---
description: Discover the best Stock Portfolio Management Software in New Zealand. Compare top Stock Portfolio Management Software tools with customer reviews, pricing and free demos.
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title: Best Stock Portfolio Management Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Stock Portfolio Management Software

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## Products

1. [Sharesight](https://www.softwareadvice.co.nz/software/373958/sharesight) — 3.3/5 (3 reviews) — Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs \& more used by over 450...
2. [PORTAX](https://www.softwareadvice.co.nz/software/372409/portax) (0 reviews) — PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the ...
3. [Cash App](https://www.softwareadvice.co.nz/software/319076/cash-app) — 4.2/5 (711 reviews) — Cash App is a web-based finance app designed to help business owners send money and buy stocks, bitcoin, and make tra...
4. [Similarweb](https://www.softwareadvice.co.nz/software/156898/similarweb-pro) — 4.6/5 (261 reviews) — Similarweb is a digital intelligence platform that helps businesses across marketing, ecommerce, retail, and financia...
5. [Dolibarr](https://www.softwareadvice.co.nz/software/131476/dolibarr) — 4.5/5 (107 reviews) — Dolibarr ERP \& CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for ...
6. [Macabacus](https://www.softwareadvice.co.nz/software/418940/macabacus) — 4.7/5 (85 reviews) — Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps fi...
7. [HiddenLevers](https://www.softwareadvice.co.nz/software/285045/hiddenlevers) — 4.3/5 (58 reviews) — HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress tes...
8. [TrendSpider](https://www.softwareadvice.co.nz/software/450495/TrendSpider) — 4.4/5 (15 reviews) — TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The...
9. [Nitrogen](https://www.softwareadvice.co.nz/software/489070/Riskalyze) — 3.8/5 (14 reviews) — Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, ...
10. [Active Trader Pro](https://www.softwareadvice.co.nz/software/118843/active-trader-pro) — 3.2/5 (13 reviews) — Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help use...
11. [HedgeGuard](https://www.softwareadvice.co.nz/software/84965/hedgeguard) — 4.7/5 (9 reviews) — HedgeGuard is institutional portfolio management software for hedge funds, asset managers and family offices — a comb...
12. [Quoroom](https://www.softwareadvice.co.nz/software/184030/highcastle) — 4.7/5 (6 reviews) — Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect ...
13. [PortfolioShop](https://www.softwareadvice.co.nz/software/365331/reconadvantage) — 4.8/5 (4 reviews) — PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers ...
14. [Unity](https://www.softwareadvice.co.nz/software/395666/unity) — 5.0/5 (3 reviews) — When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, l...
15. [Limina IMS](https://www.softwareadvice.co.nz/software/425359/limina-ims) — 4.0/5 (2 reviews) — Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designe...
16. [Vidrio Financial](https://www.softwareadvice.co.nz/software/353697/vidrio-financial) — 2.0/5 (1 reviews) — Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been deli...
17. [Aladdin](https://www.softwareadvice.co.nz/software/515883/Aladdin) — 4.0/5 (1 reviews) — Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to vie...
18. [ByAllAccounts](https://www.softwareadvice.co.nz/software/118921/morningstar-byallaccounts) (0 reviews) — Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique dema...
19. [Pulse](https://www.softwareadvice.co.nz/software/221983/assetbook) (0 reviews) — Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help ...
20. [Abbove](https://www.softwareadvice.co.nz/software/317706/paxfamilia) (0 reviews) — End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managin...
21. [Beanvest](https://www.softwareadvice.co.nz/software/322361/beanvest) (0 reviews) — Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all ...
22. [Diversiview](https://www.softwareadvice.co.nz/software/406974/diversiview) (0 reviews) — Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and indiv...
23. [AMDIS](https://www.softwareadvice.co.nz/software/262009/am-dis) (0 reviews) — AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio er...
24. [INDIS](https://www.softwareadvice.co.nz/software/233797/in-dis) (0 reviews) — INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual repo...
25. [AllInvestView](https://www.softwareadvice.co.nz/software/431312/allinvestview) (0 reviews) — AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, acc...

