Top Stock Portfolio Management Software for For Investment Advisors

Between them, the 13 stock portfolio management software on this page cover risk management (9), portfolio rebalancing (8), client management (7) and for traders (7). 11 of them have written a profile you can read before you get in touch.

1. 1

   

   Comarch Wealth Management

   Client Management · Data Warehousing

   Write a review
2. 2

   

   Excella Trader

   Billing & Invoicing · Risk Management · Portfolio Rebalancing

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

   Write a review
3. 3

   

   ATWeb

   Billing & Invoicing · Budgeting & Forecasting · Modeling & Simulation

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

   Write a review
4. 4

   

   Active Trader Pro

   Risk Management · Portfolio Rebalancing · For Traders

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

   Write a review
5. 5

   

   MAUS StockMarket Plus

   Portfolio Rebalancing · For Traders · Portfolio Accounting

   A powerful, all in one platform to track, record and forecast your shares, dividends and manage property financials.

   Write a review
6. 6

   

   Stock Portfolio Organizer

   Bonds / Stocks · Risk Management · For Traders

   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
7. 7

   

   Tamarac

   Billing & Invoicing · Risk Management · Portfolio Rebalancing

   Write a review
8. 8

   

   VectorVest

   For Traders · Technical Analysis

   Write a review
9. 9

   

   Ledgex

   Risk Management · Portfolio Rebalancing · Client Management

   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,…

   Write a review
10. 10

    

    CubitBlack

    Risk Management · Client Management · For Traders

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

    Write a review
11. 11

    

    iLEVEL

    Billing & Invoicing · Budgeting & Forecasting · 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…

    Write a review
12. 12

    

    Excel Price Feed

    Risk Management · For Traders · Technical Analysis

    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
13. 13

    

    FinFolio

    Billing & Invoicing · Bonds / Stocks · Portfolio Rebalancing

    FinFolio makes wealth management simple for investment advisors.

    Write a review

Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles

News

20 Sept 2026 · TrustList Editorial

An open-weights release with a date, a name and an empty repository

A 600-billion-parameter flagship announced today says its weights arrive on 15 October. The repository named for them currently holds one…

News

20 Sept 2026 · TrustList Editorial

A faster model tier at two and a half times the price, with no claim of more capability

A hosted speed variant released on 18 September charges $0.37 and $1.25 per million tokens against $0.15 and $0.50 for the model it is…

News

20 Sept 2026 · TrustList Editorial

The open-model coding preview that ends on 14 October, and what it does to your plan

A research preview gives up to 50x more usage on open models in exchange for an opt-in that trains on your prompts, code and edit history.…