Efficiently manage and optimize your investment decisions.
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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, ...
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Personal Capital offers custom pricing plan
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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 - ...
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Shootih offers custom pricing plan
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Product Description
BigAgile is an extremely advanced portfolio management tool built especially for high performing organizations. It's more than just a reporting tool, allowing users to map out plans in line with their strategic goals and priorities. BigAgile simplifies tracking of deliveries against milestones ...
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Milestone Tracking
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Portfolio Management
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BigAgile offers custom pricing plan
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Product Description
FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make informed decisions and develop successful strategies. Through its powerful analytics and access to global ...
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Portfolio Management
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FactSet offers custom pricing plan
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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 ...
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Popular alternatives include Personal Capital, Shootih, BigAgile, FactSet and Portfoliopilot.
Tools like Intellectia.AI, Marketlog, CeoBuySell.com, Pro Stock Tracker and CommonSubDoc are best for small businesses for Investment Portfolio Management Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
