# Portfolio Manager Software Reviews, Demo & Pricing - 2026 > Review of Portfolio Manager Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/remote-work/liquidplanner-profile/ --- [Home](https://www.softwareadvice.com/) / [Project Management Software](https://www.softwareadvice.com/project-management/) / Portfolio Manager Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/liquidplanner-profile/alternatives/) # Portfolio Manager Review From $15-$42/month Free trial 3 plans Wondering if Portfolio Manager is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Portfolio Manager 4.3 [(669)](https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/) Pricing Starting at $15.00 per user per month ### About Portfolio Manager Portfolio Manager is a project management platform that helps teams plan, predict, and perform on their projects. It is designed for organizations across various industries that need to manage multiple complex projects simultaneously. The platform uses sophisticated simulations to generate realistic finish dates for projects, allowing teams to plan with confidence. It automatically balances workloads across concurrent projects to ensure resources are utilized efficiently. The real-time scenario modeling keeps plans up-to-date, enabling strategic prioritization as priorities shift. Portfolio Manager integrates with tools like Slack and Jira to streamline communication and collaboration, creating a centralized hub for all project-related activities. The platform dynamically adapts to changes in resources, priorities, and scope, preventing missed deadlines and keeping projects on track. Wondering if Portfolio Manager is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. ## Portfolio Manager User Interface ## Popular Portfolio Manager Alternatives Main Product Portfolio Manager 4.3 [(669)](https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/) Ratings Breakdown - 3.96Ease of use - 4.03Value for money - 4.38Customer support - 4.07Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Clockify](https://www.softwareadvice.com/hr/clockify-profile/) 4.8 [(9249)](https://www.softwareadvice.com/hr/clockify-profile/reviews/) Ratings Breakdown - 4.77Ease of use - 4.69Value for money - 4.59Customer support - 4.59Functionality Pricing Starting at $4.99 per month Get Price Alternative Product [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) 4.4 [(15426)](https://www.softwareadvice.com/project-management/atlassian-jira-profile/reviews/) Ratings Breakdown - 4.08Ease of use - 4.28Value for money - 4.20Customer support - 4.44Functionality Pricing Starting at $7.91 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13615)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23568)](https://www.softwareadvice.com/project-management/trello-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.55Value for money - 4.31Customer support - 4.32Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [monday.com AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6074)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.28Value for money - 4.43Customer support - 4.46Functionality Pricing Starting at $9.00 per month Get Price ## Portfolio Manager Pros and Cons We analyzed 669 verified reviews for Portfolio Manager to find out what actual users really think. Select to learn more Real-Time Tracking And Reporting With Portfolio Manager, users benefit from dynamic scheduling, integrated time tracking, and comprehensive reporting tools. The platform makes it easy to monitor project progress, manage multiple projects, estimate timelines, and communicate updates, helping teams stay organized and meet deadlines. Automated Project Organization Tools Portfolio Manager streamlines project and task management by automating workflows, enabling teams to save time and boost productivity. Users can prioritize tasks, assign resources, track progress, and collaborate efficiently, all within an intuitive interface that supports real-time updates and resource planning. Versatile And Customizable Features Portfolio Manager offers a robust set of features, including workload management, collaboration tools, Gantt charts, forecasting, and customizable templates. Users appreciate the flexibility, scalability, and frequent enhancements, making it adaptable for various business needs and project types. Limited Access And Integrations Portfolio Manager lacks robust access control and integration options, making it challenging to configure roles or connect with external services. Offline access is unavailable, and portal features are limited, restricting collaboration with external stakeholders. Navigation And Filter Difficulties Users report that Portfolio Manager's interface can be cluttered and hard to navigate, with awkward filters and limited customization. Search and filter options are often tedious, making it difficult to quickly find or share specific