Top Stock Portfolio Management Software for Live Online

Between them, the 11 stock portfolio management software on this page cover risk management (8), fund management (6), for investment advisors (5) and bonds / stocks (5). 9 of them have written a profile you can read before you get in touch.

1. 1

   

   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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2. 2

   

   Enfusion

   Bonds / Stocks · Risk Management · Fund Management

   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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3. 3

   

   Asset Manager

   Bonds / Stocks · Risk Management · Fund Management

   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. 4

   

   Easify

   Easify

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5. 5

   

   AccounTrex

   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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6. 6

   

   CubitBlack

   For Investment Advisors · Risk Management · Client Management

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

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7. 7

   

   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…

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8. 8

   

   ReconAdvantage

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

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9. 9

   

   iBalance

   Bonds / Stocks · Modeling & Simulation · Risk Management

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10. 10

    

    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.

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11. 11

    

    FinFolio

    For Investment Advisors · Bonds / Stocks · Billing & Invoicing

    FinFolio makes wealth management simple for investment advisors.

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