Next to Client Relationship Management (CRM) software, portfolio management software is one of the tools most used by financial advisers. Such software is the lifeblood of any asset manager, where all the details of asset allocation, tax lot detail, and performance history are contained.
In its latest edition of its reports, FPA and ActiFi today released the “FPA-ActiFi Adviser Technology Reports: Portfolio Management Edition” highlighting 10 different software solutions in use by advisers. Soltuions reviewed include the following:
- Advent Portfolio Exchange (APX)
- Advisors Assistant (Client Marketing Systems Inc.)
- Albridge Portfolio Management (Albridge – Pershing)
- AssetBook (Major Technology)
- BlueSky (Black Diamond)
- FinFolio Workstation 2010 (FinFolio)
- Morningstar Office (Morningstar)
- Orion Advisor Services (Orion Advisor Services)
- PortfolioCenter (Charles Schwab)
- Solution 360° (Interactive Advisory Software)
Like previous FPA-ActiFi reports, FPA members have free access to the comprehensive research. The report is also available for purchase by non-members for $495 through the FPA Research Center.
