Best Portfolio Management Software

Best names on the list of the most popular portfolio management software are MProfit, iRecord, and MEAU. Portfolio management tools are used to centralize the functions of the entire project across the entire work.

Paras Kela
Researched and Written by Paras Kela
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List of 25 Best Portfolio Management Software

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Contenders | 2025

Product Description

Invrep.co is one of the best portfolio management systems, providing a suite of services to small companies (startups and SMEs) as well as investors (angel and VC). Read More About Invrep

Invrep Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Data Import/export
  • Debt Management
  • Tax Management
  • Expense Tracking
  • Vendor Management
  • Customizable Dashboards
  • Multi Currency Support
  • Budgeting
  • View all Features
4.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
4.0
Peter Burke

Invrep has an easy-to-use and easy-to-understand user interface. I was able to easily add my investment holdings to the watchlist to keep an eye on my portfolio. Graphs and tables illustrate different aspects of current holdings and help decide if one should buy a particular investment. Graphs and tables really help me make realistic decisions about whether I should hold, buy, or sell particular shares. Invrep's customer service is great; they respond within minutes if you have any queries and are also available on call to assist. They always have a solution to any problem you present. They present highlights to clients in easy-to-understand graphs. I am saving time by re-running past models.

Read Review

Invrep Features and Usability-Based User Satisfaction Score

Rating Score 8.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

Mprofit is one of the best portfolio management software for investors, traders, advisors, corporates, family offices, and CAs to manage your stocks, MFs & other assets. Read More About MProfit

MProfit Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Fixed Deposit Management
  • Backup And Restore
  • Multi Asset Class Support
  • Insurance Management
  • Portfolio Management
  • Bond Management
  • User Access Control
  • Mutual Fund Management
  • View all Features

MProfit Lite

$ 33

Per Month

Get Offer

MProfit Plus

$ 83

Per Month

Get Offer

MProfit HNI

$ 250

Per Month

Get Offer
4.8
out of 5 (186 Reviews)
Features
4.8
Ease of Use
4.7
Value for Money
4.8
Customer Support
4.8
Bhavana
No

MProfit offers tech solutions for investors and financial professionals to manage multi-asset investments. MProfit aims to eliminate the need for cumbersome tools and complex spreadsheets that investors often rely on for manual data entry and analysis.

Read all 186 Reviews

MProfit Features and Usability-Based User Satisfaction Score

Rating Score 9.6

Rating Score

Out of 10

No. of reviews Score 10.0

No. of reviews Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 9.5

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Most Reviewed

Contenders | 2025

Product Description

This information is provided by vendor.

InvestPlus helps you manage all your accounting, investment, and income tax-related requirements. It is personal finance and portfolio management software. It has different modules like Personal Accounting, Asset Management, Loan Management, Investment Management, Income Tax Preparation, Personal Organizers, etc. Read More About Invest Plus

Invest Plus Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Portfolio Management
  • Income Tracking
  • Asset Allocation
  • Mobile Access
  • Retirement Planning
  • Financial Planning
  • Debt Management
  • Cash Flow Analysis
  • View all Features

INVEST PLUS

$ 14

Per Year

Get Offer
4.0
out of 5 (2 Reviews)
Features
4.5
Ease of Use
4.5
Value for Money
4.5
Customer Support
4.5
Chandepati
Owner

Before using Investplus, I had to maintain Excel sheets to keep track of my finances and investments, and I spent a lot of time updating them. Then I learned about Investplus through softwaresuggest.com, and it's like having a personal accountant always with me with all the updated records.

