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Best Charles River IMS Alternatives in 2026

Updated

20 apps from portfolio management software ranked against Charles River IMS on the same published basis.

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.4
    Charles River IMS vs Sharesight
  2. 2
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.4
    Charles River IMS vs Stock Rover
  3. 3
    QPLIX AndroidapiiOSMacself-hosted 8.3
    Charles River IMS vs QPLIX
  4. 4
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.3
    Charles River IMS vs Portfolio Performance
  5. 5
    Temenos Wealth Front Office apiself-hostedWeb 8.2
    Charles River IMS vs Temenos Wealth Front Office
  6. 6
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Charles River IMS vs CGI Wealth360 Portfolio Management
  7. 7
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.2
    Charles River IMS vs Snowball Analytics
  8. 8
    BlackRock Aladdin 8.1
    Charles River IMS vs BlackRock Aladdin
  9. 9
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo8.1
    Charles River IMS vs FundCount
  10. 10
    Bloomberg AIM self-hosted 8.0
    Charles River IMS vs Bloomberg AIM
  11. 11
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Charles River IMS vs WealthSpectrum
  12. 12
    Enfusion iOSLinuxMacWebWin 8.0
    Charles River IMS vs Enfusion
  13. 13
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.0
    Charles River IMS vs Finary
  14. 14
    Tamarac WebiOSAndroid 7.9
    Charles River IMS vs Tamarac
  15. 15
    Morningstar Office iOSWeb 7.8
    Charles River IMS vs Morningstar Office
  16. 16
    Black Diamond Wealth Solutions WebiOSAndroid 7.8
    Charles River IMS vs Black Diamond Wealth Solutions
  17. 17
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Charles River IMS vs Landytech Sesame One
  18. 18
    Allvue Investment Management extensionWeb 7.8
    Charles River IMS vs Allvue Investment Management
  19. 19
    Xplan AndroidapiiOSWeb 7.8
    Charles River IMS vs Xplan
  20. 20
    getquin Free plan AndroidiOSWeb €749.92/mo7.8
    Charles River IMS vs getquin

Charles River IMS alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.4Free plan$7/moAndroid, API, iOS, Web
2Stock Rover8.4Free plan$2/moAndroid, iOS, Web, Windows
3QPLIX8.3No—Android, API, iOS, Mac, self-hosted, Web, Windows
4Portfolio Performance8.3Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
5Temenos Wealth Front Office8.2No—API, self-hosted, Web
6CGI Wealth360 Portfolio Management8.2No—Android, API, iOS, Web
7Snowball Analytics8.2Free plan$6.67/moAndroid, iOS, Web
8BlackRock Aladdin8.1No——
9FundCount8.1No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
10Bloomberg AIM8.0No—self-hosted
11WealthSpectrum8.0No—Android, API, iOS, self-hosted, Web
12Enfusion8.0No—iOS, Linux, Mac, Web, Windows
13Finary8.0Free plan€4.58/moAndroid, iOS, Mac, Web
14Tamarac7.9No—Web, iOS, Android
15Morningstar Office7.8No—iOS, Web
16Black Diamond Wealth Solutions7.8No—Web, iOS, Android
17Landytech Sesame One7.8No—Android, API, iOS, Web
18Allvue Investment Management7.8No—Browser, Web
19Xplan7.8No—Android, API, iOS, Web
20getquin7.8Free plan€749.92/moAndroid, iOS, Web
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Questions about Charles River IMS alternatives

What is the best alternative to Charles River IMS?

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

What is the best free alternative to Charles River IMS?

Sharesight is the best-ranked alternative with a free plan. 6 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.