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Best strategic portfolio management (SPM) software & tools for 2025

Best Strategic Portfolio Management Software & Tools for 2025 

Today, the pressure on organizations is becoming increasingly difficult to manage. While they must navigate economic uncertainty, rapid technological shifts, and ever more demanding customers, they’re also expected to deliver on the promises of digital transformation. The problem? Despite pouring millions into new initiatives, the tangible business impact of those investments often remains minimal.

Chances are, this reality feels familiar. New projects are launched every year, resources are stretched further, dashboards light up with activity… But what about results? The truth is that, in 2025, delivering projects on time and within budget is no longer enough. Organizations now need tools and solutions that can align every initiative, resource, and investment directly with corporate strategy.

That’s where Strategic Portfolio Management (SPM) software makes all the difference. In this article, we’ll explore the key benefits and functionalities of these solutions, along with a list of the 10 best options on the market for mid-sized and large enterprises.

TABLE OF CONTENTS

What is Strategic Portfolio Management software?

Strategic Portfolio Management (SPM) software is an evolution of traditional PPM (Project Portfolio Management) solutions, designed to go beyond operational project oversight.

While PPM software helps you “manage projects well” by monitoring scope, budget, and timelines in real time, SPM is about ensuring you’re managing the right projects. In other words, it enables organizations to prioritize and adapt initiatives that truly drive growth, resilience, and competitive advantage.

In essence, SPM software delivers the strategic agility decision-makers need to bridge the gap between strategy and execution, empowering them to:

  • Visualize how investments connect to strategic objectives.
  • Dynamically reallocate resources as priorities shift.
  • Run scenario simulations to understand trade-offs before committing to decisions.
  • Measure organizational performance not only by deliverables, but by tangible business outcomes.

STRATEGIC PORTFOLIO MANAGEMENT

From strategy to outcomes

Learn how Triskell’s SPM solution turns strategy into measurable impact.

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Key capabilities of Strategic Portfolio Management software

Executives are empowered to make better decisions precisely because of the type of capabilities these platforms offer. Tools that focus solely on project tracking are no longer enough to deliver business value. These are the core functionalities that set Strategic Portfolio Management (SPM) solutions apart:

  • Strategic mapping: define objectives, expected outcomes, and business capabilities, and visually link them with projects, programs, and products.
  • Adaptive portfolio management: manage any type of portfolio (programs, IT services, innovation, products, applications, etc.) from a single integrated view.
  • Funding and investment modeling: support both traditional funding models and modern approaches such as value streams or adaptive funding, ensuring resources are directed toward initiatives that truly deliver value.
  • Idea and demand management: capture, evaluate, and prioritize both planned and unplanned requests based on cost, effort, and strategic alignment before approval.
  • Program and dependency management: manage interdependent programs holistically, track dependencies, and align roadmaps across products and initiatives.
  • Resource planning and scenario simulation: gain global visibility into organizational capacity and test alternative scenarios without disrupting ongoing operations.
  • Master plans and interactive roadmaps: Visualize in real time how projects and initiatives align with strategy across months or even years.
  • Performance tracking and analysis: Build customizable dashboards and balanced scorecards to measure not only operational activity but also outcomes against strategic objectives.

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PPM software vs Strategic Portfolio Management software: understanding the differences

What can we conclude from this list of features? While PPM (Project Portfolio Management) and SPM (Strategic Portfolio Management) are closely related, they address different challenges.

PPM solutions help organizations execute projects efficiently, while SPM tools ensure that the right projects are being executed in the first place. The comparative table below breaks down the differences between these two types of solutions in more detail:

Aspect Strategic Portfolio Management Project Portfolio Management
Focus Selecting and managing the right initiatives (“doing the right things”) Delivering approved projects efficiently (“doing things right”)
Time horizon Long term (multi-year, strategy-driven) Short to medium term (fiscal year, project lifecycle)
Scope Enterprise-wide, connecting strategy to all portfolios More limited, focused on executing a defined set of projects
Stakeholders Senior leadership, Strategy Realization Office (SRO), enterprise portfolio leaders PMO, project managers, delivery teams

Key aspects to consider when purchasing a Strategic Portfolio Management software

Now, functionalities and scope are not the only aspects to analyze when choosing one solution over another. Here are other critical factors you should consider when evaluating different Strategic Portfolio Management (SPM) software on the market:

