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
$1/molowest paid tier
9 Oct 2026last checked
Portfolio Management Software, one module each. A lit port is something its maker publishes; 0 of the 25 on this page have a public API.
- 51 MyVest Strategic Portfolio System API not on recordOSS not on recordFREE not on recordDOCS 6.0
- 52 Morningstar Investor API not on recordOSS not on recordFREE not on recordDOCS 6.0$20.75/mo
- 53 Masttro API not on recordOSS not on recordFREE not on recordDOCS 6.0
- 54 Portfolio Visualizer API not on recordOSS not on recordFREE yesDOCS 5.8$30/mo
- 55 Ghostfolio API not on recordOSS not on recordFREE yesDOCS 5.8Free
- 56 Allocare AMS API not on recordOSS not on recordFREE not on recordDOCS 5.7
- 57 Quicken API not on recordOSS not on recordFREE not on recordDOCS 5.7$3.99/mo
- 58 Advisor360° CRM API not on recordOSS not on recordFREE not on recordDOCS 5.7
- 59 SS&C Advent Axys API not on recordOSS not on recordFREE not on recordDOCS 5.7
- 60 Privé Technologies API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 61 Croesus Advisor API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 62 Profile Asset Management API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 63 Infront Portfolio Manager API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 64 CircleBlack Portfolio Reporting API not on recordOSS not on recordFREE not on recordDOCS 5.4$550/mo
- 65 FNZ Portfolio Manager API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 66 Asset Class API not on recordOSS not on recordFREE not on recordDOCS 5.4$1/mo
- 67 Allocate API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 68 AssetBook Pulse API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 69 Assetgrip API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 70 SEI Wealth Platform API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 71 eFront Invest API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 72 BNY Performance Solutions API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 73 PORTIA API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 74 Fund Manager API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 75 Backstop Solutions API not on recordOSS not on recordFREE not on recordDOCS 4.9
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|---|---|
| 51 | MyVest Strategic Portfolio System | 6.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 52 | Morningstar Investor | 6.0 | No | $20.75/mo | No | — | multi_asset | Yes |
| 53 | Masttro | 6.0 | No | — | — | — | multi_asset_alternatives | Yes |
| 54 | Portfolio Visualizer | 5.8 | Free plan | $30/mo | Yes | — | multi_asset | Yes |
| 55 | Ghostfolio | 5.8 | Free plan | Free | Yes | — | multi_asset_alternatives | Yes |
| 56 | Allocare AMS | 5.7 | No | — | — | — | multi_asset_alternatives | Yes |
| 57 | Quicken | 5.7 | No | $3.99/mo | No | Free | Stocks, ETFs, mutual funds, bonds, and cryptocurrency | Yes |
| 58 | Advisor360° CRM | 5.7 | No | — | — | — | — | — |
| 59 | SS&C Advent Axys | 5.7 | No | — | — | — | multi_asset | Yes |
| 60 | Privé Technologies | 5.6 | No | — | — | — | multi_asset_alternatives | Yes |
| 61 | Croesus Advisor | 5.6 | No | — | — | — | multi_asset | Yes |
| 62 | Profile Asset Management | 5.5 | No | — | — | — | multi_asset_alternatives | Yes |
| 63 | Infront Portfolio Manager | 5.4 | No | — | — | — | multi_asset | Yes |
| 64 | CircleBlack Portfolio Reporting | 5.4 | No | $550/mo | No | — | multi_asset | Yes |
| 65 | FNZ Portfolio Manager | 5.4 | No | — | — | — | multi_asset_alternatives | — |
| 66 | Asset Class | 5.4 | No | $1/mo | No | $99/user/mo | multi_asset_alternatives | Yes |
| 67 | Allocate | 5.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 68 | AssetBook Pulse | 5.3 | No | — | — | — | multi_asset_alternatives | Yes |
| 69 | Assetgrip | 5.2 | No | — | — | — | multi_asset_alternatives | Yes |
| 70 | SEI Wealth Platform | 5.1 | No | — | No | — | multi_asset | Yes |
| 71 | eFront Invest | 5.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 72 | BNY Performance Solutions | 5.1 | No | — | — | — | multi_asset_alternatives | Yes |
| 73 | PORTIA | 5.1 | No | — | — | — | multi_asset | Yes |
| 74 | Fund Manager | 5.0 | No | — | No | — | multi_asset | Yes |
| 75 | Backstop Solutions | 4.9 | No | — | — | — | multi_asset | Yes |
More in Finance & Accounting
All finance & accounting listsPersonal Finance Software 181Personal Tax Software 123Tax Compliance Software 109Accounts Payable Software 98Financial Planning & Analysis Software 89Invoicing software 85Scenario Planning Software 85Money Transfer Apps 82Bookkeeping Software 76Payment Processing Software 71Bank Connectivity Software 70Fund Accounting Software 69