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What is Portfolio Management?

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Accounting SoftwareTask Management SoftwareWebsite Builder SoftwareProduct Management SoftwareCRM SoftwareProject Management SoftwareCollaboration SoftwareCall Center SoftwareLearning Management System (LMS) SoftwareEquity Management SoftwareResource Management SoftwareProduct Lifecycle Management (PLM) SoftwareSaaS Spend Management SoftwarePersonal Finance SoftwareInvestment Portfolio Management SoftwareFinancial Analysis SoftwareContent Creation SoftwareConstruction Management SoftwareNew SaaS SoftwareApplication Development SoftwareFundraising SoftwareCash Flow Management Software3D Modeling SoftwareDrag and Drop App Builder SoftwareFreelance PlatformsProject and Portfolio Management SoftwareProperty Management SoftwareRemote Monitoring and Management SoftwareLegal Practice Management SoftwareFinancial Data APIs Employee Monitoring SoftwareE-Commerce Tools Experience Management SoftwareContainer Management SoftwareProfessional Services Automation SoftwareReal Estate Activities Management SoftwareData Science and Machine Learning PlatformsStrategic Planning SoftwareIntellectual Property Management SoftwareWeb Design SoftwareInfrastructure as a Service (IaaS) ProvidersAnti Money Laundering SoftwareThird Party & Supplier Risk Management SoftwareInsurance Agency Management SoftwareReal Estate Investment Management SoftwareContact Center Workforce SoftwareAcademic Advising SoftwareUnderwriting & Rating SoftwareEnterprise IT Management Suites SoftwareAI Image GeneratorsAI Code GeneratorsAI Art GeneratorsSoftware Development Analytics ToolAI Agent BuilderEnterprise Risk ManagementReal Estate CRM

Trending Categories

Project Management SoftwareCRM SoftwareTime Tracking SoftwareAccounting SoftwareBilling and Invoicing SoftwareERP SoftwarePayroll SoftwareFundraising Software

Related Terms

Bank ReconciliationSchedulingPortfolio ManagementTax ManagementPayrollAttendance TrackingEmployee Database

What does 'Portfolio Management' mean?

Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers and project management organisations (PMOs) to assess the possibility for a project's success. Organizations and managers can see the full picture using project portfolio management.

List of software with Portfolio Management functionality

ClickUp

4.4

Smartsheet

4.6

Asana

4.3

monday.com

4.6

Basecamp

4.1

ProofHub

4.1

Insightly

4.2

Trello

4.6

ProjectManager.com

3.8

TeamGantt

4.5

Wrike

4.6

Citrix Podio

4.1

Podio

4.0

WORKetc

4.4

Glasscubes

4.7

About the reviewer

Rajat Gupta, Founder & Lead Reviewer
Rajat Gupta

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].