App comparison
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AllInvestView
Cloud-based investment and stock portfolio management tool
AllInvestView Alternatives & Competitors (2026)
Top 4 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Value for money
Starting price
No pricing info
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Visual Analytics
N/A
What-if Analysis
N/A
Budgeting/Forecasting
N/A
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
Value for money
Starting price
No pricing info
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Historical Reporting
N/A
Investment Management
N/A
Risk Analysis
N/A
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Value for money
Starting price
No pricing info
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Forecasting
N/A
Goal Setting/Tracking
N/A
Multi-Currency
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Strategic financial planning platform for decision making
Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Pipeline Management
5/5
Modeling & Simulation
5/5
Top Features
Portfolio Accounting
N/A
Portfolio Management
N/A
Stock Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
Value for money
Starting price
No pricing info
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Multi-Currency
N/A
Portfolio Accounting
N/A
Stock Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management platform for investment companies
Value for money
No pricing info
Starting price
No pricing info
Functionality
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
Top Features
Portfolio Reporting
N/A
Risk Analysis
N/A
Visual Analytics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Value for money
Starting price
No pricing info
Functionality
Client Management
N/A
Fund Management
N/A
Accounting
N/A
Top Features
Goal Setting/Tracking
N/A
Historical Reporting
N/A
Portfolio Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment strategy and management software for businesses
Value for money
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Reporting & Statistics
5/5
Compliance Management
4.3/5
Top Features
Historical Reporting
N/A
Investment Management
N/A
Portfolio Reporting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
Value for money
Starting price
No pricing info
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
For Investors & Traders
N/A
For Traders
N/A
Monitoring
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based private equity CRM solution for Salesforce
Value for money
Starting price
No pricing info
Functionality
Workflow Management
5/5
Data Import/Export
5/5
Activity Dashboard
4/5
Top Features
Investment Management
N/A
Monitoring
N/A
Risk Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
Value for money
Starting price
No pricing info
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Tax Management
N/A
Watch List
N/A
What-if Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
Value for money
Starting price
No pricing info
Functionality
Modeling & Simulation
N/A
Activity Tracking
N/A
Performance Analysis
N/A
Top Features
Portfolio Reporting
N/A
Reporting/Analytics
N/A
Tax Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Value for money
Starting price
No pricing info
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Goal Setting/Tracking
N/A
Historical Reporting
N/A
Portfolio Rebalancing
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated accounting and investment management solution
Value for money
Starting price
No pricing info
Functionality
Real-Time Reporting
5/5
Bank Reconciliation
5/5
Investor Reporting
5/5
Top Features
Portfolio Reporting
N/A
Reporting/Analytics
N/A
Tax Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
Value for money
Starting price
No pricing info
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Forecasting
N/A
Goal Setting/Tracking
N/A
Portfolio Reporting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Goal Setting/Tracking
N/A
Historical Reporting
N/A
Portfolio Rebalancing
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Traders
3.7/5
For Investment Advisors
3.7/5
Top Features
For Investors & Traders
N/A
Forecasting
N/A
Multi-Currency
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
Value for money
No pricing info
Starting price
No pricing info
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
For Traders
N/A
Goal Setting/Tracking
N/A
Multi-Currency
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Value for money
Starting price
No pricing info
Functionality
Reporting & Statistics
N/A
Third-Party Integrations
N/A
API
N/A
Top Features
Portfolio Reporting
N/A
Stock Management
N/A
What-if Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
Value for money
Starting price
No pricing info
Functionality
Modeling & Simulation
4.8/5
Modeling & Simulation
N/A
Top Features
Goal Setting/Tracking
N/A
Historical Reporting
N/A
Performance Metrics
N/A