2016–2017 RANKING & REVIEW

TOP INVESTMENT PORTFOLIO MANAGEMENT SOFTWARE


Intro: Finding the Best Investment Portfolio Management Software in 2016-2017


When investors, portfolio managers, individuals, fund managers, and professional money managers initially start building their wealth management practices or accounts, managing a relatively small investment portfolio is a fairly easy task.

A simple Excel spreadsheet or a freeware database tool might suffice for conducting investment portfolio management and tracking.

However, as your investments increase in scale, it gets to the point where basic investment accounting software or simple portfolio management spreadsheets will no longer meet your investment portfolio management software needs. That’s why portfolio management software tools have become such a huge boon to the industry of growing investments.

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For tracking and managing multiple portfolios for yourself or your clients, including multiple IRAs, 401(k) accounts, investment portfolio accounts, brokerage trading accounts, stocks, bonds, fixed assets, derivatives, high yielding savings accounts, international assets, structured instruments, etc.,  you'll need a top investment portfolio management software program to stay on top of it all.   



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Whether you are an individual looking to manage your own personal financial portfolios, a professional money manager, a trader, a financial advisor, a portfolio manager, a hedgefund manager, or a broker, staying on top of investment portfolio management leaves you one step ahead of the rest of the field.

With the many different portfolio management tools and investment tracking software options available on the market today, how do you decide which investment portfolio management software is best for your individual needs or for your clients’ needs?

To help you make the most of a portfolio management system, AdvisoryHQ has broken down the basics of our best portfolio management software options.

Ideal for everyone from individuals, investors, portfolio management firms, wealth advisors, financial advisors, hedge funds, brokers, investment managers, and private equity firms, the best portfolio management software is right here for your perusal.

 


Top 6 Best Portfolio Management Software

Below is a list of this year's top 6 best portfolio management software tools. The list is followed by a more detailed overview of each of these top portfolio management software programs.

Click any of the names above to go directly to the detailed review section for that investment tracking software



Best Investment Portfolio Management Software | 2017 Comparison Ranking

Top Portfolio Management Software

Best for:

Personal Capital

Individual Investors and Traders

Stator Portfolio Manager Software Traders, Hedge Funds, Individual Investors and Brokerage Firms

iBalance (Provided by SoftTarget)

Professional Money Managers

Fund Manager Portfolio Management Software

Traders, Investment Advisors and Individual Investors

Investment Account Manager

Professional Money Managers

FrontPM (Provided by eFront)

Private Equity Firms and Direct Investment Managers

Table: This Year’s Top Rated Best Portfolio Management Software

What Is Portfolio Management?

Knowing the best portfolio management software on the market today won’t do you much good if you don’t first understand the importance behind financial portfolio management and investment tracking software. What is portfolio management, and why is portfolio management software important?

Investment analysis and portfolio management are very simple in theory: they are the art of examining your current spread of investments to determine how effective the ratio and policies are in achieving your specific goals.

It balances your personal risk level against the performance of various stocks, bonds, funds, and other types of investments in order to effectively allocate the money you are interested in investing.

With any luck, good investment analysis and portfolio management can help you to reach your financial goals with ease.

See Also: (BillGuard vs Mint) BillGuard Review – Is BillGuard Safe? Most Powerful Finance App

Understanding how to manage your own portfolio leaves a lot of consumers stumbling and wondering what they should do next. This is where portfolio management software comes into play.

With a portfolio management system and the various portfolio management tools available from these programs, you can make wiser decisions regarding the spread of your investments and the risks you are willing to assume alongside them.

Investment tracking software will help you monitor the profits and losses your investments are garnering. Furthermore, a good investment portfolio management software may even make suggestions for how to better invest your money based on profiles for your financial information that you create.

So, what is portfolio management? It really boils down to taking a careful look at your investment strategy in order to make it more successful. With the help of the best portfolio management software on the market, you can be well on your way to your own financial portfolio management.


Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the firms, services, and products that are ranked on its various top rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top rated firms, products, and services.


Best Portfolio Management Software (Websites)

Softwares

Websites

FrontPM

http://www.efront.com/

Fund Manager Portfolio Management

https://www.fundmanagersoftware.com/

iBalance

http://www.softtarget.com/

Investment Account Manager

https://www.investmentaccountmanager.com/

Personal Capital

https://www.personalcapital.com/

Stator Portfolio Manager Software

http://www.stator-afm.com/

Table: Top 6 Best Portfolio Management Software | above list is sorted alphabetically


Detailed Review – Top Ranking Best Portfolio Management Software

For further information on the best portfolio management software available on the market today, take a look at the sections below. AdvisoryHQ compiled this thorough listing of portfolio management software in order to assist you with your own investment analysis and portfolio management.

