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App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

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wealthpilot Logo

SaaS solution for asset managers, advisors, and bankers

wealthpilot Alternatives & Competitors (2026)

Top 2 free alternatives

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Clio logo

Cloud-based legal practice management tool for law firms.

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Clio
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wealthpilot
4.5

Value for money

0.0
59
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Receipt Management

5/5

Archiving & Retention

5/5

Version Control

5/5

Top Features

No unique features

8am MyCase logo

Cloud-based law practice management tool for law firms.

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8am MyCase
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wealthpilot
4.5

Value for money

0.0
49
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

Electronic Payments

5/5

Activity Dashboard

5/5

Multiple Billing Rates

5/5

Top Features

Real-Time Data

N/A

Real-Time Reporting

N/A

Bill4Time logo

Cloud-based billing and invoicing tool for law firms.

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Bill4Time
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wealthpilot
4.8

Value for money

0.0
39
per user/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.7

Functionality

0.0

Time & Expense Tracking

5/5

Reporting/Analytics

5/5

Activity Tracking

5/5

Top Features

Real-Time Reporting

N/A

Actionstep logo

Cloud-based legal practice management tool for law firms.

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Actionstep
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wealthpilot
3.9

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.1

Functionality

0.0

Customizable Fields

5/5

Document Generation

5/5

Document Automation

5/5

Top Features

No unique features

Centerbase logo

Cloud-based legal practice management tool for law firms.

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Centerbase
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wealthpilot
4.1

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.2

Functionality

0.0

Retail Banking

5/5

Document Templates

5/5

Customizable Reports

5/5

Top Features

No unique features

Zoho Books logo

Online accounting software for businesses of all sizes

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Zoho Books
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wealthpilot
4.4

Value for money

0.0
20
other/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.3

Functionality

0.0

Electronic Payments

5/5

Online Time Tracking

5/5

Consolidation/Roll-Up

5/5

Top Features

Document Management

N/A

Activity Dashboard

N/A

Customizable Reports

N/A

PracticePanther Legal Software logo

Cloud-based law practice management tool for law firms.

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PracticePanther Legal Software
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wealthpilot
4.6

Value for money

0.0
59
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Timer

5/5

Mobile App

5/5

Microsoft Outlook Integration

5/5

Top Features

No unique features

CosmoLex logo

Web-based legal practice management & accounting software

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CosmoLex
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wealthpilot
4.5

Value for money

0.0
119
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

Client Management

5/5

Workflow Management

5/5

Customizable Fields

5/5

Top Features

Real-Time Reporting

N/A

Customizable Reports

N/A

Real-Time Data

N/A

Curo365 logo

Legal practice management based within Microsoft 365

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Curo365
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wealthpilot
4.3

Value for money

0.0
40
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

Document Management

5/5

CRM

5/5

Communication Management

5/5

Top Features

Real-Time Reporting

N/A

Data Import/Export

N/A

Real-Time Data

N/A

Actionstep Legal Accounting logo

Cloud-based accounting and billing for law firms

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Actionstep Legal Accounting
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wealthpilot
4.4

Value for money

0.0
99
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.2

Functionality

0.0

Access Controls/Permissions

5/5

Compliance Management

5/5

Accounts Receivable

5/5

Top Features

No unique features

Xero logo

Cloud-based accounting software for small businesses

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Xero
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wealthpilot
4.3

Value for money

0.0
25
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.3

Functionality

0.0

Receivables Ledger

5/5

Price/Margin Management

5/5

Credit Card Processing

5/5

Top Features

No unique features

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct
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wealthpilot
4.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.2

Functionality

0.0

Vendor Management

5/5

Tax Calculation

5/5

Sales Reports

5/5

Top Features

No unique features

TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing
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wealthpilot
4.7

Value for money

0.0
47.50
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.6

Functionality

0.0

Billing Rate Management

5/5

Electronic Payments

5/5

Billable Items Tracking

5/5

Top Features

Real-Time Data

N/A

Customizable Reports

N/A

Real-Time Reporting

N/A

Case Master Pro logo

Legal Case Management & Debt Collection Software.

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Case Master Pro
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wealthpilot
5.0

Value for money

0.0
50
/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

Multiple User Accounts

5/5

Client Management

5/5

Payment Collection

5/5

Top Features

Real-Time Data

N/A

LeanLaw logo

Legal billing software for small to mid-sized law firms.

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LeanLaw
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wealthpilot
4.7

Value for money

0.0
45
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Time & Expense Tracking

5/5

Timesheet Management

5/5

Online Invoicing

5/5

Top Features

No unique features

Lawcus logo

Cloud-based legal practice management tool for law firms.

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Lawcus
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wealthpilot
4.8

Value for money

0.0
39
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.6

Functionality

0.0

Workflow Management

5/5

Electronic Signature

5/5

Timesheet Management

5/5

Top Features

No unique features

Amberlo logo

Law Practice Management software for law firms of all sizes.

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Amberlo
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wealthpilot
4.5

Value for money

0.0
56
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Time & Expense Tracking

5/5

Case Notes

5/5

Customizable Fields

5/5

Top Features

No unique features

CaseFleet logo

Case chronology software for building stronger cases.

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CaseFleet
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wealthpilot
4.6

Value for money

0.0
40
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

Case Management

5/5

Keyword Search

5/5

Alerts/Notifications

5/5

Top Features

Third-Party Integrations

N/A

Activity Dashboard

N/A

Real-Time Reporting

N/A

Resly logo

Property management system for hotels and resorts

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Resly
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wealthpilot
4.9

Value for money

0.0
30
other/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.8

Functionality

0.0

Reservations Management

5/5

Online Booking

5/5

Multi-Channel Sync

5/5

Top Features

No unique features

uLawPractice logo

Manage What Matters, ANYWhere (Practice Mgmt & Legal Acc)

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uLawPractice
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wealthpilot
4.7

Value for money

0.0
44
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Expense Tracking

5/5

Compliance Management

5/5

Income & Balance Sheet

5/5

Top Features

No unique features