Explore the top 8 portfolio asset management software platforms to streamline investment tracking, performance analysis, and reporting. Compare features, pricing, and more to find the best fit.

Jul 25, 2025 · The portfolio management software suits RIA firms that handle high-net-worth and complex assets, such as alternative investments. Here are some of the platform’s key features:

Dec 2, 2025 · The best portfolio management apps make it easy to integrate your assets, track progress toward financial goals, and visualize performance. The Forbes Advisor team analyzed the most …

Apr 16, 2025 · The platform is particularly valuable for managing complex portfolios with private investments and alternative strategies. Addepar tracks over US$7tn in assets for more than 1,200 …

TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management and risk management.

May 25, 2025 · Masttro: A global wealth platform excelling in consolidating complex, multi-asset class portfolios, including alternatives, with strong data security. Koyfin Advisor Pro: A powerful financial …

Addepar is a versatile and scalable wealth management platform designed to aid financial advisors, family offices, and wealth managers in managing complex investment portfolios for their clients. Let's …

7 of the Best Wealth Management Software Platforms on the Market: 1. Masttro 2. Addepar 3. SS&C Black Diamond 4. Altoo 5. Landytech 6. Canoe 7. Arch Investment portfolio management has …

Discover the top 8 best portfolio management apps for comprehensive financial tracking and investment analysis.

Wealth Managers Simplify complexity. Deliver excellence. View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate …