Top Stock Portfolio Management Software for Online

Between them, the 7 stock portfolio management software on this page cover for investment advisors (4), risk management (4), bonds / stocks (3) and order management (3). 6 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…

   Write a review
2. 2

   

   Enfusion

   Bonds / Stocks · Risk Management · Performance Metrics

   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…

   Write a review
3. 3

   

   Asset Manager

   Bonds / Stocks · Risk Management · Order 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…

   Write a review
4. 4

   

   Easify

   Easify

   Write a review
5. 5

   

   VectorVest

   For Investment Advisors · For Traders · Technical Analysis

   Write a review
6. 6

   

   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.

   Write a review
7. 7

   

   FinFolio

   For Investment Advisors · Bonds / Stocks · Billing & Invoicing

   FinFolio makes wealth management simple for investment advisors.

   Write a review

Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles

Artificial Intelligence News

19 Sept 2026 · TrustList Editorial

What makes a token expensive, and why it is not the model's size

Our own research, from a board of 101 AI models priced one vendor page at a time: of the 23 that publish a per-token rate, 22 charge a…

Artificial Intelligence News

18 Sept 2026 · TrustList Editorial

Small models are winning the argument and losing the evidence

Our board carries 99 models and 30 benchmarks. Of September's 25 releases, 8 carry a comparable score and 17 do not — and the 17 are mostly…

Artificial Intelligence News

18 Sept 2026 · TrustList Editorial

Seven of this week's fourteen launches sell to the agent, not the person

Of fourteen business launches on 16 and 17 September, seven are sold to somebody building or running AI agents — and only three of the…