Platforms for managing investment portfolios with performance tracking, risk analysis, and rebalancing.
Project Management
Asana is a work management platform that helps teams orchestrate projects, processes, and goals in one place. It offers multiple project views including lists, boards, timelines, and portfol...
Price$10.99 / user / month
Price position: below the category median.Financial Analytics
Stock research and screener for Indian investors.
Price$2.61+ / month
Starting price: below the category median.
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Price$9.99+ / month
Starting price: below the category median.Investment Management Software
Investment management system with OMS and portfolio tools.
Price$1,066.67+ / month
Starting price: above the category median.Fund Accounting
Family office and fund partnership accounting.
Price$899+ / month
Starting price: above the category median.Project Portfolio Management
Enterprise project portfolio management software with AI insights, advanced analytics, resource management, and customizable dashboards. Offers intake management, project planning, risk trac...
Price$10+ / seat / month
Starting price: below the category median.Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Price$1,083.33+ / month
Price position: above this category's displayed range.
Investment Research Platforms
Financial data and analytics platform for investors providing dashboards, charting, and research tools.
Price$39 / month
Price position: above the category median.Project Portfolio Management
Bubble PPM is a cloud-based enterprise project and portfolio management platform that provides a single source of truth for fact-based investment decisions. It offers project selection and p...
Price$19+ / seat / month
Starting price: at the category median.
Investment Portfolio Management
Advisor portfolio management and reporting platform.
Price$416.67+ / month
Starting price: above the category median.
Investment Management Software
CRM and investor relations software for asset managers.
Price$150+ / seat / month
Starting price: above the category median.Project Portfolio Management
Broadcom Clarity (formerly CA Clarity PPM) is enterprise project and portfolio management software for planning, funding, resourcing, and tracking investments across strategic and digital po...
Price$60+ / seat / month
Starting price: above the category median.
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Price$5.12 / month
Price position: below the category median.
Investment Portfolio Management
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
Price$8+ / month
Starting price: below the category median.
Budgeting and Forecasting
Cadence Money – a budgeting app with no AI features, just an MCP server
Price$1.99+ / month
Price position: below this category's displayed range.
Investment Management Software
Topsheets automates the creation, management and distribution of branded, multilingual fund factsheets.
Investment Portfolio Management
Portfolio management and LP reporting for VCs.
Investment Portfolio Management
Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