We will evaluate the features of each of the investment management software choices and highlight who might best benefit from this type of portfolio management software.   ​   __ 


Personal Capital Review | Wealth Management Tool (FREE)


If you understand nothing else about Personal Capital’s investment management and portfolio tracking software, understand this: the software is revolutionizing money management. 

Founded in 2009 by Bill Harris (previous CEO of PayPal and also Intuit), Personal Capital is an all-in-one personal finance, money managementportfolio management and robo-advisory platform.

Best of all….you can use it to track your wealth and portfolio for free

Personal Capital tracks more than $270 billion in individual investments for over one million users. Recognized by TIME magazine, The Wall Street Journal, and Reuters, Personal Capital advertises their primary business objective as building a “better money management experience for consumers.”

Managing Multiple Investments

Having multiple investments and income streams is a good thing, but keeping track is a major pain point for most investors and high-net-worth individuals. Using the Personal Capital dashboard will help you to quickly access a consolidated view of all your accounts in one place.

Each time you log into the dashboard, on desktop or mobile, you’ll see a complete view of your net worth, as well as your holdings.

Over time, you’ll see if your net worth is trending positively and take steps to make adjustments in your spending and savings habits

Top Rated Free Investment Management Software

Personal Capital is this year’s top portfolio investment software for individual investors. Portfolio and asset managers also use Personal Capital to manage their own personal investments and portfolios, based on its holistic portfolio and personal finance capabilities.

For individual investors and traders, Personal Capital’s portfolio management platform gives you everything that you need to gauge, monitor, and optimize your investment portfolio holdings as well as all of your other finances (accounts, credit, home equity, etc.). Link all of your external financial accounts and get immediate access to a comprehensive and holistic view of your financial life.

On your Personal Capital investment and finance dashboard, you can easily see your top investment gainers and losers as well as investment returns, portfolio allocations, balances, and estimated investment fees.

Free Wealth Management Tool

Personal Capital - Wealth Management Tool and Software

A really great feature provided by Personal Capital is the Investment Checkup interface, which allows you to easily see how well all of your investments are performing – and how you could do even better. 

You can easily do a benchmark analysis to compare your portfolio allocations to an ideal market-target allocation designed to minimize risk and maximize returns to meet your investing and portfolio management goals.

portfolio-management-software-personal-capital-810x395-min

Another great feature that Personal Capital provides is its financial savings fee analysis that allows you to easily see the impact of your existing trading and investing fees.

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Mutual funds and investment brokers sometimes recommend investments that pay them the highest levels of commissions. They also impose additional fees, including account opening fees, maintenance fees, and investing fees.

Personal Capital breaks down the cost by funds, ETFs, and other categories so that you can easily focus on your analysis and determine whether you need to make any changes.

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In general, using Personal Capital’s free portfolio management app allows you to easily analyze your investment holdings by asset category or explore your investments and holdings in depth within each asset class.

In essence, you can quickly see your asset allocation across all of your portfolio accounts.

Sign up for a free Personal Capital account​ and give your portfolio a second opinion

Personal Capital - Your Portfolio Deserves a Second Opinion-min

Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

For more details on how Personal Capital came to be on AdvisoryHQ’s list of the top investment and portfolio management software, see our detailed breakdown below.

Services

If you aren’t a financial investment professional, the idea of utilizing a portfolio management system can seem intimidating. That isn’t the case with Personal Capital, which is part of what makes it one of the best portfolio management tools for regular individuals who are dabbling in their own investment schemes.

The unique brand of Personal Capital features financial portfolio management combined with advanced technology to offer objective investment analysis for clients. After filling out your own personal information, this portfolio management software can deliver customized investment strategies to help you reach your goals, whether that means saving for retirement or just investing your funds for a rainy day.

►►FREE Wealth Management Tool, SignUp TODAY!◄◄

Unlike some investment management software, Personal Capital goes beyond just financial portfolio management. You’ll find a number of portfolio management tools to help you manage your investment accounts and save for retirement (no matter how close that might be), but you also have a number of other tools at your disposal.

They can help you calculate your personal net worth, as well as create and manage your own budget.

Personal Capital Pricing

Personal Capital Finance Software-min

The software is FREE to use to track and manage your wealth and your portfolios. However, if you choose to use a Personal Capital financial advisor to manage your money, there is a small fee for that. You’ll be charged by a percentage of the funds invested through Personal Capital.

You can view the fee schedule in our chart below.

Their investment portfolio management style focuses on affordable options for strategically achieving your goals. Compared to personal financial advisors who may charge exorbitant rates by the hour, Personal Capital features low fees that the regular person would deem affordable without any hidden costs.

