Instead of FinFolio
FinFolio alternatives
FinFolio gives investment advisors and professional wealth managers one place for portfolio accounting, performance and allocation reporting, risk analysis, rebalancing, trading, billing and a branded client portal. Its multi-currency engine, tax-sensitive trading, model-of-models, UMA and SMA support, REST API, integrations and flexible hosting address complex firm operations. Reports can carry a firm’s branding, and order management supports FIX-enabled placement, execution, allocation and trade processing. FinFolio is paid with pricing on request, runs on Android, iOS, API, self-hosted and web, and is not a full CRM.
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Sharesight
by SharesightFree plan AndroidAPIiPhone+1Free portfolio tracking with broad asset coverage — Sharesight offers a free plan and one-portfolio limit, while FinFolio targets professional operations with trading, billing and hosted deployment.
Free plan · paid from $7/mo (annual) · 14-day trial Visit site - 2
Snowball Analytics
by Snowball AnalyticsFree plan AndroidiPhoneWebLow-cost multi-asset analysis — Snowball Analytics provides free and $7.99/user monthly tiers, while FinFolio adds accounting, trading, billing and tax-sensitive rebalancing.
Free plan · paid from $7.99/user/mo · 14-day trial Visit site - 3
Portfolio Performance
by Portfolio PerformanceFree plan AndroidiPhoneLinux+2Free desktop portfolio analysis — Portfolio Performance is free desktop software for Windows, macOS and Linux, unlike FinFolio’s paid advisor platform and operational tools.
Free plan Visit site - 4
Stock Rover
by Stock RoverFree plan AndroidiPhoneWeb+1Portfolio analysis with a free entry tier — Stock Rover offers a free plan and Windows access, while FinFolio includes professional accounting, trading, billing and self-hosting.
Free plan · paid from $29/mo (annual) · 14-day trial Visit site - 5
Finary
by FinaryFree plan AndroidAPIiPhone+2Multi-asset tracking with annual pricing — Finary offers free and annual consumer-oriented tiers across Android, iOS, macOS and web, while FinFolio supports advisor operations and trading.
Free plan · paid from €149.99/yr · 14-day trial Visit site - 6
getquin
by getquinFree plan AndroidiPhoneWebLow-cost multi-asset portfolio tracking — getquin combines a free plan with €89.99 annual pricing, while FinFolio provides accounting, tax-lot tracking, trading, billing and deployment choices.
Free plan · paid from €89.99/yr Visit site - 7
BlackRock Aladdin
Paid APIWebWhole-portfolio public and private market views — Aladdin unifies investment management through a common data language and covers public and private markets, while FinFolio emphasizes advisor portfolio operations.
Pricing on request Visit site - 8
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Abrigo TPG Software
Paid Self-hostedWeb - 11
Archway Platform
Paid Web - 12
AtlasFive
Paid Web - 13
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Broadridge Investment Accounting
Paid Web - 18
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daappa Core
Paid Web - 20
AnyVault
Paid Web - 21
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eFront Insight
Paid API - 23
Hatcher+ FAAST
Free trial Web - 24
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RedBlack Portfolio Accounting
Paid Web - 26
WealthSpectrum
Paid AndroidAPIiPhone+2 - 27
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Tracker
Paid Web - 30
Advent APX
Paid Web - 31
FIS Global Plus
Paid Web
Readers may seek alternatives for a free starting point, lower published entry pricing, different device coverage or a broader market view. Compare each product’s portfolio scope and analysis tools with the accounting, tax-lot, rebalancing, trading and billing work your firm depends on. Consider whether you need a professional multi-user platform, a simpler investor portfolio tracker, desktop software, or technology spanning public and private markets. Deployment choices, API availability, mobile access and the absence or presence of a free plan can materially change which switch makes sense.
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