  • Organizational maturity and fit for use case: before comparing vendors, assess how prepared your organization is to align strategy, execution, and project management processes. For example, if your maturity level is low, you’ll need a tool that helps define and track strategic objectives. On the other hand, more mature organizations, where the PMO plays a central role in the business, require an SPM solution that directly connects initiatives, services, and processes with strategic objectives.
  • Scalability and adaptability: The platform you select should be able to grow at the same pace as your organization and support multiple project management approaches (Waterfall, Agile, Phase-Gate, hybrid models, etc.).
  • AI and analytics potential: Most SPM solutions already include AI assistants to automate reporting, optimize resource allocation, and forecast needs. Still, don’t settle for the basics—look for software that goes further, providing truly valuable and actionable insights powered by AI.
  • Total cost of ownership: When calculating software costs, don’t just focus on license fees—which is what most vendors highlight. Also consider implementation, support, training, and integration costs with other systems.
  • Integrations: Make sure the tool can integrate seamlessly with your organization’s application ecosystem, whether that includes ERP systems, CRM platforms, or project management tools like Jira or MS Project.

PPM SOFTWARE CHECKLIST

A Comprehensive buyer’s checklist for PPM Software

Use this quick checklist to compare potential modern PPM solutions in order to pick the best one for your organization.

Download the checklist

Best Strategic Portfolio Management software & tools for 2025

More and more software vendors are trying to position themselves in the SPM market, but very few truly manage to integrate strategy and execution at scale. These are the 10 most adaptable and comprehensive Strategic Portfolio Management software in 2025.

1. Triskell Software

Triskell Software is a highly configurable Strategic Portfolio Management platform designed specifically for mid-sized and large enterprises. It enables leaders to connect strategy and execution by unifying objectives, portfolios, resources, and financials within a single solution.

Link strategy and outcomes from one platform

With Triskell, organizations can formalize their strategy by defining cascading objectives and linking them directly to resources, initiatives, and budgets. This way, projects are no longer just “work in progress,” but measurable steps toward long-term business goals.

One of the platform’s standout features is its scenario modeling capability. Leaders can test different alternatives—such as reallocating budgets or adjusting priorities—without disrupting ongoing work. In today’s ever-changing environment, this ability to simulate outcomes provides executives with a critical safety net for informed decision-making.

Advanced Resource and Financial Management capabilities

From a resource management perspective, Triskell gives you real-time visibility into organizational workload. You can quickly detect overallocations, model alternatives, and balance demand against available capacity, minimizing the risk of bottlenecks.

On the financial management side, the platform allows you to plan, manage, and monitor financial processes across project portfolios. With Triskell, you can:

  • Allocate funds strategically based on organizational priorities.
  • Track both CAPEX and OPEX while evaluating the ROI of each investment.
  • Model scenarios to identify risks and opportunities before making final decisions.
  • Generate financial reports that reflect the health of each project.
Resource Management Board in Triskell

Advanced AI capabilities

Triskell’s AI Assistant acts as a strategic copilot within the platform. In just seconds, and using natural language, users can:

  • Instantly generate measurable objectives from high-level business ambitions.
  • Analyze ROI, risks, and strategic alignment of each project, with clear and actionable recommendations.
  • Detect potential bottlenecks or delays before they escalate.
  • Draft executive summaries, status updates, and risk reports directly from the data displayed in Triskell.

Seamless integration with your Enterprise ecosystem

Thanks to its API, Triskell integrates smoothly with a wide range of business-critical tools, including:

  • CRM platforms (Salesforce)
  • Business Intelligence tools (Power BI)
  • DevOps and Agile tools (Azure DevOps, Jira)
  • Productivity suites (Microsoft 365, Google Workspace)
  • Other project management tools (Microsoft Project, among others)

Other key features of Triskell

  • Balanced scorecards: define objectives and KPIs across financial, customer, and internal process dimensions, and track them in real time.
  • Demand management: capture and assess project ideas and requests, scoring them based on cost, complexity, and strategic alignment to avoid unnecessary investments.
  • Masterplan & Roadmap: build dynamic, visual roadmaps to communicate how each initiative and project aligns with long-term strategy.

Triskell areas of improvement

  • Learning curve: the platform is very comprehensive, but teams need time to master it and configure it to their needs.
  • Not ideal for small teams: If you’re a small team looking for a tool that only covers basic PPM functionalities, Triskell may not be the right choice.

Triskell pricing

Custom pricing. For more information, you can contact Sales team.

There is a 14-days free trial available.

Triskell reviews

  • Capterra: 4.7/5
  • G2: 4.4/5

See Triskell in action

Discover how Triskell Software connects strategy with execution and helps you make smarter portfolio decisions. Request your demo today.

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2. Planisware

Widely used in industries such as life sciences, manufacturing, and product development, Planisware helps organizations manage complex, innovation-driven portfolios by linking strategy with execution and supporting agile-at-scale delivery.

