Portfolio Management Solutions for Companies
Powerful portfolio management tools, designed to help companies become more efficient and attract more clients
SS&C Advent delivers financial technology solutions and services to clients in the financial services industry, focusing on asset and wealth management as well as alternative investments on a global scale.
For wealth and asset managers, FactSet offers a comprehensive platform that supports investment research, portfolio analysis, risk management, and client reporting.
With a comprehensive investment management platform providing multiple services and functionalities to wealth and asset managers, it includes a consistent construction, management, and performance analysis of portfolios.
It provides software to streamline portfolio and client management for wealth management firms. It includes expert support and customizable solutions, helping advisors improve efficiency, profitability, and client experience.
SimCorp is a global provider of integrated investment and risk management solutions. Offering both SaaS and on-premise options, SimCorp's recent merger with Axioma has expanded its capabilities in risk management, portfolio construction, and asset class coverage.
It is a technology platform designed for wealth and investment managers. It includes a portfolio management system (PMS) to make more efficient investment management and a client relationship management (CRM).
Portfolio Management Solutions for Individuals
Powerful portfolio management tools, designed to help individuals become more efficient and be able to track their investments easily.
A fee option that offers a detailed view of your finances, including investments, net worth, and cash flow analysis. With a user-friendly interface, you can aggregate all your investment accounts into one place.
With a free version available, you can track your investment portfolio, get updates in real time and download customized reports.
This free tool can also help you in tracking your investments and see analytics, as well as news related to your holdings.
A financial management tool that includes advanced portfolio tracking, analysis, and reporting features. You will be able to analyze your investments in multiple accounts in one platform.
A portfolio tracking tool to help you check your investments in one place with performance analysis, dividend tracking and tax reporting.
A portfolio tracker tool that will help you to connect your online brokerage accounts. It includes stocks (all major stock exchanges in the US, Canada, UK, Europe, Asia, Australia and NZ), crypto assets, NFTs and Memecoins.
Invesdigital
Explore the best investment portfolio tools available today.
Articles
© 2024. All rights reserved.