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AdvisorEngine Logo

Wealth management platform for investment companies

Last updated: September 2026

AdvisorEngine Alternatives & Competitors (2026)

Top 4 free alternatives

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Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


FundCount logo

Integrated accounting and investment management solution

visit website
logo
FundCount
logo
AdvisorEngine

0.5

4.1

Value for money

4.6
21928
usage based/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.3

4.4

Functionality

4.1

Bank Reconciliation

5/5

Accounting

4.5/5

API

4/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Activity Dashboard

N/A

Sage Intacct logo

Best-in-class Cloud ERP for Finance

visit website
logo
Sage Intacct
logo
AdvisorEngine

0.6

4.0

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

0.1

4.2

Functionality

4.1

Activity Tracking

5/5

Accounting

4.6/5

Accounting Integration

4.4/5

Top Features

Accounting

4/5

Alerts/Notifications

N/A

Approval Process Control

N/A

Agicap logo

Manage your cashflow with ease

learn more
logo
Agicap
logo
AdvisorEngine

0.9

3.7

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

0.1

4.2

Functionality

4.1

Accounting

4/5

Bank Reconciliation

3.8/5

Accounting Integration

3.7/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Alerts/Notifications

N/A

Plaid logo

Platform that enables apps to connect with bank accounts

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logo
Plaid
logo
AdvisorEngine

0.2

4.4

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

0.4

4.5

Functionality

4.1

Access Management

5/5

Age Verification

5/5

AML Compliance

5/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

Bob Finance logo

Strategic financial planning platform for decision making

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logo
Bob Finance
logo
AdvisorEngine
4.6

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

0.4

4.5

Functionality

4.1

Access Controls/Permissions

5/5

Budgeting/Forecasting

4.7/5

Alerts/Notifications

4/5

Top Features

Accounting

4/5

Accounting

N/A

Approval Process Control

N/A

Backstop logo

Cloud-based investment management platform

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logo
Backstop
logo
AdvisorEngine

0.6

4.0

Value for money

4.6
3000
/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.2

Functionality

4.1

Access Controls/Permissions

5/5

Campaign Management

3/5

Activity Tracking

N/A

Top Features

Accounting

4/5

Accounting

N/A

Approval Process Control

N/A

Dynamo Software logo

Investment Management Software

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logo
Dynamo Software
logo
AdvisorEngine
4.6

Value for money

4.6
1
/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.5

Functionality

4.1

Accounting

4.5/5

Accounts Payable

N/A

Accounts Receivable

N/A

Top Features

Accounting

4/5

Approval Process Control

N/A

Asset Lifecycle Management

N/A

DealCloud logo

Cloud-based deal & relationship platform for finance

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logo
DealCloud
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

4.1

Functionality

4.1

Activity/News Feed

N/A

Activity Planning

N/A

Activity Tracking

N/A

Top Features

Accounting

4/5

Approval Process Control

N/A

Asset Lifecycle Management

N/A

eMoney Advisor logo

Helping People Talk About Money

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logo
eMoney Advisor
logo
AdvisorEngine

1.1

3.5

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

4.1

Functionality

4.1

Alerts/Notifications

3/5

API

N/A

Audit Trail

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

TOGGLE logo

AI-based investment insights and financial analysis tool

learn more
logo
TOGGLE
logo
AdvisorEngine

0.3

4.3

Value for money

4.6
0.01
flat rate/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.5

4.6

Functionality

4.1

Activity Dashboard

5/5

Data Visualization

5/5

Alerts/Notifications

3.7/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

Altvia logo

Cloud-based private equity CRM solution for Salesforce

learn more
logo
Altvia
logo
AdvisorEngine

0.2

4.8

Value for money

4.6
1800
/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.6

4.7

Functionality

4.1

Activity Dashboard

4/5

Activity Tracking

N/A

API

N/A

Top Features

Accounting

4/5

Accounting

N/A

Approval Process Control

N/A

Growfin logo

Start Collecting Efficiently

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logo
Growfin
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

0.1

4.2

Functionality

4.1

Customer Statements

5/5

Receivables Ledger

5/5

Billing & Invoicing

4.8/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

Edda logo

An all-in-one investment tracking suite built for VCs

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logo
Edda
logo
AdvisorEngine

0.2

4.8

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

0.4

4.5

Functionality

4.1

Alerts/Notifications

3/5

Activity Tracking

N/A

API

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

Unity logo

Next-generation multi-asset trading platform

learn more
logo
Unity
logo
AdvisorEngine

0.4

5.0

Value for money

4.6
3500
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.9

5.0

Functionality

4.1

Accounting

5/5

Activity Tracking

N/A

API

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Billing & Invoicing

N/A

Cryptool.io logo

All-in-one crypto investor management platform

learn more
logo
Cryptool.io
logo
AdvisorEngine

0.1

4.7

Value for money

4.6
2.99
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.0

Functionality

4.1

Activity Dashboard

5/5

Commodity Futures

5/5

Fee Management

4/5

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Approval Process Control

N/A

Powens logo

We open up finance to empower consumers & businesses

learn more
logo
Powens
logo
AdvisorEngine

0.6

4.0

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

0.3

3.8

Functionality

4.1

Accounting Integration

N/A

Activity Tracking

N/A

API

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A

Allvue logo

Investment management software for private equity firms

learn more
logo
Allvue
logo
AdvisorEngine

0.4

5.0

Value for money

4.6
1
flat rate/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.9

5.0

Functionality

4.1

Accounting Integration

N/A

Accounts Payable

N/A

Accounts Receivable

N/A

Top Features

Accounting

4/5

Approval Process Control

N/A

Asset Lifecycle Management

N/A

Vestio logo

Integrated wealth management and financial control system

learn more
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

API

N/A

Automation

N/A

Benchmarking

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Activity Dashboard

N/A

daappa logo

Data management & administration platform for private assets

learn more
logo
daappa
logo
AdvisorEngine

4.6

0.0

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

4.1

0.0

Functionality

4.1

Accounting Integration

N/A

Accounts Payable

N/A

Accounts Receivable

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Asset Lifecycle Management

N/A

etops Wealth Discovery logo

360-degree wealth analytics with built-in compliance

learn more
logo
etops Wealth Discovery
logo
AdvisorEngine

4.6

0.0

Value for money

4.6
CHF
1

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.1

0.0

Functionality

4.1

Benchmarking

N/A

Client Management

N/A

Compliance Management

N/A

Top Features

Accounting

4/5

Access Controls/Permissions

N/A

Accounting

N/A