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Best Charles River IMS Alternatives in 2026

Updated

20 apps from portfolio management software ranked against Charles River IMS on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo7.4
    Charles River IMS vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo7.4
    Charles River IMS vs Snowball Analytics
  3. 3
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo7.4
    Charles River IMS vs Portfolio Performance
  4. 4
    Stock Rover Free plan AndroidiOSWebWin $2/mo7.4
    Charles River IMS vs Stock Rover
  5. 5
    Finary Free plan AndroidiOSMacWeb €4.58/mo7.3
    Charles River IMS vs Finary
  6. 6
    getquin Free plan AndroidiOSWeb €749.92/mo7.1
    Charles River IMS vs getquin
  7. 7
    BlackRock Aladdin apiWeb 7.0
    Charles River IMS vs BlackRock Aladdin
  8. 8
    rotki Free plan LinuxMacself-hostedWin €9/mo7.0
    Charles River IMS vs rotki
  9. 9
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo7.0
    Charles River IMS vs Wealthfolio
  10. 10
    Temenos Wealth Front Office apiself-hostedWeb 6.9
    Charles River IMS vs Temenos Wealth Front Office
  11. 11
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 6.9
    Charles River IMS vs CGI Wealth360 Portfolio Management
  12. 12
    Addepar AndroidapiiOSWeb 6.9
    Charles River IMS vs Addepar
  13. 13
    QPLIX AndroidapiiOSMacself-hosted 6.9
    Charles River IMS vs QPLIX
  14. 14
    Bloomberg AIM self-hosted 6.8
    Charles River IMS vs Bloomberg AIM
  15. 15
    SS&C Advent Geneva apiself-hostedWeb 6.8
    Charles River IMS vs SS&C Advent Geneva
  16. 16
    WealthSpectrum AndroidapiiOSself-hostedWeb 6.8
    Charles River IMS vs WealthSpectrum
  17. 17
    PortfolioPilot Free plan Web $20/mo6.8
    Charles River IMS vs PortfolioPilot
  18. 18
    Tamarac AndroidapiiOSWeb 6.7
    Charles River IMS vs Tamarac
  19. 19
    Advyzon AndroidiOSWeb 6.7
    Charles River IMS vs Advyzon
  20. 20
    Enfusion iOSLinuxMacWebWin 6.7
    Charles River IMS vs Enfusion

Charles River IMS alternatives compared

#AppScoreFree planFromRuns on
1Sharesight7.4Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics7.4Free plan$6.67/moAndroid, iOS, Web
3Portfolio Performance7.4Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
4Stock Rover7.4Free plan$2/moAndroid, iOS, Web, Windows
5Finary7.3Free plan€4.58/moAndroid, iOS, Mac, Web
6getquin7.1Free plan€749.92/moAndroid, iOS, Web
7BlackRock Aladdin7.0API, Web
8rotki7.0Free plan€9/moLinux, Mac, self-hosted, Windows
9Wealthfolio7.0Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
10Temenos Wealth Front Office6.9API, self-hosted, Web
11CGI Wealth360 Portfolio Management6.9Android, API, iOS, Web
12Addepar6.9Android, API, iOS, Web
13QPLIX6.9Android, API, iOS, Mac, self-hosted, Web, Windows
14Bloomberg AIM6.8self-hosted
15SS&C Advent Geneva6.8API, self-hosted, Web
16WealthSpectrum6.8Android, API, iOS, self-hosted, Web
17PortfolioPilot6.8Free plan$20/moWeb
18Tamarac6.7Android, API, iOS, Web
19Advyzon6.7Android, iOS, Web
20Enfusion6.7iOS, Linux, Mac, Web, Windows
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Questions about Charles River IMS alternatives

What is the best alternative to Charles River IMS?

Sharesight, number 1 in portfolio management software with a score of 7.4 out of 10. The others here: Snowball Analytics, Portfolio Performance, Stock Rover and 16 more.

What is the best free alternative to Charles River IMS?

Sharesight is the best-ranked alternative with a free plan. 9 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.