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TradeSmart

SaaS order execution management system (OEMS) software

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TradeSmart Alternatives

How do TradeSmart alternatives compare?

Allvue and Pinnakl stand out as its top competitors based on similarity, popularity and user reviews. When comparing TradeSmart to its top 92 alternatives, Juniper Square has the highest rating, with A1 Tracker as the runner-up, and TradeSmart ranking 55th place. StockMarketEye has the most reviews with a total of 80, while TradeSmart has 0. Users say Stessa tops the list for value for money followed by Juniper Square, while TradeSmart comes in 51st. Users also say Juniper Square and A1 Tracker are the easiest to use, while TradeSmart takes 55th place.

What are the top 5 alternatives to TradeSmart?


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Features


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Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Top 92 Alternatives & Competitors to TradeSmart

Allvue

5.0
(1)

Investment management software for private equity firms

Features

Total

21

117

42

features in common

21

features in common

Allvue's unique features

  • Summary Reports

  • Marketing Automation

  • Consolidation/Roll-Up

  • Foreign Exchange Risks

TradeSmart's unique features

  • For Sell-Side Firms

  • Multi-Channel Management

  • Configurable Workflow

  • User Defined Attributes

Pinnakl

5.0
(3)

Trading and portfolio management solution for hedge funds

Features

Total

27

58

42

features in common

27

features in common

Pinnakl's unique features

  • Risk Management

  • Accounting

  • Account Reconciliation

  • General Ledger

TradeSmart's unique features

  • API

  • Compliance Tracking

  • Real Estate

  • Data Visualization

VestServe

(0)

Investment, funds, and accounting management solution

Features

Total

28

85

42

features in common

28

features in common

VestServe's unique features

  • Debt Management

  • Modified Dietz Analysis

  • For Venture Capital

  • Fee Management

TradeSmart's unique features

  • User Defined Attributes

  • Audit Management

  • Real Estate

  • API

FundCount

4.5
(6)

Integrated accounting and investment management solution

Features

Total

27

62

42

features in common

27

features in common

FundCount's unique features

  • Client Management

  • Risk Management

  • Multi-Company

  • Investor Management

TradeSmart's unique features

  • Alerts/Notifications

  • Deal Management

  • Third Party Integrations

  • API

Tier1

5.0
(3)

CRM software for capital markets & investment banking.

Features

Total

15

62

42

features in common

15

features in common

Tier1's unique features

  • User Management

  • Sales Reports

  • Securities Management

  • Visual Analytics

TradeSmart's unique features

  • Order Management

  • User Defined Attributes

  • Portfolio Rebalancing

  • Support Ticket Management

Carta

4.4
(45)

Equity management solution for public & private firms

Features

Total

9

55

42

features in common

9

features in common

Carta's unique features

  • Rate of Return Analysis

  • Compensation Plan Modeling

  • Liquidity Analysis

  • "What If" Scenarios

TradeSmart's unique features

  • Profit/Loss Statement

  • Mobile Access

  • Reporting/Analytics

  • For Multi-Family Offices

Starting from

$2,800/year

Value for money

3.8

What users say about Carta's value for money

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

AR

Anonymous Reviewer

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

AR

Anonymous Reviewer

Diligent Equity

3.6
(11)

Cloud-based equity management solution

Features

Total

17

71

42

features in common

17

features in common

Diligent Equity's unique features

  • Customizable Branding

  • Real Time Monitoring

  • Transaction History

  • Predictive Analytics

TradeSmart's unique features

  • Flexible Allocation Methods

  • User Defined Attributes

  • Mobile Access

  • For Buy-Side Firms

Value for money

4.1

What users say about Diligent Equity's value for money

The team at Equity Effect is great to work with. They are super responsive, helpful and patient.

GG

Genevieve G.

We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.

GG

Genevieve G.

