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Portfolio & Risk tools
6 tools filed under Portfolio & Risk. Open a profile for verified pricing, features and alternatives.
Portfolio & risk analytics
| Tool | Pricing model | Free tier | Open source |
|---|---|---|---|
| Addepar Data aggregation and portfolio reporting platform for wealth managers and family offices handling complex, multi-custodian holdings. | Quote only | No | No |
| MSCI Barra Institutional multi-factor risk models used to decompose portfolio risk and build optimized portfolios against benchmarks. | Quote only | No | No |
| Nitrogen Advisor risk-tolerance and portfolio analytics platform, rebranded from Riskalyze, centered on its Risk Number methodology. | Subscription | No | No |
| Orion Wealthtech platform bundling portfolio accounting, CRM, trading, planning and compliance for financial advisory firms. | Quote only | No | No |
| Portfolio Visualizer Web-based portfolio backtesting, Monte Carlo simulation and factor analysis tool used by individual investors and advisors. | Free tier + paid | Yes | No |
| SimCorp Axioma Portfolio construction, risk and attribution tools built on Axioma's factor models, now integrated into SimCorp One. | Quote only | No | No |