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Direct Advisory Suite
5
10
4
7
3
4
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Empower advisors with research, planning, and proposal tools
Last updated: September 2026
Direct Advisory Suite Alternatives & Competitors (2026)
Top 8 free alternatives
Yardi Investment Manager
Increase investor confidence and team efficiency
0.3
Value for money
No pricing info
Starting price
No pricing info
0.3
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
3.5/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.1
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Financial Management
5/5
Financial Analysis
4.5/5
Investments Tracking
4.2/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.9
Value for money
Starting price
No pricing info
0.6
Functionality
Audit Management
5/5
Activity Tracking
4.8/5
Alerts/Notifications
4.7/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.8
Value for money
Starting price
No pricing info
0.1
Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
4.2/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.2
Value for money
Starting price
No pricing info
Functionality
Accounting
4.5/5
Amortization Schedule
4/5
Alerts/Notifications
2/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.9
Value for money
Starting price
No pricing info
0.5
Functionality
Activity Dashboard
4.8/5
Client Management
4.8/5
Benchmarking
4.8/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.1
Value for money
No pricing info
Starting price
No pricing info
0.7
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.1
Value for money
Starting price
No pricing info
0.1
Functionality
Alerts/Notifications
5/5
Compliance Management
4.4/5
Client Portal
4.1/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.1
Value for money
Starting price
No pricing info
0.6
Functionality
Accounting Integration
5/5
Accounting
4.8/5
Activity Tracking
4/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.2
Value for money
Starting price
No pricing info
0.3
Functionality
Categorization/Grouping
3/5
Ad hoc Analysis
N/A
Ad hoc Reporting
N/A
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.6
Value for money
Starting price
No pricing info
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.9
Value for money
Starting price
No pricing info
0.8
Functionality
Client Management
5/5
Activity Dashboard
4.8/5
Client Portal
4.7/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.3
Value for money
Starting price
No pricing info
0.9
Functionality
Client Management
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.3
Value for money
Starting price
No pricing info
0.8
Functionality
Benchmarking
5/5
For Investment Advisors
4.7/5
AI Copilot
4/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.2
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.0
Value for money
Starting price
No pricing info
0.1
Functionality
Activity Dashboard
5/5
Commodity Futures
5/5
Fee Management
4/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.0
Value for money
Starting price
No pricing info
0.9
Functionality
Accounting
5/5
Alerts/Notifications
5/5
Cryptocurrency Processing
5/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.3
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Alerts/Notifications
5/5
Cryptocurrency Exchange
N/A
Cryptocurrency Processing
N/A
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
1.3
Value for money
No pricing info
Starting price
No pricing info
0.9
Functionality
Financial Management
5/5
For Investors & Traders
5/5
Investments Tracking
5/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
0.7
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Fund Management
5/5
Investments Tracking
4/5
Performance Metrics
4/5
Top Features
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5