views with team members. Steep Learning And Onboarding Portfolio Manager is often described as complex and not very intuitive, requiring significant training and time for users to learn its full functionality. Many find the initial setup and navigation challenging, especially for new or less technical employees. ## Portfolio Manager Pricing and Plans Starting price: $15.00 per month Free Trial Free Version Essentials $15.00 per user, per month Plan includes: - 5000 Max Tasks - Personal Work Views - Alerts & Insights - Automatic Resource Leveling - Availability Management - Board Views - Built-in Learning Academy - Change Tracking - Custom Filing and Task Status - Dependencies Read More Professional $28.00 per user, per month Plan includes: - 50000 Max Tasks - Alerts & Insights - Automatic Resource Leveling - Availability Management - Board Views - Built-in Learning Academy - Change Tracking - Custom Filing and Task Status - Customization - Dependencies Read More Ultimate $42.00 per user, per month Plan includes: - Unlimited Max Tasks - Alerts & Insights - Automatic Resource Leveling - Availability Management - Board Views - Built-in Learning Academy - Change Tracking - Custom Filing and Task Status - Customization - Dependencies Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Portfolio Manager Features - Popular features found in Project Management Billing & Invoicing Budget Management Document Management File Sharing Gantt/Timeline View Issue Management Kanban Board Milestone Tracking Multiple Projects Prioritization Resource Management Time & Expense Tracking - More features of Portfolio Manager Access Controls/Permissions Activity Dashboard Activity Tracking Agile Methodologies Alerts/Notifications Assignment Management Audit Trail Budgeting/Forecasting Business Process Automation Calendar Management Capacity Management Change Management Collaboration Tools Commenting/Notes Communication Management Customizable Dashboard Customizable Fields Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Import/Export Data Visualization Deadline Management Drag & Drop Due Date Tracking Employee Activity Monitoring Forecasting Issue Tracking Modeling & Simulation Monitoring Percent-Complete Tracking Performance Metrics Planning Tools Portfolio Management Product Lifecycle Management Product Roadmapping Progress Reports Progress Tracking Projections Project Management Project Planning Project Planning/Scheduling Project Templates Project Time Tracking Project Tracking Project Workflow Real-time Alerts Real-Time Data Real-Time Notifications Real-Time Reporting Real-Time Updates Release Planning Reminders Remote Support Reporting/Analytics Reporting/Project Tracking Reporting & Statistics Resource Allocation & Planning Resource Scheduling Risk Management Role-Based Permissions Scenario Planning Search/Filter Single Sign On Status Tracking Task Management Task Planning Task Progress Tracking Task Scheduling Team Management Template Management Testing/QA Management Third-Party Integrations Timesheet Management To-Do List Traditional Methodologies Utilization Reporting Visual Analytics Visualization "What If" Scenarios Workflow Configuration Workflow Management ## Portfolio Manager Integrations Slack Integration rated undefined from -1 review Jira Integration rated undefined from -1 review ## Portfolio Manager User Reviews Overall Rating 4.3 Ratings Breakdown 5 45% 4 43% 3 10% 2 1% 1 1% Secondary Ratings Ease of Use 4.0 Value for money 4.0 Customer support 4.4 Functionality 4.1 MS Mikaela S. Verified reviewer Consumer Goods 11-50 employees Used weekly for less than 6 months Review source Reviewed March 2026 Portfolio Manager is great! 5 Portfolio Manager is a super handy platform to have. I love using this platform and would recommend to others! Ratings Breakdown 5 Ease of use 5 Customer support 5 Functionality Pros: Portfolio Manager is great and efficient! Keeps everything organized and easy to access! I enjoy using it. Cons: I have no complaints when it comes to Portfolio Manager. It’s been a great platform to use and I haven’t had any issues. Read More OS Oluwadamilola S. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed January 2023 An In-Depth Review of LiquidPlanner 5 Overall, LiquidPlanner is a great tool for managing projects. It has an intuitive user interface and powerful features that help users plan, track, and manage projects with ease. The cost can be a bit steep for some, but it is definitely worth it for those who need a comprehensive project management solution. