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InvestorPortaLPro
Investment management software for private and public firms
InvestorPortaLPro Alternatives & Competitors (2026)
Top 3 free alternatives
Longview Tax
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Corporate tax management and reporting solution
Value for money
No pricing info
Starting price
No pricing info
Functionality
Data Import/Export
5/5
Tax Planning
5/5
Accounting
5/5
Top Features
Investments Tracking
N/A
Client Portal
N/A
Customizable Reports
N/A
Spreadsheet Server
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ERP to Excel reporting. Simple formulas. Real-time data.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Expense Tracking
5/5
Billing & Invoicing
5/5
Financial Reporting
5/5
Top Features
Third-Party Integrations
N/A
Performance Metrics
N/A
Order Management
N/A
ZarMoney
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounting solution for businesses of all sizes
Value for money
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Partial Payments
5/5
Dashboard
5/5
Top Features
Order Management
N/A
Fund Management
N/A
Client Portal
N/A
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
Order Management
N/A
Multi-Company
N/A
Income & Balance Sheet
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial Close and Consolidation Software
Value for money
No pricing info
Starting price
No pricing info
Functionality
Multi-Currency
4/5
Multi-Company
4/5
Financial Analysis
4/5
Top Features
Profit/Loss Statement
N/A
Performance Metrics
N/A
Order Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Management software that increases the profitability of the
Value for money
No pricing info
Starting price
No pricing info
Functionality
CRM
N/A
Financial Management
N/A
Real-Time Data
N/A
Top Features
Profit/Loss Statement
N/A
For Investment Advisors
N/A
Data Visualization
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based billing & accounting management software
Value for money
Starting price
No pricing info
Functionality
Tax Management
5/5
Stock Management
5/5
Inventory Tracking
5/5
Top Features
Third-Party Integrations
N/A
Profit/Loss Statement
N/A
Performance Metrics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Funeral home and cemetry software
Value for money
Starting price
No pricing info
Functionality
Financial Reporting
5/5
Cremation Management
5/5
Profit/Loss Statement
5/5
Top Features
For Investment Advisors
N/A
Visual Analytics
N/A
Performance Metrics
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
Order Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Start Collecting Efficiently
Value for money
No pricing info
Starting price
No pricing info
Functionality
Customer Statements
5/5
Receivables Ledger
5/5
Billing & Invoicing
4.8/5
Top Features
Third-Party Integrations
N/A
General Ledger
N/A
Fund Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Power project success
Value for money
No pricing info
Starting price
No pricing info
Functionality
Task Management
4.7/5
Time & Expense Tracking
4.5/5
Online Time Tracking
4.5/5
Top Features
Investments Tracking
N/A
Order Management
N/A
Fund Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
Value for money
No pricing info
Starting price
No pricing info
Functionality
Commodity Futures
N/A
CRM
N/A
For Investors & Traders
N/A
Top Features
Reporting/Analytics
N/A
General Ledger
N/A
Activity Dashboard
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ERP solution for integrating business processes
Value for money
Starting price
No pricing info
Functionality
Alerts/Escalation
N/A
Drag & Drop
N/A
Activity Tracking
N/A
Top Features
Investments Tracking
N/A
Client Management
N/A
Compliance Tracking
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
GAAP revenue recognition and financial metrics for B2B SaaS
Value for money
No pricing info
Starting price
No pricing info
Functionality
Recurring/Subscription Billing
N/A
Customer Accounts
N/A
Revenue Recognition
N/A
Top Features
Profit/Loss Statement
N/A
Order Management
N/A
Multi-Company
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Automate Manual Processes, Analyze Data, Accelerate Growth
Value for money
Starting price
No pricing info
Functionality
Inventory Management
4/5
Inventory Control
4/5
Product Identification
3/5
Top Features
For Investment Advisors
N/A
Performance Metrics
N/A
Client Portal
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Software for customer-centric Accounts Receivable management
Value for money
Starting price
No pricing info
Functionality
Budgeting/Forecasting
N/A
Dashboard
N/A
Payment Collection
N/A
Top Features
Mobile Access
N/A
Investments Tracking
N/A
Income & Balance Sheet
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A single source of truth for value creation.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Performance Metrics
1/5
Investments Tracking
1/5
Data Import/Export
1/5
Top Features
Income & Balance Sheet
N/A
Data Visualization
N/A
Profit/Loss Statement
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Analytics platform for tracking stocks
Value for money
No pricing info
Starting price
No pricing info
Functionality
Reporting/Analytics
5/5
Financial Analysis
5/5
Alerts/Notifications
4/5
Top Features
Multi-Company
N/A
Mobile Access
N/A
Income & Balance Sheet
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Automate, analyze and forecast for strategic impact
Value for money
No pricing info
Starting price
No pricing info
Functionality
Planning Tools
5/5
Dashboard Creation
5/5
Budgeting/Forecasting
5/5
Top Features
Multi-Company
N/A
Mobile Access
N/A
Investments Tracking
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Empower ambition with Xledger.
Value for money
Starting price
No pricing info
Functionality
General Ledger
4.5/5
Accounts Payable
4/5
Project Accounting
4/5
Top Features
Multi-Company
N/A
Client Portal
N/A
Data Visualization
N/A