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

Features

Total

12

29

42

features in common

12

features in common

FolioSure's unique features

  • Cost Analysis

  • Activity Dashboard

  • Financial Analysis

  • Administrative Reporting

TradeSmart's unique features

  • Flexible Allocation Methods

  • Bonds / Stocks

  • Portfolio Rebalancing

  • Graphical Data Presentation

Features

Total

5

31

42

features in common

5

features in common

Certent Equity Management's unique features

  • Real Time Analytics

  • Document Storage

  • Public Equity

  • Grant Management

TradeSmart's unique features

  • Client Portal

  • Mobile Access

  • Order Management

  • Flexible Allocation Methods

Value for money

4.2

What users say about Certent Equity Management's value for money

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

Brian C.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

SG

Shane G.

Global Shares

(0)

Stock compensation management for public & private companies

Features

Total

7

43

42

features in common

7

features in common

Global Shares' unique features

  • Private Equity

  • Multiple Data Sources

  • Real-time Updates

  • Transaction History

TradeSmart's unique features

  • Fixed Asset Management

  • Data Import/Export

  • Order Management

  • Flexible Allocation Methods

OptionTrax

4.8
(5)

Capitalization table and equity management software

Features

Total

3

38

42

features in common

3

features in common

OptionTrax's unique features

  • Document Storage

  • Vesting Management

  • Strategic Planning

  • Task Planning

TradeSmart's unique features

  • Audit Management

  • Audit Trail

  • Data Import/Export

  • Benchmarking

StockMarketEye

4.5
(80)

Keep Your Eye On Your Investments

Features

Total

6

14

42

features in common

6

features in common

StockMarketEye's unique features

  • Charting

  • Technical Analysis

  • For Traders

  • Investments Tracking

TradeSmart's unique features

  • Client Portal

  • Data Import/Export

  • Flexible Allocation Methods

  • Portfolio Management

Starting from

$74.99/year

Value for money

4.5

What users say about StockMarketEye's value for money

I'm able to manage my entire portfolios with StockMarketEye in a pretty good fashion. It's not perfect, but it's a good value and is really helpful to keep track on several portfolios.

AR

Anonymous Reviewer

After a great deal of research I found this the most intuitive software with excellent reporting.

JS

Jon S.

eFront

3.0
(2)

Private equity software for direct & indirect investments

Features

Total

5

22

42

features in common

5

features in common

eFront's unique features

  • Investments Tracking

  • Accounting

  • Financial Management

  • Risk Analytics

TradeSmart's unique features

  • For Multi-Family Offices

  • Portfolio Rebalancing

  • Risk Assessment

  • Order Management

Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

Features

Total

9

51

42

features in common

9

features in common

Financial Services Cloud's unique features

  • Client Management

  • Referral Tracking

  • Claims Management

  • Insurance Policy Management

TradeSmart's unique features

  • For Hedge Funds

  • Mobile Access

  • Multi-Channel Management

  • Flexible Allocation Methods

Juniper Square

4.9
(59)

Modern investment management for the real estate industry

Features

Total

15

68

42

features in common

15

features in common

Juniper Square's unique features

  • Access Controls/Permissions

  • Electronic Payments

  • Activity Tracking

  • Client/Property Matching

TradeSmart's unique features

  • For Multi-Family Offices

  • Commission Management

  • Configurable Workflow

  • Deal Management

Value for money

4.8

What users say about Juniper Square's value for money

JS customer service super responsive. Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in).

JA

Joel A.

Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.

TH

Troy H.

MRI Software

4.4
(68)

Cloud-based real estate and investment management software

Features

Total

21

116

42

features in common

21

features in common

MRI Software's unique features

  • Data Synchronization

  • Work Order Management

  • Sales Reports

  • Badge Management

TradeSmart's unique features

  • For Sell-Side Firms

  • Multi-Channel Management

  • Order Management

  • Commission Management

Value for money

4.0

What users say about MRI Software's value for money

MRI has a great vendor partnership that allows the vendor to seamlessly integrate their software with MRI's databases. You get the best of both worlds.

