App comparison
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Direct Advisory Suite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Build trust. Showcase value. Deliver elevated advice.
Direct Advisory Suite Alternatives & Competitors (2026)
Top 5 free alternatives
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.
0.5
Value for money
Starting price
No pricing info
0.1
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Backstop
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
0.3
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
0.6
Value for money
Starting price
No pricing info
0.2
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise Class Equity Management & Reporting Software
0.4
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Incentive Management
5/5
Grant Management
5/5
Real-Time Reporting
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
0.2
Value for money
Starting price
No pricing info
0.4
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management platform for investment companies
0.6
Value for money
No pricing info
Starting price
No pricing info
0.4
Functionality
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial real estate property & investment management
0.5
Value for money
Starting price
No pricing info
0.5
Functionality
For Appraisers
N/A
Reporting & Statistics
N/A
Critical Date Alerts
N/A
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
1.0
Value for money
Starting price
No pricing info
0.2
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based private equity CRM solution for Salesforce
0.8
Value for money
Starting price
No pricing info
0.2
Functionality
Workflow Management
5/5
Data Import/Export
5/5
Activity Dashboard
4/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading and portfolio management solution for hedge funds
1.0
Value for money
No pricing info
Starting price
No pricing info
0.5
Functionality
Document Management
N/A
For Hedge Funds
N/A
Portfolio Accounting
N/A
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
4.0
Value for money
Starting price
No pricing info
0.5
Functionality
Profit/Loss Statement
N/A
For Investors & Traders
N/A
Investment Management
N/A
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Secure Data Storage
5/5
KYC Compliance
5/5
Access Management
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
0.8
Value for money
Starting price
No pricing info
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment Management Software
0.6
Value for money
Starting price
No pricing info
Functionality
Document Management
5/5
Workflow Management
5/5
Portfolio Management
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crowdfunding and investment management
0.5
Value for money
Starting price
No pricing info
0.5
Functionality
Third Party Loan Origination
N/A
Customizable Templates
N/A
Document Management
N/A
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
0.9
Value for money
Starting price
No pricing info
0.1
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
0.4
Value for money
No pricing info
Starting price
No pricing info
0.4
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
0.2
Value for money
Starting price
No pricing info
0.2
Functionality
Scenario Planning
N/A
Monitoring
N/A
Portfolio Analysis
N/A
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Underwriting & valuation management tool for the real estate
1.0
Value for money
No pricing info
Starting price
No pricing info
0.5
Functionality
Modeling & Simulation
5/5
Risk Management
5/5
Property Database
5/5
Top Features
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5