, finally, funds due diligence. AlternativeSofts versatile platform redefines investment optimization, providing the most extensive set of quantitative tools available on the market ... read more about AlternativeSoft

Backstop is powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. From raising capital to servicing investors, from researching and diligencing managers to monitoring portfolios, both asset managers and asset owners have multi ... read more about Backstop

TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. Hedge Funds looking for an integrated technology platform that includes Browser-based Execution Management Systems (EMS) - Real-time trading platform. ... read more about TSIMAGINE

Everysk enables money managers of any size with a multi-asset risk engine integrated with an automation platform. Our clients can establish robust and repeatable risk processes, design custom dashboards, and our fully automated workflows will help you analyze, organize and securely distribute information about your investments, saving you valuable time. ... read more about Everysk

Volume forecasting, trade analytics, and market impact modeling tools for stockbrokers and fund managers. ... read more about EQ Execution Tools

Kase StatWare is a technical analysis trading indicator package developed by the acclaimed market technician and former energy trader Cynthia A. Kase StatWare’s self-optimizing indicators help professional and individual traders to form a precise and systematic approach to discretionary trading and trade risk management. No investment or trading advice, recommendation, or opinions are being give ... read more about Kase StatWare

QuantRisk is a leading provider of integrated cutting-edge high-performance Trading, Analytics, Risk Management, and Optimization software systems. Dual on-site cloud platform. QuantRisk high-performance brand new Java-based Energy Trading & Risk Platform is made of several systems seamlessly integrated & delivered in web browsers. These are Trade Capture & Transaction Management; Real-time Energy ... read more about QuantRisk

The platform is designed to be the central information portal for the trading desk, aggregating data from external and internal sources, such as ECNs, Price Feeds, and Risk/Analytics Engines. It is specifically designed for Traders, Risk Managers, Trade Operations, and Support personnel. ... read more about RiskRunner FX

OptionDash provides tools for Income Investors like Covered Call Screener and Cash Secured Put Screener. Powerful Stock Scoring Systems for Quick Decisions. Screen stock and option data to find income-producing covered call trades. You know the benefits of covered calls but don’t know which stocks to use. Use our proprietary scoring systems and your favorite data points to find the best stocks. ... read more about optionDash

StockGeist is an interactive and user-friendly platform that provides real-time stock market sentiment monitoring of 2200+ companies textual information mentions on social media platforms and news articles. The sentiment is reported as either positive/neutral/negative to help provide traders with a better understanding of the general feeling towards a particular stock at that current moment in tim ... read more about StockGeist