App comparison
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wealthpilot
SaaS solution for asset managers, advisors, and bankers
wealthpilot Alternatives & Competitors (2026)
Top 2 free alternatives

Clio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.


Value for money
Starting price
No pricing info
Functionality
Receipt Management
5/5
Archiving & Retention
5/5
Version Control
5/5
Top Features
No unique features

8am MyCase
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based law practice management tool for law firms.


Value for money
Starting price
No pricing info
Functionality
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based billing and invoicing tool for law firms.


Value for money
Starting price
No pricing info
Functionality
Time & Expense Tracking
5/5
Reporting/Analytics
5/5
Activity Tracking
5/5
Top Features
Real-Time Reporting
N/A

Actionstep
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.


Value for money
No pricing info
Starting price
No pricing info
Functionality
Customizable Fields
5/5
Document Generation
5/5
Document Automation
5/5
Top Features
No unique features

Centerbase
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.


Value for money
No pricing info
Starting price
No pricing info
Functionality
Retail Banking
5/5
Document Templates
5/5
Customizable Reports
5/5
Top Features
No unique features

Zoho Books
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online accounting software for businesses of all sizes


Value for money
Starting price
No pricing info
Functionality
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based law practice management tool for law firms.


Value for money
Starting price
No pricing info
Functionality
Timer
5/5
Mobile App
5/5
Microsoft Outlook Integration
5/5
Top Features
No unique features

CosmoLex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based legal practice management & accounting software


Value for money
Starting price
No pricing info
Functionality
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Legal practice management based within Microsoft 365


Value for money
Starting price
No pricing info
Functionality
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounting and billing for law firms


Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
5/5
Compliance Management
5/5
Accounts Receivable
5/5
Top Features
No unique features

Xero
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounting software for small businesses


Value for money
Starting price
No pricing info
Functionality
Receivables Ledger
5/5
Price/Margin Management
5/5
Credit Card Processing
5/5
Top Features
No unique features

Sage Intacct
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Best-in-class Cloud ERP for Finance


Value for money
No pricing info
Starting price
No pricing info
Functionality
Vendor Management
5/5
Tax Calculation
5/5
Sales Reports
5/5
Top Features
No unique features

TimeSolv Legal Billing
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Time, expense & billing management software for legal firms


Value for money
Starting price
No pricing info
Functionality
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
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Legal Case Management & Debt Collection Software.


Value for money
Starting price
No pricing info
Functionality
Multiple User Accounts
5/5
Client Management
5/5
Payment Collection
5/5
Top Features
Real-Time Data
N/A


Value for money
Starting price
No pricing info
Functionality
Time & Expense Tracking
5/5
Timesheet Management
5/5
Online Invoicing
5/5
Top Features
No unique features


Value for money
Starting price
No pricing info
Functionality
Workflow Management
5/5
Electronic Signature
5/5
Timesheet Management
5/5
Top Features
No unique features


Value for money
Starting price
No pricing info
Functionality
Time & Expense Tracking
5/5
Case Notes
5/5
Customizable Fields
5/5
Top Features
No unique features


Value for money
Starting price
No pricing info
Functionality
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


Value for money
Starting price
No pricing info
Functionality
Reservations Management
5/5
Online Booking
5/5
Multi-Channel Sync
5/5
Top Features
No unique features


Value for money
Starting price
No pricing info
Functionality
Expense Tracking
5/5
Compliance Management
5/5
Income & Balance Sheet
5/5
Top Features
No unique features