Read all 2 Reviews

Invest Plus Features and Usability-Based User Satisfaction Score

Rating Score 8.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Quantis is best porfolio management tools provides multi-currency treasury application for asset managers, insurers and pension fund managers. It offers end-to-end Investment Management Operations. Strong user-defined compliance rules and workflow are integral to the product. Read More About Quantis - Asset and Wealth Management

Quantis - Asset and Wealth Management Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Client Portal
  • Billing And Invoicing
  • Portfolio Management
  • Trade Order Management
  • Risk Management
  • Document Management
  • Task Management
  • Reporting And Dashboards
  • View all Features
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
0.0
Customer Support
0.0
Nila Sharma

I have had an account with Qantas since 2015. By far, Qantas is one of the best trading platforms. It is user-friendly and easy to buy and sell stocks through your mobile phone. This is the company that lays the seeds for financial trading in investors. The commodity trading facility provided by Qantas helps it reach remote and agricultural areas. The company has well-educated and experienced staff who can guide you to your goal of financial protection. They also have a strong research analysis team that provides valuable day trading and long-term trading insights in the equity market.

Read Review

Quantis - Asset and Wealth Management Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Best portfolio management process by PORTFOLIO VISTA Team

Product Description

This information is provided by vendor.

Complete process Portfolio Management solutions for various products like Equity, MF, and ETF. Both Discretionary and Non-Discretionary portfolios can be managed. Inbuilt algorithm which provides triggers for order generation, receivable/payable fees computation. Read More About PORTFOLIO VISTA

PORTFOLIO VISTA Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Tax Optimization
  • Compliance Monitoring
  • Asset Allocation
  • Fee Billing
  • Multi Currency Support
  • Trade Order Management
  • Customizable Dashboards
  • Scenario Analysis
  • View all Features

Contenders | 2025

Product Description

This information is provided by vendor.

Triskell PPM Factory allows you to define the exact Portfolio Management Solution you need. Support any changes in the organization. With Triskell PPM Factory, business users can easily configure and reconfigure on the go to encapsulate strategy and business processes in a unique multi-organization and... Read More About Triskell PPM Factory

Triskell PPM Factory Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Collaboration Tools
  • Milestone Tracking
  • Risk Management
  • Project Management
  • Resource Management
  • Task Management
  • Time Tracking
  • Document Management
  • View all Features
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Christophe Borlat
Owner

It could definitely be a game-changer in the industry. The automated solutions and other features will be very useful for working professionals in the respective area.

Read Review

Triskell PPM Factory Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Contenders | 2025

best portfolio management services by Adit Microsys Pvt. Ltd.

Product Description

Easy Life is web-based portfolio management software to manage family finances for Indian investors. The user experience is further enhanced with the help of mobile applications on Android and iPhone. Read More About Easy Life

Easy Life Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Income Management
  • Spending Insights
  • Recurring Transactions
  • Data Encryption
  • Budget Tracking
  • Mobile App Access
  • Receipt Scanning
  • Customizable Reports
  • View all Features

Easy Life 1

$ 56

User/Year

Get Pricing

Easy Life 2

$ 69

User/Year

Get Pricing

Easy Life 3

$ 83

User/Year

Get Pricing

Easy Life 4

$ 111

User/Year

Get Pricing
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Madhura Paradkar
cardiac technician

The way you do ads attracts people easily. Simple and sweet strategies work fine. May you keep developing such software. Easy return services are cool. I ordered a phone and got no headphones with it. Within one day of my complaint, I received my headphones. Whatever I buy from your site is always trusted. You have created a bond between you and customers.

Read Review

Easy Life Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Software by Miles Software

Product Description

This information is provided by vendor.

Miles Software offers MoneyWare Portfolio management software in a highly competitive environment. Those who wish to maintain a competitive advantage have been obliged to develop and implement innovative investment strategies. Read More About Miles Software

Miles Software Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Data Integration
  • Workflow Automation
  • Portfolio Management
  • Risk Management
  • Tax Management
  • Trade Execution
  • Client Reporting
  • Multi Currency Support
  • View all Features

Emergents | 2025

Product Description

Know your best and worst investments at a glance with the help of Portfolio Manager at Moneycontrol, who tracks all your investments, cash flow, and assets through live price updates. Read More About Moneycontrol - Portfolio Manager

