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QPLIX alternatives

QPLIX brings portfolio and asset consolidation into one wealth-management platform. It combines reporting, client relationship management, accounting, analytics, trading, rebalancing and client interfaces. Rule-based accounting creates entries as transactions arrive and can export them to other accounting systems. Reports provide near-real-time asset information in multiple languages and currencies, with configurable layouts and automated distribution. Customizable portals, branded mobile apps, automated imports, workflow automation, entity management and document management extend its coverage. Integrations include bank feeds, market data providers and formats such as Salesforce, SAP and Xero. Its self-hosted, API-based infrastructure uses European certified data centers, and QPLIX-Q runs in browsers on any operating system, currently supporting Chrome and Firefox.

  1. 1

    Sharesight

    by Sharesight
    Free plan AndroidAPIiPhone+1

    Investors needing tax-lot tracking and a free starting plan — Sharesight focuses on performance, allocation, risk and tax-lot tracking, while QPLIX adds accounting, CRM, trading and client interfaces.

    Free plan · paid from $7/mo (annual) · 14-day trial Visit site
  2. 2

    Snowball Analytics

    by Snowball Analytics
    Free plan AndroidiPhoneWeb

    Multi-asset tracking with low-cost paid access — Snowball Analytics centers on performance, allocation and risk analysis, rather than QPLIX’s accounting, CRM, trading and portals.

    Free plan · paid from $7.99/user/mo · 14-day trial Visit site
  3. 3

    Portfolio Performance

    by Portfolio Performance
    Free plan AndroidiPhoneLinux+2

    Free desktop portfolio analysis across major operating systems — Portfolio Performance is free and offers performance, allocation, risk and tax-lot analysis, while QPLIX is a paid institutional platform with accounting and trading.

    Free plan Visit site
  4. 4

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Investors wanting tax-lot analysis with a free tier — Stock Rover provides multi-asset performance, allocation, risk and tax-lot analysis, while QPLIX combines those areas with institutional workflows.

    Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  5. 5

    Finary

    by Finary
    Free plan AndroidAPIiPhone+2

    Multi-asset investors seeking a European subscription option — Finary offers multi-asset-alternatives performance and allocation analysis, while QPLIX adds accounting, trading, CRM and branded client access.

    Free plan · paid from €149.99/yr · 14-day trial Visit site
  6. 6

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

    European users wanting free multi-asset portfolio tracking — getquin emphasizes multi-asset-alternatives performance, allocation and risk analysis, unlike QPLIX’s full wealth-management and accounting scope.

    Free plan · paid from €89.99/yr Visit site
  7. 7

    BlackRock Aladdin

    Paid APIWeb

    Institutions needing a unified public-and-private-market view — Aladdin unifies investment management through a common data language and whole-portfolio public and private-market view, while QPLIX combines wealth operations and client access.

    5.8 Pricing on request Visit site
  8. 8

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  9. 9

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5
    6.0 From $14,450/yr Visit site
  10. 10

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1
    6.0 Visit site
  11. 11

    Orion Portfolio Accounting

    by Orion Portfolio Accounting
    Paid AndroidAPIiPhone+1
    5.9 Pricing on request Visit site
  12. 12

    Xplan

    by Xplan
    Paid AndroidAPIiPhone+1
    5.9 Pricing on request Visit site
  13. 13

    Enfusion

    by Enfusion
    Paid iPhoneLinuxMac+2
    5.9 Pricing on request Visit site
  14. 14

    Morningstar Office

    by Morningstar Office
    Paid iPhoneWeb
    5.8 Pricing on request Visit site
  15. 15

    Asset Vantage

    by Asset Vantage
    Paid WebiPhoneAndroid
    5.8 Visit site
  16. 16

    Performativ

    Paid AndroidAPIiPhone+1
    5.8 Pricing on request Visit site
  17. 17

    Seraf

    by Seraf
    Free trial APIWeb
    5.8 From $60/mo · 30-day trial Visit site
  18. 18

    WealthSpectrum

    Paid AndroidAPIiPhone+2
    5.7 Pricing on request Visit site
  19. 19

    Allvue Investment Management

    by Allvue Investment Management
    Paid ExtensionWeb
    5.7 Pricing on request Visit site
  20. 20

    Asora

    by Asora
    Paid AndroidiPhoneWeb
    5.7 From $900/mo (annual) Visit site
  21. 21

    Corporater Investment Portfolio Management

    by Corporater Investment Portfolio Management
    Paid APISelf-hostedWeb
    5.7 Pricing on request Visit site
  22. 22

    Allocare AMS

    by Allocare AMS
    Paid AndroidAPIiPhone+4
    5.7 Pricing on request Visit site
  23. 23

    Bloomberg AIM

    by Bloomberg AIM
    Paid Self-hosted
    5.6 Pricing on request Visit site
  24. 24

    Temenos Wealth Front Office

    Paid APISelf-hostedWeb
    5.6 Pricing on request Visit site
  25. 25

    SS&C Advent Geneva

    by SS&C Advent Geneva
    Paid APISelf-hostedWeb
    5.6 Pricing on request Visit site
  26. 26

    Charles River IMS

    by Charles River IMS
    Paid APIWeb
    5.6 Pricing on request Visit site
  27. 27

    Masttro

    by Masttro
    Paid AndroidiPhoneWeb
    5.6 Pricing on request Visit site
  28. 28

    Advisor360° CRM

    by Advisor360° CRM
    Paid AndroidAPIiPhone+1
    5.6 Pricing on request Visit site
  29. 29

    Fundwave

    by Fundwave
    Paid AndroidAPIiPhone+1
    5.6 From $800/mo Visit site
  30. 30

    Fund Manager

    by Fund Manager
    Free trial WebWindows
    5.6 Visit site

Readers may still seek alternatives when they want a free or lower starting price, simpler portfolio tracking, different asset coverage or another platform mix. QPLIX pricing is on request, so budget comparison requires a sales conversation. Its broad scope may exceed the needs of an individual investor focused mainly on performance, allocation, risk or tax-lot views. When switching, weigh portfolio coverage, reporting depth, accounting and trading requirements, client access, deployment options, supported devices and whether a free plan or transparent subscription matters more than an integrated institutional platform.

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