Planisware strengths

  • Strategic alignment: ability to connect OKRs with roadmaps and scorecards, ensuring initiatives stay tied to strategy.
  • Predictive analytics: advanced capabilities for demand modeling to support data-driven investment decisions.
  • Agile at scale: certified support for scaled agile frameworks (SAFe), making it suitable for agile enterprises.
  • Enterprise Architecture (EA): built-in module that enhances Application Portfolio Management (APM) and broadens IT alignment.

Planisware areas of improvement

  • Learning curve: the platform can be complex for new users, requiring extensive training.
  • Flexibility: some organizations find it less adaptable when tailoring to unique needs.
  • Cost: pricing is high, especially for smaller companies.
  • SPM maturity: Broader SPM coverage is still developing, with reliance on partnerships to extend functionality.

Planisware pricing

  • Customized pricing.
  • No free trial is available.

Planisware reviews

  • Capterra: 4.2/5
  • G2: 3.9/5

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3. Planview Portfolios

Planview Portfolios (formerly Planview Enterprise One) is one of the most established Strategic Portfolio Management platforms in the market. Known for its depth and maturity, it helps large organizations connect high-level strategies to execution across diverse portfolios.

Planview Portfolios strengths

  • Strategy-to-execution alignment: supports top-down decomposition of strategy, linking goals to investments, roadmaps, and execution plans.
  • Collaboration and flexibility: enables cross-team collaboration and supports traditional, agile, and lean approaches within the same platform.
  • Integration ecosystem: offers robust integrations with execution tools like Atlassian Jira, helping bridge strategic planning with day-to-day work.
  • Scalability: well-suited for large enterprises with complex, multi-portfolio environments.

Planview Portfolios areas of improvement

  • Complexity: deep functionality can be overwhelming for teams seeking simpler project portfolio management.
  • User experience: the interface is sometimes described as dated or clunky, which can impact ease of use.
  • Setup effort: implementation and configuration are time-consuming, requiring strong internal governance and change management.

Planview Portfolios pricing

  • Customized pricing.
  • No free trial available.

Planview Portfolios reviews

  • Capterra: 4.1/5
  • G2: 3.6/5

EBOOK

PPM Software Buyers’ Guide

What should you look for in a new PPM tool?

Download the Guide

4. Servicenow

ServiceNow is best known as a cloud platform for IT service management. But its Strategic Portfolio Management (SPM) solution is a great option for organizations that need to centralize workflows, connect data across departments, and a single platform to align strategy, investments, and execution.

Servicenow strengths

  • Unified platform: consolidates diverse workflows, enabling organizations to manage strategy and execution within a single cloud solution.
  • Ease of use: features a clean, user-friendly interface that encourages adoption across technical and non-technical teams.
  • Workflow integration: strong ability to link applications and manage processes, providing a complete picture of portfolio health.
  • Flexibility: adaptable to different industries and portfolio types, making it a scalable option for complex enterprises.

Servicenow areas of improvement

  • Setup effort: initial implementation and configuration can be time-consuming and tedious.
  • Reporting: reporting features and dashboard customization options are quite limited.
  • Interface consistency: certain modules, like the Project UI, are clunky and error-prone, requiring patches and updates.
  • Enterprise pricing: with a minimum order value of $120,000, the solution is clearly aimed at large organizations, limiting accessibility for smaller firms.

Servicenow pricing

  • Customized pricing.
  • No free trial available.

Servicenow reviews

  • Capterra: NA
  • G2: 4.2/5

5. Cora systems

Cora Systems offers a Strategic Portfolio Management solution that focuses on providing a hierarchical framework that links strategic goals with portfolios, programs, and projects, helping organizations manage planned and unplanned initiatives with transparency and control.

Cora systems strengths

  • Strategy-to-execution alignment: uses a hierarchical structure to connect strategic goals directly with delivery plans, ensuring visibility across the portfolio.
  • Scenario planning: provides robust what-if analysis, allowing leaders to compare scenarios and assess the impact of changes on portfolio delivery.
  • Benefit realization: includes a dedicated module to track benefits against investments, supported by dependency maps to highlight where value is being created.
  • Flexibility and scalability: it can adapt to different industries and organizational sizes while maintaining a user-friendly interface.

Cora systems areas of improvement

  • Clunky interface: the UI feels restrictive, with limited customization and navigation challenges in Gantt charts.
  • Document management: revision control is cumbersome; replacing files requires deleting old versions instead of maintaining history.
  • Gantt functionality: less intuitive compared to tools like Microsoft Project; limited ability to manipulate task lists or save user views.
  • Multi-project handling: inability to open several projects simultaneously forces users to switch sessions.

