10 Best NotionInvest Alternatives in 2026, Free Options Included

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 ...

What is Personal Capital?

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

What is Addepar?

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...

What is Sharesight?

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

What is KoreConX?

KoreConX is a capital markets management platform with a dashboard for tracking investments, monitoring portfolios, and generating real-time equity and debt reports. It also provides access to legal, compliance, and funding resources for companies managing investor relationships across private ...

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 ...

What is Morningstar Office?

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

What is Orion Advisor Trading?

Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...

What is Riskalyze?

Riskalyze makes in-depth risk analysis on client portfolios easier than ever. Its comprehensive risk assessment services provide accurate risk assessment results and help clients gain control of their portfolio. Riskalyze's unique Risk Number® technology performs detailed risk analysis allowing ...

What is Exirio?

Organize and keep track of your wealth quickly with Exirio software. This powerful platform gathers necessary information - including foreign exchange rates and automated price updates - to help you make the most out of your investments.Monitor your bank accounts, current market forecasts and ...