Money Invested

Fee Schedule

First $1 million

0.89%

First $3 million

0.79%

Next $2 million

0.69%

Next $5 million

0.59%

Over $10 million

0.49%

►►Don’t Miss! FREE Financial Tools at Personal Capital Today!◄◄

If you were to need access to the funds within your account quickly, their portfolio management software tends to deal in highly liquid securities. What does that mean for you? It means that it should be simple for you to withdraw funds from your accounts within a one to three business day settlement period.

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Stator Portfolio Management Software


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Stator Portfolio Management Software was created by Anfield Capital out of Australia just twelve years ago in 2004. They are currently responsible for managing over $150 million AUD over the span of twenty countries around the world.

Their portfolio management software is used by traders, investors, and brokerage firms globally. Stator has been featured in Your Trading Edge magazine, Financial Review Smart Investor, and Wrightbooks among others.

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Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

See below to learn how Stator Portfolio Management Software became one of the best portfolio management software choices on the market today.

Program

The versatility of the portfolio management software from Stator is definitely what ranks it as one of the best portfolio management software programs on the market today.

Used by traders and investors globally, Stator Advanced Finance Management works well for individual investors, traders, hedge funds, and brokerage firms.

►►Don't Miss!! 30-Day Stator FREE Trial◄◄

In order to cater to such a large spectrum of clients, Stator Portfolio Management Software has created four separate versions of their investment management software: lite, standard, pro, and platinum.

For the individual investor, lite will likely be sufficient because it manages just one estate in a single currency.

The others allow for unlimited estates with estate searches and portfolios, various sub-portfolios, and assets. You will be able to run basic reports, backup your data, and have access to online tutorials.

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As you move into the pro and platinum investment and portfolio management programs, you gain more access to things like multiple currencies, foreign exchange trades, ETOs, futures, and more advanced analytics and reports.

With platinum, you are gaining the ability to use it for enterprise installation and subscription email support among other items that are better suited for large-scale investment firms.

►►Take a Tour of Stator or Download a FREE Trial Today◄◄

Pricing

Of course, those four separate categories can come with some drastically different price tags. Because they are based out of Australia, their prices are listed in AUD instead of USD, but it still gives you a great comparison for the price variations among the different types of portfolio management software.

You can see the basic prices listed in the chart below:

Stator Portfolio Management System

Price (in AUD)

Lite

$75

Standard

$195

Pro

$395

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The platinum version of the Stator financial portfolio management system is priced on a per job basis depending on whether you need a single or a site license. Pricing is only available through direct contact with the company.

►►Click Here to Try Stator Portfolio Software [30-Day FREE]◄◄

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FrontPM (Provided by eFront)


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FrontPM, powered by the larger company known as eFront, is well-known in the industry for providing solutions to financial portfolio management for private equity firms, real-estate investment, banking, and insurance companies.

They value efficiency and innovation, with 18 percent of their total revenue being reinvested into more research and development of products. Serving over 800 clients globally, they are the top solutions provider for fund administration, claiming close to 30 percent of the market share in European countries.

►►Click Here to Try Stator Portfolio Software [30-Day FREE]◄◄

Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

If you would like to find out more information on why AdvisoryHQ ranked FrontPM as one of the best portfolio management software choices, see the below sections.

Financial Portfolio Management

Designed for private equity firms and direct investment managers, FrontPM aims to provide solutions to a lot of the issues seen within this sector that are key when it comes to investment management software.

It compiles accurate data and investment analysis to protect you in the event of an audit, allows you to spend more time analyzing performance instead of crafting spreadsheets, makes information easily accessible, is integrated with Excel, and lowers exposure to loss of key personnel.

Beyond that, it also allows you to make a template-based portfolio on a web-based portal utilizing user-defined rules, generates flexible calculations for standard performance indicators, and centralizes data (both current and historical).

Excel Compatibility

One of the primary benefits of FrontPM is its compatibility with Excel, which they use to format and send you performance indicators on generated reports. Instead of using Excel to perform your own calculations after copying and pasting the data into each sheet individually, FrontPM’s investment management software allows you to build your reports directly into Excel, as well as importing data from your own Excel spreadsheets back into the program. This allows you to track and audit reports more efficiently than portfolio management software that does not integrate Excel compatibility.

Hosting

Another of the primary advantages of the investment portfolio management software from FrontPM is the option of hosting through the cloud or through your company. Private equity firms and direct investment managers can opt to use FrontPM through their own computers and servers. Alternatively, they can also opt to use the portfolio management software through the cloud in order to give them more flexibility and greater access to resources through a variety of locations.

Of course, you can also use this investment portfolio management software in combination with the other components available through eFront, such as Front Invest for GPs and Front GP. By integrating FrontPM with these other software and front-to-back office solutions, you gain access to even more features that can help you to better manage portfolios for your clients.

