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Top Stock Portfolio Management Software for For Investment Advisors

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

Between them, the 9 stock portfolio management software on this page cover risk management (7), portfolio rebalancing (6), for traders (5) and client management (4). 9 of them have written a profile you can read before you get in touch.

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Comarch Wealth Management
Client Management · Data Warehousing
Comarch Wealth Management is a platform for banks and wealth managers. It combines the personal relationship between adviser and client with digital tools.
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Excella Trader
Billing & Invoicing · Risk Management · Portfolio Rebalancing
Excella Trader is associated with Excella Technosoft, a private limited company that provides software and IT services to business and consumer customers.
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ATWeb
Billing & Invoicing · Budgeting & Forecasting · Modeling & Simulation
ATWeb is linked to the Archway Platform, which family offices and financial institutions use for accounting, investment data aggregation and reporting.
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Active Trader Pro
Risk Management · Portfolio Rebalancing · For Traders
Active Trader Pro is a stock portfolio tool from Fidelity Investments, aimed at people who trade often.
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Ledgex
Risk Management · Portfolio Rebalancing · Client Management
Ledgex is the platform from Ledgex Systems, a provider of investment management applications at the higher end of the market.
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iLEVEL
Billing & Invoicing · Budgeting & Forecasting · Modeling & Simulation
iLEVEL is a cloud-based portfolio management system for private capital investors, originally described under IHS Markit.
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MAUS StockMarket Plus
Portfolio Rebalancing · For Traders · Portfolio Accounting
MAUS StockMarket Plus is an all-in-one program for recording and forecasting a share portfolio.
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Stock Portfolio Organizer
Risk Management · For Traders · Performance Metrics
Stock Portfolio Organizer is desktop software for recording and analysing investments.
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Excel Price Feed
Risk Management · For Traders · Technical Analysis
Excel Price Feed is an add-in that brings live and streaming financial prices into Microsoft Excel.
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