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  1. Oct 8, 2024 · Asset Panda is an easy-to-use, flexible asset management solution that helps you track both fixed and IT software assets. You can view full details about all your assets in one place, including ...

    • Janette Novak
    • Contributor
    • Quicken Premier. Year Founded: 1982. Trackable Asset Classes: Stocks, mutual funds, options, bonds, ETFs, physical/tangible assets, real estate. Trackable Account Types: Brokerages, bank accounts, 401(k) plans, IRA's.
    • Sharesight. Year Founded: 2008. Trackable Asset Classes: Stocks, mutual funds, ETFs, term bonds, deposits, cryptocurrency, forex, options, private equity, real estate, precious metals.
    • Empower Personal Dashboard. Year Founded: 2009 (Personal Capital was founded in 2009 and acquired by Empower in 2020) Trackable Asset Classes: Stocks, bonds, funds, cash alternatives and real estate.
    • Mint. Year Founded: 2006, acquired by Intuit in 2009. Trackable Asset Classes: Stocks, mutual funds, real estate, cryptocurrency. Trackable Account Types: Investment broker, bank, IRAs, credit card, credit cards, personal loans, insurance loan.
    • AppFolio Investment Manager. AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations.
    • CircleBlack. CircleBlack's all-in-one wealth management platform supports client-centric advisors with the complete suite of capabilities needed to elevate their client-facing activities.
    • Juniper Square. Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundrais...
    • Sourcescrub. SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies.
  2. Mar 1, 2024 · ManageEngine AssetExplorer is a web-based solution packed full of tools and features to handle all aspects of asset management, including inventory management, software license administration ...

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    • what is a financial asset management software2
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    • ManageEngine AssetExplorer. Quote available on request. 30 days. Schedule Reports.
    • Asset Panda. Starting at $125 per month. 14 days. Schedule Reports Why We Chose It.
    • GoCodes. Starting at $500 per year. 15 days. Schedule Reports Why We Chose It. GoCodes rugged QR codes make managing mobile assets a breeze.
    • Ivanti. Quote available on request. 60 days. Schedule Reports Why We Chose It. Ivanti helps organizations focus on threat detection.
  3. Oct 15, 2024 · Asset Panda is a great asset management platform for organizations that are watching the budget, as plans are quite affordable, especially when you pay on an annual basis.

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  5. Moreover, the best investment portfolio management software allows users to watch asset values, stay on top of market conditions, spot threats and exposure to risks, and provide custom financial insights.

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