Best Charles River IMS Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Charles River IMS on the same published basis.
- 1Charles River IMS vs Tamarac
- 2Charles River IMS vs FinFolio
- 3Charles River IMS vs Black Diamond Wealth Solutions
- 4Charles River IMS vs Portfolio Performance
- 5Charles River IMS vs Masttro
- 6Charles River IMS vs Snowball Analytics
- 7Charles River IMS vs Sharesight
- 8Charles River IMS vs Stock Rover
- 9Charles River IMS vs Landytech Sesame One
- 10Charles River IMS vs Wealthfolio
- 11Charles River IMS vs Morningstar Office
- 12Charles River IMS vs Asset Vantage
- 13Charles River IMS vs Orion Portfolio Accounting
- 14Charles River IMS vs getquin
- 15Charles River IMS vs Asora
- 16Charles River IMS vs Exirio
- 17Charles River IMS vs SimCorp One
- 18Charles River IMS vs Addepar
- 19Charles River IMS vs Finary
- 21Charles River IMS vs Clearwater Analytics
Charles River IMS alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Tamarac | 8.6 | No | — | Web, iOS, Android |
| 2 | FinFolio | 8.5 | No | — | Web, iOS, Android |
| 3 | Black Diamond Wealth Solutions | 8.4 | No | — | Web, iOS, Android |
| 4 | Portfolio Performance | 8.4 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 5 | Masttro | 8.2 | No | — | Web, iOS, Android |
| 6 | Snowball Analytics | 8.2 | Free plan | $6.67/mo | Android, iOS, Web |
| 7 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 8 | Stock Rover | 8.2 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 9 | Landytech Sesame One | 8.1 | No | — | Web, iOS, Android |
| 10 | Wealthfolio | 8.1 | Free plan | $2.99/mo | iOS, Linux, Mac, self-hosted, Web, Windows |
| 11 | Morningstar Office | 8.0 | No | — | Web, iOS |
| 12 | Asset Vantage | 8.0 | No | — | Web, iOS, Android |
| 13 | Orion Portfolio Accounting | 7.7 | No | $1083.33/mo | Android, API, iOS, Web |
| 14 | getquin | 7.7 | Free plan | €749.92/mo | Android, iOS, Web |
| 15 | Asora | 7.4 | No | $300/mo | Android, iOS, Web |
| 16 | Exirio | 7.3 | No | — | Android, iOS, Web |
| 17 | SimCorp One | 7.2 | No | — | — |
| 18 | Addepar | 7.2 | No | — | Web |
| 19 | Finary | 7.0 | No | €12.50/mo | Web, Mac, iOS, Android |
| 21 | Clearwater Analytics | 6.8 | No | — | Web |
Make your app an alternative to Charles River IMS
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about Charles River IMS alternatives
What is the best alternative to Charles River IMS?
Tamarac, number 1 in portfolio management software with a score of 8.6 out of 10. The others here: FinFolio, Black Diamond Wealth Solutions, Portfolio Performance and 16 more.
What is the best free alternative to Charles River IMS?
Portfolio Performance 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.