Moneycontrol - Portfolio Manager Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Sip Management
  • Fundamental Analysis
  • Dividend Tracking
  • News And Updates
  • Tax Planning Tools
  • Multi Asset Support
  • Research Reports
  • Technical Analysis
  • View all Features
3.7
out of 5 (3 Reviews)
Features
3.0
Ease of Use
3.3
Value for Money
4.0
Customer Support
2.5
Ashu D
Senior Assistant Manager

To put it in one word, the app is just brilliant! Beyond that, it is certainly worth giving it a shot. While most users may not find it very easy at the beginning, I'm sure after a few weeks, you won't be able to do without it. To sum it up in one word: brilliant. It is like the perfect virtual assistant and keeps you well-informed about everything. The only drawback is that I found it a little difficult at first, but over the next few weeks, it was all worth it.

Read all 3 Reviews

Moneycontrol - Portfolio Manager Features and Usability-Based User Satisfaction Score

Rating Score 7.4

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

My NSE is a personalized Portfolio Manager that allows you to create your portfolio online and match it against live market rates. Portfolio Manager is a tool that allows you to value your holdings online. Read More About MyNSE Portfolio

MyNSE Portfolio Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Customizable Dashboards
  • Benchmark Comparison
  • Secure Login
  • Dividend Tracking
  • Historical Data Analysis
  • Data Export
  • Trade Execution
  • Risk Management
  • View all Features
5.0
out of 5 (2 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Anilkumar
Private sector

NSE has more liquidity than BSE, making it a better choice. More liquidity makes trading easier, providing more opportunities to convert stocks into money.

Read all 2 Reviews

MyNSE Portfolio Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 9.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Software by Times Internet Limited

Product Description

ET Online Portfolio Management system to track mutual funds and investments with real-time updates and alerts. Read More About ET Portfolio

ET Portfolio Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Asset Allocation
  • Performance Reporting
  • Mobile Access
  • Integration With Financial Institutions
  • Customizable Dashboards
  • Goal Setting
  • Tax Optimization
  • Client Reporting
  • View all Features

Contenders | 2025

Product Description

Airtable is the solution for CRM to manage all-in-one with powerful features. It suits businesses like entertainment, restaurants, and hotels. It is very accurate and flexible software that deletes all the duplication itself and integrates with social media for secure communication. Read More About Airtable

Airtable Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Permissions And Roles
  • Kanban Boards
  • Collaborative Workspace
  • Rich Field Types
  • File Attachments
  • Integrations
  • Reporting And Analytics
  • Api Access
  • View all Features

Free

$ 0

User/Month

Get Pricing

Plus

$ 10

User/Month

Get Pricing

Pro

$ 20

User/Month

Get Pricing
5.0
out of 5 (2 Reviews)
Features
5.0
Ease of Use
4.5
Value for Money
4.0
Customer Support
4.0
Manish Shaw
Founder

This tool's adaptability and user-friendliness significantly impact my job. I use it as a versatile form, CRM, and task manager, finding its implementation and output tracking remarkably straightforward. Moreover, it seamlessly integrates with all major business tools, supported by invaluable resources and reliable assistance.

Read all 2 Reviews

Airtable Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

Sharesight is cloud investment portfolio tracking software. Sharesight automatically calculates the performance of your overall portfolio and individual shares on the fly. Capital gains, dividends, and currency movements are all shown in dollars and annualized percentages. Read More About Sharesight

Sharesight Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Multi Portfolio Support
  • Multi Currency Support
  • Automatic Portfolio Tracking
  • Custom Labels
  • Historical Data
  • Stock Splits
  • Broker Integration
  • Email Alerts
  • View all Features
4.7
out of 5 (6 Reviews)
Features
4.5
Ease of Use
4.7
Value for Money
5.0
Customer Support
5.0
Gaurav Patel

Nowadays, everyone wants user-friendly and easy-to-navigate platforms, which Sharesight has achieved. I like the ease of access to Sharesight. I can log in at any time and check my share status. They are great people to deal with and provide fantastic personalized service. The best thing, though, is that the service automatically receives the data from my broker, so I do not have to input anything. Nothing at all. For 10 stocks or less, the service is free and fully featured (with some reporting limitations), so you can try before you buy. Sharesight knowingly restricts high-net-worth investors and frequent traders from using their site.

