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…

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2. 2

   

   ATWeb

   For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

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

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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.

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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.

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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…

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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.

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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.

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8. 8

   

   FinFolio

   For Investment Advisors · Billing & Invoicing · Bonds / Stocks

   FinFolio makes wealth management simple for investment advisors.

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