RB

Richard B.

I like the software because it is easy to use and implement. But the greatest benefit in my mind is the customer support and customization that is available.

CK

Colleen K.

Plaid

4.4
(14)

Platform that enables apps to connect with bank accounts

Features

Total

4

49

42

features in common

4

features in common

Plaid's unique features

  • Rules-Based Workflow

  • Performance Management

  • Transaction Monitoring

  • Currency Management

TradeSmart's unique features

  • Audit Trail

  • Portfolio Rebalancing

  • Benchmarking

  • Order Management

Value for money

4.9

What users say about Plaid's value for money

WaveApps.com reliance on Plaid a horrible decision.

DR

DJ R.

I so love the Plaid software it makes it so easy to login directly to your online banking account.

EC

Erin C.

The CRE Suite

5.0
(2)

Commercial real estate property & investment management

Features

Total

12

38

42

features in common

12

features in common

The CRE Suite 's unique features

  • Project Management

  • Accounting

  • Strategic Planning

  • Client Management

TradeSmart's unique features

  • Flexible Allocation Methods

  • Bonds / Stocks

  • Mobile Access

  • Graphical Data Presentation

ETNA Web Trader

(0)

Web-based trading tools for brokers and digital advisors

Features

Total

15

51

42

features in common

15

features in common

ETNA Web Trader's unique features

  • Customizable Branding

  • Client Management

  • Profitability Analysis

  • Historical Trend Analysis

TradeSmart's unique features

  • For Multi-Family Offices

  • Automated Execution

  • Real Estate

  • Deal Management

Enverus MineralSoft

5.0
(1)

Oil and Gas portfolio management for investment funds

Features

Total

9

35

42

features in common

9

features in common

Enverus MineralSoft's unique features

  • Historical Trend Analysis

  • Prospecting Tools

  • Project Management

  • Collaboration Tools

TradeSmart's unique features

  • Profit/Loss Statement

  • Mobile Access

  • Portfolio Analysis

  • Audit Trail

Prospero

(0)

Cloud-based platform for managing investments and funds

Features

Total

17

42

42

features in common

17

features in common

Prospero's unique features

  • Client Management

  • Risk Management

  • Multi-Campaign

  • Reporting & Statistics

TradeSmart's unique features

  • Risk Assessment

  • Automated Execution

  • Data Import/Export

  • For Buy-Side Firms

HiddenLevers

4.3
(58)

Portfolio stress testing software for advisory firms

Features

Total

13

48

42

features in common

13

features in common

HiddenLevers' unique features

  • Client Management

  • Performance Testing

  • Real Time Analytics

  • Proposal Generation

TradeSmart's unique features

  • For Multi-Family Offices

  • User Defined Attributes

  • Real Estate

  • Support Ticket Management

Starting from

$300/month

Value for money

4.1

What users say about HiddenLevers' value for money

I am having trouble understanding the risk analysis side of the software. It is difficult to analyze a "risk score" and to track if a client is on track with their set risk score.

JM

Justin M.

Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.

DY

David Y.

Crowdsofts

4.5
(2)

Crowdfunding and investment management

Features

Total

11

59

42

features in common

11

features in common

Crowdsofts' unique features

  • Loan Management

  • Electronic Payments

  • Real Time Data

  • Online Applications

TradeSmart's unique features

  • Order Management

  • For Sell-Side Firms

  • Portfolio Rebalancing

  • For Real Estate

ODD360

(0)

Cloud-based operational due diligence software

Features

Total

4

20

42

features in common

4

features in common

ODD360's unique features

  • Role-Based Permissions

  • Document Storage

  • Document Management

  • Real Time Data

TradeSmart's unique features

  • For Multi-Family Offices

  • Portfolio Rebalancing

  • Order Management

  • Flexible Allocation Methods

U-Rite

5.0
(2)

