Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Temenos Wealth Front Office
Temenos Wealth Front Office
6.7#45 in portfolio management softwareWebAPISelf-hosted
VisitWhat both publish
| Fact | Sharesight | Temenos Wealth Front Office |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2006 | 1993 |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Geneva, Switzerland |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | Temenos describes standard support as including 24/7 access to its critical call center and a customer support portal for incidents and software updates. |
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Temenos Wealth Front Office plans
No prices published.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.
Pick Temenos Wealth Front Office if…
It suits financial institutions and wealth-management teams serving clients from ultra-high-net-worth to mass affluent segments. Advisors can use its portfolio tools for advisory, discretionary, or execution relationships.