Fund Manager
Fund Manager is a robust portfolio management software that provides users with insightful reports and graphical representations of their investments. Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and investment advisors, empowering them to effectively manage and analyze their investment portfolios.
Top Fund Manager Alternatives
Clear Street Studio
Modernizing the brokerage ecosystem, Clear Street Studio offers an API-first platform designed for active traders, hedge funds, and asset managers.
Portfolio Trader
Designed for both professional traders and casual investors, this app offers robust tools for managing stock portfolios.
Kavout
An innovative AI investing platform, Kavout offers tools like the AI Stock Picker, InvestGPT, and Kai Score to help investors identify high-potential stocks and cryptocurrencies.
MyStockPortfolio
Designed for stockpickers, this online platform provides robust tools for portfolio management, dividend research, and REIT analysis.
Benzinga Pro
Equipped with real-time insights and alerts, this stock portfolio management software empowers investors to trade with confidence.
Toggle
Reflexivity, formerly known as Toggle AI, revolutionizes investment analysis with its Toggle Terminal, allowing users to effortlessly pose questions in natural language.
Morningstar Office Cloud
It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment...
HiddenLevers
By generating tailored proposals, advisors can present insights on risk profiles, fee structures, and asset...
Solvas|Portfolio
Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities...
Private Wealth Systems
By seamlessly aggregating data from over 400 sources globally, it ensures data integrity and reporting...
EquityStat
Users can effortlessly analyze individual investments and overall portfolio performance, including annualized returns and dividend...
Co-Pilot
It seamlessly integrates portfolio and order management, featuring advanced order routing and a robust API...
Tamarac
Its features include a client portal, interactive reporting, customizable PDFs, and budgeting tools...
PortfolioShop
With a robust valuation engine, daily reconciliation, and extensive reporting capabilities, it transforms transactional data...
Write-Up
This software simplifies tracking, recording, and reporting of stock transactions for trusts, estates, and holding...
Top Fund Manager Features
- Multi-version availability
- Comprehensive investment reports
- Advanced graphing capabilities
- Intuitive user interface
- Customizable portfolio tracking
- Real-time market data integration
- Performance benchmarking tools
- Asset allocation analysis
- Tax optimization features
- Automatic transaction importing
- Secure data encryption
- Custom alerts and notifications
- Risk assessment tools
- Dividend tracking and analysis
- Detailed transaction history
- Client reporting for advisors
- Multi-currency support
- Portfolio performance analytics
- Scheduled reporting options
- Integration with third-party tools
Top Fund Manager Alternatives
- Clear Street Studio
- Portfolio Trader
- Kavout
- MyStockPortfolio
- Benzinga Pro
- Toggle
- Morningstar Office Cloud
- HiddenLevers
- Solvas|Portfolio
- Private Wealth Systems
- EquityStat
- Co-Pilot
- Tamarac
- PortfolioShop
- Write-Up