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Fund Manager Portfolio Management Software


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Fund Manager Portfolio Management Software is unique in the scope and size of the company behind its incredible portfolio management software. Created in 1993 with more than two decades worth of experience, Beiley Software (the company behind Fund Manager) is comprised of a team of just three individuals located in Arizona. Their privately held corporation has created a robust system that features different levels and options, making it the best portfolio management software for individuals, investment advisors, and traders.

►►Click Here to Try Stator Portfolio Software [30-Day FREE]◄◄

Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

Find out more of the compelling reasons that Fund Manager Portfolio Management Software is listed on our ranking of the best portfolio management software available on the market today.

Features

If you’ve been on the fence about selecting a portfolio management software, Fund Manager Portfolio Management Software has something for everyone: average individuals, professional money managers, and advisors. The primary difference between the three programs lies in the maximum number of investments you are allowed in each portfolio (see the chart below).

Software Option

Maximum Investments

Price

Individual

500

$99

Professional

5,000

$295

Advisor

50,000

$1,495

Beyond that, all three of the investment and portfolio management solutions feature a large selection of basic features to help yield the greatest returns:

  • Capital gains calculations
  • Exporting data to tax software
  • Price alerts
  • Yield calculations
  • Multiple currency support
  • Rebalancing holdings

If you were interested in the investment analysis and portfolio management aspect of a portfolio management software, the professional or advisor feature may be better suited for you. Both of these options will give you access to more advanced statistics with stop loss alerts, moving average alerts, wash sale support, a correlation matrix report, and more.

Only the advisor portfolio management software grants access to client management features. You can customize this section of the investment portfolio management to send emailed graphs and reports directly to your clients, to give them access to support, to add your own logo to reports, and to accomplish bulk reconciliation. In addition, you will also be able to see institutional broker-dealer interfaces, have access to advanced report filters and displays, report disclaimers, and perform batch printing.

Pricing

You gain significantly more portfolio management tools when you upgrade to either the professional or advisor version of the Fund Manager Portfolio Management Software. However, those extra features do come with a hefty price increase.

By far, the individual user is the most affordable at just $99. From there, professional money managers may be pleased to see that it costs just $295, but the advisor version of the portfolio management software jumps significantly to $1,495.

This may be more expensive than some of the portfolio management software available, but it offers such an array of detailed features to help with investment analysis and portfolio management, as well as including client support into your work. It may be worth the investment to have one of the best portfolio management software options working with you and your company.

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iBalance Review


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iBalance from softTarget was founded back in 2000 with the goal of creating an investment portfolio management software for individuals who work within the industry.

They built and continue to improve on their investment and portfolio management software through a team of engineers and financial experts who specialize in investments. Values are mentioned frequently throughout their investment tracking software website, touting their “excellence, innovation, integrity, and continuity.”

►►Click Here to Try Stator Portfolio Software [30-Day FREE]◄◄

Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

Want to know what iBalance from softTarget features landed it on our list of the best portfolio management software? See below for a handful of the compelling portfolio management tools that brought it here.

Technique

Portfolio management software should be designed to allow you to make changes to your portfolio and to make new investments quickly and easily. IBalance strives to do just that, promising full investment policy support for your clients. From allocation to constraints and client preferences, the investment portfolio management system creates a world of customizable portfolios with the client at the center.

Furthermore, because of its detailed information on policy, it also takes legislation and compliance into account when making trades. The end goal is to maximize returns for clients once taxes are accounted for.

Related: Personal Capital App Review | What You Should Know About Personal Capital

With all of the features that are heavy on policy and legal standpoints, iBalance has been shown to be one of the best portfolio management software choices for professional money managers, including wealth managers, institutional managers, group retirement plan administrators, and compliance officers.client experience-min

Source: Soft Target

Portfolio Management System

For professional money managers, iBalance is especially ideal because of the portfolio management system they put in place to make your life easier.

Most money managers have a particular investment style and strategy that they attempt to implement with their clients. IBalance takes these preferences into account to model and implement these strategies across your clients’ portfolios.

In addition to making trades quickly and easily, you can set up rule-balanced portfolio rebalancing, handle what-if scenarios for clients, and manage complex tax-efficiency issues. Their compliance dashboard gives you access to a rules library, compliance certificates, and an audit trail, should you ever need any of that information. It features a multi-asset and a multi-currency option that allows you even greater flexibility with your clients.

The number of portfolio management tools available through their portfolio management software is what mainly attracts professional money managers of all varieties to their platform. It may be very client-focused — in terms of the degree to which you can customize for a specific account’s personal preferences, risk tolerance, need for rebalancing and more — but the end goal of the entire financial portfolio management system is to allow money managers to do just that with ease. 

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Investment Account Manager (Provided by QUANT IX)


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Investment Account Manager creates a robust and award-winning investment and portfolio management software that has been around for professional money managers since 1985.

