7 Best Free And Paid Investment Portfolio Management Software

7 Best Free And Paid Investment Portfolio Management Software

 

Software used to manage and track financial portfolios.
– Trade financial assets such as stocks, bonds, and futures.
– Track portfolio performance through detailed analytics and dashboards.
– Use integrations with third-party accounting and market data software.
– Use portfolio reporting tools for audit compliance, tax schedules, and projection.

 

1. Bloomberg – https://www.bloomberg.com/professional/expertise/buy-side/
2. Unitrax – https://www.ltimindtree.com/canada/products/
3. FactSet – https://www.factset.com/products-data/trading-solutions
4. Broadridge – https://www.broadridge.com/intl/financial-services/asset-management
5. Eze Eclipse – https://www.ezesoft.com/solutions/eze-eclipse-overview
6. FolioSure – https://www.acuitykp.com/beat/private-equity-venture-capital-portfolio-monitoring-tool/
7. INDmoney – https://www.indmoney.com/

 

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