App comparison
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Quantios 5Series
Entity management, accounting & more for wealth managers
Quantios 5Series Alternatives & Competitors (2026)
Top 3 free alternatives
Logi Symphony
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Analytics that work everywhere - including where your data a
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
Trend/Problem Indicators
5/5
Key Performance Indicators
5/5
Top Features
Governance
N/A
Task Management
N/A
Fee Calculation & Posting
N/A
Boardable
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Board management software built for nonprofits
Value for money
Starting price
No pricing info
Functionality
Mobile Access
5/5
Scheduling
5/5
Collaboration Tools
5/5
Top Features
Portfolio Management
N/A
Monitoring
N/A
Data Storage Management
N/A
Smartsheet
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online work execution platform for businesses of all sizes
Value for money
Starting price
No pricing info
Functionality
SSL Security
5/5
Payroll Management
5/5
Multi-board
5/5
Top Features
Real-Time Reporting
N/A
Fee Calculation & Posting
N/A
Corporate Structure Management
N/A
Clio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.
Value for money
Starting price
No pricing info
Functionality
Receipt Management
5/5
Archiving & Retention
5/5
Version Control
5/5
Top Features
Automated Execution
N/A
Monitoring
N/A
Portfolio Analysis
N/A
Deel
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one HR platform for global teams.
Value for money
Starting price
No pricing info
Functionality
Employee Scheduling
5/5
Employee Engagement
5/5
User Management
5/5
Top Features
Portfolio Analysis
N/A
Fee Calculation & Posting
N/A
Corporate Structure Management
N/A
Hightouch
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ETL tool for syncing data to any SaaS platform using SQL
Value for money
No pricing info
Starting price
No pricing info
Functionality
Match & Merge
5/5
Data Quality Control
5/5
Data Extraction
5/5
Top Features
Entity Data Management
N/A
Portfolio Analysis
N/A
Data Storage Management
N/A
Sensus BPM Online
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online Business Process Management Platform
Value for money
No pricing info
Starting price
No pricing info
Functionality
Drag & Drop
5/5
Process Modeling & Designing
4.9/5
API
4.8/5
Top Features
Monitoring
N/A
Self Service Portal
N/A
Financial Records Tracking
N/A
8am MyCase
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based law practice management tool for law firms.
Value for money
Starting price
No pricing info
Functionality
Electronic Payments
5/5
Activity Dashboard
5/5
Multiple Billing Rates
5/5
Top Features
Risk Management
N/A
Governance
N/A
Data Security
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All Your Apps. Instantly Available.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Web Access/Restoration
5/5
Data Security
5/5
Role-Based Permissions
5/5
Top Features
Governance
N/A
Task Management
N/A
Fee Calculation & Posting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Low-code BPM Software
Value for money
Starting price
No pricing info
Functionality
Dashboard
5/5
User Management
5/5
Project Planning
5/5
Top Features
General Ledger
N/A
Self Service Portal
N/A
Entity Data Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Workload automation and job scheduling orchestration tool
Value for money
Starting price
No pricing info
Functionality
Mobile Access
5/5
Third-Party Integrations
5/5
Service Level Agreement (SLA) Management
5/5
Top Features
General Ledger
N/A
Secure Data Storage
N/A
Entity Data Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Workforce management across HR, finance, and IT.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Provider Management
5/5
Sick Leave Tracking
5/5
COBRA Administration
5/5
Top Features
Portfolio Management
N/A
Fee Calculation & Posting
N/A
Contact Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Low-Code and Hyperautomation platform
Value for money
No pricing info
Starting price
No pricing info
Functionality
Integrated Development Environment
5/5
Reporting/Analytics
5/5
Collaborative Development
5/5
Top Features
Risk Management
N/A
Portfolio Accounting
N/A
Data Storage Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based firm management tool for A&E firms.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Real-Time Data
5/5
Billable Items Tracking
5/5
Time Off Requests
5/5
Top Features
Asset Accounting
N/A
Fee Calculation & Posting
N/A
Governance
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI-enabled software for managing board meetings
Value for money
No pricing info
Starting price
No pricing info
Functionality
Presentation Streaming
5/5
Multi-Company
5/5
Document Templates
5/5
Top Features
Portfolio Analysis
N/A
Governance
N/A
Data Security
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Comprehensive and advanced process/task automation platform
Value for money
Starting price
No pricing info
Functionality
Unattended Automation
5/5
Activity Dashboard
5/5
Process/Workflow Automation
5/5
Top Features
General Ledger
N/A
Secure Data Storage
N/A
Entity Data Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Microsoft Excel-based FP&A software
Value for money
No pricing info
Starting price
No pricing info
Functionality
Statistical Analysis
5/5
Progress Tracking
5/5
Commission Management
5/5
Top Features
Portfolio Management
N/A
Monitoring
N/A
Document Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online accounting & payroll for every business
Value for money
Starting price
No pricing info
Functionality
Tax Calculation
5/5
Vacation/Leave Tracking
5/5
Time Tracking
5/5
Top Features
Self Service Portal
N/A
Portfolio Management
N/A
Fee Calculation & Posting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Create, automate and integrate custom business process apps.
Value for money
No pricing info
Starting price
No pricing info
Functionality
Third-Party Integrations
5/5
Reporting/Analytics
5/5
For No-Code Development
5/5
Top Features
Portfolio Management
N/A
Fee Calculation & Posting
N/A
Corporate Structure Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer-driven product management system
Value for money
Starting price
No pricing info
Functionality
Visual Workflow Management
5/5
Kanban Board
5/5
Strategic Planning
5/5
Top Features
Portfolio Accounting
N/A
Financial Records Tracking
N/A
CRM
N/A