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
Last updated: March 2026
YCharts Alternatives & Competitors (2026)
Top 7 free alternatives
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
Bonds/Stocks
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Analysis
5/5
Portfolio Management
5/5
Investments Tracking
4.8/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Compliance Management
4.4/5
Client Portal
4.1/5
Top Features
API
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Data Import/Export
4.9/5
Activity Dashboard
4.8/5
Client Management
4.8/5
Top Features
Bonds/Stocks
N/A
Financial Analysis
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
4.8/5
Client Portal
4.7/5
Fee Management
4.3/5
Top Features
Bonds/Stocks
N/A
Financial Analysis
N/A
Financial Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Activity Dashboard
N/A
API
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Financial Analysis
4.5/5
Historical Reporting
4.4/5
Financial Management
4.3/5
Top Features
Activity Dashboard
N/A
API
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Client Management
5/5
Client Portal
5/5
Fund Management
5/5
Top Features
Bonds/Stocks
N/A
Data Import/Export
N/A
Financial Analysis
N/A
Value for money
Starting price
No pricing info
Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
4.2/5
Top Features
Activity Dashboard
N/A
API
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Investment Advisors
3.7/5
For Traders
3.7/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
API
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
4.8/5
Activity Tracking
4/5
Accounting
N/A
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Data Import/Export
N/A
Value for money
Starting price
No pricing info
Functionality
Audit Management
5/5
Alerts/Notifications
4.9/5
Activity Tracking
4.7/5
Top Features
API
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Client Management
4.5/5
Client Portal
4/5
Audit Trail
N/A
Top Features
Data Import/Export
N/A
Financial Analysis
N/A
Financial Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Cryptocurrency Exchange
N/A
Cryptocurrency Processing
N/A
Top Features
API
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Cryptocurrency Processing
N/A
Top Features
Activity Dashboard
N/A
Bonds/Stocks
N/A
Data Import/Export
N/A
Value for money
Starting price
No pricing info
Functionality
Categorization/Grouping
3/5
Ad hoc Analysis
N/A
Ad hoc Reporting
N/A
Top Features
API
N/A
Client Management
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
3.5/5
Top Features
Bonds/Stocks
N/A
Data Import/Export
N/A
Financial Analysis
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Fund Management
5/5
Investments Tracking
4/5
Performance Metrics
4/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
API
N/A
Value for money
Starting price
No pricing info
Functionality
Bank Reconciliation
5/5
Accounting
4.5/5
API
4/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
Client Management
N/A