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> Reviews of Portfolio Manager. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Portfolio Manager is a good fit for you!

Source: https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews

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Portfolio Manager Reviews

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# Portfolio Manager Reviews

## Reviews Summary

## Overall Rating

4.3

* * *

## Ratings Breakdown

5

(304)

4

(289)

3

(64)

2

(7)

1

(5)

## Secondary Ratings

Ease-of-use

4

Customer Support

4.4

Value for money

4

Functionality

4.1

* * *

### Pros

"It simplifies tracking and managing investments, helps make informed financial decisions, and provides a clear overview of performance, even though it can be a bit complex for newcomers and occasionally limited in real-time features."

"How and what we liked about Liquid Planner is that it is made as SaaS (Software-as-a-Service) platform which definitely satisfied our expectations providing us asn AI Algorithm that is so predictive ans secure analysis of data with high standards and an interface so affluent to new design and tools."

"LiquidPlanner allows me to automate project and task management processes which saves time leading to high productivity."

### Cons

"I do not like that LiquidPlanner lack some capabilities such as instant messaging and internal communications."

"Unfortunately, LiquidPlanner has steep learning curve and it lacks offline access."

"LiquidPlanner is pricey and lack robust features such as file sharing and web design but it integrates with external apps."

* * *

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Portfolio Manager Reviews, Pros and Cons - 2026 Software Advice