Best Portfolio Management Software in 2026 · page 2
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Juniper Square
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
AndroidiOSWebAPI7.1 - 27
Addepar
Android app and web tools track returns and asset mixes across multiple investment types.
AndroidiOSWebAPI7.0 - 28
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI7.0 - 29
Landytech Sesame One
Android app and web platform for multi-asset portfolio performance and allocation analysis.
AndroidiOSWebAPI7.0 - 30
Allocare AMS
AndroidiOSWebAPI7.0 - 31
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI7.0 - 32
Fundwave
Fundwave is a fund management platform for venture capital, private equity, SPVs, family offices, impact funds and fund-of-funds operations.
AndroidiOSWebAPI7.0 - 33
Portfolio Visualizer
Free planWeb7.0From $30 a month - 34
AlternativeSoft
Web service reports on traditional and alternative investments; desktop options include Linux, Mac and Windows.
WebAPILinuxmacOS6.9 - 35
MyVest Strategic Portfolio System
AndroidiOSWebAPI6.9 - 36
FinFolio
FinFolio is portfolio management software for investment advisors and professional wealth managers.
AndroidiOSWebAPI6.9 - 37
Asset Class
AndroidiOSWeb6.9From $99 a month - 38
Morningstar Office
Web service and iOS app provide performance reports for portfolios spanning different asset types.
iOSWeb6.8 - 39
Tamarac
Android app and web tools report returns and show how holdings are distributed across investments.
AndroidiOSWebAPI6.8 - 40
Allvue Investment Management
Allvue Investment Management is a cloud-based portfolio management platform for credit asset managers.
WebExtension6.8 - 41
CircleBlack Portfolio Reporting
AndroidiOSWeb6.8 - 42
Fund Manager
WebWindows6.8$139 one-time - 43
Freehold
Free planWebAPI6.8From $29 a month - 44
BlackRock Aladdin
Web and API tools track holdings across traditional and alternative investments, with reporting and exposure views.
WebAPI6.7 - 45
Temenos Wealth Front Office
Web, API and self-hosted tools cover traditional and alternative investments, with reporting and exposure views.
WebAPISelf-hosted6.7 - 46
CGI Wealth360 Portfolio Management
Android app and web tools offer drift alerts, tax-aware trade ideas and configurable advisor workflows.
AndroidiOSWebAPI6.7 - 47
SS&C Advent Geneva
Web and self-hosted portfolio software for multiple asset classes, with performance and allocation analysis.
WebAPISelf-hosted6.7 - 48
Profile Asset Management
AndroidiOSWebAPI6.7 - 49
Seraf
WebAPI6.7From $600 a year - 50
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.6