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8 best portfolio management software tools to consider

Whether you’re an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...
Morningstar

OnePlan Announces Acquisition of smart360, Expanding Leadership in Enterprise Architecture, Application Portfolio Management & Strategic Portfolio Management

SAN MARCOS, Calif., Jan. 21, 2026 /PRNewswire/ -- OnePlan, a global leader in Strategic Portfolio Management (SPM), today announced the acquisition of smart360, a leading provider of Enterprise ...
InvestmentNews

Portfolio management software for advisors: Key features and benefits to look for

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...
InvestmentNews

risk management tools

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...