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The best Clearwater Analytics alternatives
The rest of Best Portfolio Management Software, in this site's order: each with what it costs, where it runs and its record score.
It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends.
It suits investors who want to track securities across accounts and analyze performance, allocation or risk.
It suits individual investors seeking screening, research reports and portfolio analysis, as well as financial professionals.
Finary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.
Sharesight suits investors who want to track portfolios and dividends across supported asset types.
Asora is aimed at single- and multi-family offices and their advisors managing investments across multiple asset classes.
It is intended for financial institutions managing varied investment programs and client profiles.
rotki suits people who want locally stored portfolio and accounting data across supported exchanges and blockchains.
The platform is intended for wealth and investment firms, including RIAs, breakaway advisors, broker-dealers, family offices, banks and trust…
QPLIX is aimed at family offices, wealth managers, banks, treasury departments, foundations, and other institutional investors managing portfolios…
It suits independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms.
Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
Tamarac is intended for independent registered investment advisors and wealth management practices.
Morningstar Office is for financial advisors and firms that need portfolio accounting, analysis, reporting, rebalancing, billing, and client…
WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.
The system suits financial institutions and wealth management teams serving clients from ultra-high-net-worth to mass affluent segments.
Sesame One is described for asset managers, single and multi-family offices, trustees and institutional investors managing portfolios across asset…