Portfolio Management Software: ranks 51–81
Page 2 of 2 of the full portfolio management software ranking. Every tool here is researched from its official pricing and product pages. See our top picks →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Ranks 51–81 of 81 tools, best first
-
Best forSelf-directed investors seeking AI-assisted guidance
A web-based portfolio planner with free analysis and paid AI, tax and advisory features.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
4.3/10★★☆☆☆Visit PortfolioPilot -
Best forTraditional portfolios needing accounting depth
A mature Windows portfolio system with deep accounting and custodian connectivity.
- Tax-lot tracking
- Performance reporting
4.2/10★★☆☆☆Visit SS&C Advent -
Best forBudget-conscious investors wanting broad coverage
A broad, low-cost portfolio tracker with local operation, planning tools, and limited integrations.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
4.1/10★★☆☆☆Visit Wealthfolio -
Best forEnterprise teams managing allocation, orders, and reporting
A configurable platform for institutional allocation, orders, rebalancing, and reporting.
- Allocation analysis
- Risk analysis
- Performance reporting
4.0/10★★☆☆☆Visit Infront -
Best forPrivate-market investors tracking complex instruments
Deep private-investment tracking with web-only access and plans from $60 monthly.
- Allocation analysis
- Performance reporting
3.9/10★★☆☆☆Visit Seraf -
Best forEnterprise wealth firms automating tax and trade workflows
An enterprise wealth platform combining portfolio workflows, tax management, and trade automation.
- Performance reporting
3.8/10★★☆☆☆Contact SEI -
Best forAdvisory firms building detailed client portfolio reports
Detailed client reporting with a $550 monthly base price and web-only access.
- Tax-lot tracking
- Allocation analysis
- Performance reporting
3.7/10★★☆☆☆Visit CircleBlack -
Best forPrivate-market reporting and fund operations
A focused platform for consolidating private-market data, workflows, and investor operations.
- Allocation analysis
- Performance reporting
3.6/10★★☆☆☆Visit Allocate -
Best forAdvisory firms prioritizing billing and custodians
A broad advisor platform for performance, billing, tax lots, portals, and custodian connectivity.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
3.5/10★★☆☆☆Visit AssetBook -
Best forEnterprise teams managing customized client strategies
A multi-asset portfolio management system for teams overseeing customized client strategies.
3.4/10★★☆☆☆Visit FNZ -
Best forFamily offices analyzing listed and private assets
A Windows-based investment platform for family offices tracking listed and private assets.
- Allocation analysis
- Risk analysis
- Performance reporting
3.3/10★★☆☆☆Contact Assetgrip -
Best forFamily offices managing alternative investments
A broad portfolio and fund operations platform with modular monthly pricing.
- Performance reporting
3.2/10★★☆☆☆Visit Asset Class -
Best forAlternative-investment administrators
A specialized web platform for complex alternative-investment administration and reporting.
- Performance reporting
3.1/10★★☆☆☆Visit eFront Invest -
Best forCrypto investors needing tax reports and transaction imports
Crypto-focused tracking and tax reporting with broad exchange, wallet, DeFi, and NFT imports.
3.0/10★★☆☆☆Visit CoinTracking -
Best forInstitutions focused on performance measurement and GIPS
A focused performance and GIPS platform for institutional investment teams.
- Allocation analysis
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Contact BNY -
Best forInvestors focused on backtesting and allocation research
A research-focused portfolio analyzer with deep backtesting and allocation tools.
- Allocation analysis
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Open Portfolio Viz -
Best forInvestment firms managing deals and relationships
A relationship and deal platform for investment firms, with less emphasis on portfolio analytics.
3.0/10★★☆☆☆Visit Dynamo -
Best forDesktop users needing detailed tax and performance records
Detailed investment, tax-lot and performance records across multiple asset types.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
3.0/10★★☆☆☆Visit Fund Manager -
Best forIndividuals managing multiple taxable portfolios
A Windows portfolio manager for detailed tax, performance and allocation tracking.
- Tax-lot tracking
- Performance reporting
3.0/10★★☆☆☆Visit site -
Best forOpen-source users wanting simple portfolio tracking
A focused, flexible tracker for open-source users who want portfolio analysis without a paid requirement.
- Allocation analysis
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Visit Ghostfolio -
Best forAdvice firms managing model portfolios at scale
A UK adviser platform for model portfolios, bulk rebalancing and client reporting.
- Tax-lot tracking
- Allocation analysis
- Performance reporting
3.0/10★★☆☆☆Visit P1 Platform -
Best forInstitutional portfolio monitoring teams
Centralizes portfolio monitoring, benchmarking and policy tracking for institutional investment teams.
