List of Investment Portfolio Management Software for SMBs in 2025

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List of the Best Investment Portfolio Management Software For Small Business as of June 2025

Assetmax

Streamline your wealth with Assetmax.

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5.0

(1)

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Product Description

Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their ...

Pricing

Assetmax offers custom pricing plan

Ziggma

Maximize your portfolio's diversity and returns.

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4.9

(11)

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Product Description

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...

Pricing

Ziggma offers custom pricing plan

KoreConX

Empower your growth with KoreConX.

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4.5

(2)

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Product Description

KoreConX is the one-stop solution for managing all capital markets activities. It offers a secure dashboard to control investments,track portfolios and optimize exposure management with real-time reports. Not only that, it also promises immediate access to legal,compliance and funding ...

Pricing

KoreConX offers custom pricing plan

Sharesight

Monitor, manage, and maximize your stock portfolio.

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4.4

(410)

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Product Description

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

Pricing

Starts from $12/Month, also offers free forever plan

MProfit

Effortless portfolio management at your fingertips.

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4.2

(3)

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Product Description

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

Pricing

MProfit offers custom pricing plan

Morningstar Direct

Streamline your investments with Morningstar Direct.

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4.1

(12)

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Product Description

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...

Pricing

Morningstar Direct offers custom pricing plan

Aikido Finance

Transform Your Finances with Aikido.

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4.0

(2)

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Product Description

Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to democratize Wall Street by providing evidence-based solutions that have been tried and tested over the last 20 years. With Aikido Finance, you can easily ...

Pricing

Free Trial available

Morningstar Office

Master your portfolio with ease.

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4.0

(14)

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Product Description

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

Pricing

Morningstar Office offers custom pricing plan

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

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3.3

(3)

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Product Description

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time ...

Pricing

Croesus Advisor offers custom pricing plan

Acorns

Grow your wealth, one purchase at a time.

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2.9

(197)

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Product Description

Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...

Pricing

Starts from $1/Month

Robinhood

Invest smart, save more.

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1.9

(1753)

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Product Description

Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to invest freely. By cutting the fat that comes with traditional investing, it able to pass the savings directly to user. This makes Robinhood the most ...

Pricing

Robinhood offers custom pricing plan

Intellectia.AI

Revolutionizing Investment Research with AI-Powered Insights

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Product Description

Intellectia.AI is a cutting-edge investment research platform designed to deliver advanced, data-driven insights for investors and traders in the realms of stocks, ETFs, and cryptocurrencies. By harnessing the power of artificial intelligence, Intellectia.AI enables users to make more informed, ...

Pricing

Starts from $12/year when monthly

CeoBuySell.com

Gain an edge in stock trading with CEO insights.

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Product Description

Empower yourself with CeoBuySell.com, the ultimate tool for navigating the dynamic realm of stock investments. Delve into a world where CEOs reveal secrets unseen by the common eye, providing you with instant alerts on crucial market movements. CeoBuySell.com is your gateway to gaining an edge ...

Pricing

Starts from $4.08/month when Billed Yearly

Pro Stock Tracker

Maximize returns, minimize risk with precision.

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Product Description

Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...

Pricing

Free Trial available

Value Sense

Transforming the world of value investing. Start today.

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Product Description

Introducing Value Sense, the innovative solution that bridges the gap in value investing. Dive into the world of stock analysis with ease and precision using our platform, whether you're a seasoned investor or new to the game. Our user-friendly interface simplifies intricate concepts, making ...

Pricing

Composer

Master automated trading with the power of AI.

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Product Description

Meet Composer - the revolutionary tool that is changing the game in automated trading and investment. Say hello to a platform that simplifies the process of building, testing, and executing trading algorithms with the power of AI at your fingertips. No more tangled lines of code or endless ...

Pricing

Starts from $24.00/month when Billed Yearly, also offers free forever plan

News Sentinel by Blockbrain

Unlock hidden signals, elevate your investment game.

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Product Description

Unleash the Potential of Your Investments with News Sentinel by Blockbrain. Elevating the world of finance with cutting-edge artificial intelligence, News Sentinel offers a revolutionary platform for investors seeking to stay ahead of the market curve. By harnessing the power of AI, this ...

Pricing

News Sentinel by Blockbrain offers custom pricing plan

Rundit

Maximize your investments with Rundit.

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Add to compare

Product Description

Introducing Rundit, the premier global platform redefining portfolio management and investor reporting. Experience a cutting-edge software solution tailored for Venture Capitals, Investment Companies, and Family Offices, providing a comprehensive suite of tools to enhance decision-making ...

Pricing

ETF Insider

Unlock hidden opportunities and optimize your portfolio effortlessly.