Underwriting & valuation management tool for the real estate

Features

Total

13

46

42

features in common

13

features in common

U-Rite's unique features

  • Risk Management

  • Depreciation Management

  • Property Database

  • Estimating

TradeSmart's unique features

  • For Multi-Family Offices

  • User Defined Attributes

  • Mobile Access

  • For Family Offices

AdvisorEngine

5.0
(1)

Wealth management platform for investment companies

Features

Total

14

55

42

features in common

14

features in common

AdvisorEngine's unique features

  • Client Management

  • Risk Management

  • Financial Management

  • Interaction Tracking

TradeSmart's unique features

  • Portfolio Management

  • User Defined Attributes

  • Third Party Integrations

  • Support Ticket Management

Bipsync

(0)

The Platform that Powers your Investment Research Process

Features

Total

8

15

42

features in common

8

features in common

Bipsync's unique features

  • For Investment Advisors

  • Fund Management

  • Activity Dashboard

  • Investments Tracking

TradeSmart's unique features

  • Client Portal

  • Portfolio Rebalancing

  • Portfolio Analysis

  • Order Management

SourceScrub

4.8
(6)

Research and investment management software

Features

Total

9

19

42

features in common

9

features in common

SourceScrub's unique features

  • Investments Tracking

  • Real Time Reporting

  • Financial Analysis

  • Fund Management

TradeSmart's unique features

  • Fixed Asset Management

  • Portfolio Rebalancing

  • Flexible Data Models

  • Order Management

Yardi Investment Manager

(0)

Improve investor relations and manage new opportunities

Features

Total

7

44

42

features in common

7

features in common

Yardi Investment Manager's unique features

  • Customizable Reports

  • Real Time Analytics

  • For Investment Advisors

  • Reminders

TradeSmart's unique features

  • For Hedge Funds

  • Portfolio Rebalancing

  • Flexible Allocation Methods

  • Portfolio Management

Backstop

4.3
(37)

Cloud-based investment management platform

Features

Total

21

72

42

features in common

21

features in common

Backstop's unique features

  • Multi-Currency

  • Ratings / Reviews

  • Monitoring

  • Accounting

TradeSmart's unique features

  • Fixed Asset Management

  • Reporting/Analytics

  • Configurable Workflow

  • Commission Management

Value for money

4.0

What users say about Backstop's value for money

With Backstop, we are able to track our investor relations work with ease. In addition, customer feedback is very important and the support team is extremely responsive and supportive.

AR

Anonymous Reviewer

The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

AR

Anonymous Reviewer

HedgeGuard

4.6
(8)

Investment portfolio management system

Features

Total

26

54

42

features in common

26

features in common

HedgeGuard's unique features

  • Records Management

  • Investor Accounting

  • Real Time Reporting

  • Data Warehousing

TradeSmart's unique features

  • User Defined Attributes

  • For Real Estate

  • Real Estate

  • Data Visualization

Dynamo

4.6
(11)

Investment management software

Features

Total

22

57

42

features in common

22

features in common

Dynamo's unique features

  • Partnership Accounting

  • For Fund of Funds

  • Accounting

  • Progress Tracking

TradeSmart's unique features

  • For Sell-Side Firms

  • Multi-Channel Management

  • Configurable Workflow

  • User Defined Attributes

Value for money

4.5

What users say about Dynamo's value for money

The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

JS

Jennifer S.

Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions.

LY

Lydia Y.

