App comparison
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Wealthsimple Invest
5
2
4
0
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-driven tool designed to automatically place investments
Last updated: August 2026
Wealthsimple Invest Alternatives & Competitors (2026)
Top 7 free alternatives
First Rate Vantage
Investor portal and accounting platform
0.2
Value for money
Starting price
No pricing info
0.3
Functionality
Accounting Integration
5/5
Accounting
4.8/5
Activity Tracking
4/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
Yardi Investment Manager
Increase investor confidence and team efficiency
1.0
Value for money
No pricing info
Starting price
No pricing info
1.2
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
3.5/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.2
Value for money
No pricing info
Starting price
No pricing info
0.8
Functionality
Financial Management
5/5
Financial Analysis
4.5/5
Investments Tracking
4.2/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.4
Value for money
Starting price
No pricing info
0.3
Functionality
Audit Management
5/5
Activity Tracking
4.8/5
Alerts/Notifications
4.6/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.5
Value for money
Starting price
No pricing info
0.8
Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
4.2/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.1
Value for money
Starting price
No pricing info
0.9
Functionality
Accounting
4.5/5
Amortization Schedule
4/5
Alerts/Notifications
2/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.4
Value for money
Starting price
No pricing info
0.4
Functionality
Data Import/Export
4.9/5
Activity Dashboard
4.8/5
Client Management
4.8/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.3
Value for money
Starting price
No pricing info
0.2
Functionality
Activity Tracking
5/5
Compliance Tracking
5/5
Contract Drafting
4.8/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.2
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.2
Value for money
Starting price
No pricing info
1.0
Functionality
Alerts/Notifications
5/5
Compliance Management
4.4/5
Client Portal
4.1/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.3
Value for money
No pricing info
Starting price
No pricing info
0.9
Functionality
Alerts/Notifications
4.5/5
Bonds/Stocks
4.2/5
Benchmarking
4/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.1
Value for money
Starting price
No pricing info
0.6
Functionality
Categorization/Grouping
3/5
Activity Dashboard
N/A
Ad hoc Analysis
N/A
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.7
Value for money
Starting price
No pricing info
0.9
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Client Management
5/5
Activity Dashboard
4.8/5
Client Portal
4.7/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
Value for money
Starting price
No pricing info
Functionality
Client Management
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
Value for money
Starting price
No pricing info
0.2
Functionality
Benchmarking
5/5
For Investment Advisors
4.8/5
AI Copilot
4/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.5
Value for money
No pricing info
Starting price
No pricing info
1.0
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
0.3
Value for money
Starting price
No pricing info
1.0
Functionality
Activity Dashboard
5/5
Commodity Futures
5/5
Fee Management
4/5
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Alerts/Notifications
N/A
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5
1.0
Value for money
No pricing info
Starting price
No pricing info
1.0
Functionality
Alerts/Notifications
5/5
Activity Dashboard
N/A
Alerts/Notifications
N/A
Top Features
Investments Tracking
5/5
Performance Metrics
5/5
Portfolio Rebalancing
5/5