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Best Portfolio Management Software in 2026

Updated

81 portfolio management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.

81ranked
4free plans on this page
$1.67/molowest paid tier
4 Oct 2026last checked

Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score

  1. 26 Bloomberg AIM No phone app RecognisedPhone appDocumentedFree plan 7.4 Asset class coverage: U.S. and international equities; fixed income; FX; listed equity options; futures; OTC derivativesPerformance reporting: Yes
  2. 27 Fundwave iPhone + Android RecognisedPhone appDocumentedFree plan 7.3$800/mo
  3. 28 SimCorp One No phone app RecognisedPhone appDocumentedFree plan 7.1 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  4. 29 Allvue Investment Management No phone app RecognisedPhone appDocumentedFree plan 7.1 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  5. 30 SS&C Advent Geneva No phone app RecognisedPhone appDocumentedFree plan 7.0 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  6. 31 Addepar No phone app RecognisedPhone appDocumentedFree plan 7.0 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  7. 32 FundCount No phone app RecognisedPhone appDocumentedFree plan 7.0$1204.17/mo Performance reporting: Yes
  8. 33 Dynamo CRM & Deal Management iPhone + Android RecognisedPhone appDocumentedFree plan 7.0
  9. 34 CGI Wealth360 Portfolio Management No phone app RecognisedPhone appDocumentedFree plan 6.9 Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
  10. 35 rotki No phone app RecognisedPhone appDocumentedFree plan 6.9€9/mo
  11. 36 Advyzon No phone app RecognisedPhone appDocumentedFree plan 6.8 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  12. 37 PortfolioPilot No phone app RecognisedPhone appDocumentedFree plan 6.8$1.67/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  13. 38 Aladdin Accounting No phone app RecognisedPhone appDocumentedFree plan 6.7 Performance reporting: Yes
  14. 39 AlternativeSoft No phone app RecognisedPhone appDocumentedFree plan 6.7 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  15. 40 KeeSense No phone app RecognisedPhone appDocumentedFree plan 6.6 Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
  16. 41 Corporater Investment Portfolio Management No phone app RecognisedPhone appDocumentedFree plan 6.6 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  17. 42 Charles River IMS No phone app RecognisedPhone appDocumentedFree plan 6.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  18. 43 TokenPad iPhone + Android RecognisedPhone appDocumentedFree plan 6.5 Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
  19. 44 Performativ No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  20. 45 Clearwater Analytics No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
  21. 46 MyVest Strategic Portfolio System No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
  22. 47 Portfolio Performance iPhone + Android RecognisedPhone appDocumentedFree plan 6.3$2.08/mo Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
  23. 48 JStock Android only RecognisedPhone appDocumentedFree plan 6.3 Asset class coverage: single_assetPerformance reporting: Yes
  24. 49 Morningstar Investor No phone app RecognisedPhone appDocumentedFree plan 6.2$20.75/mo Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
  25. 50 Portfolio Visualizer No phone app RecognisedPhone appDocumentedFree plan 6.2$30/mo Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes

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