Obsidian Suite

5.0
(1)

All-in-one investor management for financial firms

Features

Total

23

69

42

features in common

23

features in common

Obsidian Suite's unique features

  • Project Management

  • Accounting

  • Investor Management

  • Fund Management

TradeSmart's unique features

  • Order Management

  • API

  • Data Import/Export

  • Flexible Allocation Methods

Perfona

(0)

Web-based investment and portfolio management system

Features

Total

19

38

42

features in common

19

features in common

Perfona's unique features

  • For Investment Advisors

  • For Fund of Funds

  • Partnership Accounting

  • Investor Management

TradeSmart's unique features

  • Risk Assessment

  • API

  • Data Import/Export

  • Bonds / Stocks

FundPortal

(0)

File sharing, marketing & analytics tools for hedge funds

Features

Total

20

61

42

features in common

20

features in common

FundPortal's unique features

  • Data Storage Management

  • Campaign Planning

  • Email Marketing

  • Client Management

TradeSmart's unique features

  • Order Management

  • Automated Execution

  • Mobile Access

  • Fixed Asset Management

Eze Investment Suite

(0)

Suite of tools for investment management

Features

Total

24

59

42

features in common

24

features in common

Eze Investment Suite's unique features

  • Accounting

  • Request Assignment

  • For Fund of Funds

  • Investor Management

TradeSmart's unique features

  • Risk Assessment

  • Reporting/Analytics

  • Data Import/Export

  • Client Portal

QUO

5.0
(1)

SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

Features

Total

28

49

42

features in common

28

features in common

QUO's unique features

  • Profitability Analysis

  • For Offshore

  • Commodity Futures

  • For Investment Advisors

TradeSmart's unique features

  • Reporting/Analytics

  • Audit Management

  • Real Estate

  • Multi-Channel Management

TOGGLE

4.7
(3)

AI-based investment insights and financial analysis tool

Features

Total

17

51

42

features in common

17

features in common

TOGGLE's unique features

  • For Investment Advisors

  • Modeling & Simulation

  • For Offshore

  • Customer Engagement

TradeSmart's unique features

  • Configurable Workflow

  • Profit/Loss Statement

  • Portfolio Rebalancing

  • Audit Management

AlternativeSoft

4.6
(14)

Investment management platform for fund managers

Features

Total

21

46

42

features in common

21

features in common

AlternativeSoft's unique features

  • Accounting

  • For Fund of Funds

  • Client Management

  • Fee Management

TradeSmart's unique features

  • Client Portal

  • Data Visualization

  • Real Estate

  • User Defined Attributes

Starting from

$8,000/year

Value for money

4.2

What users say about AlternativeSoft's value for money

Very good experience, very happy with this - I think it was a good investment for the company.

SP

Stefana P.

Super easy to use and great IT support. We will definitely be continuing to use their performance review software following our free trial.

CR

Caitlin R.

Ledgy

4.9
(15)

The Equity Management Platform for High-Growth Companies

Features

Total

17

83

42

features in common

17

features in common

Ledgy's unique features

  • HR Management

  • Modeling & Simulation

  • Customizable Reports

  • Risk Management

TradeSmart's unique features

  • For Multi-Family Offices

  • Performance Analysis

  • Real Estate

  • Audit Management

Starting from

3/month

Value for money

4.8

What users say about Ledgy's value for money

Besides the great tool, the customer success manager has been very helpful and is always available. Every ask I had he could help fast.

OZ

Oliver Z.

The tool provides vc firms with a great overview of their portfolio. You immediately see what your stake at a company is, what kind of shares you have, how much money you invested and so on.

Jan O.

AIM

4.8
(8)

Cloud-based private equity CRM solution for Salesforce

Features

Total

13

42

42

features in common

13

features in common

AIM's unique features

  • Relationship Tracking

  • Communication Management

  • Multi-Channel Communication

  • Marketing Automation

TradeSmart's unique features

  • Audit Trail

  • Bonds / Stocks

  • Third Party Integrations

  • Graphical Data Presentation

Kushim

4.8
(4)

An all-in-one investment tracking suite built for VCs

Features

Total

13

56

42

features in common

13

features in common

Kushim's unique features

  • Email Management

  • For Investment Advisors

  • Visual Analytics

  • Expense Tracking

TradeSmart's unique features

  • Flexible Allocation Methods

  • For Investors & Traders

  • Portfolio Rebalancing

  • For Family Offices

Orchestra

5.0
(8)

