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Top Stock Portfolio Management Software for In Person

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

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Between them, the 7 stock portfolio management software on this page cover web-based, cloud, SaaS (6), live online (6), business hours (6) and risk management (5). 7 of them have written a profile you can read before you get in touch.

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  1. Enfusion logo

    Enfusion

    Web-Based, Cloud, SaaS · Bonds / Stocks · 24/7 (Live Rep)

    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…

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  2. ATWeb logo

    ATWeb

    Web-Based, Cloud, SaaS · For Investment Advisors · Billing & Invoicing

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

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  3. Asset Manager logo

    Asset Manager

    Web-Based, Cloud, SaaS · Installed - Windows · Bonds / Stocks

    You can't afford the wasted time, effort, and cost of searching for and replacing lost or missing assets With Asset Manager, you can track the assets you have, where they are, how…

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  4. AccounTrex logo

    AccounTrex

    Web-Based, Cloud, SaaS · Live Online · Business Hours

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

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  5. iLEVEL logo

    iLEVEL

    Web-Based, Cloud, SaaS · For Investment Advisors · Installed - Windows

    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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  6. Excel Price Feed logo

    Excel Price Feed

    For Investment Advisors · Installed - Windows · Live Online

    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.

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  7. FinFolio logo

    FinFolio

    Web-Based, Cloud, SaaS · For Investment Advisors · Installed - Windows

    FinFolio makes wealth management simple for investment advisors.

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