Best Portfolio Management Software for Small Business in 2026

Best Portfolio Management Software for Small Business

Check out our list of best Portfolio Management Software for Small Business. Products featured on this list are the ones that are best suited for Small Business. If you’d like to see more products and to evaluate additional feature options, compare all Portfolio Management Software to ensure you get the right product.

Best Portfolio Management Software for Small Business

(Showing 1 - 3 of 3 products)

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MProfit

Brand: 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

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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

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Last Updated on : 09 Feb, 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