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Best Advisor360° CRM Alternatives in 2026

Updated

20 apps from portfolio management software ranked against Advisor360° CRM on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.4
    Advisor360° CRM vs Sharesight
  2. 2
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.4
    Advisor360° CRM vs Stock Rover
  3. 3
    BlackRock Aladdin apiWeb 8.3
    Advisor360° CRM vs BlackRock Aladdin
  4. 4
    QPLIX AndroidapiiOSMacself-hosted 8.3
    Advisor360° CRM vs QPLIX
  5. 5
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.3
    Advisor360° CRM vs Portfolio Performance
  6. 6
    Temenos Wealth Front Office apiself-hostedWeb 8.2
    Advisor360° CRM vs Temenos Wealth Front Office
  7. 7
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Advisor360° CRM vs CGI Wealth360 Portfolio Management
  8. 8
    Addepar AndroidapiiOSWeb 8.2
    Advisor360° CRM vs Addepar
  9. 9
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.2
    Advisor360° CRM vs Snowball Analytics
  10. 10
    Morningstar Office iOSWeb 8.1
    Advisor360° CRM vs Morningstar Office
  11. 11
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo8.1
    Advisor360° CRM vs FundCount
  12. 12
    Bloomberg AIM self-hosted 8.0
    Advisor360° CRM vs Bloomberg AIM
  13. 13
    SS&C Advent Geneva apiself-hostedWeb 8.0
    Advisor360° CRM vs SS&C Advent Geneva
  14. 14
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Advisor360° CRM vs WealthSpectrum
  15. 15
    Enfusion iOSLinuxMacWebWin 8.0
    Advisor360° CRM vs Enfusion
  16. 16
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.0
    Advisor360° CRM vs Finary
  17. 17
    Tamarac WebiOSAndroid 7.9
    Advisor360° CRM vs Tamarac
  18. 18
    Black Diamond Wealth Solutions AndroidapiiOSWeb 7.8
    Advisor360° CRM vs Black Diamond Wealth Solutions
  19. 19
    Aladdin Accounting 7.8
    Advisor360° CRM vs Aladdin Accounting
  20. 20
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Advisor360° CRM vs Landytech Sesame One

Advisor360° CRM alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.4Free plan$7/moAndroid, API, iOS, Web
2Stock Rover8.4Free plan$2/moAndroid, iOS, Web, Windows
3BlackRock Aladdin8.3No—API, Web
4QPLIX8.3No—Android, API, iOS, Mac, self-hosted, Web, Windows
5Portfolio Performance8.3Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
6Temenos Wealth Front Office8.2No—API, self-hosted, Web
7CGI Wealth360 Portfolio Management8.2No—Android, API, iOS, Web
8Addepar8.2No—Android, API, iOS, Web
9Snowball Analytics8.2Free plan$6.67/moAndroid, iOS, Web
10Morningstar Office8.1No—iOS, Web
11FundCount8.1No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
12Bloomberg AIM8.0No—self-hosted
13SS&C Advent Geneva8.0No—API, self-hosted, Web
14WealthSpectrum8.0No—Android, API, iOS, self-hosted, Web
15Enfusion8.0No—iOS, Linux, Mac, Web, Windows
16Finary8.0Free plan€4.58/moAndroid, iOS, Mac, Web
17Tamarac7.9No—Web, iOS, Android
18Black Diamond Wealth Solutions7.8No—Android, API, iOS, Web
19Aladdin Accounting7.8No——
20Landytech Sesame One7.8No—Android, API, iOS, Web
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Questions about Advisor360° CRM alternatives

What is the best alternative to Advisor360° CRM?

Sharesight, number 1 in portfolio management software with a score of 8.4 out of 10. The others here: Stock Rover, BlackRock Aladdin, QPLIX and 16 more.

What is the best free alternative to Advisor360° CRM?

Sharesight is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on.