With its lengthy history, it’s no wonder that it has accumulated awards and accolades such as Softpedia’s 100% Clean, AAII Comparison perfect scores for performance, score documentation, and ease of use, and a 4.7 out of 5 star rating on Amazon.

►►Try Stator Portfolio Software Today [30-Day FREE]◄◄

Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software

See below for a few of the key features that placed Investment Account Manager onto AdvisoryHQ’s ranking of the best portfolio management software.

Tools

Investment Account Manager, often referred to as IAM, is well-known for its unified account management, featuring multiple IRAs and multiple taxable accounts alongside their financial portfolio management features: risk tolerance, portfolio goals, advice, investor resources, and financial portfolio management.

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Source: Investment Account Manager

From a professional standpoint, Investment Account Manager is great because you can track an unlimited number of portfolios, even those of varying types (including trust funds, children’s accounts, and more). To see how your clients’ holdings are faring, you have access to over fifty different reports to measure their gains and losses, tax filing, capital gain distributions, commissions, and more.

Popular Article: Robinhood App Review – What You Should Know! (Robinhood Trading & Review)

As you get started with Investment Account Manager’s portfolio management software, you can access their tutorials to learn how to make better use of their investment tracking software. By upgrading to their accounts that feature QuoteMedia, you will gain access to a data feed that can update portfolios with accurate data and descriptions at the end of each month. While you can opt to do this manually with the lower versions of the portfolio management software, it saves time to order a version of this with QuoteMedia included.  

Safety

Investment Account Manager’s investment tracking software heavily emphasizes one feature above all others: safety. This should put consumers and professional money managers at ease with the emphasis they place on keeping your sensitive and personal financial information secure. As a company, they do not have access to your data, nor do they download it onto their own servers. Your information remains directly on your computer and is as secure as you set your personal or business computer up to be.

Pricing

Your investment portfolio management software with Investment Account Manager gives you plenty of options as a professional money manager. You can opt for any one of three different types of portfolio management software, complete with at least one year of support. After your support runs out, you can continue to purchase more in annual increments at a significantly discounted rate. For more information on the various pricing structures, see the chart below:

Portfolio Management Software

Price

Investment Account Manager

$89

Investment Account Manager with QuoteMedia

$129

Investment Account Manager Professional

$395

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Conclusion: Best Portfolio Management Software

Whether you are an individual investor, a professional money manager, or a private equity firm, having the best portfolio management software available can significantly increase the returns on your investments.

Through smart analytics and reports, you can view and respond to the data faster on your client’s holdings or even your own holdings using investment and portfolio management.

Related: Top Investment Portfolio Management Software | Review Ranking

You can confidently answer the questions, “What is portfolio management?” and “How do you decide which portfolio management software is best for you?” Take a look at this chart to determine which category your investment and portfolio management software would need to fall into:

Best Portfolio Management Software

Best For:

FrontPM

Private Equity Firms, Direct Investment Managers

Fund Manager Portfolio Management Software

Traders, Investment Advisors, Individual Investors

iBalance

Professional Money Managers

Investment Account Manager

Professional Money Managers

Personal Capital

Individual Investors

Stator Portfolio Management Software

Traders, Hedge Funds, Individual Investors, Brokerage Firms

With all of the investment management software choices available today, you’re sure to find one that will suit your investment needs.

Our ranking of the best portfolio management software should be a great starting point for evaluating what your own needs are and comparing them to the top portfolio management software in the market.


Hope you’ve found this “Top 6 Best Portfolio Management Software | 2017 Ranking | Top Investment Management Tools” article useful.

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Note: Click to view our advertiser disclosures. Firms and products, including the one(s) reviewed above may be our affiliates.

 


PREVIOUS YEAR'S RANKING

2015 – 2016 

REVIEW OF PORTFOLIO MANAGEMENT SOFTWARES


 


Finding the Best Portfolio Management Software to Use in 2016

When conducting our research and analysis to identify the best portfolio management software applications that are presented below, AdvisoryHQ's research and selection team focused on investment management software tools that had advanced portfolio management capabilities, including best-in-class aggregation capabilities, holistic position analysis, investment simulation capabilities, and risk and performance metrics seamlessly integrated into stress testing simulations and strategies.

The “Best Investment Portfolio Management Software” review article presented below provides detailed reviews of this year’s best portfolio management software applications. However, if you are only interested in a personal finance and budgeting software, then check out this year's “Best 5 Personal Finance Software Tools.” 

What’s the difference between a personal finance software and an investment portfolio management software? Click here for more information on the difference.

Top-Best-Investment-Portfolio-Management-Software-min


Top 7 Best Investment Portfolio Management Software (Reviews)


Below is a list of this year's top 7 best portfolio management software tools that investors, traders, asset managers, portfolio and wealth management firms find useful in tracking and managing their investments and/or client portfolios.

