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Instead of Performativ

Performativ alternatives

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

1. 1 C

   CGI Wealth360 Portfolio Management

   Paid AndroidAPIiPhone+1
   6.1 Pricing on request Visit site
2. 2

   Black Diamond Wealth Solutions

   by Black Diamond Wealth Solutions

   Paid AndroidAPIiPhone+1
   6.1 Pricing on request Visit site
3. 3

   Addepar

   by Addepar

   Paid AndroidAPIiPhone+1
   6.0 Pricing on request Visit site
4. 4 T

   Tamarac

   by Tamarac

   Paid AndroidAPIiPhone+1
   6.0 Pricing on request Visit site
5. 5

   FundCount

   by FundCount

   Paid AndroidAPIiPhone+5
   6.0 From $14,450/yr Visit site
6. 6

   Landytech Sesame One

   by Landytech Sesame One

   Paid AndroidAPIiPhone+1
   6.0 Visit site
7. 7 O

   Orion Portfolio Accounting

   by Orion Portfolio Accounting

   Paid AndroidAPIiPhone+1
   5.9 Pricing on request Visit site
8. 8

   Xplan

   by Xplan

   Paid AndroidAPIiPhone+1
   5.9 Pricing on request Visit site
9. 9

   Enfusion

   by Enfusion

   Paid iPhoneLinuxMac+2
   5.9 Pricing on request Visit site
10. 10 B

    BlackRock Aladdin

    Paid APIWeb
    5.8 Pricing on request Visit site
11. 11

    Morningstar Office

    by Morningstar Office

    Paid iPhoneWeb
    5.8 Pricing on request Visit site
12. 12

    Asset Vantage

    by Asset Vantage

    Paid WebiPhoneAndroid
    5.8 Visit site
13. 13

    Seraf

    by Seraf

    Free trial APIWeb
    5.8 From $60/mo · 30-day trial Visit site
14. 14 W

    WealthSpectrum

    Paid AndroidAPIiPhone+2
    5.7 Pricing on request Visit site
15. 15

    QPLIX

    by QPLIX

    Paid AndroidAPIiPhone+4
    5.7 Pricing on request Visit site
16. 16

    Allvue Investment Management

    by Allvue Investment Management

    Paid ExtensionWeb
    5.7 Pricing on request Visit site
17. 17

    Asora

    by Asora

    Paid AndroidiPhoneWeb
    5.7 From $900/mo (annual) Visit site
18. 18 C

    Corporater Investment Portfolio Management

    by Corporater Investment Portfolio Management

    Paid APISelf-hostedWeb
    5.7 Pricing on request Visit site
19. 19 A

    Allocare AMS

    by Allocare AMS

    Paid AndroidAPIiPhone+4
    5.7 Pricing on request Visit site
20. 20

    Bloomberg AIM

    by Bloomberg AIM

    Paid Self-hosted
    5.6 Pricing on request Visit site
21. 21 T

    Temenos Wealth Front Office

    Paid APISelf-hostedWeb
    5.6 Pricing on request Visit site
22. 22 S

    SS&C Advent Geneva

    by SS&C Advent Geneva

    Paid APISelf-hostedWeb
    5.6 Pricing on request Visit site
23. 23 C

    Charles River IMS

    by Charles River IMS

    Paid APIWeb
    5.6 Pricing on request Visit site
24. 24

    Masttro

    by Masttro

    Paid AndroidiPhoneWeb
    5.6 Pricing on request Visit site

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