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## Related Categories

- [Hedge Fund Software](https://www.softwareadvice.co.nz/directory/4146/hedge-fund/software)
- [Corporate Tax Software](https://www.softwareadvice.co.nz/directory/4282/corporate-tax/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Recurring Billing Software](https://www.softwareadvice.co.nz/directory/3324/recurring-billing/software)
- [Other Artificial Intelligence (AI) Software](https://www.softwareadvice.co.nz/directory/4877/other-artificial-intelligence-ai/software)

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| en | <https://www.softwareadvice.com/stock-portfolio-management/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4259/stock-portfolio-management/software> |
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Primary features include sales management, human resource management, product and stock management, financial management, billing, marketing management and reporting.\n\n\nOther features include payments management, donation management, shipping management, order management, contract management, proposals/quotes management, expense management, e-commerce and more.\n\n\nDolibarr includes a REST API that allows users to integrate with third-party applications. Some of these include Paypal, Stripe, Paybox, Google Maps, Google Contacts, Google Calendar, Magento, WooCommerce and more.\n\n\nIt is compatible with Windows, Linux and Mac operating systems. 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It lets employees use investment objectives, loss tolerance, and other custom benchmarks to track allocation drifts. It allows users to gain visibility into downside and upside risks for cash flow, assets, EBITDA, and revenue across multiple macroeconomic scenarios. Additionally, supervisors can automatically reconcile net flows, generate reports on new clients, and monitor advisor performance.\n\nHiddenLevers comes with an application programming interface (API), which allows businesses to integrate the platform with several third-party solutions. It is available on annual and monthly subscriptions and support is extended via phone, live chat, email, documentation, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91b71c4a-6486-47c2-9d3f-ba99cb737138.png","url":"https://www.softwareadvice.co.nz/software/285045/hiddenlevers","@type":"ListItem"},{"name":"TrendSpider","position":8,"description":"TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform allows users to create, refine, and test trading strategies with historical data. It provides sophisticated trade timing and execution tools such as alerts, bots and automation features. Additionally, TrendSpider consolidates various research and trading tools, helping users streamline their workflow and improve their trading accuracy.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17677220-9e8b-4208-8f66-9498c04d8580.jpeg","url":"https://www.softwareadvice.co.nz/software/450495/TrendSpider","@type":"ListItem"},{"name":"Nitrogen","position":9,"description":"Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, and asset managers turn leads into meetings, meetings into valued clients, and clients into referral champions on a centralized platform. With the Nitrogen Partner Store, staff members can access multiple models and research to manage daily operations and create alignment between portfolios and clients.\n\nNitrogen enables team members to create proposals to generate and depict the amount of risk an investor should take on. It is available on monthly subscriptions and support is extended via FAQs, email, documentation, phone, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f4de6b3-754f-418d-b5a7-c57c994ecf7b.png","url":"https://www.softwareadvice.co.nz/software/489070/Riskalyze","@type":"ListItem"},{"name":"Active Trader Pro","position":10,"description":"Active Trader Pro is an investment and stock portfolio management platform provided by Fidelity, designed to help users make informed trading decisions before, during and after trades through real-time insights, dynamic visual analytics and trading tools. It supports trading equities, ETFs and simple and complex options strategies, with extended hours and directed trading capabilities.\n\nKey features of Active Trader Pro include the ability to discover potential trading opportunities with market filters, including technical and social sentiment selections. It allows users to monitor their portfolios with streaming quotes, real-time gain and loss data as well as streaming balances and order statuses. Additionally, users can customize their layout and experience by setting trade defaults, creating shortcuts and using hotkeys to navigate the platform.\n\nActive Trader Pro offers help create and save multiple orders, enabling users to place them with one click whenever needed. It provides directed trading, giving users control over where their equity and options trades are routed for execution and faster market access. Additionally, it supports a customizable user interface tailored to individual preferences.