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Instead of Xplan

Xplan alternatives

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

  1. 1

    Portfolio Visualizer

    Free plan Web
    6.6 Free plan · paid from $30/mo (annual) · 14-day trial Visit site
  2. 2

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2
    6.4 Pricing on request Visit site
  3. 3

    TokenPad

    by TokenPad
    Free plan AndroidiPhone
    6.3 Free plan Visit site
  4. 4

    Kubera

    Free trial AndroidiPhoneWeb
    6.2 From $250/yr · 14-day trial Visit site
  5. 5

    Morningstar Investor

    Free trial AndroidiPhoneWeb
    6.2 From $249/yr · 7-day trial Visit site
  6. 6

    CGI Wealth360 Portfolio Management

    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  7. 7

    Black Diamond Wealth Solutions

    by Black Diamond Wealth Solutions
    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  8. 8

    Addepar

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

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  10. 10

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5
    6.0 From $14,450/yr Visit site
  11. 11

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1
    6.0 Visit site
  12. 12

    Orion Portfolio Accounting

    by Orion Portfolio Accounting
    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

    BlackRock Aladdin

    Paid APIWeb
    5.8 Pricing on request Visit site
  15. 15

    Morningstar Office

    by Morningstar Office
    Paid iPhoneWeb
    5.8 Pricing on request Visit site
  16. 16

    Asset Vantage

    by Asset Vantage
    Paid WebiPhoneAndroid
    5.8 Visit site
  17. 17

    Performativ

    Paid AndroidAPIiPhone+1
    5.8 Pricing on request Visit site
  18. 18

    Seraf

    by Seraf
    Free trial APIWeb
    5.8 From $60/mo · 30-day trial Visit site
  19. 19

    WealthSpectrum

    Paid AndroidAPIiPhone+2
    5.7 Pricing on request Visit site
  20. 20

    QPLIX

    by QPLIX
    Paid AndroidAPIiPhone+4
    5.7 Pricing on request Visit site
  21. 21

    Allvue Investment Management

    by Allvue Investment Management
    Paid ExtensionWeb
    5.7 Pricing on request Visit site
  22. 22

    Asora

    by Asora
    Paid AndroidiPhoneWeb
    5.7 From $900/mo (annual) Visit site
  23. 23

    Corporater Investment Portfolio Management

    by Corporater Investment Portfolio Management
    Paid APISelf-hostedWeb
    5.7 Pricing on request Visit site
  24. 24

    Allocare AMS

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

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