Stock Portfolio Management Software
What is Stock Portfolio Management Software and Why Is It Important?
Stock portfolio management software is a digital solution designed to help investors track, analyze, and manage their stock investments efficiently. It consolidates all your holdings, providing a centralized view of your portfolio's performance, including gains, lo...
Curated List of Software
At a glance
Showing 43 products
Portfolio Management Software for Financial Advisors
Morningstar Office Cloud is a comprehensive, web-based portfolio management platform designed for independent financial advisors, wealth managers, and asset managers. It provides tools for in-depth investment research, client portfolio trackin...
Enfusion
4.3
Unified Investment Management. Simplified.
Enfusion is a cloud-native, end-to-end investment management platform designed to streamline operations for asset managers, wealth managers, and family offices. By unifying front, middle, and back-office functions into a single system, Enfusio...
Limina IMS
4.4
Streamlining Investment Management from Front to Back Office
Limina IMS is a modern, cloud-native portfolio and order management solution designed for institutional investment managers. It empowers teams to navigate complex governance and oversight requirements while maximizing efficiency. Key features ...
Investment Data Management for Superior Returns
Vidrio Financial is a leading software and data services platform designed for institutional investors managing multi-asset, multi-manager portfolios. It streamlines the complex process of collecting, enriching, and analyzing data from hedge f...
Aggregate & Enrich Financial Data for Smarter Investment Decisions
Morningstar ByAllAccounts is a robust web-based platform designed for financial advisors, wealth managers, and FinTech companies. It specializes in aggregating financial data from a wide range of sources, enriching it with valuable insights, a...
Sharesight
4.7
Track, Analyze, and Optimize Your Investments
Sharesight is a powerful online portfolio tracker designed for investors and financial professionals. It simplifies investment management by automatically tracking stocks, ETFs, mutual funds, and more. Sharesight seamlessly integrates with bro...
Stock Rover
4.3
Intelligent Portfolio Tracking & Investment Research
Stock Rover is a powerful, web-based platform designed to empower investors with comprehensive portfolio management and in-depth investment research capabilities. It allows users to screen stocks based on a wide array of financial metrics, ana...
ETNA Digital Advisor: Streamlining Investment Management for Financial Professionals
ETNA Digital Advisor is a comprehensive, cloud-based investment management platform designed for fund managers, registered investment advisors (RIAs), and financial institutions. This white-label solution allows organizations to brand the appl...
Similarweb
4.5
Unlock Competitive Intelligence: Website & App Traffic Analysis
Similarweb Pro is a powerful competitive intelligence platform that provides in-depth website and mobile app traffic data. Analyze competitor strategies, identify emerging trends, and gain actionable insights to improve your own digital perfor...
Empowering Informed Investment Decisions.
Active Trader Pro is a robust trading platform designed for active investors seeking to maximize portfolio performance. It delivers real-time market data, advanced analytics, and customizable tools to facilitate informed trading strategies. Us...
TrendSpider
4.4
Intelligent Charting & Automated Technical Analysis for Smarter Trading.
TrendSpider is a cloud-based technical analysis platform designed to empower traders and investors with automated charting tools, real-time market data, and advanced pattern recognition. It streamlines trading workflows by providing in-depth a...
Empowering Investors with Actionable Market Intelligence
Seeking Alpha is a leading platform providing stock market analysis and investment tools for both individual and professional investors. Users gain access to real-time stock quotes, in-depth financial news, expert analysis, and data-driven ins...
Nitrogen
4.2
Grow Your Wealth Management Firm with Data-Driven Insights.
Nitrogen is a comprehensive growth platform designed specifically for wealth management firms and financial advisors. It empowers advisors to attract new leads, convert prospects into clients, and cultivate client loyalty through data-driven i...
Dolibarr
4.8
Open-Source Business Management Software
Dolibarr is a comprehensive, open-source web application designed to streamline business operations for small to medium-sized enterprises, freelancers, and foundations. It offers a modular suite of tools for managing contacts, invoices, orders...
Macabacus
4.4
Financial Data Analysis & Reporting for Microsoft 365
Macabacus is a powerful financial performance management platform seamlessly integrated with Microsoft 365. Designed for finance and banking professionals, it streamlines data analysis, budgeting, forecasting, and reporting. Macabacus empowers...
Tykr
4.8
Smart Stock Analysis, Simplified Investing.
Tykr is a powerful stock screener and investment education platform designed to empower investors of all levels. It provides a clear, data-driven approach to stock analysis, helping users identify potentially undervalued stocks and avoid overh...
Cash App
4.2
Send, Spend, and Invest with Confidence.
Cash App is a versatile mobile payment and financial management application designed for individuals and businesses. It simplifies peer-to-peer transactions with $cashtag, allows users to design personalized debit cards with exclusive discount...
Commission-Free Investing, Simplified.
Wealthsimple Trade is a mobile-first stock trading platform designed to make investing accessible to everyone. Offering commission-free trading, no minimum account balances, and a user-friendly interface, it empowers both beginners and experie...
TOGGLE
4.3
AI-Powered Financial Intelligence for Smarter Investment Decisions
TOGGLE is a cloud-based financial analytics platform leveraging the power of artificial intelligence to provide businesses and finance professionals with real-time market data, insightful analysis, and actionable investment opportunities. It ...
HedgeGuard
4.5
Secure Portfolio Management for Investment Professionals
HedgeGuard is a comprehensive, front-to-back office portfolio management system designed for asset managers, fund managers, family offices, and crypto-fund managers. The platform streamlines investment operations with features including positi...
HiddenLevers
4.5
Stress Testing & Risk Management for Financial Advisors
HiddenLevers is a comprehensive portfolio stress testing platform designed for advisory firms, financial advisors, asset managers, and wholesalers. It empowers users to generate compelling investment proposals, proactively monitor portfolio ri...
PORTAX
4.5
Advanced Portfolio Management for Optimal After-Tax Returns
PORTAX is a powerful Windows-based software solution designed for financial professionals and serious investors. It provides comprehensive portfolio management and planning capabilities, specializing in after-tax portfolio optimization, asset ...
Nuant: Intelligent Portfolio Management for the Digital Asset Era
Nuant Portfolio Management System provides a comprehensive solution for managing digital assets across DeFi, CeFi, and traditional finance. It offers seamless monitoring of exchange accounts, wallets, and positions, supporting a wide range of ...
Perfona
4.7
Streamlining Investment Management for Optimal Portfolio Performance
Perfona is a comprehensive, cloud-based Portfolio Management System (PMS) designed for investment management firms. Offering both cloud and on-premise deployment options, Perfona integrates front, middle, and back-office operations, including ...
Simplify Your Australian Stock Portfolio Management.
StockMarket Plus is a comprehensive, cloud-based portfolio management solution designed specifically for Australian investors. This powerful tool allows you to seamlessly track, record, forecast, and manage your share investments and dividend ...
Buyer's Guide
Take control of your investments with the right stock portfolio management software. This guide will walk you through how these powerful tools help you track, analyze, and optimize your stock holdings, providing real-time insights into performance, asset allocation, and potential risks. Discover the core functionalities, understand typical pricing models, explore crucial integrations, and learn how this guide was compiled to help you make an informed decision for your investment strategy.
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