\n\nActive Trader Pro includes a trading dashboard designed for comprehensive trading needs, offering real-time market data, research ideas and the ability to execute trades from a single screen that works on any browser. Additionally, it offers a Fidelity Mobile application, which allows users to view, manage and act on their portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/05618251-1113-46f6-b544-d99e93bbb7fc.png","url":"https://www.softwareadvice.co.nz/software/118843/active-trader-pro","@type":"ListItem"},{"name":"HedgeGuard","position":11,"description":"HedgeGuard is institutional portfolio management software for hedge funds, asset managers and family offices — a combined PMS, OMS and risk system that acts as the single book of record for a fund's positions, cash, valuations and NAV.\n\nWho it's for\n\nHedgeGuard fits growing and mid-sized managers: firms running from one fund to a dozen, usually with a small operations team. Emerging managers launching a first vehicle, established multi-strategy managers, traditional firms adding a digital-asset sleeve, and crypto-native funds moving toward institutional reporting standards.\n\nThe common thread is a fund that has outgrown spreadsheets but would be poorly served by platforms built for the largest institutions, where implementation is a multi-quarter project and pricing assumes a dedicated technology team.\n\nHeadcount and AUM are unrelated here — many clients run substantial books with fewer than ten people.\n\nWhat it does\n\nHedgeGuard captures trades from your venues and custodians, prices each position from documented sources, calculates exposure and P&L, reconciles against custodian and administrator records, and produces investor and regulatory reporting — all from one book.\n\nCoverage spans equities, fixed income, funds, FX, listed and OTC derivatives, and digital assets including spot crypto, perpetuals, options and staked positions.\n\nThe OMS handles order raising, pre-trade compliance against UCITS, AIFMD, MiFID II and your own mandate limits, FIX routing, and allocation across funds and share classes. Risk covers VaR, stress testing and exposure monitoring.\n\nWhat makes it different\n\nTwo things.\n\nFirst, HedgeGuard is dual-native. Traditional and digital assets sit in the same book of record and run through the same daily valuation and reconciliation cycle. A fund holding both produces one NAV, one break queue and one investor report — rather than maintaining a crypto tool alongside a traditional system and reconciling the two before it can report at all. Most platforms added crypto as a module; this one didn't.\n\nSecond, HedgeGuard sells software and operations together. The same platform can be run by your team, or run for you by a HedgeGuard middle-office team handling trade capture, reconciliation, NAV oversight and investor reporting as an extension of your fund. A two-person firm can present the operational infrastructure an allocator expects without hiring an operations function first — and bring that work in-house later without changing systems.\n\nSupport and onboarding\n\nEvery client has a named contact who knows their fund structure, rather than a general support queue. HedgeGuard was built by ex-buyside professionals — portfolio managers, risk officers and middle-office operators — so support conversations are about your NAV, not ticket categories.\n\nDeployment runs in three tiers: a new fund starting from a clean sheet typically goes live in 30 days, a migration from an existing system including historical data in 60, and a full deployment with third-party APIs and integrations in 90. Your existing system stays live until you have signed off on reconciled numbers.\n\nConnectivity spans 115+ venues and counterparties — custodians, prime brokers, fund administrators, market-data providers, exchanges, OTC desks and on-chain wallets — over FIX, REST and WebSocket APIs, or file ingestion where a counterparty has no API.\n\nData is hosted on EU-only infrastructure with AES-256 encryption at rest, TLS 1.3 in transit and role-based access control. A SOC 2 Type II report is available under NDA.\n\nWhen HedgeGuard isn't the right fit\n\nFunds running high-frequency or heavily algorithmic execution usually keep a specialist EMS alongside HedgeGuard rather than replacing it. Very large institutions with dedicated technology teams and existing enterprise stacks are generally better served elsewhere. And HedgeGuard does not replace your fund administrator — it runs shadow accounting in parallel and reconciles against their official NAV.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d39e5552-859f-46e4-b4fc-1d8101385386.png","url":"https://www.softwareadvice.co.nz/software/84965/hedgeguard","@type":"ListItem"},{"name":"Quoroom","position":12,"description":"Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and issue equity and debt securities, convertibles and options.\n\n\nIt enables companies to migrate their company records from static spreadsheets to a digital platform from an early-stage, helping to keep businesses organized and prepare for the next funding round, options execution, share transfers and company house filings.\n\n\nQuoroom is available for free and also on monthly and annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcfc3c74-4cde-4d8c-a76d-ca66a044a2e1.png","url":"https://www.softwareadvice.co.nz/software/184030/highcastle","@type":"ListItem"},{"name":"PortfolioShop","position":13,"description":"PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handling capital activity, sub-accounts, side pockets, carried interest, high-water marks, claw-backs, management fees, and incentive fees.