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
2free plans on this page
$3.99/molowest paid tier
9 Oct 2026last checked
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 51 Wealthica API iPhone + Android RecognisedPhone appDocumentedFree plan 6.5
- 52 Performativ No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 53 MyVest Strategic Portfolio System No phone app RecognisedPhone appDocumentedFree plan 6.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 54 JStock Android only RecognisedPhone appDocumentedFree plan 6.3 Asset class coverage: single_assetPerformance reporting: Yes
- 55 Portfolio Visualizer No phone app RecognisedPhone appDocumentedFree plan 6.2$30/mo Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 56 Allocare AMS No phone app RecognisedPhone appDocumentedFree plan 6.0 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 57 Quicken No phone app RecognisedPhone appDocumentedFree plan 6.0$3.99/mo Asset class coverage: Stocks, ETFs, mutual funds, bonds, and cryptocurrencyPerformance reporting: YesAllocation analysis: Yes
- 58 Linedata Global Hedge No phone app RecognisedPhone appDocumentedFree plan 6.0
- 59 SS&C Advent Axys No phone app RecognisedPhone appDocumentedFree plan 6.0 Asset class coverage: multi_assetPerformance reporting: Yes
- 60 Freehold No phone app RecognisedPhone appDocumentedFree plan 6.0$29/mo Asset class coverage: single_assetPerformance reporting: Yes
- 61 Privé Technologies No phone app RecognisedPhone appDocumentedFree plan 5.9 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 62 Croesus Advisor No phone app RecognisedPhone appDocumentedFree plan 5.9 Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 63 Seraf No phone app RecognisedPhone appDocumentedFree plan 5.8$50/mo Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 64 Profile Asset Management No phone app RecognisedPhone appDocumentedFree plan 5.7 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 65 FINBOURNE LUSID No phone app RecognisedPhone appDocumentedFree plan 5.7
- 66 Infront Portfolio Manager No phone app RecognisedPhone appDocumentedFree plan 5.6 Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
- 67 AssetBook Pulse No phone app RecognisedPhone appDocumentedFree plan 5.6 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 68 FNZ Portfolio Manager No phone app RecognisedPhone appDocumentedFree plan 5.6 Asset class coverage: multi_asset_alternatives
- 69 Allocate No phone app RecognisedPhone appDocumentedFree plan 5.5 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 70 Assetgrip No phone app RecognisedPhone appDocumentedFree plan 5.4 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 71 SEI Wealth Platform No phone app RecognisedPhone appDocumentedFree plan 5.3 Asset class coverage: multi_assetPerformance reporting: Yes
- 72 eFront Invest No phone app RecognisedPhone appDocumentedFree plan 5.3 Asset class coverage: multi_asset_alternativesPerformance reporting: Yes
- 73 BNY Performance Solutions No phone app RecognisedPhone appDocumentedFree plan 5.3 Asset class coverage: multi_asset_alternativesPerformance reporting: YesAllocation analysis: Yes
- 74 PORTIA No phone app RecognisedPhone appDocumentedFree plan 5.3 Asset class coverage: multi_assetPerformance reporting: Yes
- 75 Fund Manager No phone app RecognisedPhone appDocumentedFree plan 5.2 Asset class coverage: multi_assetPerformance reporting: YesAllocation analysis: Yes
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 51 | Wealthica API | 6.5 | No | — | — | — | — | — |
| 52 | Performativ | 6.4 | No | — | — | — | multi_asset_alternatives | Yes |
| 53 | MyVest Strategic Portfolio System | 6.4 | No | — | — | — | multi_asset_alternatives | Yes |
| 54 | JStock | 6.3 | No | — | Yes | — | single_asset | Yes |
| 55 | Portfolio Visualizer | 6.2 | Free plan | $30/mo | Yes | — | multi_asset | Yes |
| 56 | Allocare AMS | 6.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 57 | Quicken | 6.0 | No | $3.99/mo | No | Free | Stocks, ETFs, mutual funds, bonds, and cryptocurrency | Yes |
| 58 | Linedata Global Hedge | 6.0 | No | — | — | — | — | — |
| 59 | SS&C Advent Axys | 6.0 | No | — | — | — | multi_asset | Yes |
| 60 | Freehold | 6.0 | Free plan | $29/mo | Yes | — | single_asset | Yes |
| 61 | Privé Technologies | 5.9 | No | — | — | — | multi_asset_alternatives | Yes |
| 62 | Croesus Advisor | 5.9 | No | — | — | — | multi_asset | Yes |
| 63 | Seraf | 5.8 | No | $50/mo | No | — | multi_asset_alternatives | Yes |
| 64 | Profile Asset Management | 5.7 | No | — | — | — | multi_asset_alternatives | Yes |
| 65 | FINBOURNE LUSID | 5.7 | No | — | — | — | — | — |
| 66 | Infront Portfolio Manager | 5.6 | No | — | — | — | multi_asset | Yes |
| 67 | AssetBook Pulse | 5.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 68 | FNZ Portfolio Manager | 5.6 | No | — | — | — | multi_asset_alternatives | — |
| 69 | Allocate | 5.5 | No | — | — | — | multi_asset_alternatives | Yes |
| 70 | Assetgrip | 5.4 | No | — | — | — | multi_asset_alternatives | Yes |
| 71 | SEI Wealth Platform | 5.3 | No | — | No | — | multi_asset | Yes |
| 72 | eFront Invest | 5.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 73 | BNY Performance Solutions | 5.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 74 | PORTIA | 5.3 | No | — | — | — | multi_asset | Yes |
| 75 | Fund Manager | 5.2 | No | — | No | — | multi_asset | Yes |
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