The best Investment Account Manager alternatives

Finary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.

It suits investors who want to track securities across accounts and analyze performance, allocation or risk.

It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends.

Sharesight suits investors who want to track portfolios and dividends across supported asset types.

Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.

Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.