App comparison
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AdvisorEngine
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management platform for investment companies
AdvisorEngine Alternatives & Competitors (2026)
Top 3 free alternatives

Longview Tax
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Corporate tax management and reporting solution


0.8
Value for money
No pricing info
Starting price
No pricing info
0.4
Functionality
Data Import/Export
5/5
Tax Planning
5/5
Accounting
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Spreadsheet Server
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ERP to Excel reporting. Simple formulas. Real-time data.


0.1
Value for money
No pricing info
Starting price
No pricing info
0.5
Functionality
Expense Tracking
5/5
Billing & Invoicing
5/5
Financial Reporting
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Centrex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for finance sector


0.2
Value for money
No pricing info
Starting price
No pricing info
0.7
Functionality
Email Marketing
5/5
Workflow Management
5/5
Lead Management
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople


0.2
Value for money
Starting price
No pricing info
0.2
Functionality
Offline Form
5/5
Online Forms
5/5
Inbox Management
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts


0.1
Value for money
Starting price
No pricing info
0.2
Functionality
Customizable Fields
5/5
For Small Businesses
5/5
Communication Management
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

ZarMoney
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounting solution for businesses of all sizes


0.3
Value for money
Starting price
No pricing info
0.4
Functionality
Real-Time Data
5/5
Partial Payments
5/5
Dashboard
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and lead management solution


0.8
Value for money
Starting price
No pricing info
0.2
Functionality
Alerts/Notifications
5/5
Third-Party Integrations
5/5
Multi-Channel Communication
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5

Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting


2.1
Value for money
Starting price
No pricing info
0.4
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.4
Value for money
No pricing info
Starting price
No pricing info
0.9
Functionality
Multi-Currency
4/5
Multi-Company
4/5
Financial Analysis
4/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.7
Value for money
Starting price
No pricing info
0.1
Functionality
Performance Metrics
5/5
Data Quality Control
5/5
Scorecards
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.1
Value for money
Starting price
No pricing info
0.1
Functionality
Quotes/Estimates
5/5
Invoice Creation
5/5
Expense Tracking
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.2
Value for money
Starting price
No pricing info
0.2
Functionality
Tax Management
5/5
Stock Management
5/5
Inventory Tracking
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.3
Value for money
Starting price
No pricing info
0.8
Functionality
Historical Reporting
5/5
Payment Collection
5/5
Multiple User Accounts
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.5
Value for money
Starting price
No pricing info
Functionality
Purchase Order Management
5/5
Inventory Management
5/5
Billing & Invoicing
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.8
Value for money
Starting price
No pricing info
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.4
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Receiving
5/5
Real-Time Analytics
5/5
Serial Number Tracking
5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


1.0
Value for money
No pricing info
Starting price
No pricing info
0.7
Functionality
Task Management
4.7/5
Time & Expense Tracking
4.5/5
Online Time Tracking
4.5/5
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.4
Value for money
No pricing info
Starting price
No pricing info
0.9
Functionality
Benchmarking
N/A
API
N/A
Bonds/Stocks
N/A
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


Value for money
Starting price
No pricing info
0.4
Functionality
Project Billing
N/A
Warehouse Management
N/A
Multi-Currency
N/A
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5


0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Real-Time Updates
N/A
Accounting Integration
N/A
Contact Database
N/A
Top Features
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
