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Top 9 Free Allvue Alternatives, Compared (2026)

Explore 9 alternatives to Allvue — vetted by our editors with real user reviews, pricing, and feature comparisons.

Our 9 top free Allvue alternatives at a glance

Quick answer

Here's the shortlist of Allvue alternatives: AgileAssets, MProfit and Shootih. AgileAssets leads on SpotScore (9). All 9 are compared on score, rating, and price below.

If Allvue isn't the right fit on price, features, or ease of use, these 9 investment portfolio management software free alternatives are the strongest options. We rank them by SpotScore, which blends real-user satisfaction with market presence, then by star ratings and pricing model. Every tool here is vetted by our editors. Scan the table first, then read the full breakdown below.

ProductSpotScoreRatingPricingBest for
AgileAssetsStreamline your asset management efficiently.9Not yet ratedQuotation Basedteams of all sizes
MProfitEffortless portfolio management at your fingertips.★★★★ 4.17(3)FreeFreemium · Subscription · Quotation Basedteams of all sizes
ShootihStreamline your investments with Shootih.★★★★★ 5(1)Quotation Basedteams of all sizes
Infor Property ManagementStreamline your property management with efficiency.★★★★ 4(1)Quotation Basedteams of all sizes
i-lignUnlock your business's full potential with i-lign.★★★★★ 4.6Quotation Basedteams of all sizes
PortfoliopilotNavigate the market with confidence.Not yet ratedFreeFreemiumteams of all sizes
Allocator-platformEfficiently manage and optimize your investment decisions.Not yet ratedQuotation Basedteams of all sizes
AssetmaxStreamline your wealth with Assetmax.★★★★★ 5(1)Quotation Basedteams of all sizes
AIRRSimplify investment management with AIRR.Not yet ratedQuotation Basedteams of all sizes

9.0

SpotScore

AgileAssets - Enterprise Asset Management (EAM) Software

AgileAssets

Streamline your asset management efficiently.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

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What is AgileAssets?

AgileAssets' mission is an innovative and cost-effective Enterprise Asset Management (EAM) software. AgileAssets is an easy to use, flexible and integrated enterprise asset management tool. This software solution is built to help companies track their assets, repair costs, warranties, ...

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AgileAssets offers custom pricing plan

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is MProfit?

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

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MProfit offers custom pricing plan

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Reach in-market buyersRank above rivals2M+ buyers a year
Shootih - Investment Portfolio Management Software

Shootih

Streamline your investments with Shootih.

Best for: SMB teams · Mid-market · Enterprise

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What is Shootih?

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

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Shootih offers custom pricing plan

Infor Property Management - Property Management Software

Infor Property Management

Streamline your property management with efficiency.

Best for: SMB teams · Mid-market · Enterprise

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What is Infor Property Management?

Infor Property Management is commercial property management software for property owners and managers, covering operations, financial tracking, and business intelligence. It deploys on-premises, in the cloud, or on Amazon Web Services, and includes portfolio reporting with performance metrics ...

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Infor Property Management offers custom pricing plan

i-lign - New SaaS Software

i-lign

Unlock your business's full potential with i-lign.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

4.6

Add to compare

What is i-lign?

i-lign is a potent business management software that furnishes a comprehensive and real-time perspective of current projects, programs, and organizations. It constructs an all-in-one platform by unifying all the business' work, teams, structure, and plan. This inventive design allows to gain a ...

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i-lign offers custom pricing plan

Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is Portfoliopilot?

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

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Allocator-platform - Investment Portfolio Management Software

Allocator-platform

Efficiently manage and optimize your investment decisions.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

Add to compare

What is Allocator-platform?

Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive and updated insights. This platform can convert multiple data sources into an easy-to-read format, simplifying portfolio and fund level monitoring for ...

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Allocator-platform offers custom pricing plan

Assetmax - Investment Portfolio Management Software

Assetmax

Streamline your wealth with Assetmax.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

Add to compare

What is Assetmax?

Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...

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Assetmax offers custom pricing plan

AIRR - Investment Portfolio Management Software

AIRR

Simplify investment management with AIRR.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

Add to compare

What is AIRR?

AIRR is an all-in-one SaaS platform for investment management that consolidates data from front and back-office systems into a single environment. It simplifies routine fund management tasks, keeps investment teams connected with other departments, and provides real-time data alongside a ...

Read more about AIRR

AIRR offers custom pricing plan

What each Allvue alternative is good at

AgileAssets9Best for teams of all sizes

Cost-effective solution

Watch for: Limited scalability

MProfitBest for teams of all sizes

Advanced reporting capabilities

Watch for: Complex setup process

ShootihBest for teams of all sizes

One-click investment tracking

Watch for: Limited investment options

Infor Property ManagementBest for teams of all sizes

Cloud architecture flexibility

Watch for: Limited customization options

i-lignBest for teams of all sizes

Comprehensive project overview

Watch for: Complex interface

PortfoliopilotBest for teams of all sizes

Comprehensive data monitoring

Watch for: May require extensive data input

Allocator-platformBest for teams of all sizes

Comprehensive data management

Watch for: Limited to investment management

AssetmaxBest for teams of all sizes

Comprehensive wealth management

Watch for: Complex for small firms

AIRRBest for teams of all sizes

Why teams look for a Allvue alternative

Before comparing options, it helps to name why teams leave Allvue in the first place:

  • Complex for new users
  • Limited support for traditional investments
  • Higher cost for small firms

How to choose among Allvue alternatives

Here's the data-driven picture across all 9 investment portfolio management software free alternatives: 2 offer a free tier; and Shootih is the highest rated at 5 across 1 reviews.

How positions are set.

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

The top-rated alternatives to Allvue are Shootih (5.0★), Assetmax (5.0★), i-lign (4.6★). Compare all 9 alternatives side-by-side above.

When evaluating alternatives to Allvue, prioritize: Portfolio Management, Investor Management, Financial Management, Accounting Management, transparent pricing, free trial availability, and integrations with your existing tools. Use the filters above to compare by feature, budget, and team size.

Migration difficulty depends on how deeply Allvue is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend shortlisting 2–3 options, running a free trial, and checking each vendor's migration guides before committing.

How to settle on the best Allvue alternative

  • On a budget / just exploring: start with a free tier — MProfit and Portfoliopilot let you evaluate without paying upfront.
  • If real-user ratings matter most: Shootih has the strongest star rating (5★) among the options with verified reviews.
  • Want the safest pick: AgileAssets has the highest Spotsaas Score (9) in this list — a strong default if you're unsure.

How to cut over from Allvue

Before switching off Allvue, run the checks that prevent headaches later. Export your data, verify the import, and confirm feature parity for your must-have workflows. Pilot the new tool free, then migrate, leaving Allvue active until you're done.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].