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Stock Portfolio Management Software for Large Enterprises (2026)

Last updated: March 2026

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34 software options

Sharesight logo

Investment portfolio tracking & reporting

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Sharesight is available for Large Enterprises and offers the following support options: Email/Help Desk, Knowledge Base, FAQs/Forum, Chat.

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PORTAX logo

Windows-based portfolio management and planning software

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PORTAX is available for Large Enterprises and offers the following support options: Email/Help Desk.

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Cash App logo

Finance app with customizable debit cards

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Cash App is available for Large Enterprises.

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Similarweb logo

Website & app traffic data analysis

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Similarweb is available for Large Enterprises and offers the following support options: FAQs/Forum, 24/7 (Live rep), Knowledge Base, Email/Help Desk, Chat.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is available for Large Enterprises and offers the following support options: Email/Help Desk, 24/7 (Live rep), Chat, Phone Support, Knowledge Base, FAQs/Forum.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is available for Large Enterprises and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

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HiddenLevers logo

Portfolio stress testing software for advisory firms

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HiddenLevers is available for Large Enterprises and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

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Excel Price Feed logo

Financial markets add-in for Excel

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Excel Price Feed is available for Large Enterprises and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

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Seeking Alpha logo

Stock market analysis tools for portfolio management

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Seeking Alpha is available for Large Enterprises and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum.

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TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is available for Large Enterprises and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum.

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Quoroom logo

Cloud-based equity and investment management platform

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Quoroom is available for Large Enterprises and offers the following support options: Chat, Knowledge Base, FAQs/Forum, Email/Help Desk.

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Tykr logo

Investing has never been easier.

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Tykr is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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Nitrogen logo

The world's first purpose-built growth platform

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Nitrogen is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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Unity logo

Next-generation multi-asset trading platform

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Unity is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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Active Trader Pro logo

Stock portfolio management for active investors

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Active Trader Pro is available for Large Enterprises and offers the following support options: FAQs/Forum, Email/Help Desk.

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Wealthsimple Trade logo

Simple and secure commission-free stock trading application

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Wealthsimple Trade is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat.

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Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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Limina IMS is available for Large Enterprises and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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Aladdin logo

Cloud-based portfolio management software

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Aladdin is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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Vidrio Financial logo

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

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Vidrio Financial is available for Large Enterprises and offers the following support options: Email/Help Desk, Knowledge Base.

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HRSTAQ logo

Cloud-based Human Resource Management (HRMS) Solution

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HRSTAQ is available for Large Enterprises and offers the following support options: Phone Support, Email/Help Desk, 24/7 (Live rep), Chat.

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etops Asset Manager Pro logo

End-to-end portfolio management with full compliance

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etops Asset Manager Pro is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum.

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Crypto Excel logo

Crypto portfolio management & tracking system

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Crypto Excel is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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ATrad logo

AI-led trading platform for emerging and frontier markets

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ATrad is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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FantasyFunds logo

Cloud-based stock market gamification tool

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FantasyFunds is available for Large Enterprises and offers the following support options: Email/Help Desk, FAQs/Forum.

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