App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
YCharts
Investment management software for financial advisors
YCharts Alternatives & Competitors (2026)
Top 5 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Value for money
Starting price
No pricing info
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Fund Management
N/A
Activity Dashboard
N/A
Modeling & Simulation
N/A
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.
Value for money
Starting price
No pricing info
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Investment Research
N/A
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Value for money
Starting price
No pricing info
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Bonds/Stocks
N/A
Alerts/Notifications
N/A
Portfolio Rebalancing
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise Class Equity Management & Reporting Software
Value for money
No pricing info
Starting price
No pricing info
Functionality
Incentive Management
5/5
Grant Management
5/5
Real-Time Reporting
5/5
Top Features
Financial Analysis
N/A
Bonds/Stocks
N/A
For Investors & Traders
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
Value for money
Starting price
No pricing info
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
For Investment Advisors
N/A
Bonds/Stocks
N/A
Reporting/Analytics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio management and accounting analysis software
Value for money
Starting price
No pricing info
Functionality
Performance Metrics
5/5
Accounting
N/A
Income & Balance Sheet
N/A
Top Features
Investment Research
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial real estate property & investment management
Value for money
Starting price
No pricing info
Functionality
For Brokers
N/A
Performance Metrics
N/A
Risk Management
N/A
Top Features
For Investment Advisors
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading and portfolio management solution for hedge funds
Value for money
No pricing info
Starting price
No pricing info
Functionality
For Hedge Funds
N/A
Investments Tracking
N/A
Profit/Loss Statement
N/A
Top Features
For Investment Advisors
N/A
Financial Analysis
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate CRM and transaction management solution
Value for money
No pricing info
Starting price
No pricing info
Functionality
Data Import/Export
4.6/5
Performance Metrics
4/5
Investments Tracking
4/5
Top Features
Bonds/Stocks
N/A
Alerts/Notifications
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
Value for money
Starting price
No pricing info
Functionality
Portfolio Management
5/5
Performance Metrics
5/5
Dashboard
4.9/5
Top Features
Data Import/Export
N/A
Activity Dashboard
N/A
Financial Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
End-to-End Software for Alternative investment market
Value for money
No pricing info
Starting price
No pricing info
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Bonds/Stocks
N/A
Alerts/Notifications
N/A
Financial Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management platform for private markets
Value for money
Starting price
No pricing info
Functionality
Client Management
5/5
Investments Tracking
5/5
Fund Management
5/5
Top Features
Data Import/Export
N/A
API
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management software solution
Value for money
No pricing info
Starting price
No pricing info
Functionality
Version Control
5/5
Reporting/Analytics
5/5
Forms Management
5/5
Top Features
Data Import/Export
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
Value for money
Starting price
No pricing info
Functionality
Secure Data Storage
5/5
KYC Compliance
5/5
Access Management
5/5
Top Features
Bonds/Stocks
N/A
Activity Dashboard
N/A
Fund Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment Management Software
Value for money
Starting price
No pricing info
Functionality
Document Management
5/5
Workflow Management
5/5
Portfolio Management
5/5
Top Features
No unique features
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
Value for money
Starting price
No pricing info
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Financial Analysis
N/A
Bonds/Stocks
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Client Management
N/A
Alerts/Notifications
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
Value for money
Starting price
No pricing info
Functionality
Data Import/Export
4.9/5
Risk Management
4.8/5
Client Management
4.8/5
Top Features
Modeling & Simulation
N/A
Bonds/Stocks
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn insights to investments with Morningstar Direct.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Analysis
4.4/5
Performance Metrics
4.3/5
Reporting/Analytics
4.2/5
Top Features
Bonds/Stocks
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
API trading and asset management tool for Crypto and Forex
Value for money
Starting price
No pricing info
Functionality
Visual Analytics
5/5
Portfolio Rebalancing
5/5
Portfolio Management
5/5
Top Features
Bonds/Stocks
N/A
Activity Dashboard
N/A
Reporting/Analytics
N/A
