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Top Rated Investment Management Software with Portfolio management - Page 6

Last updated: May 2026

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149 software options

V3locity logo
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Global provider of benefits and investment administration

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V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

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WealthForce.ai logo
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Wealth management and relationship management platform

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WealthForce.ai is a cloud-based and AI-enabled wealth management software that helps streamline relationship manager productivity and client engagement.

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TrackinV logo
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Portfolio tracker across multiple brokers

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TrackinV is a portfolio tracking platform for stocks, ETFs, dividends, and cryptocurrency investments. The software consolidates holdings from multiple brokers into a single view and calculates time-weighted returns, yearly CAGR, and maximum drawdown metrics. It offers benchmark comparison against indices such as S&P 500, MSCI World, and STOXX Europe 600, along with portfolio analytics including sector allocation, geographic exposure, and realized versus unrealized profit and loss.

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LienApp logo
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Digital tax lien management software

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LienApp is a cloud-based digital tax lien solution that helps investors and alternative asset portfolio managers automate transactions, maintain certification portfolios, and manage collateral. The platform allows enterprises to store confidential documents in a unified repository and access them from multiple locations.

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RentCast logo
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Rental Property Data, Analytics and Portfolio Tracking

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View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.

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Beanvest logo
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Stock portfolio tracker for investors

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Beanvest is a stock portfolio performance tracker that helps users in becoming better investors.

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Etops logo
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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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Stonk Journal logo
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Software for tracking and managing trading journals

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Stonk Journal offers a free, comprehensive trading journaling experience to enhance trading habits, track progress, and boost ROI and risk management. It features a log of past trades, customizable preferences, actionable stats and reports, easy journal entry tabs, support for multiple accounts, and a trade setup tool for consistent research and selection.

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Vestberry logo
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Portfolio management & reporting software

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VESTBERRY is portfolio management and reporting software for venture capital and private equity. A trusted source of insight for successful data-driven investment strategies.

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Perpstats logo
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Analytics dashboard for perpetual DEX tracking

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Real-time perp DEX analytics covering 224+ exchanges: APY yields, TVL, volume, and open interest. Compare Hyperliquid, GMX, dYdX, Jupiter Perps from one dashboard. Portfolio tracker with 20+ wallets, 50+ chains. Free, Pro ($16/mo), and Business ($83/mo) plans.

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Risk Shell logo
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All-in-one Portfolio Construction and Risk Management SaaS

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Risk Shell is a SaaS application hosted on a private dedicated server network that includes all components of an investment process such as asset screening, portfolio construction and optimization, factor analysis, stress testing, peer group analysis, accounting, CRM, and more

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Eze Eclipse logo
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Cloud-based solution for investment management.

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Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.

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Sesame logo
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Empowering the modern investor

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Sesame allows asset managers, family offices and trustees to streamline processes and make informed investment decisions through its investment management platform. Key features include data management, analytics, risk management, reporting, monitoring, collaboration and security tools to navigate complex and multi-asset portfolios.

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ETNA White Label Trading Platform logo
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Web-based trading tools for brokers and digital advisors

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ETNA Web Trader is an online trading platform designed to assist investment banks, trading organizations, and online brokerage houses with wealth management and stock trading. Key features include white labeling, real-time quote streaming, order flow configuration, and risk management.

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AllInvestView logo
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Cloud-based investment and stock portfolio management tool

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AllInvestView is a cloud-based stock portfolio and investment management software that allows users to track, analyze, and take control of their investments. With AllInvestView, users can seamlessly manage stocks, bonds, dividends, and more, all from one consolidated dashboard. It provides a unified view of all assets, giving users a comprehensive understanding of their portfolio's composition.

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RiskValue logo
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Investment & risk management software systems

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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements

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Vantage Portfolio Accounting logo
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Cloud-based portfolio accounting software for investors

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Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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FolioSure logo
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Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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etops Wealth Discovery logo
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360-degree wealth analytics with built-in compliance

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Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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Investment Metrics logo
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Solution for portfolio analysis, reporting, and data

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Investment Metrics is a provider of investment analytics, reporting, data, and research solutions. It helps institutional investors and advisors achieve financial outcomes, grow assets, and retain clients with clear investment insights. Investment Metrics offers portfolio analytics and straight-through reporting to gain accuracy and insights for all institutional plan types across asset classes.

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GroundBreaker logo
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Investment management software

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GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.

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Family Wealth Guru logo
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Integrated wealth management solution for family portfolios

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Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.

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AlphaQuark logo
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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
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Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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