Read all 6 Reviews

Sharesight Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 9.7

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Contenders | 2025

Product Description

Todoist is highly customizable project management software. It helps you automate the sales pipeline, track budgets, manage your resources, keep track of the progress of the project, and so on. This software automates workflow, helping you work better. Read More About Todoist

Todoist Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Recurring Tasks
  • Custom Views
  • Due Dates
  • Sub Tasks
  • Offline Access
  • Productivity Tracking
  • Sections
  • Collaboration
  • View all Features

Free

$ 0

Per Month

Get Pricing

Pro

$ 4

Per Month

Get Pricing

Business

$ 6

Per Month

Get Pricing
4.3
out of 5 (3 Reviews)
Features
4.3
Ease of Use
4.3
Value for Money
4.7
Customer Support
4.3
Bluish Wing
CEO

Todoist is a free and easy-to-use to-do list that helps you organize your tasks efficiently and easily. It can even remind you of some of your important tasks!

Read all 3 Reviews

Todoist Features and Usability-Based User Satisfaction Score

Rating Score 8.6

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 8.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Bubble Innovator™ PPM is a cloud-based, enterprise Project & Portfolio Management software for innovation, new product development (NPD), or complex project portfolios. Deployments are suited to organizations aiming to optimize their process governance and improve the efficiency of project delivery. Read More About Bubble Innovator

Bubble Innovator Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Capacity Planning
  • Milestone Tracking
  • Strategic Alignment
  • Performance Metrics
  • Integration With Other Tools
  • Custom Reporting
  • Budgeting
  • Portfolio Dashboard
  • View all Features

User Based Subscription Model

$ 0

Per Month

Get Offer

Bubble Innovator Features and Usability-Based User Satisfaction Score

Freshness Score 6.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Investment Management on the Cloud

Product Description

This information is provided by vendor.

Built on a robust architecture, InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle, and back office features, the solution delivers transparency and consistency across business functions and departments. Read More About InvestmentPro

InvestmentPro Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Integration Capabilities
  • Customizable Dashboards
  • Portfolio Management
  • Asset Allocation
  • Tax Optimization
  • Cash Flow Management
  • Document Management
  • Compliance Monitoring
  • View all Features

High Performer | 2025

Product Description

This information is provided by vendor.

TeamGantt is a software application centered around simple and intuitive Gantt charts. Released in 2010, it helps teams plan, collaborate, track, and learn so they can deliver projects on time and on budget more often. Read More About TeamGantt

TeamGantt Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Time Tracking
  • Workload Management
  • Customizable Alerts
  • Multiple Project Views
  • Project History
  • File Sharing
  • Customizable Views
  • Collaboration Tools
  • View all Features

Free

$ 0

Per Month

Get Offer

Standard

$ 25

User/Month

Get Offer

Advanced

$ 30

User/Month

Get Offer
4.3
out of 5 (6 Reviews)
Features
4.7
Ease of Use
4.5
Value for Money
4.2
Customer Support
4.5
Satyanarayana K B

This software has served as a game-changer for our organization. It is a cloud-based solution that is user-friendly and highly customizable. It seamlessly integrates with all your other software. It has modules that are very useful for the 360-degree development of your projects. These modules include application management, project planning, idea management, budget management, task management, and much more.

