Top Stock Portfolio Management Software for Business Hours

Between them, the 12 stock portfolio management software on this page cover for investment advisors (8), risk management (8), performance metrics (6) and commodity futures (5). 10 of them have written a profile you can read before you get in touch.

1. 1

   

   Enfusion

   Bonds / Stocks · Risk Management · Performance Metrics

   Learn how we simplify investment management operations by uniting front-, middle- and back-office functions under a single cloud-native SaaS platform built on a shared golden data…

   Write a review
2. 2

   

   ATWeb

   For Investment Advisors · Billing & Invoicing · Modeling & Simulation

   The most important financial tools for managing complex wealth in a single place.

   Write a review
3. 3

   

   Active Trader Pro

   For Investment Advisors · Risk Management · For Traders

   Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

   Write a review
4. 4

   

   Stock Portfolio Organizer

   For Investment Advisors · Bonds / Stocks · Risk Management

   It allows you to view upcoming dividends for your currently open trades or for the whole market if you want to look for opportunities This view also speeds up dividend data entry…

   Write a review
5. 5

   

   Easify

   Easify

   Write a review
6. 6

   

   AccounTrex

   AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading…

   Write a review
7. 7

   

   VectorVest

   For Investment Advisors · For Traders · Technical Analysis

   Write a review
8. 8

   

   CubitBlack

   For Investment Advisors · Risk Management · For Traders

   Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment.

   Write a review
9. 9

   

   iLEVEL

   For Investors & Traders · For Investment Advisors · Billing & Invoicing

   IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their…

   Write a review
10. 10

    

    ReconAdvantage

    For Investors & Traders · Bonds / Stocks · Modeling & Simulation

    Write a review
11. 11

    

    Excel Price Feed

    For Investment Advisors · Risk Management · For Traders

    Excel Price Feed brings live and streaming financial prices to Excel and includes connectors to Yahoo Finance, IG Index / Market and Quandl for live financial data.

    Write a review
12. 12

    

    FinFolio

    For Investment Advisors · Bonds / Stocks · Billing & Invoicing

    FinFolio makes wealth management simple for investment advisors.

    Write a review

Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles

Artificial Intelligence News

18 Sept 2026 · TrustList Editorial

Seven of this week's fourteen launches sell to the agent, not the person

Of fourteen business launches on 16 and 17 September, seven are sold to somebody building or running AI agents — and only three of the…

Startup Accelerator

17 Sept 2026 · TrustList Editorial

Startup accelerators worldwide: the 2026 guide for founders

Y Combinator, Techstars, 500 Global, Antler, Entrepreneurs First, Hub71, STATION F and more: what accelerators invest, what they take, and…

United States of America

17 Sept 2026 · TrustList Editorial

Startup funding in the US: the 2026 guide for founders

SBIR and STTR after the 2025 lapse, NSF, NIH and DOE seed funds, SBA programmes, SSBCI, angel groups and accelerators: US startup funding…