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description: Review of PORTAX Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: PORTAX | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/4259/stock-portfolio-management/software) > [PORTAX](/software/372409/portax)

# PORTAX

Canonical: https://www.softwareadvice.co.uk/software/372409/portax

> 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 taxable portfolios, asset allocation and cash flow planning. The platform also helps manage corporate project funds and solve the spending requirements of both taxable and non-taxable institutions. The forecast feature of the software handles per-period asset return time series, reducing the work needed to generate statistics. Additionally, its cash flow projection module is used to calculate the expenditures and capital appreciation of a specific portfolio over time. Pricing is based on annual or monthly subscriptions and support is extended via email.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: PortaxSoftware
- **Location**: Ashland, OR  97520, US
- **Founded**: 1994

## Commercial Context

- **Starting Price**: US$89.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Pricing starts at $89 per month per user
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Argentina, Australia, Austria, Belgium, Bulgaria, Canada, Cyprus, Czechia, Denmark, Egypt, Finland, France, Germany, Greece, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Ireland and 24 more

## Features

- API
- Accounting
- Benchmarking
- Bonds/Stocks
- Client Management
- Data Import/Export
- Fee Management
- For Investment Advisors
- For Investors & Traders
- For Traders
- Forecasting
- Fund Management
- Investment Management
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- Email/Help Desk

## Category

- [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [Aladdin](https://www.softwareadvice.co.uk/software/515883/Aladdin) — 4.0/5 (1 reviews)
4. [HedgeGuard](https://www.softwareadvice.co.uk/software/84965/hedgeguard) — 4.7/5 (9 reviews)
5. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/372409/portax)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/372409/portax> |
| en | <https://www.softwareadvice.com/investment-management/portax-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/372409/portax> |
| en-GB | <https://www.softwareadvice.co.uk/software/372409/portax> |
| en-IE | <https://www.softwareadvice.ie/software/372409/portax> |
| en-NZ | <https://www.softwareadvice.co.nz/software/372409/portax> |
| fr | <https://www.softwareadvice.fr/software/372409/portax> |

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