Read all 6 Reviews

TeamGantt Features and Usability-Based User Satisfaction Score

Rating Score 8.6

Rating Score

Out of 10

No. of reviews Score 2.0

No. of reviews Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 9.5

Social Score

Out of 10

Monthly website visitor Score 8.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

RationalPlan is the most powerful solution for project management. Designed for any size of industry to analyze planning and effectively manage projects. Seamlessly provides task management, portfolio management, and file sharing. Read More About RationalPlan

RationalPlan Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Email Notifications
  • Resource Leveling
  • Critical Path Method
  • Multiple Projects Management
  • Progress Tracking
  • Milestone Tracking
  • Time Tracking
  • Import/export Options
  • View all Features

FREE

$ 0

Single User

Get Offer

Beginner

$ 4

Single User

Get Offer

Master

$ 12

Single User

Get Offer

Production

$ 19

Single User

Get Offer

RationalPlan Features and Usability-Based User Satisfaction Score

Freshness Score 5.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Custom Logo Design by Professional Logo Designers

Product Description

This information is provided by vendor.

Logo Design Team was established in 1997 and started offering Logo & Stationery Design services. As the years passed, on demand of thousands of our satisfied clients, we expanded to offer other design services like Website, Banner, Poster, Brochure, Game Graphics, etc. Read More About Logo Design services

Logo Design services Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Shadow Effects
  • Typography Tools
  • Alignment Tools
  • Template Library
  • Transparency Controls
  • Export Options
  • Collaboration Tools
  • History Panel
  • View all Features

Budget

$ 69

Per Year

Get Offer

Emergents | 2025

Product Description

This information is provided by vendor.

i-Record is a complete solution for share accounting and portfolio management used by investors, traders, corporates, CAs, family offices, consultants, etc., to manage multiple asset categories such as stocks, commodities, mutual funds, bonds, and others. Read More About iRecord Portfolio Management & Accounting

iRecord Portfolio Management & Accounting Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Security Features
  • Budgeting Tools
  • Tax Reporting
  • Expense Tracking
  • Financial Goal Setting
  • Customer Support
  • Alerts And Notifications
  • Integration With Financial Institutions
  • View all Features

Single User

$ 241

Onetime (+AMC/Yr)

Get Offer

Multi-User

$ 523

Onetime (+AMC/Yr)

Get Offer
3.0
out of 5 (2 Reviews)
Features
3.0
Ease of Use
3.0
Value for Money
3.0
Customer Support
3.0

iRecord Portfolio Management & Accounting Features and Usability-Based User Satisfaction Score

Rating Score 6.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 6.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Ganttic is a flexible resource and project management tool that provides a complete visual overview of your project portfolio and resource pool. Quick to implement, easy to use, and location independent, it scales to you. Read More About Ganttic

Ganttic Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • User Permissions
  • Drag And Drop Interface
  • Task Management
  • Resource Utilization
  • Mobile Access
  • Customizable Views
  • Capacity Planning
  • Milestone Tracking
  • View all Features

Pro 20

$ 25

Full License Per Month

Get Offer

Pro 50

$ 59

Full License Per Month

Get Offer

Pro 150

$ 149

Full License Per Month

Get Offer

Pro 250

$ 229

Full License Per Month

Get Offer

Ganttic Features and Usability-Based User Satisfaction Score

Freshness Score 6.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Excella advisory software can help RIAs, PMS, and family portfolio managers to record their asset transactions and generate meaningful reports. The software provides a lot of performance indicators, strategies, etc. Read More About Excella advisory software

Excella advisory software Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Benchmarking
  • Compliance Monitoring
  • Integration With Custodians
  • Client Portal
  • Performance Analytics
  • Fee Management
  • Trade Order Management
  • Mobile Access
  • View all Features

Starter

$ 208

Per Year

Get Offer

Excella advisory software Features and Usability-Based User Satisfaction Score

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Cloudbyz Project Portfolio Management serves as an integrated enterprise tool for addressing your concerns regarding Project Portfolio Management (PPM), Application Lifecycle Management (ALM), and Application Portfolio Management (APM). Read More About Cloudbyz PPM

Cloudbyz PPM Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Time Tracking
  • Change Management
  • Issue Tracking
  • Project Templates
  • Customizable Dashboards
  • Reporting And Analytics
  • Risk Management
  • Collaboration Tools
  • View all Features

