Alternatives to Investment Account Manager

Sharesight suits investors who want to track investments and dividends across supported asset types, or businesses managing client portfolios.

Stock Rover suits individual investors and financial professionals seeking browser-based research, screening, and portfolio analysis rather than trade execution.

rotki suits people who want a locally stored portfolio and accounting tool for crypto assets, with exchange data accessed through read-only keys.

It suits long-term retail investors seeking a view of investments across supported assets and brokers.

FundCount

It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

Portfolio Performance suits investors who want to track securities across accounts and analyze returns, allocation, risk, and tax lots.

CoinTracking

It suits cryptocurrency holders who want portfolio tracking, transaction imports, and tax reports for supported jurisdictions.

AlternativeSoft

AlternativeSoft is aimed at institutional investors needing analytics for funds and portfolios across multiple asset classes.

getquin

getquin suits people who want to consolidate asset tracking and portfolio analysis across web and mobile.

Aladdin is designed for institutional, wholesale, qualified, and professional investor or client use.

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.

Asora

Asora is intended for single- and multi-family offices and the families and advisors they serve.

Xplan

Xplan is aimed at financial advice and wealth firms of different sizes, including practices wanting standard tools and firms needing configured modules.

Addepar

Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.

Tamarac is aimed at independent RIAs needing trading, reporting, billing, CRM, and investment analysis tools.

Allvue Investment Management

It is aimed at credit asset managers, including managers of private debt, CLO and public credit strategies.

It is aimed at independent advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms.

Enfusion

Enfusion suits hedge funds and asset managers needing portfolio, execution, compliance and risk tools across supported strategies.

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