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Top Rated Hedge Fund Software with Portfolio management - Page 5

Last updated: October 2026

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111 software options

Planr logo

Private equity portfolio monitoring and data intelligence

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Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.

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QuoTrend logo

AI stock screener: describe a screen in your own words

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QuoTrend turns your own words into a stock screen. Type "dividend payers under 15 P/E with rising earnings" and the AI sets the filters across 170+ criteria — all visible and editable. Thousands of US stocks and ETFs, about 20 years of history, charts, heatmaps, signals and alerts.

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etops Advisory Hub logo

Financial management software

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Etops Advisory Hub centralizes wealth management processes with an intuitive interface designed for hybrid advisory models. The platform features built-in regulatory compliance including KYC procedures, automated disclosures, and documentation aligned with MiFID II standards. It offers multi-custody advisory capabilities that consolidate client assets from various sources into a streamlined view, enabling comprehensive portfolio analysis and efficient client engagement.

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etops Wealth Discovery logo

360-degree wealth analytics with built-in compliance

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etops Wealth Discovery gives wealth managers a 360-degree view of client assets, bankable and non-bankable, while embedding compliance, analytics, and reporting tools into one intuitive platform.

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AlphaQuark logo

Model portfolio platform for investment advisors

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AlphaQuark is a wealth management platform designed for SEBI-registered Research Analysts and Registered Investment Advisors in India. The platform enables advisors to create and manage model portfolios with automated rebalancing and multi-broker trade execution. It includes white-label mobile app capabilities, SEBI compliance tools with audit trails, client management features, and performance analytics with benchmark tracking against indices like Nifty Fifty and Nifty Five Hundred.

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CEPRES logo

Cloud-based private equity data analytics platform

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CEPRES is a cloud-based platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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