List of Investment Portfolio Management Software for SMBs in 2025

Showing 21-40 out of 54

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

INDATA Investment Management Software

Empowering investment professionals to navigate the financial landscape.

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Product Description

Introducing INDATA Investment Management Software, the essential tool for navigating the fast-paced world of investment management. Designed to seamlessly connect traders, portfolio managers, brokers, compliance officers, and operations staff in real time, INDATA ensures smooth and accurate ...

Pricing

INDATA Investment Management Software offers custom pricing plan

Citizen Mint

Empower your financial future with innovative investment solutions.

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Product Description

Discover Citizen Mint, the premier solution offering exclusive access to top-tier fund managers. With a focus on revolutionizing the private market landscape, Citizen Mint empowers firms to elevate their financial standing. By leveraging this innovative platform, businesses can minimize revenue ...

Pricing

Citizen Mint offers custom pricing plan

Ripsaw

Maximize your wealth with Ripsaw.

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Product Description

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, ...

Pricing

Free Trial available, Try Now

Starts from $18.99/Month when Billed Yearly

AIRR

Simplify investment management with AIRR.

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Product Description

AIRR, an all-in-one SaaS platform, takes charge of investment issues so you don't have to. It consolidates data from front and back-office systems, creating strategies that seamlessly align with clients' investment programs. Managing various investment routines becomes simpler as AIRR offers a ...

Pricing

AIRR offers custom pricing plan

Kubera

Grow your wealth with peace of mind.

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Product Description

Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...

Pricing

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

Stonksfolio

Simplify portfolio analysis with Stonksfolio.

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Product Description

Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...

Pricing

Stonksfolio offers custom pricing plan

Allocator-platform

Efficiently manage and optimize your investment decisions.

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Product Description

Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive and updated insights. This platform can convert multiple data sources into an easy-to-read format, simplifying portfolio and fund level monitoring for ...

Pricing

Allocator-platform offers custom pricing plan

Stratosphere.io

Streamline your stock research and stay ahead.

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Product Description

Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...

Pricing

Free Trial available, Try Now

Starts from $19.99/Month when Billed Yearly, also offers free forever plan

BuildGrowth

Unleash your company's growth potential with BuildGrowth.

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Product Description

BuildGrowth: Filter & Contact Without Subscription Find investors and journalists easily with BuildGrowth's powerful technology. Our one-time payment gives you access to over 3,000 reporters and outlets, without any need for monthly subscriptions. Discover countries, investment stages, and ...

Pricing

Starts from $199

Seeking Alpha

Stay ahead of the market with Seeking Alpha.

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Product Description

Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...

Pricing

Free Trial available

Starts from $119/Year

Riskturn

Unleash your business potential with Riskturn's risk management.

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Product Description

Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a simplified way by leveraging Monte Carlo Simulation. Enjoy secure and improved business output without having to alter an existing approach. Unlock the ...

Pricing

Free Trial available, Try Now

Starts from $79.16/Month when Billed Yearly

Allvue

Unleashing the power of alternative assets.

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Product Description

Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...

Pricing

Allvue offers custom pricing plan

Asset Money

Streamline your NFT management with Asset Money.

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Product Description

Asset Money makes it easier than ever to discover, invest and manage all your NFTs in one convenient place. Watson monitors your wallet to provide you with tailored alerts on time, price and percentage changes for your portfolio - over email or Telegram. Supercharge your NFT journey with Asset ...

Pricing

Free Trial available, Try Now

Starts from $4.16/Month when Billed Yearly, also offers free forever plan

Snowball Analytics

Empowering your portfolio, one click at a time.

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Product Description

Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...

Pricing

Free Trial available, Try Now

Starts from $8.33/Month when Billed Yearly, also offers free forever plan

TikrBuddy

Invest smarter with data-driven insights.

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Product Description

TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...

Pricing

Free Trial available, Try Now

TikrBuddy offers custom pricing plan

Global Predictions

Stay ahead of the market with smart investments.

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Product Description

Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...

Pricing

Starts from $400/Month, also offers free forever plan

Orion Advisor Trading

Revolutionize your trading strategies with Orion Advisor.

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Product Description

Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...

Pricing

Orion Advisor Trading offers custom pricing plan

Portseido

Simplify, track, and analyze investments effortlessly.

