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