Best Portfolio Management Software in 2026
Updated
81ranked
0free plans on this page
$159/molowest paid tier
10 Oct 2026last checked
Input list Portfolio Management Software 6 channels on this page · 21 of 48 spec lines stated by the makers
Ch Tool Free planPaid fromAsset class coveragePerformance reportingAllocation analysisRisk analysisTax-lot trackingMaximum portfolios Spec sheet Score
76 SEI Wealth Platform Free planNoPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisRisk analysisTax-lot trackingMaximum portfolios 3/8spec lines stated 5.6
77 BNY Performance Solutions Free planPaid fromAsset class coveragemulti asset alternativesPerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 4/8spec lines stated 5.6
78 Investment Account Manager Free planNoPaid fromAsset class coveragePerformance reportingYesAllocation analysisRisk analysisTax-lot trackingYesMaximum portfolios 3/8spec lines stated 5.4
79 P1 Platform Free planNoPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisYesRisk analysisTax-lot trackingYesMaximum portfolios 5/8spec lines stated 5.4
80 Backstop Solutions Free planPaid fromAsset class coveragemulti assetPerformance reportingYesAllocation analysisRisk analysisYesTax-lot trackingMaximum portfolios 3/8spec lines stated 5.4
81 Insightfolio Advisor Free planPaid fromAsset class coveragePerformance reportingYesAllocation analysisYesRisk analysisYesTax-lot trackingMaximum portfolios 3/8spec lines stated 5.3
Compare all 6 in a table
| # | Tool | Score | Free plan | Paid from | Asset class coverage | Performance reporting |
|---|---|---|---|---|---|---|
| 76 | SEI Wealth Platform | 5.6 | No | multi_asset | Yes | |
| 77 | BNY Performance Solutions | 5.6 | multi_asset_alternatives | Yes | ||
| 78 | Investment Account Manager | 5.4 | No | Yes | ||
| 79 | P1 Platform | 5.4 | No | multi_asset | Yes | |
| 80 | Backstop Solutions | 5.4 | multi_asset | Yes | ||
| 81 | Insightfolio Advisor | 5.3 | Yes |
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