Basic

$ 49

Per Month

Get Offer

Cloudbyz PPM Features and Usability-Based User Satisfaction Score

Freshness Score 5.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

Macroaxis is revolutionizing portfolio management software for people involved in fintech, investment, and academic research. It provides an intuitive and user-friendly interface. Read More About Macroaxis

Macroaxis Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Alerts And Notifications
  • Rebalancing Tools
  • Integration With Brokers
  • Scenario Analysis
  • Customizable Dashboards
  • Monte Carlo Simulation
  • Investment Research
  • Real Time Data
  • View all Features

Silver

$ 20

Per Month

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Gold

$ 80

Per Month

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Macroaxis Features and Usability-Based User Satisfaction Score

Freshness Score 6.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Rapid Application Building Framework

Product Description

This information is provided by vendor.

Sheetkraft is a rapid application development framework that builds web applications with components set up on spreadsheets to help companies automate their manual and repetitive spreadsheet-based processes by converting them into applications. Read More About Sheetkraft

Sheetkraft Caters to

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Time Tracking
  • Audit Trail
  • Notifications And Alerts
  • Process Simulation
  • Role Based Access Control
  • Mobile Access
  • Performance Metrics
  • Customer Support
  • View all Features

What Is Portfolio Management Software?

Portfolio management software is a computer program that allows you to manage multiple projects and tasks simultaneously.

Most enterprises work on various concurrent projects, also known as a portfolio, at one time. It's an effective way to get more work done in less time, better utilize their resources, and generate more revenue. However, not many companies have the right tracking and management capabilities to manage so many tasks. This can lead to inefficient management, resulting in errors, delays, and performance-related issues.

Project management software provides a comprehensive view of multiple levels of project data in an organization. It allows you to manage one or more project portfolios and enjoy more advanced project management capabilities.

Back in the day, portfolio management software was a part of the IT software suite, mainly used by IT and software development companies. But now, portfolio management solutions have become an essential part of all organizational departments, including: 

What Does Portfolio Management Software Do?

To understand how a portfolio management system works and what it does, you'll need to first get a gist of the project portfolio management (PPM) process. Let's discuss the key steps involved in the process.

1. Inventory Creation and Strategy Establishment

The first step is to identify all projects and categorize them based on the desired criteria. These could be based on the deadline, completion status, importance, etc. Now, develop a strategy to complete all the pending projects, ensuring that everything aligns with the overall business objectives.

2. Analyze

The next step is to analyze the strengths and weaknesses of each project. Collect data associated with all projects and evaluate each project based on milestones, resource allocation, reporting schedule, and ROI.

3. Perform Alignment Analysis

You need to ensure that all projects align with the organization's end goals and add real value to the company. Conduct an alignment analysis to determine the degree of strategic fit and better align all the projects. 

4. Manage

Now, it's time to manage all the projects in the portfolio. This step includes making decisions about allocating resources and budgets and managing risk and change. This step also includes rescheduling tasks and measuring risk and reward. 

5. Testing and Adapting

The final step is to test the project and see if everything is fine. If not, you'll need to adapt quickly and make changes in real-time.

As you can see, PPM can be a complex process, including myriad steps and variables. Manually managing all these tasks can be tedious and challenging. It can also lead to errors and delay the projects even further. 

Here's where the best portfolio management tool comes into play. It allows you to manage all PPM steps from a single dashboard. You can add and remove projects, allocate resources, analyze risk, manage change, and test the project outcomes. Thus, it significantly shortens the PPM process and makes it more efficient. 

What Are The Benefits of Portfolio Management Software?

Portfolio management software makes the PPM process simpler, faster, and more streamlined. You can eliminate recurring, time-consuming tasks and focus on more important work at hand. This, in turn, results in faster project completion and better performance and productivity.

Let's discuss the key benefits of cloud-based portfolio management software in detail.

