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Financial Management Software with Portfolio Management (2026) - Page 2

Last updated: April 2026

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40 software options

AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Cryptoworth logo

Financial management and crypto accounting solution

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Cryptoworth is a crypto accounting platform designed for accountants, CPAs, and enterprises managing digital assets. It automates **data aggregation, reconciliation, and reporting** across **blockchains, exchanges, and DeFi protocols**, ensuring accuracy, compliance, and seamless ERP integration.

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Allvue logo

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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Globe3 ERP logo

Comprehensive & scalable cloud-based ERP software

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Globe3 ERP is a cloud-based software from Singapore, merging Finance, Manufacturing, Supply Chain, Project Management, CRM, and Employee Self-Service to boost productivity. Its web platform supports multi-company and multi-currency functions, enabling organizations to streamline operations and enhance efficiency.

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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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Titan Treasury logo

Cloud-based treasury management tool for finance teams.

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Titan Treasury is a cloud-based treasury management solution designed to help finance departments and corporate treasuries effectively manage their financial risks. The solution is multi-currency, multi-user, and multi-entity, allowing users to simultaneously visualize activity reports according to their financial, business, or consolidation references. Users can also visualize upcoming deadlines while monitoring the evolution of financial markets based on country and currency holidays.

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Aurigo Masterworks logo

Plan with confidence. Build with quality.

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Aurigo’s capital planning solution helps owners and government agencies prioritize, fund, and manage long-term infrastructure investments with clarity and control. The platform centralizes all capital planning data—projects, funding sources, and forecasts—into a single, cloud-based system.

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RealPage Commercial logo

Information transparency and operational efficiency

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The RealPage Commercial Platform is designed to help owner/operators, developers, and fee managers drive information transparency and operational efficiency throughout all activities related to the lifecycle of their portfolio and asset. For office, retail, or industrial properties, this solution will help you capture all your revenue opportunities, control expenses and increase NOI.

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MX.3 logo
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Cloud-based software to manage trading, risk & compliance

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MX.3 helps banks, clearing brokers, public agencies and other businesses manage trading, risk, IT costs, treasury, funding, compliance, and more. The platform lets organizations examine pre-trade operations and create and manage custom portfolios using stress analysis and risk metrics in real-time.

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daappa logo
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Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Etops logo
(0)

Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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