Best Portfolio Management Software
Best names on the list of the most popular portfolio management software are MProfit, iRecord, and MEAU. Portfolio management tools are used to centralize the functions of the entire project across the entire work.
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List of 20 Best Portfolio Management Software
TeamGantt is a project management system for natural and nice project planning and team communication. It provides functionalities i.e allow multiple projects, simple for staff members, attractive presentation, upload file, conversations and connections with time tracking system. Read TeamGantt Reviews
Starting Price: Available on Request
Recent Review
"We would say it is the best project management software available in the market." - Satyanarayana K B
Airtable is the solution for CRM to manage all-in-one with powerful features. It suits for such business like entertained, restaurant and hotels. It is very accurate and flexible software that delete all the duplication itself and integration with social media for secure communication. Read Airtable Reviews
Starting Price: Available on Request
Recent Review
"eased my professional work" - nikhil sachan
Todoist is highly-customizable project management software. It helps you automate sales pipeline, track budget, manage your resources, keep a track on the progress of the project and so on. This software automates workflow helping you work better. Read Todoist Reviews
Starting Price: Available on Request
Recent Review
"Useful" - Tilak Vaidya
Category Champions | 2023
MProfit is India’s leading portfolio management solution catering to investors, wealth managers, family offices, brokers, and chartered accountants. Read MProfit Reviews
Starting Price: Available on Request
Recent Review
"Review for MProfit" - Ahmad Junaid
| Pros | Cons |
|---|---|
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MProfit has a really helpful support team and solves our issues promptly. The way they handled my issues has made me their permanent customer |
Currently, no issues as such. The software works just fine. |
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Income Tax Format Reporting. |
Just one suggestion, they can make a Instruction CD with on hand training. Even a 2-3 hours of classroom instruction will help get lots of mileage out of this huge software platform. |
InsureCRM is an agile CRM software for insurance industry that caters to the specific needs of insurers, brokers, and customers alike. It is an excellent tool for maintaining customer-centricity. Schedule a free consultation to know how you can derive its benefits. Read InsureCRM Reviews
Starting Price: Available on Request
Recent Review
"Good Tool to Improve Customer Experience" - Bell Johnston
| Pros | Cons |
|---|---|
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The CRM insurance software is easy to use, customizable and provides marketing automation capabilities. |
Cannot think of any at the moment. InsureCRM is a productive platform. |
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Efficient marketing automationSmall learning curveEase of useGood technical support offered by the vendor |
The software meets all of our expectations and we have no complaints so far. |
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Ecogreen is retail business chain management software. This system takes care of all the operations of Retail chains such as a Sales, Purchase, Order processing, Sales returns, Purchase Returns, Stock transfers. Read Ecogreen Reviews
Starting Price: Available on Request
| Pros | Cons |
|---|---|
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useless software |
useless software |
Contenders | 2023
Sharesight is cloud investment portfolio tracking software. Sharesight automatically calculates the performance of your overall portfolio and individual shares on the fly. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages. Read Sharesight Reviews
Starting Price: Available on Request
Recent Review
"Portfolio management is easy with Sharesight" - Gaurav Patel
Emergents | 2023
Know your best and worst investments at a glance with the help of Portfolio Manager at Moneycontrol who tracks all your investments, cash flow and assets through live price updates. Read Moneycontrol - Portfolio Manager Reviews
Starting Price: Available on Request
| Pros | Cons |
|---|---|
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Really good software which keeps me well updated about everything. Certainly a must have for all investors who are looking to invest wisely. Superb app! Keeps me well updated on a daily basis with all the latest feeds. |
A little simpler interface along with may be a tutorial to make it more user friendly for first timers. Maybe simpler user interfaces and making it a little more user-friendly would help. |
Category Champions | 2023
MEAU stands for Me App Url is an All-In-One digital platform that helps internet users to introduce yourself and build a network in a safe, peaceful, and professional environment. Read MEAU Reviews
