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App comparison

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YCharts Logo

Investment management software for financial advisors

YCharts Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Sharesight logo

Investment portfolio tracking & reporting

visit website
logo
Sharesight
logo
YCharts
2.5

Value for money

0.0

Starting price

Empty state illustration for "No pricing info"

No pricing info

3.7

Functionality

0.0

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 logo

The world's #1 CRM, reimagined for financial services.

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logo
Financial Services Cloud
logo
YCharts
4.5

Value for money

0.0
300
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

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 logo

The fastest way to get more done in Microsoft 365

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logo
Macabacus
logo
YCharts
4.6

Value for money

0.0
200
per user/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.7

Functionality

0.0

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

Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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logo
Certent Equity Management
logo
YCharts
4.4

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

4.4

Functionality

0.0

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

MRI Property Management logo

Cloud-based property management software

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logo
MRI Property Management
logo
YCharts
3.8

Value for money

0.0
5000

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.1

Functionality

0.0

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

PackHedge logo

Portfolio management and accounting analysis software

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logo
PackHedge
logo
YCharts
4.7

Value for money

0.0
CHF
5000
flat rate/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Performance Metrics

5/5

Accounting

N/A

Income & Balance Sheet

N/A

Top Features

Investment Research

N/A

The CRE Suite logo

Commercial real estate property & investment management

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logo
The CRE Suite
logo
YCharts
4.5

Value for money

0.0
100

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

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

Pinnakl logo

Trading and portfolio management solution for hedge funds

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logo
Pinnakl
logo
YCharts
5.0

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

5.0

Functionality

0.0

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

Invelo logo

Real estate CRM and transaction management solution

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logo
Invelo
logo
YCharts
4.4

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

4.0

Functionality

0.0

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

ICONOMI logo

Crypto portfolio management platform

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logo
ICONOMI
logo
YCharts
4.3

Value for money

0.0

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.3

Functionality

0.0

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

Minerva logo

End-to-End Software for Alternative investment market

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logo
Minerva
logo
YCharts
3.5

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

4.0

Functionality

0.0

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

Roundtable logo

Investment management platform for private markets

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logo
Roundtable
logo
YCharts
5.0

Value for money

0.0
5000
usage based

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

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

Docupace logo

Wealth management software solution

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logo
Docupace
logo
YCharts
4.5

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

5.0

Functionality

0.0

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

Plaid logo

Platform that enables apps to connect with bank accounts

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logo
Plaid
logo
YCharts
4.4

Value for money

0.0

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

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

Dynamo Software logo

Investment Management Software

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logo
Dynamo Software
logo
YCharts
4.6

Value for money

0.0
1
/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.5

Functionality

0.0

Document Management

5/5

Workflow Management

5/5

Portfolio Management

5/5

Top Features

No unique features

Capboard logo

Equity management tool to digitize cap tables & equity plans

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logo
Capboard
logo
YCharts
4.9

Value for money

0.0
1
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

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

Carta logo

Equity management solution for public & private firms

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logo
Carta
logo
YCharts
3.6

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

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

WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

learn more
logo
WOWS Investment Portal
logo
YCharts
4.6

Value for money

0.0

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.6

Functionality

0.0

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

Morningstar Direct logo

Turn insights to investments with Morningstar Direct.

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logo
Morningstar Direct
logo
YCharts
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

4.3

Functionality

0.0

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

Finestel logo

API trading and asset management tool for Crypto and Forex

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logo
Finestel
logo
YCharts
5.0

Value for money

0.0
79
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

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