Investment Accounting Software

Alternatives to FinFolio

The tools Specifiction weighs against FinFolio, from its list of investment accounting software, each with its plans, platforms and spec score.

01 Dynamo CRM & Deal Management
Dynamo CRM & Deal Management suits investment teams in private capital markets that need to manage deal pipelines, relationships, workflows, and documents.

From $0.08/mo Web · iOS · Android · API
8.4 Visit Specs
02 FundCount
It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

From $333.33/mo Web · Windows · macOS · Linux
8.3 Visit Specs
03 Allvue Investment Management
It is aimed at credit asset managers, including managers of private debt, CLO and public credit strategies.

Web · Browser extension
8.1 Visit Specs
04 Black Diamond Wealth Solutions
The platform is aimed at RIAs, broker-dealers, family offices, banks, trust companies, asset managers, retirement providers, foundations, and breakaway advisors.

Web · iOS · Android · API
8.1 Visit Specs
05 Aladdin Accounting

8.0 Visit Specs
06 CrossVal
From 550 AED/mo Free trial Web
7.9 Visit Specs
07 Enfusion
Enfusion suits hedge funds and asset managers needing portfolio, execution, compliance and risk tools across supported strategies.

Web · Windows · macOS · Linux
7.9 Visit Specs
08 Abrigo TPG Software
TPG Software suits financial institutions managing fixed-income portfolios, derivatives, investment accounting and compliance reporting.

Web · Self-hosted
7.8 Visit Specs
09 AtlasFive
AtlasFive is aimed at single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.

Web
7.8 Visit Specs
10 Broadridge Investment Accounting
It is intended for public-sector treasuries and institutional organizations managing public funds, including retirement plans and operating funds.

Web
7.8 Visit Specs
11 Bloomberg AIM
Self-hosted
7.6 Visit Specs
12 Orion Portfolio Accounting
It is aimed at independent advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms.

From $1,083.33/mo Web · iOS · Android · API
7.6 Visit Specs
13 AnyVault
It suits families, family offices and investment holding companies that need wealth-focused portfolio and accounting workflows.

Web
7.5 Visit Specs
14 Archway Platform
Archway Platform suits organizations managing varied investment structures and requiring combined portfolio, accounting, fund, and investor reporting.

Web
7.5 Visit Specs
15 Charles River IMS
Web · API
7.5 Visit Specs
16 Clearwater Analytics
Web · API
7.5 Visit Specs
17 Asset Vantage
Web · iOS · Android
7.4 Visit Specs
18 Hatcher+ FAAST
FAAST suits family offices, venture and private-equity firms, accelerators, angel networks, and university research groups.

Free trial Web
7.3 Visit Specs
19 SS&C Advent Axys
Axys suits asset managers, wealth managers, family offices, and investment firms needing portfolio accounting and reporting on Windows.

Windows
7.3 Visit Specs
20 Juniper Square
Juniper Square is aimed at private markets firms, including private equity, real estate, venture capital, fund of funds, and private credit organizations.

Web · iOS · Android · API
7.2 Visit Specs
21 SS&C Advent Geneva
Web · API · Self-hosted
7.1 Visit Specs
22 daappa Core
Web
7.0 Visit Specs
23 Tracker
From $40/mo Web
7.0 Visit Specs
24 WealthSpectrum
It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting.

Web · iOS · Android · API
7.0 Visit Specs
25 eFront Insight
API
6.8 Visit Specs
26 RedBlack Portfolio Accounting
Web
6.6 Visit Specs
27 Advent APX
Web
6.1 Visit Specs
28 FIS Global Plus
Web
5.6 Visit Specs
29 FIS Investment Accounting Manager
Web
5.5 Visit Specs

FinFolio, head to head