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Product Description

Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users can conveniently access all their investments in a single place, eliminating the complexity of managing ...

Pricing

Free Trial available, Try Now

Starts from $8/Month when Billed Yearly, also offers free forever plan

Alto

Expand your portfolio, elevate your future.

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Product Description

Alto gives everyday investors an opportunity to diversify their portfolios and get into alternative investments like venture capital, crypto, and real estate. With traditional, Roth, and SEP IRAs, Alto makes these types of investments more accessible and cost-effective for the average investor ...

Pricing

Alto offers custom pricing plan

Investipal

Streamline your investments with Investipal.

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Product Description

Investipal simplifies the process of investing in the stock market. For first-timers, there is no need to be intimidated - with research, creating a custom portfolio that matches individual goals and reflects unique personalities is well within reach. Research different types of investments, ...

Pricing

Investipal offers custom pricing plan

Best Investment Portfolio Management Software For Small Business

INDATA Investment Management Software

Empowering investment professionals to navigate the financial landscape.

Introducing INDATA Investment Management Software, the essential tool for navigating the fast-paced world of investment management. Designed to seamlessly connect traders, portfolio managers, brokers, compliance officers, and operations staff in real time, INDATA ensures smooth and accurate ...

Citizen Mint

Empower your financial future with innovative investment solutions.

Discover Citizen Mint, the premier solution offering exclusive access to top-tier fund managers. With a focus on revolutionizing the private market landscape, Citizen Mint empowers firms to elevate their financial standing. By leveraging this innovative platform, businesses can minimize revenue ...

Ripsaw

Maximize your wealth with Ripsaw.

Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, ...

AIRR

Simplify investment management with AIRR.

AIRR, an all-in-one SaaS platform, takes charge of investment issues so you don't have to. It consolidates data from front and back-office systems, creating strategies that seamlessly align with clients' investment programs. Managing various investment routines becomes simpler as AIRR offers a ...

Kubera

Grow your wealth with peace of mind.

Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. ...

Stonksfolio

Simplify portfolio analysis with Stonksfolio.

Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...

Allocator-platform

Efficiently manage and optimize your investment decisions.

Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive and updated insights. This platform can convert multiple data sources into an easy-to-read format, simplifying portfolio and fund level monitoring for ...

Stratosphere.io

Streamline your stock research and stay ahead.

Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...

BuildGrowth

Unleash your company's growth potential with BuildGrowth.

BuildGrowth: Filter & Contact Without Subscription Find investors and journalists easily with BuildGrowth's powerful technology. Our one-time payment gives you access to over 3,000 reporters and outlets, without any need for monthly subscriptions. Discover countries, investment stages, and ...

Seeking Alpha

Stay ahead of the market with Seeking Alpha.

Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...

Riskturn

Unleash your business potential with Riskturn's risk management.

Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a simplified way by leveraging Monte Carlo Simulation. Enjoy secure and improved business output without having to alter an existing approach. Unlock the ...

Allvue

Unleashing the power of alternative assets.

Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...

Asset Money

Streamline your NFT management with Asset Money.

Asset Money makes it easier than ever to discover, invest and manage all your NFTs in one convenient place. Watson monitors your wallet to provide you with tailored alerts on time, price and percentage changes for your portfolio - over email or Telegram. Supercharge your NFT journey with Asset ...

Snowball Analytics

Empowering your portfolio, one click at a time.

Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...

TikrBuddy

Invest smarter with data-driven insights.

TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...

Global Predictions

Stay ahead of the market with smart investments.

Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...

Orion Advisor Trading

Revolutionize your trading strategies with Orion Advisor.

Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...

Portseido

Simplify, track, and analyze investments effortlessly.

Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users can conveniently access all their investments in a single place, eliminating the complexity of managing ...

Alto

Expand your portfolio, elevate your future.

Alto gives everyday investors an opportunity to diversify their portfolios and get into alternative investments like venture capital, crypto, and real estate. With traditional, Roth, and SEP IRAs, Alto makes these types of investments more accessible and cost-effective for the average investor ...

Investipal

Streamline your investments with Investipal.

Investipal simplifies the process of investing in the stock market. For first-timers, there is no need to be intimidated - with research, creating a custom portfolio that matches individual goals and reflects unique personalities is well within reach. Research different types of investments, ...

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