List of Investment Portfolio Management Software for SMBs in 2025

Showing 41-54 out of 54

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

NotionInvest

Effortlessly track, manage, and conquer investments.

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Product Description

With NotionInvest, users can effortlessly keep track of the latest asset prices with regular updates to the database found in their workspace. Its flexible functionality allows the user to add a relation to the database fast, making it easier to stay on top of investments. Experienced or novice ...

Pricing

Free Trial available, Try Now

Portfoliopilot

Navigate the market with confidence.

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Product Description

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

Pricing

Pluto

Experience seamless virtual events like never before.

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Product Description

Pluto is an innovative event management software that will help coordinate and execute virtual events with ease. It offers features like personalisation of a virtual world, spatial audio, chat, access to dedicated portals, customisable mic and camera settings, arrow keys and sound radius ...

Pricing

EasyQuant

Empower your investments with EasyQuant.

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Product Description

EasyQuant is a revolutionary investment tool designed for novice and experienced investors alike. With our platform, you can invest with a clear plan in mind, ensuring a safe and rewarding journey towards financial growth. Unlike other brokers, we simplify the investment process by providing ...

Pricing

EasyQuant offers custom pricing plan

Jika.io

Level up your investing game.

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Product Description

Introducing Jika.io, the perfect investing platform designed by retail investors. Our platform offers a variety of challenges for users to choose from, ranging from easy to hard. Put your investing and valuation skills to the test as you progress through more difficult challenges. With Jika.io, ...

Pricing

Free Trial available

Shootih

Streamline your investments with Shootih.

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Product Description

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

Pricing

Shootih offers custom pricing plan

Teaser

Transforming MENA investment with cutting-edge data analysis.

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Product Description

Teaser is a cutting-edge technology solution that is revolutionizing MENA investment. Founded in 2018, Teaser Research Company is a rapidly growing market research and business intelligence firm focused on gathering, aggregating and harmonizing difficult-to-find data and information on MENA ...

Pricing

Teaser offers custom pricing plan

Pitchago

Empowering startups for successful growth.

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Product Description

Pitchago is a powerful business evaluation tool that streamlines the process of assessing a start-up's potential for growth and investment. Developed by a team of entrepreneurship enthusiasts, it offers a structured approach for early-stage companies to self-assess their readiness for external ...

Pricing

Bavest

Revolutionize your investments with Bavest's advanced analysis.

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Product Description

Introducing Bavest - the future of investment analysis. Our innovative platform gives private investors access to institutional-quality tools that were previously only available to professionals. With an ever-increasing amount of data being generated, understanding and extracting insights from ...

Pricing

Free Trial available

Bavest offers custom pricing plan

PMplus

Streamline your asset management with PMplus.

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Product Description

Introducing PMplus, a cutting-edge cloud-native management platform created by industry experts to handle all your wealth and asset management needs. With PMplus, you have access to a wide range of solutions, from audit and director fees to performance fees. Our user-friendly approach allows ...

Pricing

PMplus offers custom pricing plan

Tykr

Empowering investors with data-driven insights.

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Product Description

Tykr is a portfolio software that allows users to capture investment and personal financial data and then help interpret and visualize it through charts and reports that can be customized and shared with friends and family. User can manage multiple accounts, capture information about ...

Pricing

Free Trial available, Try Now

Tykr offers custom pricing plan

Advent Portfolio Exchange

Optimize your portfolio management with seamless automation.

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Product Description

Advent Portfolio Exchange, an effective portfolio management software solution for enabling best-in-class investment performance. Advent portfolio exchange delivers superior automation for accounts/portfolios across broker dealers, asset managers, custodians and other investment service ...

Pricing

Advent Portfolio Exchange offers custom pricing plan

Addepar

Maximize Everything, Simplify Analysis.

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Product Description

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...

Pricing

Addepar offers custom pricing plan

Personal Capital

Streamline your investments and reach financial goals.

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Product Description

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

Pricing

Personal Capital offers custom pricing plan

Best Investment Portfolio Management Software For Small Business

NotionInvest

Effortlessly track, manage, and conquer investments.

With NotionInvest, users can effortlessly keep track of the latest asset prices with regular updates to the database found in their workspace. Its flexible functionality allows the user to add a relation to the database fast, making it easier to stay on top of investments. Experienced or novice ...

Portfoliopilot

Navigate the market with confidence.

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

Pluto

Experience seamless virtual events like never before.

Pluto is an innovative event management software that will help coordinate and execute virtual events with ease. It offers features like personalisation of a virtual world, spatial audio, chat, access to dedicated portals, customisable mic and camera settings, arrow keys and sound radius ...

EasyQuant

Empower your investments with EasyQuant.

EasyQuant is a revolutionary investment tool designed for novice and experienced investors alike. With our platform, you can invest with a clear plan in mind, ensuring a safe and rewarding journey towards financial growth. Unlike other brokers, we simplify the investment process by providing ...

Jika.io

Level up your investing game.

Introducing Jika.io, the perfect investing platform designed by retail investors. Our platform offers a variety of challenges for users to choose from, ranging from easy to hard. Put your investing and valuation skills to the test as you progress through more difficult challenges. With Jika.io, ...

Shootih

Streamline your investments with Shootih.

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

Teaser

Transforming MENA investment with cutting-edge data analysis.

Teaser is a cutting-edge technology solution that is revolutionizing MENA investment. Founded in 2018, Teaser Research Company is a rapidly growing market research and business intelligence firm focused on gathering, aggregating and harmonizing difficult-to-find data and information on MENA ...

Pitchago

Empowering startups for successful growth.

Pitchago is a powerful business evaluation tool that streamlines the process of assessing a start-up's potential for growth and investment. Developed by a team of entrepreneurship enthusiasts, it offers a structured approach for early-stage companies to self-assess their readiness for external ...

Bavest

Revolutionize your investments with Bavest's advanced analysis.

Introducing Bavest - the future of investment analysis. Our innovative platform gives private investors access to institutional-quality tools that were previously only available to professionals. With an ever-increasing amount of data being generated, understanding and extracting insights from ...

PMplus

Streamline your asset management with PMplus.

Introducing PMplus, a cutting-edge cloud-native management platform created by industry experts to handle all your wealth and asset management needs. With PMplus, you have access to a wide range of solutions, from audit and director fees to performance fees. Our user-friendly approach allows ...

Tykr

Empowering investors with data-driven insights.

Tykr is a portfolio software that allows users to capture investment and personal financial data and then help interpret and visualize it through charts and reports that can be customized and shared with friends and family. User can manage multiple accounts, capture information about ...

Advent Portfolio Exchange

Optimize your portfolio management with seamless automation.

Advent Portfolio Exchange, an effective portfolio management software solution for enabling best-in-class investment performance. Advent portfolio exchange delivers superior automation for accounts/portfolios across broker dealers, asset managers, custodians and other investment service ...

Addepar

Maximize Everything, Simplify Analysis.

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...

Personal Capital

Streamline your investments and reach financial goals.

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

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