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Contact Backstop -
Best forInstitutional teams needing accounting and reconciliation
Portfolio and fund accounting, reconciliation, and reporting for institutional investment teams.
- Performance reporting
3.0/10★★☆☆☆Visit SS&C -
Best forReal-estate portfolio owners
A focused toolkit for tracking, underwriting, and sourcing U.S. real estate investments.
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Visit Freehold -
Best forDesktop investors wanting one-time pricing
A Windows portfolio tracker with broad asset support and one-time pricing.
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆View pricing -
Best forAdvisors needing basic portfolio monitoring and reports
A focused web platform for monitoring portfolios, analyzing risk and allocation, and reporting to clients.
- Allocation analysis
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Visit Insightfolio -
Best forCrypto investors tracking wallets and DeFi
A free mobile tracker for crypto wallets, exchanges, DeFi positions, debt, and rewards.
- Risk analysis
- Performance reporting
3.0/10★★☆☆☆Visit TokenPad -
Best forInvestment operations teams managing portfolio data
A configurable platform for investment data and portfolio workflows, sold through a sales-led model.
3.0/10★★☆☆☆Contact FINBOURNE -
Best forDevelopers aggregating Canadian investment accounts
A data-aggregation API for Canadian account connections, not portfolio analysis.
3.0/10★★☆☆☆Contact Wealthica -
Best forFree stock portfolio and dividend tracking
A capable free tracker for stocks, dividends, transactions, and multiple portfolios.
- Performance reporting
3.0/10★★☆☆☆Visit JStock -
Best forWealth-management teams assessing portfolio software
A wealth-management portfolio tool for teams that prefer a vendor-led evaluation.
3.0/10★★☆☆☆Visit Pano Wealth
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Asset class coverage | Performance reporting | Score |
|---|---|---|---|---|---|---|
| 51 | PortfolioPilot | Yes | $20/mo | Multi_asset_alternatives | Yes | 4.3 |
| 52 | SS&C Advent Axys | Multi_asset | Yes | 4.2 | ||
| 53 | Wealthfolio | Yes | $2.99/user/mo | Multi_asset_alternatives | Yes | 4.1 |
| 54 | Infront Portfolio Manager | Multi_asset | Yes | 4.0 | ||
| 55 | Seraf | No | $600/yr | Multi_asset_alternatives | Yes | 3.9 |
| 56 | SEI Wealth Platform | No | Multi_asset | Yes | 3.8 | |
| 57 | CircleBlack Portfolio Reporting | No | $550/mo | Multi_asset | Yes | 3.7 |
| 58 | Allocate | Multi_asset_alternatives | Yes | 3.6 | ||
| 59 | AssetBook Pulse | Multi_asset_alternatives | Yes | 3.5 | ||
| 60 | FNZ Portfolio Manager | Multi_asset_alternatives | 3.4 | |||
| 61 | Assetgrip | Multi_asset_alternatives | Yes | 3.3 | ||
| 62 | Asset Class | No | $99/user/mo | Multi_asset_alternatives | Yes | 3.2 |
| 63 | eFront Invest | Multi_asset_alternatives | Yes | 3.1 | ||
| 64 | CoinTracking | Yes | $49/yr | 3.0 | ||
| 65 | BNY Performance Solutions | Multi_asset_alternatives | Yes | 3.0 | ||
| 66 | Portfolio Visualizer | Yes | $30/mo | Multi_asset | Yes | 3.0 |
| 67 | Dynamo CRM & Deal Management | 3.0 | ||||
| 68 | Fund Manager | No | Multi_asset | Yes | 3.0 | |
| 69 | Investment Account Manager | No | $159/user one-time | Yes | 3.0 | |
| 70 | Ghostfolio | Yes | Multi_asset_alternatives | Yes | 3.0 | |
| 71 | P1 Platform | No | Multi_asset | Yes | 3.0 | |
| 72 | Backstop Solutions | Multi_asset | Yes | 3.0 | ||
| 73 | PORTIA | Multi_asset | Yes | 3.0 | ||
| 74 | Freehold | Yes | $29/mo | Single_asset | Yes | 3.0 |
| 75 | Stock Portfolio Organizer | No | Multi_asset | Yes | 3.0 | |
| 76 | Insightfolio Advisor | Yes | 3.0 | |||
| 77 | TokenPad | Yes | Free | Multi_asset_alternatives | Yes | 3.0 |
| 78 | FINBOURNE LUSID | 3.0 | ||||
| 79 | Wealthica API | 3.0 | ||||
| 80 | JStock | Yes | Free | Single_asset | Yes | 3.0 |
| 81 | Pano | 3.0 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update