App comparison
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Lyfeguard
Empowering financial advisers, one client at a time
Lyfeguard 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
Functionality
Data Import/Export
5/5
Tax Planning
5/5
Accounting
5/5
Top Features
Real-Time Reporting
N/A
Planning Tools
N/A
Data Visualization
N/A

Your Money Line
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple and sincere money coaching for employees.


Value for money
No pricing info
Starting price
Functionality
Real-Time Analytics
5/5
Financial Reporting
5/5
Financial Analysis
5/5
Top Features
Real-Time Data
N/A
Compliance Management
N/A
Transaction Monitoring
N/A

Rocketlane
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A client-centric, next-gen PSA tool


Value for money
Starting price
Functionality
Activity Dashboard
5/5
Project Tracking
5/5
Customer Experience Management
5/5
Top Features
User Management
N/A
Planning Tools
N/A
Dashboard Creation
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
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Financial Reporting
N/A
Dashboard Creation
N/A
Real-Time Monitoring
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
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Real-Time Analytics
N/A
Compliance Management
N/A
Transaction Monitoring
N/A

Process Runner
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SAP made simple. Excel interface. 1900+ templates. Done.


Value for money
No pricing info
Starting price
Functionality
General Ledger
5/5
Data Storage Management
5/5
Third-Party Integrations
5/5
Top Features
Financial Reporting
N/A
Compliance Management
N/A
Real-Time Monitoring
N/A

Trovata
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Next-Generation Global Cash Flow Management Platform


Value for money
Starting price
Functionality
Financial Reporting
5/5
Electronic Payments
5/5
Accounting Integration
5/5
Top Features
Project Management
N/A
User Management
N/A
Planning Tools
N/A

Accounting Seed
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Accounting and analytics software built on Salesforce


Value for money
No pricing info
Starting price
Functionality
Opportunity Management
5/5
Invoice History
5/5
Customer Database
5/5
Top Features
Planning Tools
N/A
Real-Time Monitoring
N/A
Dashboard Creation
N/A


Value for money
No pricing info
Starting price
Functionality
Multi-Currency
4/5
Multi-Company
4/5
Financial Analysis
4/5
Top Features
Real-Time Monitoring
N/A
Dashboard Creation
N/A
Compliance Management
N/A


Value for money
Starting price
Functionality
Core Banking
5/5
Securities Management
5/5
Real-Time Notifications
5/5
Top Features
Project Management
N/A
Data Visualization
N/A
Dashboard Creation
N/A


Value for money
No pricing info
Starting price
Functionality
Workflow Management
N/A
Marketing Management
N/A
Bill of Material Analysis
N/A
Top Features
Transaction History
N/A
Dashboard Creation
N/A
API
N/A


Value for money
Starting price
Functionality
Real-Time Data
5/5
Data Import/Export
5/5
Commenting/Notes
5/5
Top Features
Dashboard Creation
N/A
Transaction History
N/A
Compliance Management
N/A


Value for money
Starting price
Functionality
Subcontractor Management
5/5
Strategic Planning
5/5
Scheduling
5/5
Top Features
Real-Time Analytics
N/A
Compliance Management
N/A
Transaction History
N/A


Value for money
Starting price
Functionality
Work Order Management
5/5
User Management
5/5
Third-Party Integrations
5/5
Top Features
No unique features


Value for money
No pricing info
Starting price
Functionality
Purchasing & Receiving
5/5
Invoice Management
5/5
Accounting Integration
5/5
Top Features
User Management
N/A
Real-Time Monitoring
N/A
Dashboard Creation
N/A


Value for money
Starting price
Functionality
Ad hoc Reporting
5/5
Real-Time Reporting
5/5
Activity Planning
5/5
Top Features
User Management
N/A
Compliance Management
N/A
API
N/A


Value for money
No pricing info
Starting price
Functionality
Profit/Loss Statement
5/5
Income & Balance Sheet
5/5
Forecasting
5/5
Top Features
Transaction Monitoring
N/A
Compliance Management
N/A


Value for money
Starting price
Functionality
Transaction Monitoring
5/5
Data Synchronization
5/5
Cash Flow Management
5/5
Top Features
Project Management
N/A
Compliance Management
N/A


Value for money
Starting price
Functionality
Compliance Management
5/5
Portfolio Management
5/5
Portfolio Analysis
5/5
Top Features
Project Management
N/A
Data Visualization
N/A
Third-Party Integrations
N/A


Value for money
No pricing info
Starting price
Functionality
Billing & Invoicing
5/5
Online Payments
5/5
Electronic Payments
5/5
Top Features
Real-Time Monitoring
N/A
Data Visualization
N/A
Dashboard Creation
N/A
