Best Portfolio Management Software for Small Business in 2026

Best Portfolio Management Software for Small Business

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MProfit

MProfit is an investment management software that helps in managing financial portfolios. MProfit is explicitly developed for the Indian investment commu... Read More About MProfit

₹18,000 /Year

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i4invest

Brand: i4invest

... Read More About i4invest

₹1,500 /Year

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Moneycontrol Portfolio Manager

Brand: e-Eighteen

Moneycontrol Portfolio Manager is an Portfolio management software to supervise all your investments in one place. You can keep track of all your gains, d... Read More About Moneycontrol Portfolio Manager

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Allvue Systems

Brand: Allvue Systems

Allvue Systems is a leading provider of cloud-based investment management software tailored for the alternative investment industry.... Read More About Allvue Systems read review arrow

Price On Request

Last Updated on : 30 Mar, 2026

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Portfolio Management Software Reviews

MProfit

4.3

“Very efficient at getting required reports, in an easy-to-use format. Communicating with clients because this is easy to understand.”

- Aditya Singh

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i4invest

4.7

“Gain & Loss Reporting is Crystal Clear. I can deep dive in my current holding up to 4 levels. Portfolio levle XIRR is helping. Analytical views are superb.”

- Maulik

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MProfit

“The digital platform offers excellent excel support so that doing all kinds of financial and accounting calculations are easy.”

- Meena Bhansali

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MProfit

4.5

“Very responsive and provided helpful direction to narrow our search”

- Dhatri Nagar

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MProfit