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: LiquidPlanner is an incredibly powerful project management tool that helps users plan and manage projects with ease. It provides an intuitive user interface to help users easily navigate through the software, allowing them to quickly understand the process and get started. With LiquidPlanner, users can easily manage tasks and resources, track progress, collaborate with team members, and make sure that deadlines are met. Cons: While LiquidPlanner is a great tool, there are a few drawbacks. The cost of the software can be quite expensive for a small business, and the learning curve can be quite steep for new users. Additionally, the customer support could be improved, as sometimes it can take a while for them to respond to inquiries. Reasons for switching to Portfolio Manager LiquidPlanner stands out from its competitors due to its intuitive user interface and powerful features. It allows users to easily plan, track, and manage projects, collaborate with team members, and make sure that deadlines are met. Additionally, LiquidPlanner provides users with a comprehensive project management solution that is tailored to their specific needs. It is a great tool for those who need a powerful and user-friendly project management solution. Read More HO Heather O. Verified reviewer Information Technology and Services 51-200 employees Used daily for more than 2 years Review source Reviewed December 2019 LiquidPlanner - The Best Option for Managing Projects 5 I think it is a fabulous product and I am happy we chose it for our business. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like that it is so simple to track milestones and plan out projects from implementation to closure. Cons: I don't have any cons. It is a very useful software that helps to facilitate team involvement in completing projects. Read More JQ Julian Q. Verified reviewer Automotive 51-200 employees Used daily for more than 2 years Review source Reviewed December 2019 Flexible and User Friendly 5 We have prevented primary resources from being over allocated. This shows where the bottle necks are and allows us to apply another resource to a particular task or project if needed. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: We enjoy the user friendly interface. It's easy to add\\move tasks and adjust project plans. Calendar view is also great for reviewing the team's work load on a weekly or monthly basis. This provides a clear direction for all members of the team. Cons: It can become difficult to manage a work space with many projects (50+). Details can get lost and it can be overwhelming to users. Reasons for choosing Portfolio Manager Easy of use. Top down priority with easy adjustments. Prevent resource over allocation. Reasons for switching to Portfolio Manager Wanted a more flexible, resource driven project management tool. Read More JB Jonathan B. Verified reviewer Marketing and Advertising Self-Employed Used daily for less than 12 months Review source Reviewed November 2019 Great platform, but you need to use it a lot to understand it 4 It was difficult to understand the platform at the beginning, but when you understand it, I really liked it. The thing is : I invested a lot of time just to understand it and you put the expensive price on top of that, at the end it costs me a lot more that it save in first 6 months. Ratings Breakdown 4 Ease of use 4 Value for money 5 Functionality Pros: I really like that you can do a lot to help with your project management and team management. All the informations is in one place (you need to create a structure that represent your company and your staff) and everybody can find what he wants. It's easy to do follow-ups with clients. The best thing is that you don't need a few platforms to see the time left, the budget and the tasks. Cons: It took a lot of time to find LiquidPlanner easy to use and to find a structure that represent the company and our employees . The interface (or UX) is not simple. The price is a bit expensive if you have a small team. Reasons for switching to Portfolio Manager It is cheaper than LP, the UX is way better, easier to learn and you can ad expenses, quotes and invoices in the same platform. Read More DL Daniel L. Verified reviewer Medical Devices 1001-5000 employees Used daily for more than 2 years Review source Reviewed December 2019 LiquidPlanner 5 Im 100 % satisfied with LiquidPlanner love the ease of use. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: LiquidPlanner is my preferred online project management software quickly set up projects run analytics and provide real time updates to customers. Cons: There are very few issues I have but I’m not a fan of the limited ability to provide a quick giant chart back to my customers. Reasons for choosing Portfolio Manager LiquidPlanner is a true project management software Read More DB Daniel B. Verified reviewer Mechanical or Industrial Engineering 2-10 employees Used weekly for more than 2 years Review source Reviewed October 2020 Liquid Planner stands apart 5 I have used LiquidPlanner for managing R&D labs, New Product Development programs, and smaller project management efforts. It is easy to train others on and is great for tracking project progress and actual effort. