Copperleaf
Investment Portfolio Management
Asset investment planning and management software for utilities, transportation, and energy companies.
Capital allocation optimizationRisk assessment and mitigationEsg and sustainability reporting
Alternatives to Piggyvest
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Novus Partners
Investment Portfolio Management
Investment analytics platform for institutional investors with portfolio and risk management.
Portfolio performance analytics and attributionPortfolio exposure analysis and monitoringRisk assessment and value at risk calculation - 3Investment Portfolio Management
Sharesight
Investment Portfolio Management
Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.
Free planSOC 2GDPRTiered plansAccounting SoftwareTax Compliance Software - 4Investment Portfolio Management
Portseido
Investment Portfolio Management
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
Multi broker portfolio aggregationAutomatic trade import and parsingReal time price and dividend updatesPrice$8+ / month
- 5Investment Portfolio Management, Business Process Management
Smallcase
Investment Portfolio Management
Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
Free planISO 27001Financial Data AggregationWealth Management Platforms - 6Investment Portfolio Management
Northstar Risk
Financial Risk Management
Investment risk management platform providing risk analytics and reporting for hedge funds and allocators.
Investment Portfolio ManagementRisk Management Platforms - 7Investment Portfolio Management
Burgiss Group
Investment Portfolio Management
Private markets data and analytics provider (now MSCI) for institutional investors.
Financial Data FeedsImprove Decision Quality - 8Investment Portfolio Management
Camelot AI
Investment Research Platforms
AI platform for investment professionals to research and analyze alternative assets
Investment Management SoftwareInvestment Portfolio Management - 9Investment Portfolio Management
Pathzero
Investment Portfolio Management
Portfolio emissions management platform for private market investors tracking financed Scope 3 emissions.
Portfolio climate data integration and enrichmentAudit ready reporting and compliancePublic and private markets data integration - 10Investment Portfolio Management
Standard Metrics
Investment Portfolio Management
Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.
SOC 2GDPRFinancial Data AggregationWealth Management