The list is followed by a more detailed overview of each of these top portfolio management software programs.

  1. Personal Capital 
  2. Stator Portfolio Manager Software
  3. SimCorp’s Asset Manager
  4. Quicken
  5. Investment Account Manager
  6. Fund Manager Portfolio Management Software 
  7. Personal Portfolio Manager Software

Best Portfolio Management Software in 2016

Portfolio Management Software

Best For:

Personal Capital

Investors

Stator Portfolio Manager Software Traders, Hedge Funds, Individual Investors, and Brokerage Firms

SimCorp’s Asset Manager

Asset Managers

Quicken

Investors

Investment Account Manager

Money Managers

Fund Manager Portfolio Management Software

Fund Managers

Personal Portfolio Manager Software

Portfolio Managers


Links: Top Portfolio Management Software Reviews

Click below to read the respective reviews for each of these top rated portfolio management tools

>> Take a Tour or Download a FREE Trial Today <<

                                  


Portfolio Management Vs. Personal Finance Software (Which One to Use)

A personal finance software allows you to manage your budget (cash inflow and outflow), accounting, and day-to-day financial transactions. Some of these software applications also allow you to manage your stocks, bonds, and any other type of portfolio.

Investment portfolio management software applications (reviewed below) on the other hand are normally used by portfolio managers, professionals, traders, financial advisors, wealth managers, asset managers, and highly experienced individual investors to track and manage a wide range of asset classes, instrument types, and multiple investment portfolios.

Why Do You Need a Separate Portfolio Management Software Program?

This section is for individual investors. Portfolio managers and other professionals can skip to the next section.

While investment portfolio management software tools are definitely a must for anyone with a large or relatively complex portfolio, many top online brokerages and investment management institutions already provide such tools to their individual investor/trader account holders.

So what's the need of using a separate portfolio management software program when your broker already provides one? The one most important need that an independent portfolio management software program provides is "consolidation."

To really understand the value of this, think about what it means to have multiple investments in multiple accounts, across several institutions/brokerages. In this case, you would normally have multiple individual snapshots of your overall portfolio strewn across several platforms.

Having a unified investment portfolio management software program allows you to consolidate, track, analyze, and manage your entire portfolio using one centralized portfolio tracking tool.

 


DETAILED REVIEWS OF 2016's TOP RATED PORTFOLIO MANAGEMENT SOFTWARE 


Personal Capital Wealth Management Tool (FREE)

If you understand nothing else about Personal Capital’s investment management and portfolio tracking software, understand this: the software is revolutionizing money management. 

Founded in 2009 by Bill Harris (previous CEO of PayPal and also Intuit), Personal Capital is an all-in-one personal finance, money managementportfolio management and robo-advisory platform.

Best of all….you can use it to track your wealth and portfolio for free

Personal Capital - Improve Your Investing

Managing Multiple Investments

Having multiple investments and income streams is a good thing, but keeping track is a major pain point for most investors and high-net-worth individuals. Using the Personal Capital dashboard will help you to quickly access a consolidated view of all your accounts in one place.

Each time you log into the dashboard, on desktop or mobile, you’ll see a complete view of your net worth, as well as your holdings.

Over time, you’ll see if your net worth is trending positively and take steps to make adjustments in your spending and savings habits

Top Rated Investment Management Software for 2016

Personal Capital is this year’s top portfolio investment software for individual investors. Portfolio and asset managers also use Personal Capital to manage their own personal investments and portfolios, based on its holistic portfolio and personal finance capabilities.

sign up for a free personal capital account

For individual investors and traders, Personal Capital’s portfolio management platform gives you everything that you need to gauge, monitor, and optimize your investment portfolio holdings as well as all of your other finances (accounts, credit, home equity, etc.).

Link all of your external financial accounts and get immediate access to a comprehensive and holistic view of your financial life.

On your Personal Capital investment and finance dashboard, you can easily see your top investment gainers and losers as well as investment returns, portfolio allocations, balances, and estimated investment fees.

Free Wealth Management Tool

Personal Capital - Wealth Management Tool and Software

A really great feature provided by Personal Capital is the Investment Checkup interface, which allows you to easily see how well all of your investments are performing – and how you could do even better.

You can easily do a benchmark analysis to compare your portfolio allocations to an ideal market-target allocation designed to minimize risk and maximize returns to meet your investing and portfolio management goals.

portfolio-management-software-personal-capital-810x395-min

Another great feature that Personal Capital provides is its financial savings fee analysis that allows you to easily see the impact of your existing trading and investing fees.

