Top 10 Investment Portfolio Management Software in 2019

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Most Popular - Investment Portfolio Management Software in 2019


Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integrati... Learn more about - Morningstar Advisor Workstation

LearnVest is a program for your money. LearnVests mission is to make financial planning affordable, accessible, and even delightful.; LearnVest is a program for your money. LearnVests mission is to make financial... Learn more about - LearnVest

Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mob... Learn more about - Seeking Alpha

emX

Wealth-planning technology for financial professionals who want the robust platform capabilities of the emX Select Platform, with the addition of eMoney’s in-depth business Analytics, interactive Needs Anal... Learn more about - emX

Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, an... Learn more about - Morningstar Direct

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.; NetX360 provides the technology to efficiently manage your business from CRM and cl... Learn more about - Pershing Financial Services

Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.;... Learn more about - Advent Portfolio Exchange (APX)

Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. ... Learn more about - Altair

Manage equity investments, fixed income investments and investment funds, from within Microsoft Dynamics GP. Improve visibility into your financial investment activity and get an accurate view of your investment ... Learn more about - BinaryStream Investment Management

Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.; Mprofit is a portf... Learn more about - MProfit for Accounting

AccounTrex is a portfolio and back office management system that truly automates trade matching across different accounts and account types, such as all DVP, Prime Broker and Cash accounts within a fund. This all... Learn more about - AccounTrex

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. No matter your financial profile or specific investment needs, Addepar fits the goals of your business.... Learn more about - Addepar

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our Moxy® trade order management system. It enables portfolio managers to manag... Learn more about - Advent Genesis

Fiserv (NASDAQ: FISV) is a leading global technology provider serving the financial services industry.; Fiserv (NASDAQ: FISV) is a leading global technology provider serving the financial services industry.... Learn more about - AdvisorVision

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.; Advisory Alpha delivers comprehensive asset management se... Learn more about - AdvisoryAlpha

Datafaction services the needs of business managers, family offices and sport management firms that offer pay bill and accounting services.; Datafaction services the needs of business managers, family offices and... Learn more about - AgilLink by DataFaction

Designed to provide portfolio management teams with the most flexible yet secure modelling and decision-making platform. You no longer have to choose between flexibility and data security to make informed decisio... Learn more about - ARGUS Taliance

Athena Systems provides integrated Portfolio Management, Trading & Risk systems to Hedge Funds. Tweets will contain tips, updates and services issues; Athena Systems provides integrated Portfolio Management, Trad... Learn more about - Athena Systems

Axioma's Portfolio Optimizer delivers the flexibility to model your investment process your way. Axioma offers comprehensive support for portfolio construction and optimization.; Axioma's Portfolio Optimizer deli... Learn more about - Axioma Portfolio Optimizer

A readymade functional solution for brokerages.; A readymade functional solution for brokerages.... Learn more about - B2Broker Trader's Room

Backstop's Portfolio Management solution was designed to provide funds of hedge funds and private equity fund-of-funds managers tools to effectively run their business.; Backstop's Portfolio Management solution w... Learn more about - Backstop Portfolio

Broadridge Portfolio Management combines order, risk and portfolio management in a single application.; Broadridge Portfolio Management combines order, risk and portfolio management in a single application.... Learn more about - Broadridge Portfolio Management

cmdtyView includes global exchange and reference data and is the only platform to access streaming news from cmdtyNewswires, best-in-class fundamental and economic data from cmdtyStats, and Barchart’s broad... Learn more about - cmdtyView®

Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.; Croesus actively listens, learns and engages with them to develop technology solut... Learn more about - Croesus Advisor

A High-level Portfolio Management Platform Built for Active Investment Managers; A High-level Portfolio Management Platform Built for Active Investment Managers... Learn more about - CubitBlack

CXi-Registry is a fund administration software that makes running investor registry easy, fast and secure. Streamline and automate your back office.; CXi-Registry is a fund administration software that makes runn... Learn more about - CXi-Registry

DAVIGOLD Private equity software covers the full range of any investor into unquoted deals, including back, middle and front office operations.; DAVIGOLD Private equity software covers the full range of any inves... Learn more about - David Gold PE

ast, Accurate, Elegant Valuation; ast, Accurate, Elegant Valuation... Learn more about - Derivatas Platform

eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management; eFront is a leading softwar... Learn more about - eFront LP

EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans; EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based comp... Learn more about - EquatePlus

Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your investments in one place.; Our Stock Portfolio Tracker makes it easy to track the performance and analyze all of your inv... Learn more about - EquityStat

Designed to optimize operational and investment alpha throughout the entire investment process.; Designed to optimize operational and investment alpha throughout the entire investment process.... Learn more about - Eze Investment Suite

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graph... Learn more about - FamilyWealthGuru

FA Platform provider investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries.; FA Platform provider investment management software solutions for Asset... Learn more about - FA Platform

FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated int... Learn more about - FinFolio

FinlogiK provides software and processing solutions for Investors, Treasurers and Risk managers.; FinlogiK provides software and processing solutions for Investors, Treasurers and Risk managers.... Learn more about - FinlogiK

The FPM System is suitable for a wide range of investment management and investment accounting operations.; The FPM System is suitable for a wide range of investment management and investment accounting operation... Learn more about - FPM (Financial Portfolio Management System)

Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theorys FundEngine CRM solution... Learn more about - FundEngine

Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.; Fund Manager is a portfolio manag... Learn more about - Fund Manager

Misys FusionInvest is an all-in-one investment management system for portfolio management, risk management and investment operations. It delivers a simple solution for today's complex business challenges through ... Learn more about - FusionInvest

Advent SS&C Geneva global portfolio management and accounting platform empowers fund managers with instant, real-time performance, P&L, position and exposure information.; Advent SS&C Geneva global portfolio mana... Learn more about - Geneva

GlobalBackOffice is a web-based offering for prime brokers, hedge funds, asset managers, day trading groups, family offices and other investment professionals.; GlobalBackOffice is a web-based offering for prime ... Learn more about - GlobalBackOffice

Over the years, Financial Information Network has worked with investment firms of all sizes.; Over the years, Financial Information Network has worked with investment firms of all sizes.... Learn more about - Global Portfolio System

Full front-to-back solution that encapsulates the experience our team has accumulated on the buy side. We have run funds and have in-depth understanding of the challenges.; Full front-to-back solution that encaps... Learn more about - HedgeGuard Portfolio Management System

iBalance platform provides intelligent and user-friendly management of the complexity inherent in tailor-made, tax-efficient portfolios that comply with established investment policies.; iBalance platform provide... Learn more about - iBalance

One stop solution for all investment management needs; One stop solution for all investment management needs... Learn more about - iDEAL Wealth & Funds

InfoHedge Technologies is a premier Infrastructure-as-a-Service (“IaaS”) Managed Service Provider (“MSP”) to financial services community. Our flagship product, InfoHedge Hosted Platform... Learn more about - InfoHedge Hosted Platform

InPrivate Software enables private equity businesses to manage investment processes and performance evaluations of their portfolios.; InPrivate Software enables private equity businesses to manage investment proc... Learn more about - InPrivate

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