1. Data-Driven Decision-Making

Informed decision-making among all stakeholders is one of the drastic changes the best portfolio management tool brings to the organization. You get access to reliable, real-time data that allows you to get information about various project areas and dimensions. This way, you can perform accurate planning at all stages of the project portfolio management process. 

For instance, you can analyze the outcomes of a feasibility study in terms of various outcomes based on the data you have on individual projects. This way, you can also align projects within portfolios to the end goals of the overall portfolio. Furthermore, you can add multi-dimensional scrutiny to the risks of a project to make better decisions.

2. Establish a Balanced Project Portfolio

To be a high-performing organization, you need to think beyond creating healthy returns. It's essential to strive for innovation so that your returns survive even in times of changing trends and market uncertainties. 

However, this pressure often gets the better of companies as they end up splurging on innovation without evaluating the risk and whether they're financially and resourcefully capable of a change. In a nutshell, sometimes, you need to keep innovation aside and complete projects by following your existing strategies. And sometimes, you need to innovate to achieve better outcomes. 

Portfolio management tools help you achieve the perfect balance between the two extremes. The software consolidates all the factors that could play a role in the project portfolio's outcome. Hence, you can assign a dedicated budget for innovation and balance it with risk, reward, and revenue. 

3. Sustainable Project Management

If you're a project manager struggling to devise a sustained formula for PMM success, a project portfolio management solution can help. Coming up with a project management plan is difficult, but what's more challenging is to determine whether the approach is sustainable in the long term. 

A project portfolio software system helps you analyze ideas, plans, risk, estimates, execution, and all other factors associated with a project's outcome. As a result, you can properly analyze which things are or aren't likely to work instead of relying on guesses. 

4. Effective Resource Management

As a project portfolio manager, getting the best value out of your resources should be your topmost priority. The best project portfolio management software helps you do that. You can make a strategic skill-based allocation to increase the odds of getting a positive outcome from the project.

Once you've assigned the resources, you can use the analytics section to track the performance of each resource. You can track the overall utilization rates, availability statuses, etc., to better manage the resources and make better decisions regarding short-term and long-term resource allocation.

5. Seamless Collaboration

Hassle-free collaboration and communication are the keys to success in project portfolio management. All members working on the project should have seamless access to all the data and insights, including statuses and reports, related to the project. In many projects, especially for those where remote teams are involved, collaboration can become the differentiator between success and failure. 

Project portfolio management software acts as the central repository of all information related to the project. This results in health collaboration and ensures that all team members, including stakeholders, are on the same page. 

Key Features of Best Portfolio Management Tools

Every portfolio management system is different, and thus, has different features and functionalities. However, certain features are common in all portfolio management tools. Let's look at some of them. 

1. Consolidated Project View

The most critical aspect of the best portfolio management software is that it enables you to view all your projects together. Most tools come with Gantt chart functionality to better plan and schedule a project. You can view all your projects on a single timeline and ensure synergy between all projects.

2. Live Data Access

The best portfolio management software provides access to live data across all projects. The portfolio dashboard displays information about all your projects. It also calculates the data and converts it into visual reports, making it easier to consume.

3. Detailed Data for Better Decisions

More data means more information, which leads to more informed decisions. As a project manager, you need to know every small and big detail that could impact a project's outcome. Portfolio management software provides in-depth reports that help you get detailed insights into your project portfolio. 

4. Task Management

A project comprises various tasks, and efficiently managing these tasks is the key to successfully completing projects. With the task management feature, you can assign the right number of tasks to your team members and measure their progress in real-time. This way, you can also stay on top of how each team member is performing. 

5. Change Assignments

Reassigning tasks can be daunting, but portfolio management software makes it easier. You can easily reassign tasks to other team members based on their availability and skill level. Furthermore, you can set priorities for each task to get them done on time. 

6. Real-Time Portfolio 

With the best portfolio management software, you can view the entire portfolio, along with all projects and tasks. This simplifies management and helps you with better tracking and prioritization. As a result, you can be more efficient and make real-time decisions.

