
Fund Manager
Fund Manager offers robust portfolio management software tailored for individual investors, professional traders, and investment advisors. With versions designed for varying needs, users can seamlessly track an array of investments, including stocks and bonds. Enhanced by tutorials and a fully functional evaluation version, it simplifies portfolio tracking for informed decision-making.
Top Fund Manager Alternatives
StockCentral
For stockpickers seeking an edge, powerful tools and reliable data are essential.
Pebble Finance
Pebble Finance empowers investors and financial services firms by transforming portfolio analysis from a time-consuming task into an efficient process.
ATrad
Exceptional enterprise software solutions are delivered through a blend of expertise and structured processes, ensuring reliability and innovation.
PORTAX After-Tax Portfolio Analysis
PORTAX After-Tax Portfolio Analysis offers sophisticated optimization and asset allocation tools for investors.
NetWorth Advising Platform
Designed for RIA firms, NetWorth Advising Platform enhances operational efficiency and client engagement.
RiskSmith
RiskSmith empowers investors to make informed decisions with an intuitive stock portfolio management tool.
PortfolioShop
With a robust valuation engine, daily reconciliation, and extensive reporting capabilities, it transforms transactional data...
Co-Pilot
It seamlessly integrates portfolio and order management, featuring advanced order routing and a robust API...
Nuvestan
With quick links to financial accounts and secure data protection, it enables users to track...
Private Wealth Systems
By seamlessly aggregating data from over 400 sources globally, it ensures data integrity and reporting...
INDATA iPM Portfolio Architect AI
It streamlines workflows for traders, portfolio managers, and compliance officers, enhancing efficiency and automation...
HiddenLevers
By generating tailored proposals, advisors can present insights on risk profiles, fee structures, and asset...
MarketGrader
By leveraging big-data technology, it provides daily updates on company ratings, focusing on Growth, Value...
Toggle
This innovative platform combines advanced analytics with an intuitive interface, enabling users to explore thousands...
Top Fund Manager Features
- Personal
- Professional
- Advisor versions
- Fully functional evaluation version
- Side-by-side feature comparison
- Comprehensive transaction history tracking
- Supports multiple investment types
- Tracks stocks and mutual funds
- Records advanced transaction types
- Long and short position support
- User-friendly interface
- Detailed graphs and reports
- Extensive tutorials available
- Getting started tutorial
- Licensed copy purchase option
- Customizable portfolio management
- Performance tracking tools
- Investment advisor support
- Automated reporting features
- Alerts and notifications system
- Data import/export capabilities
Top Fund Manager Alternatives
- StockCentral
- Pebble Finance
- ATrad
- PORTAX After-Tax Portfolio Analysis
- NetWorth Advising Platform
- RiskSmith
- PortfolioShop
- StockMarket Plus
- Co-Pilot
- Nuvestan
- Private Wealth Systems
- INDATA iPM Portfolio Architect AI
- HiddenLevers
- MarketGrader
- Toggle