Cora systems pricing

  • Customized pricing.
  • No free trial available.

Cora systems reviews

  • Capterra: 4.8/5
  • G2: 4.1/5

PROJECT PORTFOLIO MANAGEMENT

Align projects with business priorities

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6. OnePlan

OnePlan is a cloud-based Strategic Portfolio Management solution with a strong focus on AI-powered decision support and seamless integration with the Microsoft ecosystem. It helps organizations connect strategy to execution by unifying data across tools like Microsoft Project, Teams, Planner, and Power BI.

OnePlan strengths

  • AI assistant: it uses natural language processing and predictive analytics to automate tasks, identify risks, and optimize budgets and resource allocations.
  • Microsoft ecosystem integration: deep integrations with Office 365, Dynamics, and Azure DevOps make it especially appealing to organizations already invested in Microsoft technologies.
  • Scenario planning: offers robust portfolio modeling and what-if analysis, enabling leaders to evaluate investment trade-offs and funding scenarios quickly.
  • Flexibility: supports a range of methodologies (agile, waterfall, hybrid), making it suitable for organizations at different maturity levels.

OnePlan areas of improvement

  • Pricing transparency: there are discrepancies between initial quotes displayed on their website and final costs, raising concerns about total cost of ownership.
  • Implementation effort: deployment can require significant configuration and integration work, particularly for large enterprises.
  • Learning curve: while the UI is modern, advanced features such as AI configuration and scenario modeling may require training.
  • Customer support variability: support quality can be inconsistent, depending on region and contract.

OnePlan pricing

  • Free: $0 (max 1 user)
  • Basic: $10 (min. 3 users)
  • Professional: $30 (min. 3 users)
  • Enterprise: customized pricing

OnePlan reviews

  • Capterra: 4.8/5
  • G2: 4.4/5

7. Uppwise

Uppwise is a cloud-first platform particularly strong in embedding the OKR methodology. It gives organizations the tools they need to align strategy with execution through fully integrated modules for strategy, portfolios, and demand management.

Uppwise strengths

  • OKR integration: provides end-to-end OKR support, from strategy definition to portfolio and project execution.
  • Scenario management: includes a robust optimizer and what-if modeling, allowing leaders to test different portfolio configurations and investment scenarios.
  • Demand management: offers a comprehensive view of proposals before approval, including cost, feasibility, technical complexity, and interdependencies.
  • Dashboards and visualization: delivers role-based, user-configurable dashboards that provide visibility into strategy, execution, and portfolio health.

Uppwise areas of improvement

  • Market maturity: as a relatively new player, Uppwise lacks the brand recognition and market penetration of larger SPM vendors.
  • Feature depth: while strong in OKRs and demand management, its SPM capabilities are narrower than those of more established competitors.
  • Integration ecosystem: fewer out-of-the-box integrations compared to competitors, which can increase setup complexity.
  • Scaling challenges: may be less suited for very large enterprises with highly complex portfolios.

Uppwise pricing

  • Customized pricing.
  • No free trial available.

Uppwise reviews

  • Capterra: NA
  • G2: NA

EBOOK

PPM Software Buyers’ Guide

What should you look for in a new PPM tool?

Download the Guide

8. EOS software

EOS Software offers IT Portfolio Management (ITPM) solutions designed to give organizations a holistic view of their IT landscape, helping enterprises make more strategic IT investment decisions while also supporting program and portfolio management.

EOS software strengths

  • Cross-portfolio mapping: allows organizations to create and analyze mixed portfolios (projects, programs, applications, and digital products) for comprehensive insight.
  • Integration strength: offers mature integration with key IT data sources, ensuring decisions are made with accurate, real-time information.
  • Customer support: recognized for high-touch, hands-on assistance, often at no extra cost, which is a differentiator in the market.
  • Deployment options: available in multiple deployment models (cloud, hosted, on-premises), offering flexibility for IT departments.

EOS software areas of improvement

  • Limited scope: strongest in IT portfolio management, but less robust for enterprise-wide strategy execution compared to competitors.
  • Reliance on integrations: needs to be paired with other tools for full Strategic Portfolio Management capabilities.
  • Market visibility: less well-known than larger SPM vendors, which may deter some buyers.
  • Partnership reliance: recent partnerships (e.g., with Planisware) suggest EOS is augmenting gaps through alliances rather than standalone expansion.

EOS software pricing

  • Customized pricing.
  • No free trial available.

EOS software reviews

  • Capterra: NA
  • G2: NA

STRATEGIC PORTFOLIO MANAGEMENT

From strategy to outcomes

Learn how Triskell’s SPM solution turns strategy into measurable impact.

