Top 9 Claritus Alternatives 2026
Clarity for your investments. Rest easy with Claritus.
Trusted by 2M+ software buyers annually.
Main Features
- Investment Monitoring
- Portfolio Management
- Secure Data Storage
Pricing
Free Trial available
Claritus is a Investment Portfolio Management Software platform. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 9 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Claritus vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you decide faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Claritus Current | Investment Portfolio Management Software | Free trial | No reviews | ✓ Yes |
 Clear Software | UX Software | Free trial | 5.0 ★ | ✓ Yes |
 Morningstar Office | Investment Portfolio Management Software | Custom pricing | 4.1 ★ | ✗ No |
 Personal Capital | Investment Portfolio Management Software | Custom pricing | 4.3 ★ | ✗ No |
 Shootih | Investment Portfolio Management Software | Custom pricing | 5.0 ★ | ✗ No |
 Portfoliopilot | Investment Portfolio Management Software | Free plan available | No reviews | ✓ Yes |
Showing 1-9 out of 9
List of the Top Claritus alternatives as of September 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
7.9
SpotScore
Clear Software
Streamline design processes, drive innovation.
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What is Clear Software?
Clear is a complete UX software platform for innovation and collaboration. Feature-rich design tools help to easily create mockups, simulate app behavior, wireframe flows, and execute design sprints. Clear’s unique project management capabilities enable design teams to manage projects from ...
Read moreCommon Features
No common features
Unique Features
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User Journeys
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Usability Testing
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Prototyping
+ 2 more
Pricing
Free Trial available, Try Now
Clear Software offers custom pricing plan
Morningstar Office
Master your portfolio with ease.
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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) ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Performance Analysis
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Reports
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Dashboard
+ 1 more
Pricing
Morningstar Office offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Personal Capital
Streamline your investments and reach financial goals.
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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, ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Financial Management
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Online Banking Integration
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Alerts
Pricing
Personal Capital offers custom pricing plan
Shootih
Streamline your investments with Shootih.
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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 - ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Online Banking Integration
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Dashboard
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Real-time View
Pricing
Shootih offers custom pricing plan
Portfoliopilot
Navigate the market with confidence.
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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 ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Market Analysis
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Data Analysis
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Monitoring
Global Predictions
Stay ahead of the market with smart investments.
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What is Global Predictions?
Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Predictive Analytics
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Risk Management
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Performance Analysis
Pricing
Starts from $400/Month, also offers free forever plan
Assetmax
Streamline your wealth with Assetmax.
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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 ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Reporting
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Seamless Integration
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Performance Analysis
Pricing
Assetmax offers custom pricing plan
Exirio
Maximize your wealth with smart, hassle-free tracking.
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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 ...
Read moreCommon Features
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Investment Monitoring
Unique Features
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Financial Management
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Multi-device Support
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Dashboard
+ 2 more
Allvue
Unleashing the power of alternative assets.
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What is Allvue?
Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Investor Management
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Financial Management
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Accounting Management
Pricing
Allvue offers custom pricing plan
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
