Learn why Software Advice is free

Stock Portfolio Management Software

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of... Learn more

(0 reviews)

PYTHEOS offers a solution to easily work in a team and to pool all the actions carried out for all types of action plans. In a process of seeking consistency and efficiency, PYTHEOS contributes and formalizes the reflection by... Learn more

Nitrogen is the world's first purpose-built growth platform that is designed to help broker-dealers, RIAs, advisors, and asset managers turn leads into meetings, meetings into valued clients, and clients into referral champions... Learn more

Simpliza is a restaurant management system that helps businesses automate sale, and streamline daily routine. Simpliza offers various features such as electronic command, POS/cashier front, digital menu, delivery and more. It... Learn more

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and... Learn more

Tykr is a cloud-based stock portfolio management solution that helps small to large businesses manage their investments on a centralized interface. The platform offers various features such as watchlist alerts, portfolio... Learn more

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning... Learn more

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet... Learn more

(0 reviews)
Learn More

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... Learn more

(0 reviews)
Learn More

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users,... Learn more

(0 reviews)
Learn More

Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as... Learn more

(0 reviews)
Learn More