getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial Services Software with Portfolio Management (2026)

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

28 software options

Sage Intacct logo

Best-in-class Cloud ERP for Finance

learn more
Financial services accounting software—the 1st and only preferred provider of the AICPA.

Read more about Sage Intacct

Users also considered
SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

learn more
SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

Read more about SAP S/4HANA Cloud

Users also considered
D&B Finance Analytics logo

Credit risk management software with predictive analysis

learn more
D&B Finance Analytics helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics.

Read more about D&B Finance Analytics

Users also considered
Company Watch logo

Financial Risk Solutions

learn more
Comprehensive financial risk solutions that help businesses detect, assess and avoid risk. Safeguard your business today.

Read more about Company Watch

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
TOGGLE logo

AI-based investment insights and financial analysis tool

learn more
TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

Read more about TOGGLE

Users also considered
timveroOS logo

Framework-native lending platform built for flexibility and

learn more
Framework-native lending platform unifying origination, servicing, and analytics, giving banks flexibility and long-term control.

Read more about timveroOS

Users also considered
TreasuryView logo

Financial uncertainty, meet risk management!

learn more
TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

Read more about TreasuryView

Users also considered
Kyriba logo

Treasury management for enterprises, CFOs, and treasurers

learn more
Kyriba is a treasury management platform that assists finance professionals with risk management, payment processing, cash flow, and liquidity management. Key features include forecasting, transaction monitoring, investment accounting, bank relationship management, netting, and fee analysis.

Read more about Kyriba

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
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.

Read more about Financial Services Cloud

Users also considered
nCino Cloud Banking Platform logo

Worldwide Leader in Cloud Banking

learn more
nCino's Cloud Banking Platform empowers financial institutions to increase efficiency, transparency, profitability, and compliance.

Read more about nCino Cloud Banking Platform

Users also considered
Cryptoworth logo

Financial management and crypto accounting solution

learn more
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.

Read more about Cryptoworth

Users also considered
Unity logo

Next-generation multi-asset trading platform

learn more
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

Read more about Unity

Users also considered
Docupace logo

Wealth management software solution

learn more
The Docupace Platform is a comprehensive and customizable wealth management software solution that simplifies the way firms process information. It increases efficiency, productivity, and profit by digitizing operations through powerful paperless workflows, automated compliance, and seamless integrations.

Read more about Docupace

Users also considered
Betterment logo

Cloud-based platform for managing investments and returns

learn more
Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

Read more about Betterment

Users also considered
iMX logo

Web-based financial services software for the finance sector

learn more
iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

Read more about iMX

Users also considered
Quanto logo

Make your company more Dynamic, Innovative, Efficient

learn more
Quanto® is a software in the cloud that allows financial institutions to automate their processes, improve their productivity and achieve their strategic objectives

Read more about Quanto

Users also considered
Vestio logo

Integrated wealth management and financial control system

learn more
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.

Read more about Vestio

Users also considered
Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

learn more
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.

Read more about Intelligent Portfolio

Users also considered
ABLE Platform logo

End-to-end loan origination and loan management platform

learn more
ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

Read more about ABLE Platform

Users also considered
Masttro logo

Your platform for wealth visibility, your partner for wealth

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

Read more about Masttro

Users also considered
IR.Manager logo
(0)

Investor relationship management software

learn more
IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered
Hoopiz Credit Management logo
(0)

Financial services platform

learn more
Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

Read more about Hoopiz Credit Management

Users also considered
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered
VeriBranch logo
(0)

Cloud-based branch automation software for banks

learn more
Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

Users also considered