Best Portfolio Management Software in 2025: Pricing, Reviews & Demo

Best Portfolio Management Software

(Showing 1 - 7 of 7 products)

Most PopularNewest FirstTop Rated Products

Compare

Invest Plus

InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, no matter how new they are to the ga... Read More About Invest Plus

Price On Request

Compare

Easy Life

Brand: Adit MicroSys

Easy Life is web based Personal Finance and portfolio management Software to manage family finances for Indian investors. The user experience is further en... Read More About Easy Life

Price On Request

Compare

iRecord - Portfolio Accounting

Brand: iRecord Infotech Solutions

iRecord is a stock market and portfolio management software for Indian investors. It is one of the most trusted stock market software for investment manag... Read More About iRecord - Portfolio Accounting

Price On Request

Compare

Moneycontrol Portfolio Manager

Brand: e-Eighteen

Moneycontrol Portfolio Manager is an Portfolio management software to supervise all your investments in one place. You can keep track of all your gains, d... Read More About Moneycontrol Portfolio Manager

Price On Request

Compare

Et Portfolio

Brand: Times Internet Limited

ET Portfolio is a portfolio management software for daily investors. Investment management software offers investors a great range of features. It assist... Read More About Et Portfolio

Price On Request

Portfolio Management Software Product List Top Banner - 1

Portfolio Management Software Product List Top Banner - 2

Compare

i4invest

Brand: i4invest

... Read More About i4invest

Price On Request

Compare

Allvue Systems

Brand: Allvue Systems

... Read More About Allvue Systems

Price On Request

Last Updated on : 20 Feb, 2025

Got any questions?

Ask Question from Real Users
or Software Experts

Ask Your Question

Portfolio Management Software Comparison

Invest Plus vs Easy Life

iRecord - Portfolio Accounting vs Moneycontrol Portfolio Manager

Looking for Portfolio Management Software that is:

Best Portfolio Management Software FAQ’s

Software questions,
answered

Portfolio management software is, in simple words, a modern digital tool for tracking performance and managing assets. It tracks assets and generates actionable reports. It can assist investors in making more informed and prudent financial decisions.

Portfolio management largely refers to the management of investments with the aim of achieving a certain financial goal. A simple example would be combining stocks, bonds, and real estate. It maximizes profit and reduces risks or hazards.

A PMS (Portfolio Management Service) helps manage investments for clients. It customizes investment strategies based on client preferences and goals. High-net-worth individuals often use it.

PPM (or profile portfolio management) tools help manage project portfolios efficiently. They track resources, timelines, and progress. These tools align projects with company goals and objectives.

PPM is used to organize and prioritize projects. It ensures projects meet deadlines and align with business goals. PPM helps allocate resources more effectively.

Businesses, project managers, and organizations are common users of PPM software. The advanced digital tool helps track multiple projects at the same time. Professional teams tend to rely on it for better coordination and efficiency.

The primary goal of PPM is to increase project success rates. It guarantees that initiatives are in line with business objectives and strategy. It also aids in efficient resource management.

Tools like InvestPlus, Morningstar, and Easy Life are popular for portfolio management. They help investors track performance and manage investments. These tools typically offer or come packed with a range of great features.