★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Wednesday, June 24, 2026
Best Investment Management Software
Community-ranked investment management software for wealth teams ordered by net upvotes with starred picks breaking close calls.
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Not enough? Explore the full directory of 304 tools or discover other rankings recommended by investors.
Top 10 picks
10 picks- 1
Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.
List votesPricing: Free • From $39/moPlatforms: Web, Mobile - 2
Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.
List votesPricing: Free • From $25/moPlatforms: Web, API, Desktop - 3
Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office style users who need one balance-sheet view across bank accounts, brokerages, crypto, real estate, private-company equity, alternatives, documents, beneficiaries, and multiple currencies. It supports global account aggregation, scenario modeling, document storage, estate handoff workflows, white-label advisor portals, and a first-party API. It is tracking and reporting software, not a broker, tax engine, trading/rebalancing execution system, or free personal-finance app.
List votesPricing: From $250/yrPlatforms: Web, Mobile, Desktop, API - 4
YCharts is an advisor- and asset-manager-focused investment research, portfolio analytics, proposal, reporting, and client-communication platform. It is strongest for professionals who need client-ready charts, comparison tables, model portfolios, portfolio optimization, scenarios, stress tests, Monte Carlo analysis, Excel workflows, proposal generation, and firm sharing controls. Public pricing is sales-led on the current plans page, with several datasets and modules represented as add-ons. YCharts is not built as a casual free screener, brokerage account, or low-cost consumer portfolio tracker.
List votesPricing: From $3000/yrPlatforms: Web, Desktop - 5
Addepar is an enterprise wealth and investment management platform for RIAs, family offices, private banks, asset managers, and institutions that need multi-asset portfolio accounting, reporting, trading, client portals, alternatives workflows, APIs, and firm-wide data infrastructure. It is strongest as a professional portfolio system of record, not a self-serve retail research app, and pricing, modules, integrations, market data, and implementation scope are sales-led.
List votesPricing: Contact for pricingPlatforms: Web, Mobile, API - 6
Envestnet Wealth Management Platform is an enterprise wealthtech ecosystem for RIAs, broker-dealers, banks, asset managers, and fintechs. Use it when a firm needs advisor workflows across planning, proposals, trading, reporting, billing, client portals, data, APIs, and integrations rather than a self-directed investing app.
List votesPricing: Contact for pricingPlatforms: Web, Mobile, API - 7
Masttro is an enterprise wealth operating system for UHNW families, single-family offices, multi-family offices, RIAs, private banks, and professional-services firms that need consolidated reporting across custodians, entities, currencies, alternatives, documents, compliance, client portals, and AI-assisted workflows. It is built for complex wealth operations, not self-directed retail portfolio tracking. Pricing is quote-based, fixed annual licensing rather than AUM-based, and evaluation normally requires a demo and implementation scoping.
List votesPricing: SubscriptionPlatforms: Web, Mobile, API - 8
Orion Advisor Tech is an enterprise advisor-technology platform for RIAs and wealth firms that need portfolio accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk analytics, client portals, APIs, and data infrastructure under one operating stack. Search demand around advisor tech platforms and RIA portfolio accounting is highly commercial, so the right positioning is firm infrastructure rather than retail investing software. Public stack pricing starts in the five figures per year and module access depends on the selected Orion Stack or standalone products. It is not a self-serve portfolio tracker, consumer research app, discount broker, or low-cost tool for individual investors.
List votesPricing: From $275/moPlatforms: Web, Mobile, API - 9
Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and asset types, not for placing trades, running intraday trading dashboards, or replacing a tax professional in complex filings.
List votesPricing: Free • Paid plans availablePlatforms: Web, Mobile, API - 10
SS&C Black Diamond Wealth Solutions is an enterprise wealth-management platform for RIAs, broker-dealers, family offices, banks, and trust teams that need portfolio accounting, performance reporting, client portals, billing, trading and rebalancing, data aggregation, APIs, compliance, alternatives, trust services, and modular operations support. It is strongest for advisory firms running complex client books, but pricing is sales-led and many capabilities are separately scoped modules rather than a lightweight retail portfolio app.
List votesPricing: Contact for pricingPlatforms: Web, Mobile, API
Prefer free investment management software?
See the 3 investment management software products with durable free access for reporting, model portfolios, portfolio accounting, analytics, or exports.
Explore free investment management softwareBest Investment Management Software FAQ
What belongs on this investment management software page?
This page is for advisor, RIA, family-office, and wealth-team software used for client reporting, portfolio accounting, model portfolios, householding, billing, analytics, and multi-entity management.
How is this different from investment portfolio trackers?
Investment portfolio trackers are usually personal or retail tools for monitoring accounts and assets. Investment management software is built for professional workflows, client reporting, portfolio accounting, model portfolios, and team operations.
Are retail portfolio apps included?
Only when they can support advisor-style reporting, analytics, exports, or multi-entity workflows. Personal trackers without professional investment management features belong on portfolio tracker pages.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.