App comparison
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Social Security Timing
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
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Top 7 free alternatives

Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting


2.3
Value for money
Starting price
0.8
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Modeling & Simulation
4.8/5
Forecasting
N/A
Cash Management
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.


0.3
Value for money
Starting price
0.1
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Modeling & Simulation
4.8/5
For Investment Advisors
N/A
Cash Management
N/A

Backstop
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform


0.8
Value for money
Starting price
0.3
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Modeling & Simulation
4.8/5
Modeling & Simulation
N/A
Cash Management
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


0.2
Value for money
Starting price
0.2
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Modeling & Simulation
4.8/5
For Investment Advisors
N/A
Cash Management
N/A


1.0
Value for money
Starting price
0.4
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.2
Value for money
No pricing info
Starting price
0.5
Functionality
Portfolio Analysis
N/A
Client Portal
N/A
Mobile Access
N/A
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


1.8
Value for money
No pricing info
Starting price
0.5
Functionality
Reporting/Analytics
5/5
Financial Analysis
5/5
Alerts/Notifications
4/5
Top Features
Modeling & Simulation
4.8/5
Forecasting
N/A
Cash Management
N/A


0.4
Value for money
Starting price
0.1
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
Modeling & Simulation
4.8/5
For Investment Advisors
N/A
Financial Analysis
N/A


0.4
Value for money
No pricing info
Starting price
0.5
Functionality
Data Import/Export
4.6/5
Performance Metrics
4/5
Investments Tracking
4/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Risk Management
N/A


0.5
Value for money
Starting price
0.2
Functionality
Portfolio Management
5/5
Performance Metrics
5/5
Dashboard
4.9/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.1
Value for money
No pricing info
Starting price
0.1
Functionality
CRM
5/5
Search/Filter
5/5
Client Management
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


Value for money
Starting price
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.5
Value for money
Starting price
0.5
Functionality
Document Management
N/A
Risk Analysis
N/A
Performance Metrics
N/A
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.1
Value for money
Starting price
0.1
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.2
Value for money
No pricing info
Starting price
0.1
Functionality
Client Portal
4.5/5
Vesting Management
4.3/5
Reporting & Statistics
4/5
Top Features
Modeling & Simulation
4.8/5
For Investment Advisors
N/A
Cash Management
N/A


1.2
Value for money
No pricing info
Starting price
0.4
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


1.1
Value for money
No pricing info
Starting price
0.8
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Cash Management
N/A


0.2
Value for money
Starting price
0.1
Functionality
Data Import/Export
4.9/5
Risk Management
4.8/5
Client Management
4.8/5
Top Features
Modeling & Simulation
4.8/5
Modeling & Simulation
N/A
Cash Management
N/A


0.2
Value for money
Starting price
0.5
Functionality
Website Management
5/5
Website Hosting
5/5
SSL Security
5/5
Top Features
Modeling & Simulation
4.8/5
Forecasting
N/A
Financial Analysis
N/A


0.4
Value for money
Starting price
0.1
Functionality
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Top Features
Modeling & Simulation
4.8/5
Financial Analysis
N/A
Portfolio Management
N/A
