App comparison
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optionDash
Call screening tool for income investors
optionDash Alternatives & Competitors (2026)
Top 5 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Value for money
Starting price
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
API
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
For Investors & Traders
N/A
Bonds/Stocks
N/A
Investments Tracking
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
For Investment Advisors
N/A
API
N/A
For Investors & Traders
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Strategic financial planning platform for decision making
Value for money
No pricing info
Starting price
Functionality
Real-Time Data
5/5
Pipeline Management
5/5
Modeling & Simulation
5/5
Top Features
Investments Tracking
N/A
Bonds/Stocks
N/A
For Investors & Traders
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
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
For Investment Advisors
N/A
Bonds/Stocks
N/A
Financial Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management platform for investment companies
Value for money
No pricing info
Starting price
Functionality
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
Top Features
API
N/A
Bonds/Stocks
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Value for money
Starting price
Functionality
CRM
N/A
Data Import/Export
N/A
Accounting
N/A
Top Features
Financial Management
N/A
Bonds/Stocks
N/A
Financial Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
Value for money
Starting price
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Financial Management
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based private equity CRM solution for Salesforce
Value for money
Starting price
Functionality
Workflow Management
5/5
Data Import/Export
5/5
Activity Dashboard
4/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
Value for money
Starting price
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Bonds/Stocks
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
Value for money
Starting price
Functionality
Audit Trail
N/A
Client Portal
N/A
Real-Time Reporting
N/A
Top Features
No unique features
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Value for money
Starting price
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Financial Management
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated accounting and investment management solution
Value for money
Starting price
Functionality
Real-Time Reporting
5/5
Bank Reconciliation
5/5
Investor Reporting
5/5
Top Features
For Investment Advisors
N/A
Financial Analysis
N/A
Financial Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
Value for money
Starting price
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Financial Management
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Value for money
No pricing info
Starting price
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Financial Management
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stock portfolio management for active investors
Value for money
No pricing info
Starting price
Functionality
Visual Analytics
5/5
For Traders
3.7/5
For Investment Advisors
3.7/5
Top Features
Financial Analysis
N/A
Investments Tracking
N/A
Bonds/Stocks
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
Value for money
No pricing info
Starting price
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
For Investment Advisors
N/A
Bonds/Stocks
N/A
Investments Tracking
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Value for money
Starting price
Functionality
Data Management
N/A
Risk Assessment
N/A
Risk Management
N/A
Top Features
For Investors & Traders
N/A
Investments Tracking
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
Value for money
Starting price
Functionality
Modeling & Simulation
4.8/5
Cash Management
N/A
Risk Management
N/A
Top Features
Financial Management
N/A
API
N/A
For Investors & Traders
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Underwriting & valuation management tool for the real estate
Value for money
No pricing info
Starting price
Functionality
Modeling & Simulation
5/5
Risk Management
5/5
Property Database
5/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A