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Add to compare

Product Description

Discover the power of precision asset allocation with ETF Insider, a cutting-edge platform redefining portfolio analytics and optimization. Unlike traditional solutions that merely scratch the surface, ETF Insider delves deep into the intricate holdings of ETFs and mutual funds, empowering ...

Pricing

ETF Insider offers custom pricing plan

CommonSubDoc

Revolutionize your onboarding process and maximize efficiency.

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Product Description

Experience the revolutionary power of CommonSubDoc, the cutting-edge enterprise technology solution designed to transform the investor onboarding process. Our platform is tailored to meet the specific needs of fund administrators and managers, offering a seamless end-to-end solution across ...

Pricing

CommonSubDoc offers custom pricing plan

Best Investment Portfolio Management Software For Small Business

Assetmax

Streamline your wealth with Assetmax.

Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their ...

Ziggma

Maximize your portfolio's diversity and returns.

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...

KoreConX

Empower your growth with KoreConX.

KoreConX is the one-stop solution for managing all capital markets activities. It offers a secure dashboard to control investments,track portfolios and optimize exposure management with real-time reports. Not only that, it also promises immediate access to legal,compliance and funding ...

Sharesight

Monitor, manage, and maximize your stock portfolio.

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

MProfit

Effortless portfolio management at your fingertips.

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

Morningstar Direct

Streamline your investments with Morningstar Direct.

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...

Aikido Finance

Transform Your Finances with Aikido.

Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to democratize Wall Street by providing evidence-based solutions that have been tried and tested over the last 20 years. With Aikido Finance, you can easily ...

Morningstar Office

Master your portfolio with ease.

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

Croesus Advisor

Efficiently manage portfolios, achieve risk-adjusted returns.

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time ...

Acorns

Grow your wealth, one purchase at a time.

Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...

Robinhood

Invest smart, save more.

Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to invest freely. By cutting the fat that comes with traditional investing, it able to pass the savings directly to user. This makes Robinhood the most ...

Intellectia.AI

Revolutionizing Investment Research with AI-Powered Insights

Intellectia.AI is a cutting-edge investment research platform designed to deliver advanced, data-driven insights for investors and traders in the realms of stocks, ETFs, and cryptocurrencies. By harnessing the power of artificial intelligence, Intellectia.AI enables users to make more informed, ...

CeoBuySell.com

Gain an edge in stock trading with CEO insights.

Empower yourself with CeoBuySell.com, the ultimate tool for navigating the dynamic realm of stock investments. Delve into a world where CEOs reveal secrets unseen by the common eye, providing you with instant alerts on crucial market movements. CeoBuySell.com is your gateway to gaining an edge ...

Pro Stock Tracker

Maximize returns, minimize risk with precision.

Discover Pro Stock Tracker, the cutting-edge portfolio management tool that sets the standard as the world's most advanced portfolio tracker. Streamline your investment portfolio management and effortlessly track performance with unparalleled precision and convenience. This innovative platform ...

Value Sense

Transforming the world of value investing. Start today.

Introducing Value Sense, the innovative solution that bridges the gap in value investing. Dive into the world of stock analysis with ease and precision using our platform, whether you're a seasoned investor or new to the game. Our user-friendly interface simplifies intricate concepts, making ...

Composer

Master automated trading with the power of AI.

Meet Composer - the revolutionary tool that is changing the game in automated trading and investment. Say hello to a platform that simplifies the process of building, testing, and executing trading algorithms with the power of AI at your fingertips. No more tangled lines of code or endless ...

News Sentinel by Blockbrain

Unlock hidden signals, elevate your investment game.

Unleash the Potential of Your Investments with News Sentinel by Blockbrain. Elevating the world of finance with cutting-edge artificial intelligence, News Sentinel offers a revolutionary platform for investors seeking to stay ahead of the market curve. By harnessing the power of AI, this ...

Rundit

Maximize your investments with Rundit.

Introducing Rundit, the premier global platform redefining portfolio management and investor reporting. Experience a cutting-edge software solution tailored for Venture Capitals, Investment Companies, and Family Offices, providing a comprehensive suite of tools to enhance decision-making ...

ETF Insider

Unlock hidden opportunities and optimize your portfolio effortlessly.

Discover the power of precision asset allocation with ETF Insider, a cutting-edge platform redefining portfolio analytics and optimization. Unlike traditional solutions that merely scratch the surface, ETF Insider delves deep into the intricate holdings of ETFs and mutual funds, empowering ...

CommonSubDoc

Revolutionize your onboarding process and maximize efficiency.

Experience the revolutionary power of CommonSubDoc, the cutting-edge enterprise technology solution designed to transform the investor onboarding process. Our platform is tailored to meet the specific needs of fund administrators and managers, offering a seamless end-to-end solution across ...

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