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AIRR

By AIRR

AIRR is a SaaS solution that consolidates important data and generates strategies to seamlessly fit within the investment programs to be followed by individual clients. It helps ... View Profile

doller Onetime(Perpetual License)
date Not Available

Acorns

By Acorns

Acorns is the first finance management platform in the world to provide micro-investing to its users for future benefits and profits. It enables customers to use its unique finan... View Profile

doller Onetime(Perpetual License)
date Not Available

Pitchago

By Pitchago

Pitchago is a business assessment tool that helps startups quickly identify their strengths and weaknesses, as well as potential areas for improvement. The tool also automates th... View Profile

doller Onetime(Perpetual License)
date Not Available

Stratosphere.io

By Stratosphere.io

One platform that provides financial data, company specific metrics, company research, and data visualizations for investors is Ten years of financial data and beautiful visualiz... View Profile

doller Monthly,Yearly
date N/A

Ripsaw

By Ripsaw

Ripsaw is an advanced wealth management platform that is ideally suited for enterprises of all sizes, from large to medium to small. It compiles all of the user's assets and obli... View Profile

doller Monthly,Yearly
date N/A

Portfoliopilot

By Portfoliopilot

Introducing PortfolioPilot, the essential tool for serious investors and asset managers to get ahead of the market curve. With PortfolioPilot, you can easily monitor macroeconomi... View Profile

doller Onetime(Perpetual License)
date Not Available

MProfit

By MProfit

MProfit is a portfolio management software designed for investors and financial managers. Some of its features include the ability to import data from over 700 brokers and financ... View Profile

doller Onetime(Perpetual License)
date Not Available

Alto

By Alto

By investing with Alto, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and ... View Profile

doller Onetime(Perpetual License)
date Not Available

Allvue

By Allvue

Allvue Systems is a top provider of investment management solutions designed specifically for fund managers, investors, and administrators in the alternative investments industry... View Profile

doller Onetime(Perpetual License)
date Not Available

Stonksfolio

By Stonksfolio

Stonksfolio is an excellent platform for gaining real-time insights into stock and ETF investments alike. The portfolio overview offered by the software allows easy tallying of d... View Profile

doller Onetime(Perpetual License)
date Not Available

Assetmax

By Assetmax

Assetmax is a wealth management software that is utilised by several wealth managers and institutions. The software helps with efficient data processing and link-based multi cust... View Profile

doller Onetime(Perpetual License)
date Not Available

Aikido Finance

By Aikido Finance

Aikido Finance is the best place to find long-term algorithmic trading tactics. They have a library of evidence-based solutions that they have tried over the last two decades. Yo... View Profile

doller Monthly,Yearly
date N/A

KoreConX

By KoreConX

KoreConX software is a platform used to manage all digital asset management, providing real-time equity and debt information. It is a secure platform with a dashboard for managing... View Profile

doller Onetime(Perpetual License)
date Not Available

Morningstar Office

By Morningstar Office

Morningstar Office is an all-in-one accounting and portfolio management solution that businesses can use for their daily work. The software provides performance reporting, billin... View Profile

doller Onetime(Perpetual License)
date Not Available

Personal Capital

By Personal Capital

Personal Capital is a personal wealth management platform that enables clients to seek assistance from expert advisors. It offers a portfolio tracker, cash flow graphs, access to... View Profile

doller Onetime(Perpetual License)
date Not Available

Riskturn

By Riskturn

Riskturn is a web application that helps you plan your portfolio, manage enterprise risk, and finance your projects. It uses Monte Carlo simulations to help you make better decisi... View Profile

doller Monthly,Yearly
date N/A

Portseido

By Portseido

Portseido is an innovative and comprehensive portfolio management platform that simplifies the tracking of investments and provides accurate performance measurement. With Portsei... View Profile

doller Monthly,Yearly
date N/A

Kubera

By Kubera

Kubera software is a platform used to track your net worth. You can use it to track investments and store documents to monitor the safe transfer to the beneficiary. You can also ... View Profile

doller Onetime(Perpetual License)
date Not Available

Investipal

By Investipal

For example, if user is interested in the tech sector, can choose an ETF that focuses on tech stocks. Or, if user is looking for a more conservative portfolio, can choose an ETF t... View Profile

doller Onetime(Perpetual License)
date Not Available

Seeking Alpha

By Seeking Alpha

Breaking news, analysis, and newsletters from Seeking Alpha help investors follow their investments and the market. Our subscription plans address specific investing styles and u... View Profile

doller Onetime(Perpetual License)
date N/A
Page Last Updated On December 07, 2024

Frequently Asked Questions (FAQs)

Investment portfolio management software is a specialized tool that assists investors and financial advisors in managing and optimizing their investment portfolios. It offers features like asset allocation, risk management, and performance analytics.

The software provides real-time market data, advanced analytics, and risk assessment tools that help you make informed investment decisions. It can aid in identifying good investment opportunities and avoiding potential risks.

Yes, most modern investment portfolio management software offers mobile apps, allowing you to monitor your investments and make decisions on the go.

Most investment portfolio management software uses advanced security measures to protect your information. However, it's important to ensure that the software you choose complies with industry-standard security protocols. It's also recommended to regularly update your password and enable two-factor authentication for added security.

The software provides tools that analyze your current portfolio and suggest ways to diversify it. It can also assist in rebalancing your investments, ensuring that they align with your risk tolerance and investment.