Best Portfolio Management Software in 2026
Updated
81ranked
0free plans on this page
$1/molowest paid tier
10 Oct 2026last checked
Portfolio Management Software, ranked on how quickly a newcomer can get going.2 of 2 products with recorded free access can be tried for free.
- 51 MyVest Strategic Portfolio System
- Well documented: no
- 52 Advisor360° CRM
- Well documented: yes
- Runs where you work: yes
- 53 SS&C Advent Axys
- Well documented: yes
- Runs where you work: no
- 54 Fund Manager
- Free to practise on: no
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 55 FundwavePaid from $800/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 56 Linedata Global Hedge
- Well documented: yes
- Runs where you work: no
- 57 Allocare AMS
- Well documented: no
- 58 CircleBlack Portfolio ReportingPaid from $550/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 59 Asset ClassPaid from $1/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 60 Stock Portfolio OrganizerPaid from $4.08/mo
- Free to practise on: no
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 61 Privé Technologies
- Well documented: no
- 62 Croesus Advisor
- Well documented: no
- 63 Dynamo CRM & Deal Management
- Well documented: yes
- Runs where you work: yes
- 64 Profile Asset Management
- Well documented: no
- 65 Infront Portfolio Manager
- Well documented: no
- 66 AssetBook Pulse
- Well documented: no
- Runs where you work: no
- 67 FNZ Portfolio Manager
- Well documented: yes
- 68 Allocate
- Well documented: no
- Runs where you work: no
- 69 Assetgrip
- Well documented: no
- 70 PORTIA
- Well documented: yes
- Runs where you work: no
- 71 eFront Invest
- Well documented: no
- Runs where you work: no
- 72 BNY Performance Solutions
- Well documented: no
- 73 Wealthica API
- Well documented: no
- Runs where you work: yes
- 74 TokenPad
- Well documented: no
- Runs where you work: no
- 75 JStock
- Well documented: no
- Runs where you work: yes
Compare all 25 in a table
| # | Platform | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 51 | MyVest Strategic Portfolio System | 6.6 | multi_asset_alternatives | Yes | ||
| 52 | Advisor360° CRM | 6.6 | ||||
| 53 | SS&C Advent Axys | 6.6 | multi_asset | Yes | ||
| 54 | Fund Manager | 6.6 | No | multi_asset | Yes | |
| 55 | Fundwave | 6.5 | ||||
| 56 | Linedata Global Hedge | 6.4 | ||||
| 57 | Allocare AMS | 6.3 | multi_asset_alternatives | Yes | ||
| 58 | CircleBlack Portfolio Reporting | 6.3 | No | multi_asset | Yes | |
| 59 | Asset Class | 6.3 | No | $99/user/mo | multi_asset_alternatives | Yes |
| 60 | Stock Portfolio Organizer | 6.3 | No | multi_asset | Yes | |
| 61 | Privé Technologies | 6.2 | multi_asset_alternatives | Yes | ||
| 62 | Croesus Advisor | 6.2 | multi_asset | Yes | ||
| 63 | Dynamo CRM & Deal Management | 6.2 | ||||
| 64 | Profile Asset Management | 6.1 | multi_asset_alternatives | Yes | ||
| 65 | Infront Portfolio Manager | 6.0 | multi_asset | Yes | ||
| 66 | AssetBook Pulse | 6.0 | multi_asset_alternatives | Yes | ||
| 67 | FNZ Portfolio Manager | 6.0 | multi_asset_alternatives | |||
| 68 | Allocate | 5.9 | multi_asset_alternatives | Yes | ||
| 69 | Assetgrip | 5.8 | multi_asset_alternatives | Yes | ||
| 70 | PORTIA | 5.8 | multi_asset | Yes | ||
| 71 | eFront Invest | 5.7 | multi_asset_alternatives | Yes | ||
| 72 | BNY Performance Solutions | 5.7 | multi_asset_alternatives | Yes | ||
| 73 | Wealthica API | 5.7 | ||||
| 74 | TokenPad | 5.6 | Yes | multi_asset_alternatives | Yes | |
| 75 | JStock | 5.6 | Yes | single_asset | Yes |
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