Learn more

9. Broadcom Clarity

Broadcom Clarity (formerly CA PPM) is a mature PPM platform designed for enterprises with advanced portfolio needs, helping them to align digital initiatives, IT investments, and business strategies.

Broadcom Clarity strengths

  • Scaled Agile support: fully SAFe and SAFe DevOps certified, and can be paired with Broadcom Rally or Jira for scaled agile planning and execution.
  • Collaboration features: enhanced tools for tracking commitments, activities, and dependencies at the most strategic portfolio levels.
  • Deployment flexibility: offers both cloud and on-premises deployments, with a lighter cloud option available for mid-sized organizations.
  • Strong financial management: Clarity excels at tracking budgets, costs, and forecasts, making it ideal for finance-heavy project environments.

Broadcom Clarity areas of improvement

  • Complexity and learning curve: the platform’s depth can make it overwhelming for smaller or less mature organizations.
  • User experience: the UI is outdated and not as intuitive as newer SPM tools.
  • Market perception: despite its maturity, Clarity is sometimes seen as legacy technology compared to more modern cloud-native competitors.
  • Low user adoption: due to complexity and cost, most users end up using Clarity primarily for time-tracking rather than strategic PPM.

Broadcom Clarity pricing

  • Customized pricing.
  • No free trial available.

Broadcom Clarity reviews

  • Capterra: 4.2/5
  • G2: 3.7/5

10. I-nexus

And lastly, we have I-nexus, a dedicated Strategic Portfolio Management (SPM) platform designed to help large, complex organizations manage strategic goals, track performance, and ensure all initiatives contribute to measurable business outcomes.

I-nexus strengths

  • Comprehensive strategy execution: offers robust tools like X-Matrix planning, portfolio selection, and automated reporting, enabling organizations to keep strategy aligned with operational execution.
  • Financial management capabilities: provides integrated financial tracking across portfolios, helping organizations monitor investments and align budgets with strategic objectives.
  • Visualization tools: an intuitive strategy canvas allows real-time visualization of strategic initiatives, roadmaps, and progress.

I-nexus areas of improvement

  • Project management depth: lacks some features found in dedicated PPM tools, making execution less robust.
  • Dashboard usability: the “My World” dashboard is underdeveloped and hard to customize, with limited visualization of savings and KPIs.
  • User interface: overloaded with columns; lacks simple hiding and filtering functions for easier navigation.

I-nexus pricing

  • Free.
  • Professional: customized pricing.
  • Enterprise: customized pricing.

I-nexus reviews

  • Capterra: NA
  • G2: 4.2/5

Conclusion: Triskell, the best Strategic Portfolio Management software for 2025 and beyond

Finding the right Strategic Portfolio Management software in 2025 isn’t about chasing the tool with the longest feature list. It’s about choosing a solution that helps your organization close the gap between strategy and execution, while adapting to the way your teams actually work.

Some platforms shine in specific areas, like IT portfolio management or agile-at-scale, and others are a good fit for very specialized industries. But if you’re looking for a solution that’s flexible, scalable, and built to keep strategy alive at every level of the business, Triskell Software deserves special attention. With Triskell, you can:

  • Map strategy to real outcomes.
  • Manage resources and budgets with confidence.
  • Lean on AI to simplify decision-making.

While there are plenty of solid options out there, with Triskell you’ve got a platform that not only helps you plan better but also makes sure your investments truly deliver. If your goal is to turn strategy into measurable results, it should be at the top of your list.

See Triskell in action

Discover how Triskell Software connects strategy with execution and helps you make smarter portfolio decisions. Request your demo today.

Request a Demo

Related Content

FAQ best strategic portfolio management software & tools

For more information about the best strategic portfolio management software, we are sure you will find these articles useful:

SPM tools are especially valuable for mid-sized and large enterprises with diverse portfolios—such as IT, product development, or digital transformation initiatives. They help leaders gain a single view of strategy, resources, and investments, ensuring all efforts align with corporate objectives.

AI assistants are shifting SPM from a reactive to a proactive discipline. Instead of just tracking progress, AI can forecast risks, suggest reallocations, and even generate reports automatically. This not only saves time but also helps executives make faster, data-driven decisions.

Yes. Most leading solutions, including Triskell, Planview, and ServiceNow, provide robust integration ecosystems with ERP systems (SAP, Oracle), CRM platforms (Salesforce), agile tools (Jira, Azure DevOps), and productivity suites (Microsoft 365, Google Workspace). These integrations ensure SPM becomes the strategic layer connecting all enterprise data.

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