Build better stakeholder relationships

Features

Total

8

32

42

features in common

8

features in common

Orchestra's unique features

  • Private Equity

  • Self Service Portal

  • User Management

  • Cap Table Management

TradeSmart's unique features

  • Fixed Asset Management

  • Mobile Access

  • Data Visualization

  • Flexible Allocation Methods

Pepper

(0)

Investment data management platform

Features

Total

7

30

42

features in common

7

features in common

Pepper's unique features

  • Scheduled / Automated Reports

  • Reporting & Statistics

  • Forecasting

  • Valuation Management

TradeSmart's unique features

  • Fixed Asset Management

  • Mobile Access

  • Flexible Allocation Methods

  • Audit Trail

ResolutionPro

4.0
(1)

Financial analytics library for Excel

Features

Total

7

17

42

features in common

7

features in common

ResolutionPro's unique features

  • Financial Risk Reporting

  • Interest Rate Risks

  • Risk Analytics

  • OTC

TradeSmart's unique features

  • Audit Trail

  • Data Import/Export

  • Benchmarking

  • Order Management

NorthStar

4.0
(1)

Hedge Fund risk management & financial analytics

Features

Total

7

44

42

features in common

7

features in common

NorthStar's unique features

  • Customizable Reports

  • Profitability Analysis

  • Historical Trend Analysis

  • Cost Analysis

TradeSmart's unique features

  • Profit/Loss Statement

  • Data Import/Export

  • For Multi-Family Offices

  • Client Portal

TrustQuay 5Series

(0)

Entity management, accounting & more for wealth managers

Features

Total

12

41

42

features in common

12

features in common

TrustQuay 5Series' unique features

  • Document Storage

  • Real Time Reporting

  • Expense Tracking

  • Data Storage Management

TradeSmart's unique features

  • Order Management

  • For Sell-Side Firms

  • Mobile Access

  • For Family Offices

Corporify

4.6
(5)

Legal entity management and corporate housekeeping platform

Features

Total

6

56

42

features in common

6

features in common

Corporify's unique features

  • Subsidiary Governance

  • CRM

  • Document Templates

  • Meeting Management

TradeSmart's unique features

  • For Multi-Family Offices

  • Portfolio Rebalancing

  • Order Management

  • Flexible Allocation Methods

Shareworks

3.9
(13)

Equity management software

Features

Total

5

36

42

features in common

5

features in common

Shareworks 's unique features

  • Payroll Management

  • Document Storage

  • Grant Management

  • Private Equity

TradeSmart's unique features

  • For Multi-Family Offices

  • Data Import/Export

  • Benchmarking

  • Order Management

Value for money

3.6

What users say about Shareworks 's value for money

They are the only company that has denied me external requests and forced me to make any account changes through their system. Their customer service is bad, friendly but incompetent.

KM

Kevin M.

I called Solium about it and the rep said he requested the information from their bank and it will take time, so he said he'll call me back.

MP

Michael P.

A1 Tracker

4.9
(53)

Enterprise risk management software

Features

Total

16

196

42

features in common

16

features in common

A1 Tracker's unique features

  • Asset Accounting

  • For Field Service

  • Percent-Complete Tracking

  • KPI Monitoring

TradeSmart's unique features

  • Flexible Allocation Methods

  • Bonds / Stocks

  • Data Import/Export

  • Deal Management

Value for money

4.9

What users say about A1 Tracker's value for money

My experience with A1 Tracker has been amazing. I mainly deal with insurance certificates of insurance with multiple requirements dependent on contract types awarded.

AR

Anonymous Reviewer

I appreciated that they were always patient and kind when I had a question or needed help with something. I would definitely recommend A1 Tracker if you are looking for great Software Company.

MW

Michele W.

Papaya Global

4.8
(8)

Payroll and human resource management solution for MNC's

Features

Total