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Top Stock Portfolio Management Software for Client Management

8 stock portfolio management software ranked by rating, review volume and listing quality.

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Between them, the 8 stock portfolio management software on this page cover for investment advisors (7), risk management (6), portfolio rebalancing (6) and billing & invoicing (4). 6 of them have written a profile you can read before you get in touch.

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  1. Comarch Wealth Management logo

    Comarch Wealth Management

    For Investment Advisors · Data Warehousing

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  2. Excella Trader logo

    Excella Trader

    For Investment Advisors · Billing & Invoicing · Risk Management

    Excella is a Cloud-based platform to integrate, monitor and streamline clients accounts Conveniently synergize worldwide functionalities via global e-commerce distinctively…

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  3. Tamarac logo

    Tamarac

    For Investment Advisors · Billing & Invoicing · Risk Management

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  4. Ledgex logo

    Ledgex

    For Investment Advisors · Risk Management · Portfolio Rebalancing

    Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices,…

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  5. CubitBlack logo

    CubitBlack

    For Investment Advisors · Risk Management · Data Warehousing

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

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  6. iLEVEL logo

    iLEVEL

    For Investment Advisors · Billing & Invoicing · Modeling & Simulation

    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…

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  7. iBalance logo

    iBalance

    Modeling & Simulation · Bonds / Stocks · Risk Management

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  8. FinFolio logo

    FinFolio

    For Investment Advisors · Billing & Invoicing · Bonds / Stocks

    FinFolio makes wealth management simple for investment advisors.

    Write a review

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