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It's FREE (Provided By Personal Capital)

Personal Capital - 700x250 - Track and Manage Your Wealth

Try Out the "Best, Free Finance App Available"

Mutual funds and investment brokers sometimes recommend investments that pay them the highest levels of commissions. They also impose additional fees, including account opening fees, maintenance fees, and investing fees.

Personal Capital breaks down the cost by funds, ETFs, and other categories so that you can easily focus on your analysis and determine whether you need to make any changes.

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In general, using Personal Capital’s free portfolio management app allows you to easily analyze your investment holdings by asset category or explore your investments and holdings in depth within each asset class. In essence, you can quickly see your asset allocation across all of your portfolio accounts.

Sign up for a free Personal Capital account​ and give your portfolio a second opinion

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Give your portfolio a second opinion today! Click Here.

Another feature that you get with Personal Capital is a free retirement analytical tool. This tool takes into account your current investments, age, projected savings, and a wide range of other factors.

The firm’s Retirement Planner is the most sophisticated, realistic retirement planning calculator available today – and best of all, it is completely free when you join Personal Capital.

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Click here to start using Personal Capital’s Free Investment Management Tool 

           

Asset Manager Review – Software for Portfolio Managers

SimCorp's Asset Manager software was designed with portfolio managers in mind to perform as a centralized portfolio management, analysis, and decision-support platform for portfolio managers looking to cover a wide range of asset classes and instrument types.

This top ranking asset management software comes with a single screen user interface and includes intuitive position analysis and investment simulation capabilities, with risk and performance tracking metrics seamlessly integrated into simulations and strategies.

SimCorp's Asset Manager comes with automated rebalancing capabilities and portfolio management workflows. You are able to view all necessary portfolio information and also run stress testing, investment simulations, and validations from the same screen.

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SimCorp's Asset Manager software allows for an efficient and timely generation of strategies, and the platform supports multiple investment processes, strategies, asset classes, and management tasks.

SimCorp’s flexible and scalable solutions allow you to capitalize on opportunities as they arise and swiftly adapt to changes in requirements. As your investment management practice grows and you take on more clients, investment types, portfolios, and the like, SimCorp’s solution will scale along with your growth. SimCorp’s asset management software solution is built to scale in line with your business needs without a corresponding increase in costs.

With a few clicks, when seconds matter, SimCorp's asset management software provides simulation results (including risk and performance implications), compliance checks, order placements, and real-time cash balances.

With an intuitive user interface, you can quickly set up customized views exactly how you want to see them.

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Quicken Premier Portfolio Management Software

For portfolio management software users who prefer using their desktops versus some online software, Intuit’s Quicken Premier Software would make a great option. This software comes with a state-of-the-art portfolio X-ray interface.

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In addition to micro-managing your money, Quicken's Premier software delivers exceptionally powerful portfolio tracking and performance review features that will help you monitor and compare how various investment products in your portfolio are faring.

The tool was recently enhanced with these capabilities:

  • In-product symbol lookup right within Quicken
  • Automatic download of option prices and history
  • Improved bond sell actions

Using this top portfolio management software, you can also import your transactions from several online platforms (banks or brokerage accounts), track your cost basis, estimate capital gains when selling a holding, and organize and optimize your entire portfolio.

Quicken also shows your portfolio's performance vs. the market and supports you with buy/sell decisions. It displays up-to-date portfolio values and tracks cost basis and capital gains.

All in all, Quicken's Premier software is one of the top 7 best investment portfolio software available to use. However, it is not free. It’s priced at $104.99 … but you can wait until it goes on sale (which it does every couple of weeks) before pulling the buying trigger.

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Investment Account Manager Software

For investors looking for a top rated portfolio management software that does a lot more than just help you manage your portfolio, Quant IX Software's Investment Account Manager Professional might be a better fit for extensive investment tracking and portfolio management.

The latest version, Investment Account Manager 2.0, which comes with a wide range of tools, enables you to have a centralized portfolio management platform for stocks, exchange traded funds (ETFs), options, bonds, mutual funds, cash, and more. 

Quant IX Software's tool, which was designed by professional money managers, has been and continues to be used by investors across the globe since 1985.

One of its most essential capabilities is the centralized secure portfolio management that allows you to see all of your accounts in one centralized place.

Its Portfolio Setup Wizard provides you with step-by-step portfolio creation instructions. You can quickly download your transaction activities and balances from your brokerage account or financial institution.

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You can combine multiple portfolios on a single report and generate customizable reports.

Speaking of reports, you are able to generate more than 40 highly-detailed reports with summaries of your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), tax basis, performance measurements, etc.

The software comes with an easy combination and duplication of existing portfolios, and you can easily set up price alerts to monitor your securities.

Detailed transaction accounting is available for purchases, sales, dividends, interest, expenses, universal stock splits/dividends, spin-offs and mergers, tender/exchanges, return of capital, dividend reinvestment plans (DRIPs), security transfers, and short sales.