Starting Price: Available on Request
Recent Review
"It's the best tool for creating your own digital presence" - Vineet kesharwani
| Pros | Cons |
|---|---|
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The awesome features that it offers. |
I didn't find anything that needs to be improved. |
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There Security System, you can only share your particular type of detail with a particular type of user. |
Their Designing part can be improve. |
Medico Samples,Gifts & Promotional Inputs Software
Excel specializes in Sales and distribution, logistics planning, secondary sales, product management, Sample and Gifts distribution and allied modules for the pharmaceutical industry. We have over 18 years of experience in Pharmaceutical enterprise software systems. Read Medico SG (Samples & Gifts) Reviews
Starting Price: Available on Request
Recent Review
"The interface is quite user-friendly" - Jyanti Bikadiya
Medical billing, reporting, and handling made easy with Meddoz. Stay in charge of your pharmacy operations with Meddoz's suite of efficient operations and reporting modules. Manage expenses, settlements, complaints, and accounts from a single touchpoint. Read Meddoz Reviews
Starting Price: Starting Price: $9.86 Per Month
Recent Review
"Best Pharmacy Software - Meddoz." - Anandh Krishnan
| Pros | Cons |
|---|---|
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Easy to use. So many features & reports. |
Nothing. |
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Easy to Use |
Nothing |
Contenders | 2023
A Software for Indian Investing Community
i-Record is a Complete Solution to Share Accounting and Portfolio Management used by Investors, traders, corporates, CA & Family offices, Consultants etc. to manage multiple Asset Categories such as Stocks, Commodities, MF, Bonds and Others. Read iRecord Portfolio Management & Accounting Reviews
Starting Price: Starting Price: $240.97 Onetime (+AMC/Yr)
| Pros | Cons |
|---|---|
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absolutely nothing |
first the owner n his team should improve with thier arrogant n rude behaviour |
Emergents | 2023
My NSE is a personalised Portfolio Manager that allows you to create your portfolio online and match it against the live market rates. Portfolio Manager is a tool that allows you to value your holdings online. Read MyNSE Portfolio Reviews
Starting Price: Available on Request
Recent Review
"MY NSE" - KRISHNA MOHAN C
| Pros | Cons |
|---|---|
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The data columns like last Traded Price, 52 wk High/Low, % of investments of each company etc. |
1) BSE shares also to be captured. Some shares trades only in BSE. Hence without BSE shares this tool is incomplete. |
SwilERP is a leading retail pharmacy software that aims to give intelligent business solutions. The software has various feature sets that boost the retail pharmacy system's agility, increase productivity, decrease inefficiency, and take control of your business. Read SwilERP Reviews
Starting Price: Starting Price: $100 Full Licence/ Single-User
Recent Review
"Advanced retail pharmacy billing software" - Shivam
| Pros | Cons |
|---|---|
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Simple to use, flexible, multiple billing options, custom invoices, excellent customer support system, customizable, and within budget software solution. |
As it is a SWIL software product, it is not fully customizable. |
WorkOtter is a fully featured Project Management Software designed to serve Agencies, Enterprises. WorkOtter provides end-to-end solutions designed for Windows. This online Project Management system offers Portfolio Management, Product Roadmapping, Filtered Search, Collaboration, Capacity Management at one place. Read WorkOtter Reviews
Starting Price: Starting Price: $10 Per Month
Recent Review
"The most advanced project management software" - Mohamed Benmansour
| Pros | Cons |
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WorkOtter is a powerful tool that helps individuals of all ages and ability levels be more productive. WorkOtter is designed to help everybody, who needs to stay organized, get more done and decrease your stress levels, enhance your productivity and improve your work performance. |
The WorkOtter project is an attempt to provide a better way to interact with resource management processes in general, but it is not easy to explain the complex processes to managers. |
Emergents | 2023
InvestPlus helps you in managing all your accounting, investments and income tax related requirements. It is a personal finance and finance management software. It has different modules like Personal Accounting, Assets Management, Loan Management, Investment Management, Income Tax Preparation, Personal Organizers etc. Read Invest Plus Reviews
Starting Price: Starting Price: $13.88 Per Year
Recent Review
"it is really excellent" - Avinash Vaghela
High Performer | 2023
Triskell PPM Factory for Business Portfolio
