Top Stock Portfolio Management Software for Portfolio Rebalancing

Between them, the 11 stock portfolio management software on this page cover for investment advisors (8), web-based, cloud, SaaS (8), risk management (8) and portfolio accounting (7). 9 of them have written a profile you can read before you get in touch.

1. 1

   

   Excella Trader

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

   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 · Web-Based, Cloud, SaaS · Billing & Invoicing

   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 · Web-Based, Cloud, SaaS · Installed - Windows

   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

   Web-Based, Cloud, SaaS · Portfolio Accounting

   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

   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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6. 6

   

   MAUS StockMarket Plus

   For Investment Advisors · Portfolio Accounting · Tax Management

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

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7. 7

   

   Tamarac

   For Investment Advisors · Billing & Invoicing · Risk Management

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8. 8

   

   Ledgex

   For Investment Advisors · Risk Management · Client Management

   Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices,…

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9. 9

   

   iLEVEL

   For Investment Advisors · Web-Based, Cloud, SaaS · 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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10. 10

    

    iBalance

    Web-Based, Cloud, SaaS · Modeling & Simulation · Bonds / Stocks

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11. 11

    

    FinFolio

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

    FinFolio makes wealth management simple for investment advisors.

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