App comparison
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WealthBlock
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Capital Raising Simplified
WealthBlock Alternatives & Competitors (2026)
Top 6 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
2.2
Value for money
Starting price
0.9
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
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.
0.2
Value for money
Starting price
0.2
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Backstop
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
0.7
Value for money
Starting price
0.4
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
0.1
Value for money
Starting price
0.1
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise Class Equity Management & Reporting Software
0.3
Value for money
No pricing info
Starting price
0.2
Functionality
Incentive Management
5/5
Grant Management
5/5
Real-Time Reporting
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
0.9
Value for money
Starting price
0.5
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Build trust. Showcase value. Deliver elevated advice.
0.7
Value for money
No pricing info
Starting price
0.1
Functionality
Fund Management
5/5
Financial Management
5/5
Investments Tracking
4/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial real estate property & investment management
0.2
Value for money
Starting price
0.4
Functionality
For Brokers
N/A
Commercial Property Management
N/A
Reporting & Statistics
N/A
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
0.3
Value for money
Starting price
0.2
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
0.3
Value for money
Starting price
0.1
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading and portfolio management solution for hedge funds
0.3
Value for money
No pricing info
Starting price
0.4
Functionality
Contact Management
N/A
Customizable Reports
N/A
For Hedge Funds
N/A
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
4.7
Value for money
Starting price
0.4
Functionality
Investor Reporting
N/A
Bonds/Stocks
N/A
Portfolio Analysis
N/A
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
0.3
Value for money
Starting price
0.2
Functionality
Secure Data Storage
5/5
KYC Compliance
5/5
Access Management
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
0.1
Value for money
Starting price
0.1
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment Management Software
0.1
Value for money
Starting price
0.1
Functionality
Document Management
5/5
Workflow Management
5/5
Portfolio Management
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crowdfunding and investment management
0.2
Value for money
Starting price
0.6
Functionality
For Brokers
N/A
Third Party Loan Origination
N/A
Customer Management
N/A
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
0.2
Value for money
Starting price
0.2
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
1.1
Value for money
No pricing info
Starting price
0.5
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
0.5
Value for money
Starting price
0.3
Functionality
Financial Management
N/A
Financial Risk Reporting
N/A
Portfolio Modeling
N/A
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Underwriting & valuation management tool for the real estate
0.3
Value for money
No pricing info
Starting price
0.4
Functionality
Modeling & Simulation
5/5
Risk Management
5/5
Property Database
5/5
Top Features
Data Import/Export
4.7/5
Client Portal
4.6/5
Fund Management
4.6/5