\n\nPortfolioShop also includes a portfolio management system that delivers accurate valuations and integrity checks to transform transactional data into actionable insights. The general ledger feature ensures shareholder and investment data are synchronized for a comprehensive view of a firm’s operational infrastructure.\n\nPortfolioShop also offers reporting and reconciliation functionality. Its reporting tool provides a library of reports covering portfolio management and performance analytics. Additionally, configurable automated delivery options, dashboards, and APIs enable users to analyze their investment data. Daily reconciliation of shareholder and security positions guarantees investment decisions are based on the most precise information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/adb981e9-e5d6-473c-a6fe-ac0f242676b9.png","url":"https://www.softwareadvice.co.nz/software/365331/reconadvantage","@type":"ListItem"},{"name":"Unity","position":14,"description":"When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits.  \n\nThat is where we would like to introduce ourselves. We are Unity - a revolutionary multi-asset trading platform that gives access to client trading with all asset classes (cash, marginal, OTC and structured instruments like shares, bonds, FX, crypto, commodities, ETFs, indices, options, futures, derivatives and many more). The system has a web-terminal, two mobile applications and administrative interface to manage clients' trading. Unity will help you to increase revenues and provide your clients with the highest level of service.   \n\n- Fulfil all obligations using our built-in middle and back-office infrastructure \n- Discover all necessary instruments for trading (charts  with Trading View functionality, price alerts, trade ideas from various providers, news, order book, wallet and wide range of order types)\n- Customise appearance up to your preferences\n- Manage clients' finances flexibly with the integration of payment infrastructure\n- Connect any liquidity and market data provider\n- Control your clients' risk exposure and trading parameters \n\nFind everything you need within our platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.softwareadvice.co.nz/software/395666/unity","@type":"ListItem"},{"name":"Limina IMS","position":15,"description":"Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the benefits of cloud and Software-as-a-Service.\n\nWith Limina, you enable precious resources in the Front, Middle and Back Office to focus on generating investment returns, with minimal operational risk. The platform is open and used by investment and asset managers globally (including hedge funds and asset owners) to achieve higher efficiency through integrated end-to-end workflows and streamline costs by reducing the need for separate data management systems.\n\nLimina IMS enable exception-based workflows that can save Operations up to half their time spend on trade/portfolio operations. For Front Office, the time spent on portfolio admin tasks such as rebalancing can be reduced by up to 75% to less than 15min/day on average across users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba125586-5b86-495e-98a4-26a175c89616.png","url":"https://www.softwareadvice.co.nz/software/425359/limina-ims","@type":"ListItem"},{"name":"Vidrio Financial","position":16,"description":"Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment allocation process and provide LPs and allocators with control and insight over their investment decisions.​\n\nCollectively, our clients are actively managing portfolios with over $100bn AUM on the Vidrio platform. Vidrio is helping these clients monitor risk, exposure, and performance on over 1,000 external managers across a range of asset classes.  ​\n\nServices include external manager data collection, portfolio shadow accounting and reconciliation, transaction support, risk/exposure aggregation, workflow builds, and reporting solutions.​\n\nVidrio’s ability to work with complex fund structures and holdings comes from our years of experience as former market practitioners, and now as a partner to many of the world's leading institutional investors. ​\n\nCollaboration: On your behalf, we partner with your service providers, fund managers and other external data providers to collect, enrich and deliver actionable information.​\n\nConsistency: We then aggregate that information, together with smart analytics and easy-to-use tools to analytical insights​\n\nConfiguration: Configurable dashboards and custom workflow tools ensure your team has access to all the necessary data as they need it. ​","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/517dc414-21c6-47eb-b2be-d17d6dd0e5ee.png","url":"https://www.softwareadvice.co.nz/software/353697/vidrio-financial","@type":"ListItem"},{"name":"Aladdin","position":17,"description":"Aladdin is a web-based portfolio management solution that provides investment professionals a unified platform to view and manage their daily investments. It integrates a common data language across public and private markets, enabling investment organizations to achieve scale, gain valuable insights and support their business transformation.