Last Updated: September 06, 2025
Comarch Wealth Management is an innovative stock portfolio management software tailored for wealth managers, financial advisors, and institutions. It offers a comprehensive suite of tools designed to manage, monitor, and optimize client portfolios across various asset classes. The software’s powerful analytics engine enables wealth managers to assess portfolio performance, track market movements... Read more about Comarch Wealth Management
Derivatas is a sophisticated stock portfolio management software designed to empower investors and financial advisors with the tools needed to efficiently manage and optimize their investment portfolios. This comprehensive platform offers a suite of features that streamline portfolio tracking, performance analysis, and strategic planning, ensuring that users can make informed investment decisions ... Read more about Derivatas
Co-Pilot is a powerful stock portfolio management software designed to help individual investors and financial professionals track, manage, and optimize their stock portfolios. With real-time market data integration, Co-Pilot provides users with the ability to monitor their investments across multiple asset classes, including stocks, bonds, and ETFs, all in one platform. The software offers advanc... Read more about Co-Pilot
ETNA Digital Advisor is a cutting-edge stock portfolio management software designed for investors and financial advisors. The platform helps users manage their investment portfolios by providing advanced tools for tracking stock performance, optimizing investment strategies, and analyzing market trends. ETNA Digital Advisor offers a user-friendly interface that enables easy portfolio setup, asset ... Read more about ETNA Digital Advisor
Excel Price Feed is a stock portfolio management software that enables users to track and manage their investments efficiently. With this platform, users can automatically update stock prices in real time, making it easier to monitor portfolio performance and adjust strategies. Excel Price Feed integrates with Microsoft Excel, allowing users to import financial data directly into spreadsheets for ... Read more about Excel Price Feed
Fund Manager is a comprehensive stock portfolio management software designed to help investors track, manage, and optimize their portfolios with ease. This powerful tool provides a wide range of features that enable users to monitor portfolio performance, analyze risk, and manage assets efficiently. Fund Manager supports various investment types, including stocks, bonds, mutual funds, and exchange... Read more about Fund Manager
Is360 is a comprehensive stock portfolio management software designed to help investors and financial professionals track and optimize their investments. The platform provides users with real-time data on their portfolio performance, including stock prices, asset allocation, and market trends. With powerful analytical tools, Is360 enables users to assess risk, analyze market patterns, and generate... Read more about Is360
LEIF is a powerful stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. LEIF’s intuitive i... Read more about LEIF
Portfolio Manager is a comprehensive Lease Management Software designed to streamline and optimize the management of lease agreements for property managers, real estate professionals, and corporate lease departments. With its user-friendly interface, Portfolio Manager offers a complete suite of tools for tracking lease terms, managing tenant information, and handling financial transactions efficie... Read more about Portfolio Manager
Portfolio Tracker is a powerful stock portfolio management software that helps investors monitor and manage their investments with ease. With an intuitive interface, users can track the performance of their assets in real-time, analyze market trends, and make informed decisions. The software allows for easy categorization of investments, providing comprehensive insights into portfolio diversificat... Read more about Portfolio Tracker
Portfolio Trader is an advanced stock portfolio management software developed for investors who want to optimize and streamline their investment tracking. The platform provides a comprehensive view of asset performance, including stocks, ETFs, bonds, and other financial instruments. With realtime data updates, Portfolio Trader enables users to monitor market trends and track portfolio growth or de... Read more about Portfolio Trader
Tykr is a powerful stock portfolio management software designed to help investors track and manage their investments. With Tykr, users can monitor their stock performance, analyze trends, and make data-driven decisions to optimize their portfolios. The software offers real-time market data, financial analysis tools, and risk assessment features to help investors evaluate the value of their holding... Read more about Tykr
Aikido is a robust stock portfolio management software that allows investors and portfolio managers to track and manage their investments with ease. The platform provides a centralized dashboard where users can view detailed performance metrics, track stock prices, and monitor portfolio health in real time. Aikido’s advanced analytics tools help investors analyze market trends, identify potentia... Read more about Aikido
Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.