Instead of Advyzon
Advyzon alternatives
Advyzon gives advisory firms one system for portfolio management, reporting, billing, CRM, document storage, rebalancing, and client access. Firms can create branded reports from performance, allocation, and trading data, schedule delivery, and share them through a client portal and mobile app. Its Quantum rebalancer includes nine modes, tax-loss harvesting, cash management, and multi-custodial trading. CRM records activity, workflows, communications, and relationship history, while Microsoft 365 and Google Workspace connect to client records. Goals-Based Investing supports scenarios and progress monitoring; full financial planning is still coming soon.
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Sharesight
by SharesightFree plan AndroidAPIiPhone+1Single-portfolio tracking with a free starting plan — Sharesight matches Advyzon's reporting, allocation, risk, and tax-lot coverage but limits users to one portfolio.
Free plan · paid from $7/mo (annual) · 14-day trial Visit site - 2
Snowball Analytics
by Snowball AnalyticsFree plan AndroidiPhoneWebFreemium multi-asset analysis across mobile and web — Snowball Analytics offers Advyzon-like reporting, allocation, and risk analysis with a published freemium price.
Free plan · paid from $7.99/user/mo · 14-day trial Visit site - 3
Portfolio Performance
by Portfolio PerformanceFree plan AndroidiPhoneLinux+2Free desktop and mobile portfolio analysis — Portfolio Performance is free and supports Linux, macOS, and Windows alongside Android and iOS, unlike Advyzon's platforms.
Free plan Visit site - 4
Stock Rover
by Stock RoverFree plan AndroidiPhoneWeb+1Freemium multi-asset analysis with Windows support — Stock Rover provides freemium reporting, allocation, risk, and tax-lot analysis with Windows support beyond Advyzon's Android, iOS, and web platforms.
Free plan · paid from $29/mo (annual) · 14-day trial Visit site - 5
Finary
by FinaryFree plan AndroidAPIiPhone+2Freemium multi-asset tracking with macOS access — Finary offers freemium reporting and allocation analysis with macOS support, while Advyzon combines broader advisory operations.
Free plan · paid from €149.99/yr · 14-day trial Visit site - 6
getquin
by getquinFree plan AndroidiPhoneWebFreemium portfolio reporting and allocation tracking — getquin offers freemium reporting, allocation, and risk analysis at a published annual price instead of Advyzon's request-based pricing.
Free plan · paid from €89.99/yr Visit site - 7
BlackRock Aladdin
Paid APIWebWhole-portfolio public and private market views — BlackRock Aladdin unifies investment management through a common data language and views public and private markets in one portfolio.
Pricing on request Visit site - 8
eMoney Advisor
Free trial AndroidAPIiPhone+1 - 9
MoneyGuide
Free trial APIiPhoneMac+2 - 10
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RightCapital
Free trial AndroidiPhoneWeb - 13
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SEI Wealth Platform
Paid APIWeb - 17
Temenos Wealth Front Office
Paid APISelf-hostedWeb - 18
WealthSpectrum
Paid AndroidAPIiPhone+2 - 19
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Orion Advisor Technology
Paid AndroidiPhoneWeb - 21
Praemium
Paid Web - 22
Wealth Dynamix
Paid AndroidiPhoneWeb
Alternatives may appeal when a firm wants free access, a lower published price, desktop operating systems, or a portfolio-focused product instead of Advyzon's broad advisory platform. Advyzon is paid with pricing on request and runs on Android, iOS, and the web. Compare whether another product provides the reporting, allocation, risk, and tax-lot capabilities needed, alongside suitable platforms and investment workflows. Also weigh whether client portals, CRM, document controls, rebalancing, and planning tools matter to the intended users.