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Top Stock Portfolio Management Software for Risk Management

9 stock portfolio management software ranked by rating, review volume and listing quality.

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Between them, the 9 stock portfolio management software on this page cover for investment advisors (7), portfolio rebalancing (6), performance metrics (5) and order management (4). 9 of them have written a profile you can read before you get in touch.

See the top risk management software across every categoryThe best of 194 products with risk management, from 79 kinds of software, ranked in one list
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  1. Excella Trader logo

    Excella Trader

    For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

    Excella Trader is associated with Excella Technosoft, a private limited company that provides software and IT services to business and consumer customers.

    Write a review
  2. Enfusion logo

    Enfusion

    Bonds / Stocks · Performance Metrics · Compliance Reporting

    Enfusion is a cloud-based system for running investment operations on a single shared dataset.

    Write a review
  3. ATWeb logo

    ATWeb

    For Investment Advisors · Billing & Invoicing · Budgeting & Forecasting

    ATWeb is linked to the Archway Platform, which family offices and financial institutions use for accounting, investment data aggregation and reporting.

    Write a review
  4. Active Trader Pro logo

    Active Trader Pro

    For Investment Advisors · Portfolio Rebalancing · For Traders

    Active Trader Pro is a stock portfolio tool from Fidelity Investments, aimed at people who trade often.

    Write a review
  5. Asset Manager logo

    Asset Manager

    Bonds / Stocks · Portfolio Rebalancing · Performance Metrics

    Asset Manager is software from KZ Software for recording the fixed assets a business owns. It keeps track of what each item is, where it is, what it cost and who currently has it.

    Write a review
  6. Ledgex logo

    Ledgex

    For Investment Advisors · Portfolio Rebalancing · Compliance Reporting

    Ledgex is the platform from Ledgex Systems, a provider of investment management applications at the higher end of the market.

    Write a review
  7. iLEVEL logo

    iLEVEL

    For Investment Advisors · Billing & Invoicing · Budgeting & Forecasting

    iLEVEL is a cloud-based portfolio management system for private capital investors, originally described under IHS Markit.

    Write a review
  8. Stock Portfolio Organizer logo

    Stock Portfolio Organizer

    For Investment Advisors · Bonds / Stocks · Performance Metrics

    Stock Portfolio Organizer is desktop software for recording and analysing investments.

    Write a review
  9. Excel Price Feed logo

    Excel Price Feed

    For Investment Advisors · For Traders · Technical Analysis

    Excel Price Feed is an add-in that brings live and streaming financial prices into Microsoft Excel.

    Write a review

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