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Best SS&C Advent Geneva Alternatives in 2026

Updated

20 apps from portfolio management software ranked against SS&C Advent Geneva on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.9
    SS&C Advent Geneva vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.8
    SS&C Advent Geneva vs Snowball Analytics
  3. 3
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.8
    SS&C Advent Geneva vs Stock Rover
  4. 4
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.7
    SS&C Advent Geneva vs CGI Wealth360 Portfolio Management
  5. 5
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.6
    SS&C Advent Geneva vs WealthSpectrum
  6. 6
    QPLIX AndroidapiiOSMacself-hosted 8.6
    SS&C Advent Geneva vs QPLIX
  7. 7
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.6
    SS&C Advent Geneva vs Portfolio Performance
  8. 8
    Morningstar Office iOSWeb 8.5
    SS&C Advent Geneva vs Morningstar Office
  9. 9
    Tamarac WebiOSAndroid 8.5
    SS&C Advent Geneva vs Tamarac
  10. 10
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.5
    SS&C Advent Geneva vs Finary
  11. 11
    Black Diamond Wealth Solutions WebiOSAndroid 8.4
    SS&C Advent Geneva vs Black Diamond Wealth Solutions
  12. 12
    getquin Free plan AndroidiOSWeb €749.92/mo8.4
    SS&C Advent Geneva vs getquin
  13. 13
    Landytech Sesame One AndroidapiiOSWeb 8.3
    SS&C Advent Geneva vs Landytech Sesame One
  14. 14
    Xplan AndroidapiiOSWeb 8.3
    SS&C Advent Geneva vs Xplan
  15. 15
    Enfusion iOSLinuxMacWebWin 8.3
    SS&C Advent Geneva vs Enfusion
  16. 16
    Asset Vantage WebiOSAndroid 8.2
    SS&C Advent Geneva vs Asset Vantage
  17. 17
    Asora AndroidiOSWeb $300/mo8.2
    SS&C Advent Geneva vs Asora
  18. 18
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo8.1
    SS&C Advent Geneva vs Orion Portfolio Accounting
  19. 19
    Kubera Free trial AndroidiOSWeb $20.83/mo8.1
    SS&C Advent Geneva vs Kubera
  20. 20
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo8.1
    SS&C Advent Geneva vs Wealthfolio

SS&C Advent Geneva 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—iOS, Web
9Tamarac8.5No—Web, iOS, Android
10Finary8.5Free plan€4.58/moAndroid, iOS, Mac, Web
11Black Diamond Wealth Solutions8.4No—Web, iOS, Android
12getquin8.4Free plan€749.92/moAndroid, iOS, Web
13Landytech Sesame One8.3No—Android, API, iOS, Web
14Xplan8.3No—Android, API, iOS, Web
15Enfusion8.3No—iOS, Linux, Mac, Web, Windows
16Asset Vantage8.2No—Web, iOS, Android
17Asora8.2No$300/moAndroid, iOS, Web
18Orion Portfolio Accounting8.1No$1083.33/moAndroid, API, iOS, Web
19Kubera8.1No$20.83/moAndroid, iOS, Web
20Wealthfolio8.1Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
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Questions about SS&C Advent Geneva alternatives

What is the best alternative to SS&C Advent Geneva?

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 SS&C Advent Geneva?

Sharesight is the best-ranked alternative with a free plan. 7 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.