# Portfolio Manager Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Portfolio Manager Software - reviews, pricing plans, popular comparisons to other Project Management products and more.

Source: https://www.capterra.com/p/82678/LiquidPlanner

---

# 

 Portfolio Manager Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Portfolio Manager

## What is Portfolio Manager?

LiquidPlanner is a Project Management solution powered by a predictive scheduling engine designed to help teams forecast accurate project timelines, optimize the allocation of people across the portfolio and rapidly adapt to change. Use predictive scheduling to do scenario modeling, spot capacity bottlenecks and risk in real-time, and ensure teams are executing on the most important work. Plan work, predict the future, and perform beyond expectations with LiquidPlanner.

## What is Portfolio Manager used for?

[Project Management](https://www.capterra.com/project-management-software/)[Project Planning](https://www.capterra.com/project-planning-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Top alternative

Featured

Overall rating

Based on 669 user reviews

Reviews sentiment

Positive

89%

Neutral

10%

Negative

2%

Pros & cons

Comprehensive project management features

Centralized team collaboration tools

Challenging navigation and filtering

High cost and restrictive pricing

Starting price

$15

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Portfolio Manager?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://tempo.io&name=Portfolio Manager)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Portfolio Manager

4.3 (669)

VS.

[4.4 (15,336)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price

$15

Per User, Per Month

Starting Price

$7.91

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (656)

Ease Of Use

4.1 (9,238)

Value For Money

4.0 (370)

Value For Money

4.3 (6,908)

Customer Service

4.4 (489)

Customer Service

4.2 (6,206)

## Portfolio Manager alternatives

[4.5 (13,555)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (5,738)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (3,491)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (2,936)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/82678/LiquidPlanner/alternatives/)

## Pros and Cons

Comprehensive project management features

93% positive reviews out of 146

Most users report project tracking enables task organization, time management, deadline monitoring, and resource allocation.

Marek T

CEO, 2 - 10 employees.

"Moreover, the integrated time tracking and reporting features provided valuable insights into project performance and resource utilization."

Challenging navigation and filtering

53% negative reviews out of 53

Some users comment view and filter options are unintuitive, making it difficult to customize, search, and locate information quickly.

Centralized team collaboration tools

92% positive reviews out of 26

Most reviewers find team communication keeps conversations organized, improves updates, and facilitates cross-team collaboration.

High cost and restrictive pricing

65% negative reviews out of 48

Most users report pricing is expensive, with minimum seat requirements and limited affordability for small teams or nonprofits.

Extensive tutorials and help resources

91% positive reviews out of 22

Most users comment tutorial-based training offers helpful guides, videos, and documentation for onboarding and ongoing support.

Limited access and integration options

49% negative reviews out of 43

Some reviewers find security and access control lacks offline access, role configuration, and integration with external platforms.

Solomon O

Production of Wiring Harness, 201 - 500 employees.

"I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Task Management

4.5 (37)

86.49% of 37 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Project Planning/Scheduling

4.7 (25)

80.00% of 25 reviewers that rated this feature as important or highly important

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Collaboration Tools

4.6 (21)

80.95% of 21 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Prioritization

4.4 (20)

75.00% of 20 reviewers that rated this feature as important or highly important

Arrange tasks based on the level of priority or urgency

Reporting/Project Tracking

4.1 (18)

77.78% of 18 reviewers that rated this feature as important or highly important

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Task Progress Tracking

4.4 (18)

83.33% of 18 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

Portfolio Manager 89 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assign issues and tasks based on availability or required skills

A record of all activities within the system, including user access, changes made, etc.

Create budgets based on historical data and future projections

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Monitor service demand and performance to plan for adequate resources that meet business needs

Track and monitor efficient handling of all changes/transitions

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Alter the layout and content of dashboards

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Import and export data to and from software applications

Graphical representation of data

Specify or track the date/time a project, task, etc., is due for completion

Assemble applications and processes by dragging over and arranging pre-built components

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Monitor and track what your employees are doing

Public or private sharing of digital files such as documents, audio/video, images, and more

Form predictions based on past and present data/trends

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Identify and respond to unexpected problems or failures (ie. "negative events")

Record and follow the progress of every issue

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Observe and track the demand, usage, progress or quality of a system, product, or user

Ability to handle several projects simultaneously

Level of completion within a task

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Arrange tasks based on the level of priority or urgency

Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Document and report the progress of ongoing projects

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Pre-designed project plans that can be customized

Measure time to completion or hours worked for projects

Monitor the progress of projects from start to finish

Create, manage, or update project workflows.

Estimate or forecast of a future scenario based on the study of present trends

Receive notification of issues as soon as they occur

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

A timeline for taking a project live that outlines what features should be operational at the go-live date

Timed notification for any upcoming task, deadline, appointment, or activity

Provide support to your customers and employees remotely over a shared network

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Assign available resources (human and/or non-human) to various projects and tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Develop potential scenarios to identify risks and opportunities

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Organizing a group of people to accomplish a task

Create, save, and re-purpose templates for emails, forms, etc.

