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AdvisorEngine Logo

Wealth management platform for investment companies

AdvisorEngine Alternatives & Competitors (2026)

Top 3 free alternatives

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Longview Tax logo

Corporate tax management and reporting solution

visit website
logo
Longview Tax
logo
AdvisorEngine

0.8

3.8

Value for money

4.6
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No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.5

Functionality

4.1

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 logo

ERP to Excel reporting. Simple formulas. Real-time data.

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logo
Spreadsheet Server
logo
AdvisorEngine

0.1

4.5

Value for money

4.6
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No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.5

4.6

Functionality

4.1

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 logo

Cloud-based CRM software for finance sector

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logo
Centrex
logo
AdvisorEngine

0.2

4.8

Value for money

4.6
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No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.7

4.8

Functionality

4.1

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 logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
AdvisorEngine

0.2

4.4

Value for money

4.6
19
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.3

Functionality

4.1

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 logo

CRM solution for managing customer accounts

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logo
Apptivo
logo
AdvisorEngine

0.1

4.7

Value for money

4.6
15
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.3

Functionality

4.1

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 logo

Cloud-based accounting solution for businesses of all sizes

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logo
ZarMoney
logo
AdvisorEngine

0.3

4.9

Value for money

4.6
15
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.5

Functionality

4.1

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 logo

Customer relationship and lead management solution

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logo
Maximizer CRM
logo
AdvisorEngine

0.8

3.8

Value for money

4.6
65
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

3.9

Functionality

4.1

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 logo

Investment portfolio tracking & reporting

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logo
Sharesight
logo
AdvisorEngine

2.1

2.5

Value for money

4.6

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

3.7

Functionality

4.1

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

IDL Konsis logo

Financial Close and Consolidation Software

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IDL Konsis
logo
AdvisorEngine

0.4

5.0

Value for money

4.6
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.9

5.0

Functionality

4.1

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

IBM Cognos Analytics logo

Business intelligence suite

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logo
IBM Cognos Analytics
logo
AdvisorEngine

0.7

3.9

Value for money

4.6
10.60
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.2

Functionality

4.1

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

Dolibarr logo

Solutions for On-line businesses

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logo
Dolibarr
logo
AdvisorEngine

0.1

4.7

Value for money

4.6
9
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.2

Functionality

4.1

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

myBillBook logo

Cloud-based billing & accounting management software

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logo
myBillBook
logo
AdvisorEngine

0.2

4.4

Value for money

4.6
34
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.3

Functionality

4.1

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

CasetrackerLaw  logo

Web-based, 24/7 access, user-friendly, cost-effective,

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logo
CasetrackerLaw
logo
AdvisorEngine

0.3

4.9

Value for money

4.6
699
per user

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.8

4.9

Functionality

4.1

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

Standard ERP logo

Standard ERP is a powerful system

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logo
Standard ERP
logo
AdvisorEngine

0.5

4.1

Value for money

4.6
225
/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.1

Functionality

4.1

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

MRI Property Management logo

Cloud-based property management software

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logo
MRI Property Management
logo
AdvisorEngine

0.8

3.8

Value for money

4.6
5000

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.1

Functionality

4.1

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

Sage X3 logo

Cloud-based enterprise resource planning solution

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logo
Sage X3
logo
AdvisorEngine

0.4

4.2

Value for money

4.6
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.3

Functionality

4.1

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

Deltek Vantagepoint logo

Power project success

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logo
Deltek Vantagepoint
logo
AdvisorEngine

1.0

3.6

Value for money

4.6
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.7

3.4

Functionality

4.1

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

Vestio logo

Integrated wealth management and financial control system

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logo
Vestio
logo
AdvisorEngine

0.4

5.0

Value for money

4.6
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.9

5.0

Functionality

4.1

Benchmarking

N/A

API

N/A

Bonds/Stocks

N/A

Top Features

Modeling & Simulation

5/5

Customizable Reports

5/5

Compliance Tracking

5/5

FACT ERP.NG logo

ERP solution for integrating business processes

learn more
logo
FACT ERP.NG
logo
AdvisorEngine
4.6

Value for money

4.6
$
10000
per user

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.5

Functionality

4.1

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

Veita logo

Software for customer-centric Accounts Receivable management

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logo
Veita
logo
AdvisorEngine

0.4

5.0

Value for money

4.6
99
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.0

Functionality

4.1

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