Things to Keep in Mind While Buying Portfolio Management Software

Are you looking for a portfolio management system that meets your requirements? While every software solution is valuable, not all of them will add the same value to your business. Therefore, it's essential to choose the best portfolio management software.

Here are a few thighs to consider when looking for a project portfolio software system.

1. Cost

The purpose of a portfolio management solution is to help you streamline your projects without increasing costs. But if you choose a system that's too expensive, it can neutralize the purpose of a portfolio management system. While you shouldn't pick the cheapest option available, ensure that you don't spend too much money. 

2. Features

Portfolio management tools can come with different features, and it's essential to determine which features you need. Avoid going overboard with features as they can increase your costs. Moreover, extra features can be overwhelming and make it difficult to use the software. So, ensure that you stick to only the most important features you need. 

3. Deployment

Portfolio tracking software comes in two types of deployment options: cloud-based and on-premise. On-premise systems are deployed on your company's servers, and you're responsible for managing, maintaining, and upgrading them. This results in cutting-edge security. But you can only access them on devices registered on your company's network.

Cloud-based systems are deployed on the cloud and managed by third-party vendors. You don't have to bother about maintaining or upgrading them as the vendor takes care of those requirements. Moreover, since they reside on third-party servers, you can access them from any device. 

4. Ease of Use

Lastly, ensure that the software is easy to use. The last thing you want is to spend months training your team members to use the software. Pick simple and efficient solutions so that you don't have to spend too much time training your employees. This way, you'll be able to start extracting the value from your portfolio management software right away.

5. Accessibility

With remote work becoming the new normal, multi-device support is one of the key functionalities to look for in a portfolio management system. The software you choose should support multiple devices and platforms, mainly Windows, macOS, iOS, and Android. Since everyone nowadays uses smartphones, choosing a portfolio management solution with mobile support can enable better project tracking and communication. 

Problem Can Face with Portfolio Management System

A portfolio management system can add immense value to your business. But there are a few problems you can face, especially during the initial days of implementation. 

Here are a few challenges that you should be prepared to face when using a new portfolio management software solution.

1. Reluctance from Staff

No one likes a change, even when it's for good. Implementing a new portfolio management system means your entire organization will need to undergo an operation transformation, which could be challenging. Be prepared to receive reluctance at all organizational levels, from stakeholders to employees. 

2. Difficulty in Using

No matter how easy-to-use software you choose, your team will need some time and training to get used to it. Don't expect to streamline your portfolio management tasks from the first day of installing the software. Give some time to your team to get used to the software. 

3. Difficulties Tracking ROI

There's no clear way to measure the exact value a portfolio management system adds to your organization. It offers a wide range of benefits, such as reducing time wastage, better resource utilization, reducing unnecessary costs, and more. Calculating the overall ROI generated from all these improvements can be challenging.

Portfolio Management Software Reviews

MyNSE Portfolio

5

NSE has more liquidity than BSE, making it a better choice. More liquidity makes trading easier, providing more opportunities to convert stocks into money.

Anilkumar
Private sector

Moneycontrol - Portfolio Manager

2

Multiple errors in reporting; values on the mobile app are different from the web version. The reports are useless and do not reflect real values. It is unclear how and why this upgrade was approved for launch.

Triskell PPM Factory

5

It could definitely be a game-changer in the industry. The automated solutions and other features will be very useful for working professionals in the respective area.

Sharesight

5

I find that the user interface is one of Sharesight's strong points. Sharesight, being cloud and browser-based, has no issues regardless of the operating system you use. Sharesight is an excellent service that is essential for anyone who trades or invests in the stock market. I am able to generate meaningful reports on my portfolio that enable me to make more effective investment decisions and track performance accurately. With Sharesight, I am able to track multiple portfolios (tax entities), benchmark, run an Unrealised CGT report, share access with my accountant, and receive personalized email support.

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Last Updated: October 07, 2024