Best software/platform to manage and track portfolio KPIs and Financials
Analyst in a small FO.
We are a small team and have investments all around the place and keeping track of our portfolio becomes more of a challenge every day. We currently have an excel file for each investment or fund, where we update the information every month/quarter. One of my tasks for 2022 is to propose a solution or software to track our investment. Ideally, a solution where everyone in the team can update and access with their phone or tablet. What solutions or software would you recommend?
Thanks in advance,
Adj. EBITDADDY
Addepar - but it’s incredibly expensive
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