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Best Portfolio Management Software 2026
52
Advisor360° CRM
AndroidiPhone & iPadWeb+1 — Record4.7 Visit Wealth CRM that organizes household records by people, accounts, relationships and activity on web, iOS and Android.
55
Profile Asset Management
AndroidiPhone & iPadWeb+2 — Record4.5 Visit Multi-asset portfolio management software with performance and allocation analysis on web, mobile and self-hosted systems.
58
Ghostfolio
AndroidWebSelf-hosted Free plan Record4.2 Visit Open-source personal finance dashboard with multi-asset performance, allocation and risk analysis on web and self-hosted systems.
62
Dynamo CRM & Deal Management
AndroidiPhone & iPadWeb+1 $1 a year Record4.0 Visit Dynamo suits investment teams in private capital markets that need to manage deals and relationships across the investment lifecycle.
64
SS&C Advent Axys
Windows — Record3.9 Visit Axys suits asset managers, wealth managers, family offices, and investment firms needing portfolio accounting and reporting on Windows.
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