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
Strategic financial planning platform for decision making
Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Pipeline Management
5/5
Modeling & Simulation
5/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Investment Research
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
Wealth management platform for investment companies
Value for money
No pricing info
Starting price
No pricing info
Functionality
Modeling & Simulation
5/5
Customizable Reports
5/5
Compliance Tracking
5/5
Top Features
Investment Research
N/A
API
N/A
Third-Party Integrations
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
Performance Metrics
N/A
Compliance Tracking
N/A
Mobile Access
N/A
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real-estate syndication software to raise money faster
Value for money
Starting price
No pricing info
Functionality
Investments Tracking
5/5
Client Portal
5/5
Fund Management
5/5
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
Cloud-based private equity CRM solution for Salesforce
Value for money
Starting price
No pricing info
Functionality
Workflow Management
5/5
Data Import/Export
5/5
Activity Dashboard
4/5
Top Features
For Investors & Traders
N/A
Bonds/Stocks
N/A
Portfolio Rebalancing
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
Value for money
Starting price
No pricing info
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Modeling & Simulation
N/A
Bonds/Stocks
N/A
Investment Research
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)
Value for money
Starting price
No pricing info
Functionality
Investments Tracking
N/A
Performance Analysis
N/A
Workflow Management
N/A
Top Features
Investment Research
N/A
Activity Dashboard
N/A
Reporting/Analytics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Value for money
Starting price
No pricing info
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
For Investment Advisors
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated accounting and investment management solution
Value for money
Starting price
No pricing info
Functionality
Real-Time Reporting
5/5
Bank Reconciliation
5/5
Investor Reporting
5/5
Top Features
Financial Analysis
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A
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
Stock portfolio management for active investors
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Traders
3.7/5
For Investment Advisors
3.7/5
Top Features
API
N/A
Activity Dashboard
N/A
Reporting/Analytics
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
Value for money
No pricing info
Starting price
No pricing info
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
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
Portfolio stress testing software for advisory firms
Value for money
Starting price
No pricing info
Functionality
Performance Metrics
N/A
Real-Time Data
N/A
Compliance Management
N/A
Top Features
For Investors & Traders
N/A
Activity Dashboard
N/A
Investment Research
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
Value for money
Starting price
No pricing info
Functionality
Modeling & Simulation
4.8/5
Forecasting
N/A
Cash Management
N/A
Top Features
API
N/A
Activity Dashboard
N/A
Third-Party Integrations
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Underwriting & valuation management tool for the real estate
Value for money
No pricing info
Starting price
No pricing info
Functionality
Modeling & Simulation
5/5
Risk Management
5/5
Property Database
5/5
Top Features
Client Management
N/A
Alerts/Notifications
N/A
For Investors & Traders
N/A
