Best Portfolio Management Software in 2026 · page 3
- 51
P1 Platform
AndroidiOSWebAPI6.6From £0.15 a year - 52
Aladdin Accounting
Aladdin Accounting brings investment, accounting, and performance records together for institutional clients.
6.5 - 53
Performativ
AndroidiOSWebAPI6.5 - 54
JStock
Free planAndroidLinuxmacOSWindows6.5Free plan - 55
Investment Account Manager
Windows6.4$159 one-time - 56
Stock Portfolio Organizer
Windows6.4From $99 a month - 57
Wealthica API
Wealthica API aggregates investment information from Canadian financial institutions, brokerages, and investment platforms for use in financial products.
AndroidiOSWebAPI6.4 - 58
Bloomberg AIM
Bloomberg AIM is an investment management system for buy-side firms coordinating portfolio management, trading, compliance and operations.
Self-hosted6.3 - 59
Charles River IMS
Charles River IMS is a cloud-based, multi-asset investment management platform that brings portfolio management, risk analytics, trading, post-trade…
WebAPI6.3 - 60
SEI Wealth Platform
WebAPI6.3 - 61
Clearwater Analytics
Clearwater Analytics is a cloud-based investment management platform for institutional investors.
WebAPI6.2 - 62
Corporater Investment Portfolio Management
Corporater Investment Portfolio Management provides organizations with a centralized view for tracking, monitoring, analyzing and reporting on investments.
WebAPISelf-hosted6.2 - 63
Backstop Solutions
AndroidiOSWebAPI6.2 - 64
6.1 - 65
SS&C Advent Axys
SS&C Advent Axys automates portfolio reporting and accounting for investment firms.
Windows6.1 - 66
Infront Portfolio Manager
Windows6.1 - 67
TokenPad
AndroidiOS6.1 - 68
FINBOURNE LUSID
Free planWebAPI6.0Free plan - 695.9
- 705.9
- 715.9
- 72
Insightfolio Advisor
WebAPI5.9 - 73
5.8 - 745.8
- 75
Assetgrip
Self-hostedWindows5.8