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Instead of CircleBlack Portfolio Reporting

CircleBlack Portfolio Reporting alternatives

Apps that do what CircleBlack Portfolio Reporting does, from the portfolio management software list, the ones you can start free with first.

  1. 1

    Fundwave

    by Fundwave
    Paid AndroidAPIiPhone+1
    5.6 From $800/mo Visit site
  2. 2

    Fund Manager

    by Fund Manager
    Free trial WebWindows
    5.6 Visit site
  3. 3

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb
    5.5 Pricing on request Visit site
  4. 4

    KeeSense

    by KeeSense
    Paid Self-hosted
    5.5 Pricing on request Visit site
  5. 5

    MyVest Strategic Portfolio System

    by MyVest Strategic Portfolio System
    Paid AndroidAPIiPhone+1
    5.5 Pricing on request Visit site
  6. 6

    Juniper Square

    by Juniper Square
    Paid AndroidAPIiPhone+1
    5.5 Pricing on request Visit site
  7. 7

    Quicken

    by Quicken
    Paid MacWebWindows
    5.5 From $6.99/mo (annual) Visit site
  8. 8

    Linedata Global Hedge

    by Linedata Global Hedge
    Paid APISelf-hostedWindows
    5.5 Pricing on request Visit site
  9. 9

    Investment Account Manager

    by Investment Account Manager
    Free trial Windows
    5.5 From $159 · 60-day trial Visit site
  10. 10

    FINBOURNE LUSID

    Free trial APIWeb
    5.5 Pricing on request Visit site
  11. 11

    Aladdin Accounting

    by Aladdin Accounting
    Paid
    5.4 Pricing on request Visit site
  12. 12

    FinFolio

    by FinFolio
    Paid AndroidAPIiPhone+2
    5.4 Pricing on request Visit site
  13. 13

    Dynamo CRM & Deal Management

    by Dynamo CRM & Deal Management
    Paid AndroidAPIiPhone+1
    5.4 Pricing on request Visit site
  14. 14

    P1 Platform

    Paid AndroidAPIiPhone+1
    5.4 Visit site
  15. 15

    Backstop Solutions

    by Backstop Solutions
    Paid AndroidAPIiPhone+1
    5.4 Pricing on request Visit site
  16. 16

    Stock Portfolio Organizer

    Free trial Windows
    5.4 From $99 · 30-day trial Visit site
  17. 17

    Profile Asset Management

    by Profile Asset Management
    Paid AndroidAPIiPhone+2
    5.3 Pricing on request Visit site
  18. 18

    SEI Wealth Platform

    Paid APIWeb
    5.3 Pricing on request Visit site
  19. 19

    Asset Class

    Paid AndroidiPhoneWeb
    5.3 From $99/user/mo Visit site
  20. 20

    Wealthica API

    Paid AndroidAPIiPhone+1
    5.3 Pricing on request Visit site
  21. 21

    Clearwater Analytics

    by Clearwater Analytics
    Paid APIWeb
    5.2 Pricing on request Visit site
  22. 22

    Croesus Advisor

    by Croesus Advisor
    Paid Web
    5.2 Pricing on request Visit site
  23. 23

    eFront Invest

    by eFront Invest
    Paid APIWeb
    5.2 Pricing on request Visit site
  24. 24

    SimCorp One

    by SimCorp One
    Paid
    5.1 Pricing on request Visit site

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