Tickertape Pro
Financial Analytics
Stock research and screener for Indian investors.
Free planTiered plansInvestment Research PlatformsFinancial Analytics
Price position$3+ / month
Price position: below this category's displayed range.Investment Portfolio Management
Platforms for managing investment portfolios with performance tracking, risk analysis, and rebalancing.
Company size
Purchasing
Compliance
Snowball Analytics
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Free planFree trialTiered plansWealth ManagementInvestment Management Software
Price position$10+ / month
Starting price: below the category median.
Limina
Investment Management Software
Investment management system with OMS and portfolio tools.
Tiered plansInvestment Management SoftwareCompliance & Risk Management
Price position$1,067+ / month
Starting price: above the category median.
FundCount
Fund Accounting
Family office and fund partnership accounting.
Free trialCustom quoteFund AccountingAccounting Software
Price position$899+ / month
Starting price: above the category median.
Celoxis
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...
Free trialISO 27001SOC 2GDPRCCPATiered plans
Price position$10+ / seat / month
Starting price: below the category median.
Orion Advisor Tech
Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
ISO 27001SOC 2Tiered plansBanking SoftwareFinancial Advisory Practice
Price position$1,084+ / month
Price position: above this category's displayed range.
Koyfin
Investment Research Platforms
Financial data and analytics platform for investors providing dashboards, charting, and research tools.
Free planTiered plansInvestment Research PlatformsFinancial Analytics
Price position$39 / month
Price position: above the category median.
Bubble PPM
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...
Per seatIT Portfolio ManagementProject Portfolio Management
Price position$19+ / seat / month
Starting price: at the category median.
Panoramix
Investment Portfolio Management
Advisor portfolio management and reporting platform.
Custom quoteBanking SoftwareFinancial Advisory Practice
Price position$417+ / month
Starting price: above the category median.
Satuit Technologies
Investment Management Software
CRM and investor relations software for asset managers.
Tiered plansBanking SoftwareInvestment Management Software
Price position$150+ / seat / month
Starting price: above the category median.
Broadcom Clarity
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...
Per seatIT Portfolio ManagementProject Portfolio Management
Price position$60+ / seat / month
Starting price: above the category median.
Finary
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Free planFree trialTiered plansWealth ManagementWealth Management Platforms
Pricing
Price position$6 / month
Price position: below the category median.
Portseido
Investment Portfolio Management
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
Free planFree trialTiered plansReal-Time AnalyticsWealth Management
Price position$8+ / month
Starting price: below the category median.
Asana
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...
Free plan80% offSOC 2ISO 27001GDPRHIPAA
PricingPricing unavailable
Culture Amp
Business Intelligence (BI)
Culture Amp is an employee experience platform that combines engagement surveys, performance management, and people analytics to help organizations improve retention, performance, and workpl...
Business Intelligence (BI)Human Resources (HR)
Price position$5 / employee / month
Price position: below the category median.ClassDojo
Portfolio Management
ClassDojo is a classroom communication and community platform connecting teachers, students, and families with messaging, portfolios, and classroom management tools.
Portfolio ManagementEducation Management Systems
Price position$8+ / month
Starting price: below the category median.
Nirvana Solutions
Software
Portfolio management and shadow accounting for hedge funds.
Custom quoteFund AccountingFinance & Accounting
PricingContact sales
Rundit
Investment Portfolio Management
Portfolio management and LP reporting for VCs.
Free trialCustom quotePortfolio ManagementFinancial Reporting
PricingPricing unavailable
Who Investment Portfolio Management is sold to
- Solo / freelancer
- Startup (1-50)
- Small business (51-200)
- Mid-market (201-1,000)
- Enterprise (1,000+)
What Investment Portfolio Management certifies
- SOC 2
- ISO 27001
- GDPR
- HIPAA
- CCPA
- PCI DSS
- FedRAMP