Top Stock Portfolio Management Software for Web-Based, Cloud, SaaS

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

1. 1

   

   Excella Trader

   For Investment Advisors · Billing & Invoicing · Risk Management

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

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2. 2

   

   Enfusion

   Bonds / Stocks · Risk Management · Performance Metrics

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

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3. 3

   

   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.

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4. 4

   

   Active Trader Pro

   For Investment Advisors · Risk Management · Portfolio Rebalancing

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

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5. 5

   

   AccounTrex

   AccounTrex is an automated system for running the information technology side of syndicate trading funds.

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6. 6

   

   EquityStat

   Portfolio Rebalancing · Portfolio Accounting

   EquityStat is an online investment portfolio application created by investors for investors.

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7. 7

   

   Asset Manager

   Bonds / Stocks · Risk Management · Portfolio Rebalancing

   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.

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8. 8

   

   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.

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9. 9

   

   Easify

   Easify is business management software for small UK firms. It joins stock control, accounting, invoicing, purchasing, point of sale and online selling in a single application.

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