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: Liquid Planner provides a real-to-life approach to project management. I love the way that they use a 3-point estimate for likely remaining effort for each task. This rolls up into a very useful, and dynamic estimate of project completion. Cons: Though there are work-arounds, it is sometimes frustrating that task dependencies are tedious to enter. Reasons for switching to Portfolio Manager Easier to use and projects stay current without much effort compared to MS Project. Read More WC William C. Verified reviewer Internet 2-10 employees Used other for more than 2 years Review source Reviewed December 2019 Cumbersome & More Expensive Than Most 3 \- Like the Flexibility - Swifted Away from LiquidPlanner to a More Time-Efficent Application, But Gave Up Several Advance Features in the Trade-Off - Too Expensive for Multiple Users on the Same Team - Adoption Process for New Team Members Extremely Time Consuming Ratings Breakdown 2 Ease of use 2 Value for money 1 Customer support 3 Functionality Pros: \- Customizable (To a Degree) - Reporting Capabilities - Excellent Interface with Our Client Invoicing Application Cons: \- Extremely Time Consuming to Set Up & Deploy - Frequent Software Changes Requires Extra Time to Maintain & Reconfigure - Expensive Relative to Similar Application Alternatives Reasons for choosing Portfolio Manager Eventurally Returned to Teamwork, but Maintained a Single LiquidPlanner Account to Access Historical Archive Data Read More BB Ben B. Verified reviewer Information Technology and Services 501-1000 employees Used weekly for more than 2 years Review source Reviewed December 2019 Loaded with features and very intuitive 5 We are able to track all pieces of a project and report on status very easily. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: Very feature rich, accessibility via web and mobile and analytics reporting are some of the big pros. Cons: It is a bit pricy compared to some of the other options, but the value is there if you are using it regularly. Reasons for choosing Portfolio Manager Great customer support and constantly adding new features to make the software more flexible and easy to use. Read More Tichaona Redemptor R. Verified reviewer Information Technology and Services 2-10 employees Used weekly for free trial Review source Reviewed February 2024 LIquidplanner task manager of online cooperations 5 Very educational in every way i did not think possible Ratings Breakdown 3 Ease of use 4 Value for money 3 Customer support 4 Functionality Pros: liked that LiquidPlanner was a cloud-based project management solution that adapted to change and uncertainty. It offered advanced features such as dynamic scheduling, resource management, real-time data, business process automation, and calendar management. Cons: There is not much that I dislike about LiquidPlanner, but if I had to choose something, I would say that it can be a bit complex and overwhelming at first. Some users might find it hard to learn how to use all the features and functionalities of the software, especially if they are new to project management. Read More Showing 1 - 10 of 669 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/) ## Portfolio Manager Popular Comparisons [Clockify vs Portfolio Manager](https://www.softwareadvice.com/hr/clockify-profile/vs/liquidplanner/)[Jira vs Portfolio Manager](https://www.softwareadvice.com/project-management/atlassian-jira-profile/vs/liquidplanner/)[Asana vs Portfolio Manager](https://www.softwareadvice.com/project-management/asana-profile/vs/liquidplanner/)[Trello vs Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/vs/trello/)[monday.com AI Work Platform vs Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/vs/monday-com/)[ClickUp vs Portfolio Manager](https://www.softwareadvice.com/project-management/clickup-profile/vs/liquidplanner/)[Notion vs Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/vs/notion/)[Wrike vs Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/vs/wrike/)[Basecamp vs Portfolio Manager](https://www.softwareadvice.com/project-management/basecamp-profile/vs/liquidplanner/)[Smartsheet vs Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/vs/smartsheet/) [Compare All Alternatives](https://www.softwareadvice.com/project-management/liquidplanner-profile/alternatives/) ## Other Top Recommended Project Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3530) Recently recommended **46** times [Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/) **4.5** (93) Recently recommended **42** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3026) Recently recommended **38** times [NetSuite SuiteProjects Pro](https://www.softwareadvice.com/project-management/openair-profile/) **3.9** (43) Recently recommended **25** times Stuck Between Options? 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