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Alternatives to FinMason

10 alternatives

  1. 1Wealth Management

    FA Solutions

    Investment Management Software

    Wealth management software for investment managers with portfolio management and performance analytics.

    Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation
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  2. 2Financial Risk Management, Investment Portfolio Management

    Northfield Information

    Financial Risk Management

    Risk analytics and portfolio management software for institutional asset managers.

    Banking SoftwareInvestment Portfolio Management
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  3. 3Wealth Management Platforms, Wealth Management

    InvestCloud

    Wealth Management Platforms

    Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.

    Client Portal SoftwareWealth Management
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  4. 4Wealth Management

    Indata

    Investment Management Software

    Investment management software for asset managers with portfolio management, trading, and compliance.

    Wealth ManagementCompliance Management
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  5. 5Financial Analytics, Wealth Management

    Objectway

    Investment Management Software

    European wealth management platform for banks and advisors with front-to-back office solutions.

    Wealth ManagementFinancial Analytics
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  6. 6Investment Portfolio Management

    Novus Partners

    Investment Portfolio Management

    Investment analytics platform for institutional investors with portfolio and risk management.

    Portfolio performance analytics and attributionPortfolio exposure analysis and monitoringRisk assessment and value at risk calculation
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  7. 7Financial Analytics, Financial Planning & Analysis

    Fathom UK

    Financial Analytics

    Australian accounting analytics platform offering reporting and forecasts for accountants globally.

    Group benchmarking and comparative analysisMulti currency consolidation and reportingAutomated report scheduling and delivery

    Price$49+ / month

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  8. 8Financial Analytics, Investment Portfolio Management

    Snowball Analytics

    Investment Portfolio Management

    Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.

    Free planFree trialTiered plansWealth ManagementInvestment Management Software

    Price$9.99+ / month

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  9. 9Financial Analytics

    Boosted.ai

    Predictive Analytics Platforms

    AI platform for financial and revenue professionals providing predictive analytics and portfolio tooling.

    SOC 2ISO 27001GDPRFinancial AnalyticsRevenue AI
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  10. 10Investment Portfolio Management

    Sharesight

    Investment Portfolio Management

    Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.

    Free planSOC 2GDPRTiered plansAccounting SoftwareTax Compliance Software
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