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YCharts
Investment management software for financial advisors
Last updated: August 2026
YCharts Alternatives & Competitors (2026)
Top 8 free alternatives
First Rate Vantage
Investor portal and accounting platform
Value for money
Starting price
No pricing info
Functionality
Accounting Integration
5/5
Accounting
4.8/5
Activity Tracking
4/5
Top Features
Bonds/Stocks
N/A
Client Management
N/A
Data Import/Export
N/A
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
Financial Analysis
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
Audit Management
5/5
Activity Tracking
4.8/5
Alerts/Notifications
4.6/5
Top Features
API
N/A
Bonds/Stocks
N/A
Client Management
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
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
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
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
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
4.5/5
Bonds/Stocks
4.2/5
Benchmarking
4/5
Top Features
Data Import/Export
N/A
Financial Analysis
N/A
Financial Management
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
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
Starting price
No pricing info
Functionality
Client Management
5/5
Activity Dashboard
4.8/5
Client Portal
4.7/5
Top Features
Bonds/Stocks
N/A
Financial Analysis
N/A
Financial Management
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
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
Benchmarking
5/5
For Investment Advisors
4.8/5
AI Copilot
4/5
Top Features
Alerts/Notifications
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
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Alerts/Notifications
N/A
API
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
5/5
Commodity Futures
5/5
Fee Management
4/5
Top Features
Bonds/Stocks
N/A
Financial Analysis
N/A
For Investment Advisors
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
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