Best Portfolio Analysis Tools for Salesforce
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Compare the Top Portfolio Analysis Tools that integrate with Salesforce as of December 2025
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This a list of Portfolio Analysis tools that integrate with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What are Portfolio Analysis Tools for Salesforce?
Portfolio analysis tools are software platforms that help investors, asset managers, and financial analysts assess and optimize investment portfolios. These tools typically provide features for analyzing the performance of individual assets and entire portfolios, including return on investment (ROI), risk metrics, asset allocation, and diversification. Portfolio analysis tools also allow users to track historical performance, evaluate market trends, and simulate different investment strategies. By using these tools, users can make data-driven decisions to optimize their portfolios, reduce risks, and align their investments with financial goals. Compare and read user reviews of the best Portfolio Analysis tools for Salesforce currently available using the table below. This list is updated regularly.
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Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year
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