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YCharts
Investment management software for financial advisors
Last updated: October 2026
YCharts Alternatives & Competitors (2026)
Top 8 free alternatives
Yardi Investment Manager
Increase investor confidence and team efficiency
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
Data Visualization
N/A
Sharesight
Investment portfolio tracking & reporting
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Management
3/5
Data Import/Export
2/5
Cryptocurrency Tracking
1/5
Top Features
Activity Dashboard
N/A
API
N/A
Data Visualization
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Management
5/5
Financial Analysis
4.5/5
Investments Tracking
4.2/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
5/5
Activity/News Feed
4/5
A/B Testing
N/A
Top Features
Alerts/Notifications
N/A
API
N/A
Bonds/Stocks
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Access Management
5/5
Age Verification
5/5
AML Compliance
5/5
Top Features
Activity Dashboard
N/A
Alerts/Notifications
N/A
Bonds/Stocks
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
Accounting
4.5/5
Amortization Schedule
4/5
Alerts/Notifications
2/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Data Import/Export
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
4.8/5
Client Management
4.8/5
Benchmarking
4.8/5
Top Features
Bonds/Stocks
N/A
Data Import/Export
N/A
Data Visualization
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Activity Tracking
4.5/5
Activity Dashboard
4.3/5
Alerts/Notifications
4.3/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Data Import/Export
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Access Controls/Permissions
N/A
Accounting
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
Activity Dashboard
5/5
Approval Process Control
5/5
Audit Trail
5/5
Top Features
Alerts/Notifications
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
4.5/5
Access Controls/Permissions
N/A
Accounting
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
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
Top Features
Data Import/Export
N/A
Data Visualization
N/A
Financial Analysis
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
N/A
Activity Tracking
N/A
Audit Trail
N/A
Top Features
Client Management
N/A
Data Import/Export
N/A
Data Visualization
N/A
Value for money
Starting price
No pricing info
Functionality
Compliance Tracking
5/5
Compliance Management
4.7/5
Cap Table Management
4.5/5
Top Features
API
N/A
Bonds/Stocks
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Benchmarking
N/A
Compliance Management
N/A
Dashboard
N/A
Top Features
Activity Dashboard
N/A
API
N/A
Client Management
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Activity Tracking
N/A
Top Features
Client Management
N/A
Data Import/Export
N/A
Data Visualization
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Accounting
N/A
Audit Trail
N/A
Automated Execution
N/A
Top Features
Data Import/Export
N/A
Data Visualization
N/A
Financial Analysis
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounting Integration
N/A
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
For Investors & Traders
N/A
Investments Tracking
N/A
Performance Metrics
N/A
Top Features
Alerts/Notifications
N/A
API
N/A
Bonds/Stocks
N/A