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The platform comes with high quality chart graphics – quickly graph your portfolio’s performance, income, asset allocation, diversification, and maturity schedule with just a few clicks of the button.

The Investment Account Manager software is a state-of-the-art portfolio management tool and is rated as one of this year's top 7 best portfolio tracking software.

Cost: 

  • $79 – includes 1 year of technical support and access to online product updates
  • $109 – includes a 1-year subscription to the optional data feed with Quote Media for fundamental and descriptive data for stocks, ETFs, and mutual funds

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Fund Manager Portfolio Management Software

Fund Manager is a full-featured, robust portfolio management software program that has versions that are suitable for investment advisors, professional money managers, individual investors, and active traders.

You can use its features to manage and track a broad portfolio of investments comprised of mutual funds, stocks, bonds, and other vehicles.

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Its conveniently formatted Portfolio Editor offers users a familiar Windows Explorer-like interface to manage investments and multiple portfolios.

 Fund Manager can display 45 different graph types and 21 different report types. One of the report types is a "custom" report, with over 250 fields available for display.

Advanced portfolio management features of the software offer a single-push retrieval of transactions from the Internet, price updates and alerts, powerful graphing capabilities, portfolio comparisons, the ability to export capital gains information to popular tax preparation software, the ability to dynamically customize many of its reports, multi-currency, and options tracking. 

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Personal Portfolio Manager Software

Personal Portfolio Manager (PPM) from OWL Software is a neat investment and portfolio management software that can be used by both individuals and professional portfolio managers.

Note: It is a desktop application, and the system requirements are Windows 95 through Windows 8. Being that a lot of Windows users are upgrading to Windows 10, OWL Software will need to quickly upgrade its system requirement so that the PPM software does not become a legacy/obsolete platform.

Using the PPM software, you can set up and manage up to 999 portfolios and use the system's features to manage retirement planning, brokerage accounts, track your children's college education funds, and conduct comprehensive "what-if analysis" on the data.

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PPM is a portfolio management software program that enables investors to manage and track portfolios comprising stocks, bonds, and mutual funds; it also gives investors the flexibility of using IRS-approved capital gain/loss calculation methods.

For technical-minded investors, the tool offers great analysis features, including stochastic measures, RSI, trend analysis, moving averages, and much more, to monitor, track, and manage a portfolio.

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Version 7 includes built-in capabilities for downloading current and historic stock quotes from free Internet data services. All you need is Internet connection.

You can try the software free for 30 days before buying it. If you choose not to use it, then you can just uninstall the program before the 30 days is up.

If you choose to keep it, then you just pay $69.
               


Stator Portfolio Manager Software


  • Do you want to manage multiple portfolios and perform cross-performance analysis?
  • Do you want to know how your stocks, fixed assets, derivative and other portfolios are performing?
  • Do you want to know how your Oil Futures are performing?
  • Do you want to trade different strategies for one estate?

Stator is designed to enable you to do it all!

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Anfield Capital's Stator is a great portfolio management software program designed with traders, hedge funds professionals, individual investors, and brokerage firms in mind. 

The analysis tools included in Stator's portfolio management software makes it easy to identify investment areas which need improvement.

You have a wide range of performance charts, statistics, and other analytical metrics that enable you to manage your portfolios using the same highly advanced and sophisticated tools used by Wall Street money managers and "super" hedge fund management firms.
 

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Risk Management:

Regarding risk management, Stator claims that their software is designed to give "you everything you need to monitor and manage your risk exposure at all times."

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>> Take a Tour of Stator or Download a FREE Trial Today <<

Extensibility and Personalization:

Stator has multiple points that enables you to extend further the software's extensive range of features. For example, you can:

  • Design custom reports to analyze your data the way you want
  • Define custom formatting conditions for each screens display
  • Create powerful alerts triggered from a large range of parameters
  • Write (and share) your own data plugin enabling Stator to read from any price data source
  • Write (and share) your own import plugin enabling you to import data directly into the software
  • Write brokerage cost scripts which automatically calculate entry and exit costs

Complex Charting Capabilities:

Stator's portfolio management tool supports complex charting analysis, seamless management of the Traders Journal, investments in multiple currencies, and the ability for portfolios to be sliced/diced into sub-groupings and sub-portfolios for analysis and management purposes.

>> Take a Tour or Download a FREE Trial Today <<

For the more technical (geeky) user, this portfolio management software also offers the ability to write plugins that essentially enable the tool to be connected to a diverse range of price data sources and feeds.

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Stator comes with a free 30-day trial, which allows you to try out its portfolio management software before you buy.

>> Click Here to Try Stator Portfolio Management Software Today <<

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