Learn why Software Advice is free

Stock Portfolio Management Software

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Learn more

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to... Learn more

WOW ESOP is a cloud-based solution that helps users manage their custom ESOP programs. It offers the tools to digitize employees' exercise as well as vesting schedules and also offers customized reports and analytics. It also... Learn more

PYTHEOS offers a solution to easily work in a team and to pool all the actions carried out for all types of action plans. In a process of seeking consistency and efficiency, PYTHEOS contributes and formalizes the reflection by... Learn more

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve... Learn more

Simpliza is a restaurant management system that helps businesses automate sale, and streamline daily routine. Simpliza offers various features such as electronic command, POS/cashier front, digital menu, delivery and more. It... Learn more

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... Learn more

Tykr is a cloud-based stock portfolio management solution that helps small to large businesses manage their investments on a centralized interface. The platform offers various features such as watchlist alerts, portfolio... Learn more

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... Learn more

Limina is a Portfolio and Order Management Solution with integrated Data Management capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the... Learn more

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... Learn more

(0 reviews)
Learn More

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... Learn more

(0 reviews)
Learn More

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users,... Learn more

(0 reviews)
Learn More

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... Learn more

(0 reviews)
Learn More

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of... Learn more

(0 reviews)
Learn More

Optimize your investment journey with Navexa, the portfolio performance tracking & investment tax reporting platform that allows investors to track and analyze all their assets in a single account. Using official data from... Learn more

(0 reviews)
Learn More