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The Best Portfolio Management Software for Financial Advisors

If you’re a financial advisor looking to streamline, scale, and grow your business, it’s imperative to utilize the best portfolio management softwares. In this post, we will discuss some of the best portfolio management software options available to financial advisors.

Best portfolio management software for advisors

Financial advisor using portfolio management software for alternative investments.
Source: Unsplash


Addepar is a wealth management software solution for financial advisors specializing in data aggregation, analytics, and portfolio reporting. Addepar offers integrated solutions to enhance workflow, streamline billing, and integrates with external applications.


Orion Advisor Technology software has extensive integration options, a collaborative, multi-channel experience, a compliance suite to help scale regulatory procedures, and more. Orion serves independent advisors, banks, broker-dealers, and more.

An automated data solution for financial advisors and their clients' alternative investments.
Source: Unsplash

Black Diamond

The Black Diamond Wealth Platform made for financial advisors helps free up time for advisors with intuitive dashboards, robust functionality, smart integrations and strong customer service. Black Diamond is fully-customizable, allows advisors to store documents securely, and has a vast ecosystem of integrated solutions.


AltExchange portfolio management software for financial advisors offers a way to track, manage, and report alternative investments, in one platform. AltExchange offers a robust variety of integrations, with the ability to track all alternative investments including private equity, hedge funds, direct-owned real estate, startups, and more. Aggregate and consolidate all your clients’ alts in one place and integrate with your existing systems.

Plus, each client has access to their own investor portal through AltExchange to keep up to date on their alternative investment performance.

AltExchange's AdvisorVue client dashboard showing alternative investment performance details.
AltExchange’s AdvisorVue client dashboard.

If you’re an advisor, investor, or asset manager looking for a full-service management and reporting solution for alternative investments, please get in touch.

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