Pinnakl 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Pinnakl

5.0

(3)

Pricing

Pricing available upon request

About Pinnakl

Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk management, and more. The platform offers an order management module where users can automate allocation, book trades and maintain pre/post trade compliance. It also gives managers access to real-time profit and loss calculations, data filtered by asset class, and analytics for determining risk exposure.

Pinnakl Screenshots

Pinnakl Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Pinnakl Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of Pinnakl
Activity Dashboard
Alerts/Notifications
API
Audit Trail
Automated Execution
Client Portal
Compliance Management
Contact Management
CRM
Customizable Reports
Data Import/Export
Document Management
For Hedge Funds
For Investors & Traders
General Ledger
Investment Management
Investments Tracking
Investor Management
Investor Reporting
Order Management
Performance Analysis
Performance Metrics
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Profit/Loss Statement
Real-Time Reporting
Reporting/Analytics
Risk Assessment

Pinnakl User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

4.7

Functionality

5.0

Have you used Pinnakl and would like to share your experience with others?

Kurt P.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Great to work with

I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators I've dealt with in my career. One of the few people on the IT side of the business that not only understands the IT aspect of the business but also understands how the business works. HIs firm has one of the best reconciliation tools and OMS I've seen and has been helpful in all areas relating to our business. They've really served as a one stop shop software solution, which makes our life easier, and allows us to focus on our business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OMS, PMS, Reconciliation tool, CRM and generally the approach to improvement and helping meet their clients needs. They are constantly working on new tools, but they do a great job of prioritizing client needs and working to develop new functionality as you need it. In addition they're very helpful on special projects as may be required by specific investors, and other analytical tools required by managers. Essentially get a full IT department with this relationship.

Cons:

As this was a true start up when we started with them 4 years ago we have worked together developing many of the processes with them. Pinnakl was quite responsive through this process in addressing needs as they arouse, so it wasn't really an issue.

Reasons for choosing Pinnakl

We were a startup company where tailored solutions and cost were important, while we also needed to maintain institutional processes for our investors. We felt this solution best met our needs.

Thomas K.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Excellent Tool

We are very happy with our decision to use Pinnakl as our software provider. Our experience has been positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Pinnakl team has shown expertise in their field, they are always available for support, and they are constantly adding new features to their platform. Pinnakl’s process to send trade files daily has made our firm more efficient.

Cons:

No negative: whenever we bring enhancements / requests to their attention, they are quick to respond and create customized solutions.

Ranga R.

Verified reviewer

Financial Services

2-10 employees

Used other for less than 6 months

Review source

Reviewed August 2019

Nice product with functions and features that are user friendly