Top Stock Portfolio Management Software for Portfolio Accounting

Between them, the 8 stock portfolio management software on this page cover portfolio rebalancing (7), for investment advisors (6), risk management (5) and order management (4). 8 of them have written a profile you can read before you get in touch.

1. 1

   

   Excella Trader

   For Investment Advisors · Billing & Invoicing · 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
2. 2

   

   ATWeb

   For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

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

   Write a review
3. 3

   

   Active Trader Pro

   For Investment Advisors · Portfolio Rebalancing · Risk Management

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

   Write a review
4. 4

   

   EquityStat

   Portfolio Rebalancing

   Handles all of your stock, bond, ETF and mutual fund investments from all of your brokerages EquityStat is a powerful yet easy to use investment portfolio application.

   Write a review
5. 5

   

   Asset Manager

   Bonds / Stocks · Portfolio Rebalancing · Risk 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
6. 6

   

   MAUS StockMarket Plus

   For Investment Advisors · Portfolio Rebalancing · For Traders

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

   Write a review
7. 7

   

   CubitBlack

   For Investment Advisors · Risk Management · For Traders

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

   Write a review
8. 8

   

   FinFolio

   For Investment Advisors · Billing & Invoicing · Bonds / Stocks

   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

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…

Startup Accelerator

17 Sept 2026 · TrustList Editorial

Startup accelerators worldwide: the 2026 guide for founders

Y Combinator, Techstars, 500 Global, Antler, Entrepreneurs First, Hub71, STATION F and more: what accelerators invest, what they take, and…