Origin Alternatives (September 2025)

Online money management software for tracking expenses, budgets, bill reminders, investments, forecasting, financial planning & more. Join millions of users taking control of their financial future.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Build a diversified portfolio and master the markets all in one place. Open an account with E*TRADE - The original place to invest online. Learn more

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.

Designed to be your complete wealth system, from investment expertise to the hardest-to-reach experiences, we aim to amplify your greatness.

Track your spending, investments, and net worth in the best-in-class app for Mac and iPhone.

Apply in minutes and open a Rho account today. Get 24/7 customer support and enterprise-grade spend management – accounts payable, corporate cards, and expense management – with no monthly fees.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Creating reports for investors or planning startup profits and expenses? Octopus AI is a financial AI assistant for startups. Octopus AI helps to create a realistic budget, build your best financial deck for investors and accelerators, and predict the financial impact of your any decisions.

AngelList builds the infrastructure that powers the startup economy—providing investors and innovators with the tools to grow.

Koyfin provides tools for investors to research stocks & other asset classes. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc.

View your finances, track your goals and access your accounting experts all in one place.

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

Grow your AUM, streamline client engagement, and protect your firm

Budgyt: Leading cloud-based budgeting software for SMEs & enterprises. Agile financial forecasting, real-time reporting, and efficient financial planning.

Over 1 million small businesses use LivePlan for business planning, forecasting and financial management. Sign up for LivePlan and grow 30% faster.

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

PlanGuru business planning software offers the budgeting and forecasting tool of choice designed to help businesses and nonprofits make better decisions

Budgeto is the financial management platform that businesses use to create annual business budgets, produce reports, manage cash flow.

MProfit - India's best portfolio tracking app for Stocks, Mutual Funds, Bonds, NPS, PPF & more. Auto-import data, get Capital Gains, XIRR & other reports. Try free today!

Easily track, visualize, share, and analyze their omnichannel marketing budgets and plans. A software build with CPG Marketers in mind!

Our business plan software helps you grow your idea or startup. Create beautiful business canvases, write impactful business plans and make your budgets and financial forecasts.

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

All-in-one investor management software built for real estate investment firms and syndicators. We automate investment and investor relationships.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

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

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

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

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

IDU budgeting, forecasting and reporting tools provide real-time, online access to critical financial information across your business.

Grow your financial planning business with Covisum's suite of software products. Get a 10-day free trial today.

MX Technologies helps financial institutions, fintechs, and their consumers to connect financial accounts, surface insights, and build better money experiences.

Guideline's full-service 401(k) plans make it easier and more affordable for growing businesses to offer their employees the retirement benefits they deserve.

Covercy is the first real estate investment management software that combines banking with investment management.

Finmark is a financial modeling tool that makes it easy for startups to build models and forecast their finances without spreadsheets.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

Join 45+ million customers globally using Revolut to send money to 160+ countries, hold up-to 36 currencies in app, spend in 150+ currencies, and manage their money.

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Software Suite for Venture Capital, Corporate Venture Private Equity, Family Offices & Investment Bank Manage your dealflow, support your portfolio companies, track your performances in real-time and raise your next fund with edda.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

Trade and invest on a trusted multi-asset platform. Get ideas from 30M users, practise with a demo account or copy top-performing traders automatically.

Financial Planning software designed for Canadian Advisors, Planners and Wealth Managers to grow your AUM and receive more referrals.

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.

CashFlowTool is the ultimate cash flow management & forecasting service for businesses and accountants - #1 rated cash flow app on the QuickBooks Marketplace.

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

Working hard with nothing to show for it? Use your money more efficiently and control your spending and saving with the YNAB app.

Quicken can help you stay on top of your budget, make smart decisions with your money, save towards your goals, and plan your retirement. Manage your money, your way.

A comprehensive portfolio management and accounting platform for Family Offices

Built for startups and small businesses, ForUsAll is a modern 401(k) provider that provides access to crypto, financial wellness, low fees and more.

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

Banks charge a lot for overseas transfers. We don't. Transfer money abroad easily and quickly with our low cost money transfers.

Align technology, finance, and business with IBM Apptio. Enhance cost transparency, streamline IT budgeting, and drive better outcomes with comprehensive financial tools.

Guide and support your students all the way from orientation to commencement with a full lifecycle academic advising software for higher education.

Take control of your spending with Brex's business credit cards, automated bill pay, and spend management tools. Make your money work as hard as you do.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Inpensa's easy to use Capex Management Platform helps professionals make & manage more timely & effective strategic investment decisions.

4castplus delivers a powerful suite of integrated project cost management software tools to streamline everything you do. Get started today.

Lazo's Augmented Ops™ uses AI to streamline bookkeeping, taxes, & fundraising. Get actionable insights & connect with investors - all on one platform. Sign up for free!

Wealth Docx Core includes interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

Datarails is an FP&A software solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I. cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability and growth.

The AP, AR, and spend & expense solution that lets you create and pay bills, manage expenses, control budgets, and get the credit your business/firm needs to grow.

A single app for individual entrepreneurs that does it all.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Transform the way you manage your money with Starling Bank. Enjoy personal and business banking online and at your fingertips, always. Apply in minutes.

Industry-leading Security Workforce Management Software. Streamline guard touring, back office, payroll, and more. Enhance security with confidence.

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

Save Money & Boost Productivity with Easy-to-use Field Service Fleet Tracking Software, In-cab Cameras, and Asset Monitoring.

Cash App is the #1 finance app in the App Store. Pay anyone instantly. Save when you spend. Bank like you want to. Buy stocks or bitcoin with as little as $1.

Unit is the embedded finance platform that helps you accelerate growth and unlock new revenue streams by making it easy to build banking and lending into your product.

Secure you marketing success with top behavioral market research tools for a fraction of the traditional price. Start tracking your brand and testing your ads.

The E-Valuator

PyanGo provides automated financial management solutions built on the Oracle NetSuite, specializing in Grants Management and Budgetary Control

Start a business, incorporate, or form an LLC, with the corporate filings experts with CorpNet. Our business filing experts will help you get your business moving.

Ship tracking and maritime software for the maritime solutions sector. Contact us today for a free demo.

Get a real-time cash flow forecast with this award-winning software. Float automatically syncs with Xero, QuickBooks & FreeAgent for faster, smarter business planning.

A single source of truth and tools finance teams need to create connections, enabling growth and make informed business decisions.

Automated buying, selling, portfolio, and taxes. Get started in minutes.

From a better 401(k) to student loan management, financial wellness benefits are the new way to attract world-class talent. Invest in your employees today.

We are the #1 Tracking and Financial Tool in Real Estate. Know your numbers, get out of messy spreadsheets, and have the tools to plan for success.

Take advantage of the award-winning thinkorswim® platform suite and all its cutting-edge tools, now exclusively at Schwab.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Wise Tradr is a trading journal that gives you an easy way to log and track stock trades.

NetSuite reporting, financial budgeting and forecasting for Microsoft Excel. Create Income Statements, Balance Sheets & Cash Flow statements in less than 1 hour with a free 30-day trial from Solution 7.

Centime offers all-in-one accounts payable, accounts receivable, and cash management for growing businesses. Take a tour today!

Organise, save & invest with a free UK current account, joint account or business account. Make your money more Monzo.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

Questis Financial Wellness goes beyond other financial wellness benefits and offers a unique blend of coaching and technology.