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Stock Portfolio Management Software with Compliance Management (2026)

Last updated: March 2026

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7 software options

HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

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HedgeGuard logo

Investment portfolio management system

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

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Unity logo

Next-generation multi-asset trading platform

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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

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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina allow asset & investment managers Front office and operations teams to focus on what matters – producing returns with minimal operational risk

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AMDIS logo

Cloud-based financial risk management solution

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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.

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INDIS logo

Cloud-based risk management solution

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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.

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HRSTAQ logo

Cloud-based Human Resource Management (HRMS) Solution

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HRstaq's Stock Option/ESOP module simplifies employee stock ownership. Manage stock grants, track employee ownership, and ensure regulatory compliance. This module facilitates employee ownership, aligns employee interests with company growth

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