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KoreConX - Investment Portfolio Management Software

KoreConX Alternatives and Competitors

Empower your growth with KoreConX.

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  • KoreConX offers custom pricing plan

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List of the Top KoreConX alternatives as of June 2025

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

Personal Capital - Investment Portfolio Management Software

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, ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Personal Capital offers custom pricing plan

Shootih - Investment Portfolio Management Software

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 - ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Shootih offers custom pricing plan

Portfoliopilot - Investment Portfolio Management Software

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 ...

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Common Features

No common features

Unique Features

No unique features

Allocator-platform - Investment Portfolio Management Software

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 ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Allocator-platform offers custom pricing plan

JCurve - New SaaS Software

JCurve

Simplify portfolio management with JCurve.

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Product Description

JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...

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Common Features

No common features

Unique Features

  • Dashboard

  • Investor Management

  • Performance Analysis

+ 2 more

Pricing

Free Trial available, Try Now

Starts from $100/Month

Frequently Asked Questions (FAQs)

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Popular alternatives include Personal Capital, Shootih, Portfoliopilot, Allocator-platform and JCurve.

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].