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An automated solution is always more efficient than manual work. They are advanced and sophisticated applications and their most important features are keeping track of all assets and changes in their value, live investment accounting, client communication tools andanalytics tools.

Some examples of highly rated investment portfolio management software are Morningstar Advisor Workstation, Morningstar Direct, Envestnet Platform, Altvia AIM (Alternative Investment Management), RightCapital, MoneyGuidePro, Allvue LP Portfolio Management, eMoney Advisor, AngelList Venture, and NaviPlan, by Advicent.

Investment portfolio management software improves many different facets of a financial advisory business. Users can leverage software to improve their investment decision making process, manage investment risk, and consolidate client and investment data. Investment portfolio management solutions are designed to ensure easy access to relevant inform

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