FinFolio Alternatives (January 2026)

Investment Portfolio Management Software for Advisors | FinFolio

http://www.finfoli.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

3.7/5

9+ reviews

Reviewed on:

Capterra

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Wealth Management Software | AdvisorEngine

https://www.advisorengin

.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

RIA Practice and Portfolio Management Software | Morningstar

https://www.morningsta

.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

PreciseFP | Financial Planning Software for Financial Advisors

https://precisef

.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Altruist – The modern custodian built for independent financial advisors

https://altruis

.com/

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

Investment Analysis & Sales Enablement Software | Equisoft/analyze

https://www.equisof

.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

YCharts - Financial Research and Proposal Platform

https://ychart

.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Portfolio Intelligence Software for Venture Capital

https://vestberr

.com/

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

Real Estate Investment Management Software Solutions | AppFolio

https://www.appfoli

.com/investment-manager/

Maximize returns, exceed investor expectations, and work efficiently with AppFolio Investment Manager, our real estate investment management software.