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Portfolio Managed Logo

Portfolio management software for businesses

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Portfolio Managed - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: November 2026

Portfolio Managed overview

What is Portfolio Managed?

Portfolio Managed is a portfolio management software solution designed to help organizations track, organize, and oversee their project and asset portfolios in a centralized environment. The platform provides tools for monitoring portfolio performance, managing resources, and supporting data-driven decision-making across business units.

Portfolio Managed offers a structured approach to portfolio oversight, giving teams visibility into the status and progress of multiple initiatives simultaneously. By consolidating portfolio data into a single platform, Portfolio Managed supports organizations in aligning projects and investments with broader business objectives, reducing the complexity of managing distributed portfolios across departments.

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Portfolio Managed’s user interface

Ease of use rating:

Portfolio Managed reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

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4

3

2

1

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Portfolio Managed's key features

Most critical features, based on insights from Portfolio Managed users:

Accounting
Accounting module
Activity dashboard
Activity tracking
AI copilot
Alerts/Notifications
Amenity management
API
Autonomous task execution
Background screening

All Portfolio Managed features

Accounting
Accounting module
Activity dashboard
Activity tracking
AI copilot
Alerts/Notifications
Amenity management
API
Autonomous task execution
Background screening
Billing & invoicing
Budget tracking
Building announcements
Calendar management
Certificates of insurance (coi)
Channel management
Client/Property matching
Commercial properties
Communication management
Company financials
Complaint management
Contact management
Contract/License management
Credit card processing
Credit check
Cross-system integration
Customizable branding
Dashboard
Data import/export
Decision making
Digital signature
Discussions/Forums
Document management
Document storage
Drag & drop
Dynamic pricing
Electronic payments
Electronic signature
Expense tracking
Faculty/Staff management
File sharing
Financial management
Financial reporting
For commercial real estate
For hospitality industry
For property managers
For real estate
For residential
Generative ai
Guest tracking
Housekeeping management
Inspection management
Insurance management
Integration with rental payment solution
Late fee calculation
Lead management
Lease management
Lease templates
Lease tracking
Listing management
Listing syndication
Maintenance management
Maintenance scheduling
Maintenance service requests
Marketing management
Mobile app
Multi-Location
Multi-step planning
Natural language interaction
Occupancy management
Online payments
Overdue payments
Owner portal
Payment processing
Proactive assistance
Property database
Property inspections
Recurring/Subscription billing
Reminders
Rental applications
Rent collection
Rent tracking
Reporting & statistics
Reservations management
Residential properties
Resource reservations
Role-Based permissions
Search/Filter
Service portals
Service request management
Task management
Tax management
Tenant portal
Tenant screening
Tenant tracking
Third-Party integrations
Transaction history
Transaction monitoring
Utility billing
Vacancy advertising
Vacancy management
Vendor management
Violation tracking
Virtual tour
Web-based deployment
Website management
Workflow management
Work order management

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Portfolio Managed pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Portfolio Managed price and value

Value for money rating:

Portfolio Managed support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum

Portfolio Managed FAQs

Q. Who are the typical users of Portfolio Managed?

Portfolio Managed has the following typical customers:
Freelancers, Small Business

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Q. What level of support does Portfolio Managed offer?

Portfolio Managed offers the following support options:
Email/Help Desk, FAQs/Forum

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