\n\nIt allows clients to understand their portfolio exposures, identify opportunities and make more informed decisions. The platform enables users to create unique outcomes by customizing shared services and data to meet their specific needs.\n\nAladdin helps asset managers, banks, insurers, pension fund and wealth managers unlock value, uncover insights, and navigate the evolving landscape of investment management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6dc79057-3976-4ed7-bdcb-3f84b80b00d2.png","url":"https://www.softwareadvice.co.nz/software/515883/Aladdin","@type":"ListItem"},{"name":"ByAllAccounts","position":18,"description":"Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.\n\nPowered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.\n\nMorningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is extended via email, phone, FAQs, and online documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b2950f6-c446-429b-9280-30649b2d88eb.png","url":"https://www.softwareadvice.co.nz/software/118921/morningstar-byallaccounts","@type":"ListItem"},{"name":"Pulse","position":19,"description":"Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one centralized system, Pulse enables advisers to upload documents, transfer files, and deliver information to clients. \n\nPulse offers customizable and interactive performace reporting capabilities. Using a firm-level dashboard, advisors can access imrpotant metrics that break down AUM growth into key values. The dashboard also provides data related to asset allocation at the global level. The system can integrate with exisitng CRM, financial planning, and other types of software.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/38fd4890-7d44-4994-bf1c-9c34507dc86e.png","url":"https://www.softwareadvice.co.nz/software/221983/assetbook","@type":"ListItem"},{"name":"Abbove","position":20,"description":"End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations.\n\nManaging, monitoring and centralizing client asset information within one secure platform, accessible for users, clients and their families. \n\nMake use of powerful integrated advisory tools for financial planning, inheritance tax planning and reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fcc3a64-614a-4106-a44b-a0f99788317a.png","url":"https://www.softwareadvice.co.nz/software/317706/paxfamilia","@type":"ListItem"},{"name":"Beanvest","position":21,"description":"Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as stock portfolio performance measurement, results benchmarks, allocation sectors and many more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f33d40ee-7084-406a-9785-9121afaf9dad.jpeg","url":"https://www.softwareadvice.co.nz/software/322361/beanvest","@type":"ListItem"},{"name":"Diversiview","position":22,"description":"Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of investments. Users can evaluate the current Risk vs Return position, optimize asset allocation using multiple options and minimize risk as well as maximize return through strategized planning.\n\nDiversiview works with ASX-listed investments, top US-listed investments, unlisted investment funds, cash, term deposits and investment property.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e1c52d0b-a160-41b2-be5e-4d9b3ff55596.png","url":"https://www.softwareadvice.co.nz/software/406974/diversiview","@type":"ListItem"},{"name":"AMDIS","position":23,"description":"AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial and non-financial data from various providers on a unified platform.\n\nKey features include a calculation engine, composite analytics, asset management, and more. AM-DIS helps administrators automate business processes, analyze performance reports, conduct risk assessments, and modify portfolio requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0f4879e-5160-487c-9d35-415205abd26d.png","url":"https://www.softwareadvice.co.nz/software/262009/am-dis","@type":"ListItem"},{"name":"INDIS","position":24,"description":"INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, forecasting, enterprise risk management, ESG analytics, and more. The solution helps businesses streamline management workflow and regulate compliance audit requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3fd04c4-21b4-4ac5-9731-c5a7b581a9ab.png","url":"https://www.softwareadvice.co.nz/software/233797/in-dis","@type":"ListItem"},{"name":"AllInvestView","position":25,"description":"AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analytics, and more on a unified platform. Its user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and others. Users can create as many portfolios and experiment with new ideas or track different strategies separately. \n\nAllInvestView provides a bond calculator that lets users track individual bonds, portfolio duration, coupon details, and more. Team members can view past and upcoming dividends with visually appealing charts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56de615-1996-4729-84d3-76c8fd03de58.jpeg","url":"https://www.softwareadvice.co.nz/software/431312/allinvestview","@type":"ListItem"}],"numberOfItems":25}
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