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Track the amount of time spent on a job or task

A digital list of items that need to be completed

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Track the frequency of asset usage

Interact with data visualization elements, such as charts and graphs, to drill down into data

Graphical representation of data or processes

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.1 (539)

4.1

Based on 539 reviews

## Pricing

Value for money

4.0 (370)

Free Trial

[View pricing plan details](https://www.capterra.com/p/82678/LiquidPlanner/pricing/)

Essentials

$15.00

Per User,Per Month

It 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
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders

Professional

$28.00

Per User,Per Month

It 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
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Personal Work Views
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Rate Sheets
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders

Ultimate

$42.00

Per User,Per Month

It 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
-   Grid Views
-   Integrated Time Tracking
-   Modeling Resources
-   Personal Work Views
-   Portfolio Views
-   Portfolio-Wide Search
-   Predictive Scheduling
-   Priority-Based Planning
-   Project and Member Workload Views
-   Project Dashboards
-   Project Views
-   Ranged Estimation
-   Rate Sheets
-   Schedule Insights
-   Slack Integration
-   Smart Schedule Bars
-   Smart Widgets for Dashboards
-   Target Start & Finish (Deadlines)
-   Task Export and Import
-   Task Management
-   Unlimited Placeholders
-   Unlimited Workspaces
-   Single Sign-On

Value for money

4.0 (370)

4.0

Based on 370 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Jira](https://www.capterra.com/p/19319/JIRA/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (489)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (489)

4.4

Based on 489 reviews

## User reviews

Overall rating

4.3

Based on 669 reviews

Filter by rating

5(303)

4(289)

3(65)

2(7)

1(5)

Mentioned topic

Sorted by most recent

MS

Mikaela S.

Assistant Manager

Consumer Goods

### "Portfolio Manager is great! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 30, 2026

Portfolio Manager is a super handy platform to have. I love using this platform and would recommend to others!

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JW

Josh W.

Project Management

Graphic Design

### "Efficient and Insightful Investment Management Tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

January 5, 2026

Overall, my experience with a portfolio manager has been positive. 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.

Pros

What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place. It makes tracking performance, balancing risk, and making informed decisions easier by presenting data in an organised and easy-to-understand way.

Cons

Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs, and sometimes lacks real-time updates or advanced customisation unless you’re using a premium version.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JK

Jackline K.

Agribusiness Coordinator

Farming

### "Direct to high project clarity with Portfolio Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 11, 2025

I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for making updates so I spend less time managing multiple projects.

Pros

The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed.

Cons

Some dashboard sections were a build it myself model, but this isn’t mostly a negative as it created a consistent experience.

Switched from

[Planview AdaptiveWork](https://www.capterra.com/p/75768/Clarizen/)

Executive reporting and user-friendliness of Portfolio Manager.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KK

Kelvin K.

Web Developer

Design

### "K.Kaganjo 5+ Years LiquidPlanner Experience"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 9, 2025

Pros

LiquidPlanner streamlines project and task management procedures by automating workflow which improves productivity and in turn leads to high ROI.

Cons

Unfortunately, LiquidPlanner highly depends on the internet connection due to lack of offline access.

Switched from

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

LiquidPlanner is not complicated to use unlike most alternatives.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SU

Saad U.

Strategy Analyst

Management Consulting

### "My Great Journey with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 2, 2025

Time and expense tracking. Team collaboration. Resource management.

Pros

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

Cons

Unfortunately, LiquidPlanner does not have advanced features unlike other alternatives.

Switched from

[Hive](https://www.capterra.com/p/150991/Hive/)

LiquidPlanner is way too easy to use than Hive.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Juan D.

Manpower affairs Support team

Staffing and Recruiting

### "LIQUIDPLANNER is the perfect tool for a realistic time lines for Plan projects, very dynamic and within budget!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 16, 2025

Our experienced with Liquid Planner is so overwhelming and thrilling! And We are still excited to discover more of its functionalities that challenges our expectations by providing excellent insight and results, progress and updates available.

Pros

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.

Cons

The lack of transparency challenged our expectations so far, it is validated as well performing tool.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

OO

Oyekanmi O.

Asset Manager

Machinery

### "My Experience with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 16, 2025

Pros

LiquidPlanner enables me to save time by automating workflow such as project and task management.

Cons

Ever since I started using LiquidPlanner, I have never experienced any flaw apart from lack of robust PPM features unlike alternatives such as Teamwork.com.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SO

Solomon O.

Production of Wiring Harness

Automotive

### "Sophisticated Tool for PPM: LiquidPlanner"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 16, 2024

Pros

LiquidPlanner allocates a wide range of features in one single integrated repository such as TM, PM and RMM.

Cons

I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AO

Adewale O.

Sales Funnel and Marketing Automation Expert

Internet

### "My Expertise with LiquidPlanner"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 10, 2024

Pros

I occasionally use LiquidPlanner in my current organization. I like how it makes it super easy to plan, track and manage projects and tasks automatically.

Cons

Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LG

Linet G.

Accounts Payable Specialist

Automotive

### "L.Gakii LiquidPlanner Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 21, 2024

Pros

It is straightforward to plan and predict uncertainties with LiquidPlanner. This is the main reason why I like LiquidPlanner since it is the only PPM tool with such capabilities.

Cons

Ultimate plan is way too expensive compared to alternative platforms.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

Popular comparisons

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