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Best Asset Vantage Alternatives in 2026

Updated

20 apps from portfolio management software ranked against Asset Vantage on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.9
    Asset Vantage vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.8
    Asset Vantage vs Snowball Analytics
  3. 3
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.8
    Asset Vantage vs Stock Rover
  4. 4
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.7
    Asset Vantage vs CGI Wealth360 Portfolio Management
  5. 5
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.6
    Asset Vantage vs WealthSpectrum
  6. 6
    QPLIX AndroidapiiOSMacself-hosted 8.6
    Asset Vantage vs QPLIX
  7. 7
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.6
    Asset Vantage vs Portfolio Performance
  8. 8
    Morningstar Office WebiOS 8.5
    Asset Vantage vs Morningstar Office
  9. 9
    Tamarac WebiOSAndroid 8.5
    Asset Vantage vs Tamarac
  10. 10
    Black Diamond Wealth Solutions WebiOSAndroid 8.4
    Asset Vantage vs Black Diamond Wealth Solutions
  11. 11
    getquin Free plan AndroidiOSWeb €749.92/mo8.4
    Asset Vantage vs getquin
  12. 12
    Xplan AndroidapiiOSWeb 8.3
    Asset Vantage vs Xplan
  13. 13
    Enfusion iOSLinuxMacWebWin 8.3
    Asset Vantage vs Enfusion
  14. 14
    Landytech Sesame One WebiOSAndroid 8.2
    Asset Vantage vs Landytech Sesame One
  15. 16
    Asora AndroidiOSWeb $300/mo8.2
    Asset Vantage vs Asora
  16. 17
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo8.1
    Asset Vantage vs Orion Portfolio Accounting
  17. 18
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo8.1
    Asset Vantage vs Wealthfolio
  18. 19
    Juniper Square AndroidapiiOSWeb 8.0
    Asset Vantage vs Juniper Square
  19. 20
    Exirio Free trial AndroidiOSWeb 8.0
    Asset Vantage vs Exirio
  20. 21
    Kubera WebiOSAndroid $20.83/mo7.9
    Asset Vantage vs Kubera

Asset Vantage alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.9Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics8.8Free plan$6.67/moAndroid, iOS, Web
3Stock Rover8.8Free plan$2/moAndroid, iOS, Web, Windows
4CGI Wealth360 Portfolio Management8.7No—Android, API, iOS, Web
5WealthSpectrum8.6No—Android, API, iOS, self-hosted, Web
6QPLIX8.6No—Android, API, iOS, Mac, self-hosted, Web, Windows
7Portfolio Performance8.6Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
8Morningstar Office8.5No—Web, iOS
9Tamarac8.5No—Web, iOS, Android
10Black Diamond Wealth Solutions8.4No—Web, iOS, Android
11getquin8.4Free plan€749.92/moAndroid, iOS, Web
12Xplan8.3No—Android, API, iOS, Web
13Enfusion8.3No—iOS, Linux, Mac, Web, Windows
14Landytech Sesame One8.2No—Web, iOS, Android
16Asora8.2No$300/moAndroid, iOS, Web
17Orion Portfolio Accounting8.1No$1083.33/moAndroid, API, iOS, Web
18Wealthfolio8.1Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
19Juniper Square8.0No—Android, API, iOS, Web
20Exirio8.0No—Android, iOS, Web
21Kubera7.9No$20.83/moWeb, iOS, Android
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Questions about Asset Vantage alternatives

What is the best alternative to Asset Vantage?

Sharesight, number 1 in portfolio management software with a score of 8.9 out of 10. The others here: Snowball Analytics, Stock Rover, CGI Wealth360 Portfolio Management and 16 more.

What is the best free alternative to Asset Vantage?

Sharesight is the best-ranked alternative with a free plan. 6 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.