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Quantios 5Series
Entity management, accounting & more for wealth managers
Last updated: March 2026
Quantios 5Series Alternatives & Competitors (2026)
Top 1 free alternatives
Value for money
Starting price
No pricing info
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Access Controls/Permissions
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Activity Dashboard
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AI/Machine Learning
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Accounting
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Ad hoc Reporting
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API
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Value for money
No pricing info
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Functionality
Access Controls/Permissions
4.5/5
Access Controls/Permissions
N/A
Active Directory Integration
N/A
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Accounting
N/A
Asset Accounting
N/A
Automated Execution
N/A
Value for money
No pricing info
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Access Controls/Permissions
N/A
Active Directory Integration
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Activity Tracking
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Accounting
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Ad hoc Reporting
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Asset Accounting
N/A
Value for money
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No pricing info
Functionality
Asset Tracking
2/5
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N/A
Activity Dashboard
N/A
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Accounting
N/A
Asset Accounting
N/A
Automated Execution
N/A
Value for money
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No pricing info
Functionality
Client Management
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CRM
N/A
Data Security
N/A
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Ad hoc Reporting
N/A
API
N/A
Asset Accounting
N/A
Value for money
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No pricing info
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Access Controls/Permissions
N/A
Activity Dashboard
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Activity Tracking
N/A
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Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
Starting price
No pricing info
Functionality
Audit Management
5/5
Audit Trail
5/5
Access Controls/Permissions
4.3/5
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Ad hoc Reporting
N/A
Asset Accounting
N/A
Automated Execution
N/A
Value for money
Starting price
No pricing info
Functionality
Archiving & Retention
4.6/5
Access Controls/Permissions
4.4/5
Access Controls/Permissions
N/A
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Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
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No pricing info
Functionality
Access Controls/Permissions
N/A
Alerts/Escalation
N/A
Audit Management
N/A
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Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
5/5
Access Controls/Permissions
4.7/5
Access Controls/Permissions
N/A
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Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
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No pricing info
Functionality
360 Degree Feedback
N/A
A/B Testing
N/A
Academic/Education
N/A
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Accounting
N/A
Ad hoc Reporting
N/A
API
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
5/5
Access Controls/Permissions
4.8/5
Alerts/Notifications
4.2/5
Top Features
Accounting
N/A
Asset Accounting
N/A
Automated Execution
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Access Controls/Permissions
3/5
360 Degree Feedback
N/A
Access Control
N/A
Top Features
Accounting
N/A
API
N/A
Asset Accounting
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Audit Trail
4.5/5
Access Controls/Permissions
4/5
Access Controls/Permissions
N/A
Top Features
Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Active Directory Integration
N/A
Activity Dashboard
N/A
Top Features
Accounting
N/A
Asset Accounting
N/A
Automated Execution
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Active Directory Integration
N/A
Activity Tracking
N/A
Top Features
Accounting
N/A
API
N/A
Asset Accounting
N/A
Value for money
Starting price
No pricing info
Functionality
Active Directory Integration
N/A
Activity Dashboard
N/A
Activity Tracking
N/A
Top Features
Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Data Capture and Transfer
5/5
Archiving & Retention
3/5
Access Controls/Permissions
N/A
Top Features
Accounting
N/A
Ad hoc Reporting
N/A
Asset Accounting
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Alerts/Notifications
4.8/5
Activity/News Feed
4.7/5
Access Controls/Permissions
4.6/5
Top Features
Accounting
N/A
Ad hoc Reporting
N/A
API
N/A
Value for money
Starting price
No pricing info
Functionality
Activity Dashboard
N/A
Alerts/Escalation
N/A
Alerts/Notifications
N/A
Top Features
Accounting
N/A
Ad hoc Reporting
N/A
API
N/A