App comparison
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Foundersuite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Foundersuite Alternatives & Competitors (2026)
Top 5 free alternatives
HubSpot CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM and lead management solution
0.1
Value for money
Starting price
Functionality
For Mac Devices
5/5
Relationship Tracking
5/5
For Financial Institutions
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Centrex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for finance sector
0.4
Value for money
No pricing info
Starting price
0.4
Functionality
Email Marketing
5/5
Workflow Management
5/5
Lead Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople
Value for money
Starting price
0.1
Functionality
Offline Form
5/5
Online Forms
5/5
Inbox Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts
0.3
Value for money
Starting price
0.1
Functionality
Customizable Fields
5/5
For Small Businesses
5/5
Communication Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and lead management solution
0.6
Value for money
Starting price
0.5
Functionality
Alerts/Notifications
5/5
Third-Party Integrations
5/5
Multi-Channel Communication
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
1.9
Value for money
Starting price
0.7
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
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.
0.1
Value for money
Starting price
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
RAYNET CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most easy-to-use CRM solution.
0.5
Value for money
Starting price
0.1
Functionality
Search/Filter
5/5
Contact Database
5/5
Territory Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Backstop
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
0.4
Value for money
Starting price
0.2
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
0.2
Value for money
Starting price
0.3
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
monday CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
0.1
Value for money
Starting price
0.1
Functionality
Project Management
5/5
Prioritization
5/5
Marketing Automation
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one CRM for fast-growing sales teams.
Value for money
Starting price
0.1
Functionality
Third-Party Integrations
5/5
Call Recording
5/5
Process/Workflow Automation
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based financial management software
0.6
Value for money
Starting price
0.4
Functionality
Online Applications
5/5
Automated Decisioning/Underwriting
5/5
Workflow Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
0.3
Value for money
Starting price
0.2
Functionality
Quotes/Estimates
5/5
Invoice Creation
5/5
Expense Tracking
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Standard ERP is a powerful system
0.3
Value for money
Starting price
0.3
Functionality
Purchase Order Management
5/5
Inventory Management
5/5
Billing & Invoicing
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
0.6
Value for money
Starting price
0.3
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
0.6
Value for money
No pricing info
Starting price
0.6
Functionality
Accounting
N/A
For Investment Advisors
N/A
Compliance Tracking
N/A
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one CRM to manage all your business relationships
0.1
Value for money
Starting price
0.3
Functionality
For Nonprofits
5/5
Drag & Drop
5/5
Donor Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
Value for money
Starting price
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A Premium CRM Software that Truly Performs
0.4
Value for money
Starting price
0.5
Functionality
Payment Processing
5/5
Mobile Optimization
5/5
Sales Pipeline Management
5/5
Top Features
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5