Triskell PPM Factory allows you to define the exact Portfolio Management Solution you need. Support any Changes in the Organization. With Triskell PPM-Factory business users can easily configure and re-configure on the go, Triskell PPM-Factory, to encapsulate strategy and business processes in a unique multi-organization and multi portfolios environment. Read Triskell PPM Factory Reviews
Starting Price: Available on Request
Recent Review
"Fantastic Project Portfolio Management Software" - Christophe Borlat
Emergents | 2023
Easy Life is web based Personal Finance and portfolio management Software to manage family finances for Indian investors. The user experience is further enhanced with the help of mobile applications on Android and iPhone. Read Easy Life Reviews
Starting Price: Starting Price: $55.56 User/Year
Recent Review
"Best Portfolio management software" - Madhura Paradkar
Contenders | 2023
Software by Azentio Software Pvt Ltd
Quantis is a multi-currency treasury application for asset managers, insurers and pension fund managers. It offers end-to-end Investment Management Operations. Strong user-defined compliance rules and workflow are integral to the product. Read Quantis - Asset and Wealth Management Reviews
Starting Price: Available on Request
Recent Review
"Best financial advisor" - Nila Sharma
Contenders | 2023
Invrep.co provides a suite of services to small companies (startups and SMEs) as well as investors (angel and VC) Read Invrep Reviews
Starting Price: Available on Request
Recent Review
"Customizable and a great way to keep a tab on investment & find future holdings options. " - Peter Burke
Recent Review
Until 31st Mar 2023
What is Portfolio Management Software?
Portfolio management software is designed and developed to create a solid profile strategy for keeping track of the various business projects, thus facilitating the better manageability of multiple projects for enhanced performance and higher success rate. This software is an integration of cloud based technology and smart enterprise solutions and provides comprehensive details on the sustainability of the different projects under consideration. This software is highly favored by IT businesses, Consulting Agencies, HR Departments, Marketing Corporations, etc.
What is the Purpose of Portfolio Management Software in your Business?
The basic purpose of the software is to ensure better manageability of multiple projects with the integration of latest technologies in compliance with the current market standards. It also helps develop a strong profile strategy for greater ease of monitoring of the corresponding projects and derive crucial data for incorporation in various technical domains.
This provides a potential platform for exercising various business objectives and generates data for analysis purposes. This software is highly recommended for businesses with a greater influx of projects and is deemed highly necessary for implementing greater ease of functionality.
What are the key Features of Portfolio Management Software?
- Comprehensive data analysis and report generation with reference to various projects.
- Seamless implementation of records for mapping of the projects with the given timeline.
- Customized functionality and widgets for personalization purposes.
- Creative and smart design solutions in terms of the user interface.
- Reduced time complexity compared to manual project management strategies.
- Optimization features for connecting and integrating the various teams handling the project.
- Robust solutions in terms of documentation of the various aspects of the project lifecycle.
- Accurate metric systems.
- Highly optimized visual representation for better understanding of the project specifications and the various phases.
- Comparative analysis features for determining the growth curve of the organization.
- Cross platform synchronization for better compatibility criteria.
- Full time support systems for hassle proof experience while handling the software.
- Mobile accessibility features for tracking the status of the projects on the go.
- Suggestible decision making features in compliance with the current statistics and the market standards.
- Incorporation of external technologies and cloud computing for better performance.
- Customized alert systems and email notifications for handling the project as per the deadlines.
- Real time updation of data and feedback solutions for enhanced user experience.
- Highly organized project data in a variety of categories for easy retrieval and application in future projects.
What Things to Keep in Mind While Buying Portfolio Management Software?
- Incorporation of cloud technology is quite an essential element to look for while buying this software.
- Make sure that the interface is highly user friendly and has better ease of navigation.
- Always check for the compatibility factors of the given software with reference to your device.
- Make sure that the essential modules are in compliance with the latest market trends and updated with the latest technologies.
- Do check for the time complexity of the software to ensure increased performance on a larger scale.