Top Stock Portfolio Management Software for Risk Management

Between them, the 13 stock portfolio management software on this page cover for investment advisors (9), portfolio rebalancing (8), client management (6) and performance metrics (6). 10 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

   

   Enfusion

   Bonds / Stocks · Performance Metrics · Fund Management

   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

   

   ATWeb

   For Investment Advisors · Billing & Invoicing · Modeling & Simulation

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

   Write a review
4. 4

   

   Active Trader Pro

   For Investment Advisors · Portfolio Rebalancing · For Traders

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

   Write a review
5. 5

   

   Asset Manager

   Bonds / Stocks · Portfolio Rebalancing · Performance Metrics

   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

   

   Stock Portfolio Organizer

   For Investment Advisors · Bonds / Stocks · Performance Metrics

   It allows you to view upcoming dividends for your currently open trades or for the whole market if you want to look for opportunities This view also speeds up dividend data entry…

   Write a review
7. 7

   

   Tamarac

   For Investment Advisors · Billing & Invoicing · Portfolio Rebalancing

   Write a review
8. 8

   

   Ledgex

   For Investment Advisors · Portfolio Rebalancing · 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,…

   Write a review
9. 9

   

   CubitBlack

   For Investment Advisors · Client Management · Data Warehousing

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

   Write a review
10. 10

    

    iLEVEL

    For Investors & Traders · For Investment Advisors · 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…

    Write a review
11. 11

    

    ReconAdvantage

    For Investors & Traders · Bonds / Stocks · Modeling & Simulation

    Write a review
12. 12

    

    iBalance

    Bonds / Stocks · Modeling & Simulation · Portfolio Rebalancing

    Write a review
13. 13

    

    Excel Price Feed

    For Investment Advisors · For Traders · Technical Analysis

    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

Articles

Related reading

Articles on this subject first, then the newest.

All articles

Risk Management

6 Nov 2024 · ComplianceQuest

Comparing Popular SaaS Risk Management Solutions: Which One is Right for You?

In a world of stringent regulatory demands, selecting the right SaaS risk management solution is crucial for companies in the Life Sciences…

Supply Chain Management

12 Jul 2024 · ComplianceQuest

Article 2 : Compliance and Regulatory Challenges in Aerospace Supply Chain Management

In the fast-paced and highly regulated aerospace industry, maintaining a robust supply chain is paramount. Aerospace Supply Chain…

Blog

21 Sept 2026 · TrustList Editorial

We show a price on 5,092 software listings, and none of them says when it was true

5,092 of our 12,184 software listings show a price, and none records when it was true. We checked 30 at random on the vendors' own pages:…