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Stock Portfolio Management
Client portal

Stock Portfolio Management Software with Client Portal (2026)

Last updated: March 2026

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Dolibarr

4.5

(105)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Solutions for On-line businesses

Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

Read more about Dolibarr

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HedgeGuard

4.7

(9)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment portfolio management system

HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position keeping & reporting capabilities

Read more about HedgeGuard

Users also considered

Quoroom

4.7

(6)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based equity and investment management platform

Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

Read more about Quoroom

Users also considered

Unity

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Next-generation multi-asset trading platform

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

Sharesight

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment portfolio tracking & reporting

Online investment portfolio tracker that syncs with brokers and automatically track stocks, ETFs, dividends, corporate actions, currency changes & more all in one place.

Read more about Sharesight

Users also considered

Vidrio Financial

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Take Control of your Multi-Asset, Multi-Manager Investments

To enable institutional investors with complete control of their complex alternative investments and external manager relationships.
- $100+ Billion in Alternatives Managed on the Platform

- $5 Trillion in AUM among Vidrio Clients

- 1000+ Fund Managers monitored by Vidrio on behalf of allocators

Read more about Vidrio Financial

Users also considered

ETNA Financial Advisor Software

(0)

Investment management solution for financial organizations

ETNA Digital Advisor helps fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. The platform is a white-label solution, which enables organizations to personalize the interface with a custom logo, colors, themes, and languages.

Read more about ETNA Financial Advisor Software

Users also considered

ByAllAccounts

(0)

Web-based account aggregation and financial reporting tool

Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

Users also considered

Morningstar Office Cloud

(0)

Stock portfolio management software for independent advisors

Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities.

Read more about Morningstar Office Cloud

Users also considered

Abbove

(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

Read more about Abbove

Users also considered

AMDIS

(0)

Cloud-based financial risk management solution

AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

Read more about AMDIS

Users also considered

INDIS

(0)

Cloud-based risk management solution

INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

Read more about INDIS

Users also considered

ATrad

(0)

AI-led trading platform for emerging and frontier markets

ATrad Stock Trading platform which provides watchlist of the market, order placement, order management, Charting and research of the market and it's historic analysis.

The AI led ATrad benefits offer Robo Trading and other features.

Read more about ATrad

Users also considered

ByAllAccounts

(0)

Web-based account aggregation and financial reporting tool

Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.

Read more about ByAllAccounts

Users also considered

Morningstar Office Cloud

(0)

Stock portfolio management software for independent advisors

Office Cloud is a web-based portfolio management platform designed for registered investors, advisors, wealth managers, and asset managers, which provides in-depth research analysis to educate clients about multiple investment opportunities.

Read more about Morningstar Office Cloud

Users also considered

AlphaQuark

(0)

Model portfolio platform for investment advisors

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.

Read more about AlphaQuark

Users also considered

Crypto Excel

(0)

Crypto portfolio management & tracking system

Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

Read more about Crypto Excel

Users also considered

Related categories

Investment Management

Fund Accounting

Risk Management

Financial Reporting

Financial Risk Management

Financial Management

Financial Services

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