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Top Investment Portfolio Management Tools

Investment portfolio management software, also known as wealth management software, is designed to track and manage investor portfolios. Investment professionals use these tools to build, monitor, and oversee their clients' investment portfolios. The software also includes features that enhance communication between clients and investors, making it useful for investors, financial advisors, and their clients. Wealth management firms, asset management companies, hedge funds, insurance providers, and pension funds rely on portfolio management platforms to manage client portfolios, track fund performance, oversee liabilities, and diversify asset management strategies. Top portfolio management platforms offer features like investment tracking, accounting, reporting, client communication tools, investment analytics, and more. These solutions provide advisors and investment professionals with a comprehensive view of their activities on behalf of clients, aggregating key data and offering tools for investment analysis. Additionally, they enable users to monitor asset values, stay informed on market conditions, identify risks, and deliver tailored financial insights. If portfolio management software lacks built-in accounting features, it often integrates with other accounting solutions, such as brokerage trading platforms. These systems also connect to third-party sources to import market data, ensuring seamless portfolio management.

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Koyfin

Koyfin

koyfin.com

Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.

Monarch

Monarch

monarchmoney.com

Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.

Carta

Carta

carta.com

Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.

Betterment

Betterment

betterment.com

Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.

RightCapital

RightCapital

rightcapital.com

RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.

Nitrogen

Nitrogen

nitrogenwealth.com

Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.

Tresmark

Tresmark

tresmark.com

Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.

Standard Metrics

Standard Metrics

standardmetrics.io

Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.

Kubera

Kubera

kubera.com

Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.

InvestGlass

InvestGlass

investglass.com

InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.

Investipal

Investipal

investipal.co

Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.

Altruist

Altruist

altruist.com

Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.

Vumi

Vumi

vumi.io

Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.

Skylark AI

Skylark AI

skylarkai.com

Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.

Vyzer

Vyzer

vyzer.co

Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.

Venture360

Venture360

venture360.co

Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.

Strabo

Strabo

strabo.app

Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.

Stockspot

Stockspot

stockspot.com.au

Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.

SigFig

SigFig

sigfig.com

SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.

Pontera

Pontera

pontera.com

Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.

Masttro

Masttro

masttro.com

Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.

illio

illio

illio.com

Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.

Ginmon

Ginmon

ginmon.de

Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.

Enfusion

Enfusion

enfusion.com

Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.

Asora

Asora

asora.com

Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.

Alphathena

Alphathena

alphathena.com

Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.

Sharesight

Sharesight

sharesight.com

Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.

Quirion

Quirion

quirion.de

Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.

Alto

Alto

altoira.com

Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.

Shootih

Shootih

shootih.com

Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.

Jacobi

Jacobi

jacobistrategies.com

Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.

Pepper

Pepper

onpepper.com

Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.

Dasseti

Dasseti

dasseti.com

Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.

True Wealth

True Wealth

truewealth.ch

True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.

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