Top Portfolio Navigator Alternatives & Competitors

Finding the right software for your business can be challenging, and while Portfolio Navigator is a popular choice, it may not be the perfect fit for everyone. If you're exploring Portfolio Navigator alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Portfolio Navigator and discover the ideal solution tailored to your needs.

Portfolio Navigator is also listed in these categories:

Popular Alternative Software

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

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Betterment

Betterment

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All Competitors and Alternatives to Portfolio Navigator

FundCount is an advanced financial reporting software designed for asset managers, hedge funds, and private equity firms. This platform offers a comprehensive suite of tools for managing complex financial data, including accounting, reporting, and performance analysis. With FundCount, users can streamline their financial operations by automating data entry, calculations, and report generation, red... Read more about FundCount

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Northstar Risk/Performance Software is a comprehensive risk management tool designed to help organizations identify, assess, and mitigate risks effectively. This platform provides robust analytics capabilities that allow users to monitor risk factors across various business areas, ensuring informed decision-making. Northstar's user-friendly interface enables organizations to visualize data trends,... Read more about Northstar Risk/Performance Software

Free Trial

NA

Pricing Type

$40000 Per user

Location

United States

Octopus is a moving software designed to help moving companies streamline their operations, from booking and scheduling to logistics and customer service. The platform offers tools for managing move requests, tracking inventory, and optimizing routes, helping businesses improve efficiency and reduce costs. Octopus includes features for managing quotes, processing payments, and communicating with c... Read more about Octopus

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

Free Trial

Available

Pricing Type

$5000 Per year

Location

Switzerland

Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

The safer way for your users to link financial accounts

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

Free Trial

Available

Pricing Type

$29.99 Per month

Location

United States

The Imagine Trading System is a cutting-edge risk management software designed specifically for the financial sector. It empowers traders and portfolio managers with tools to identify, assess, and mitigate risk in real time. The platform offers comprehensive analytics that evaluate various risk factors, including market, credit, and operational risks. Users benefit from customizable dashboards tha... Read more about The Imagine Trading System

Free Trial

NA

Pricing Type

$5000 Per month

Location

United States

The Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, performance analytics, risk assessment, and automated reporting, enabling advisors to deliver personalized and data-driven inve... Read more about The Novus Platform

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE

Free Trial

Available

Pricing Type

$0.01 Per year

Location

United States

Create and grow real-time 3D games, apps, and experiences for entertainment, film, automotive, architecture, and more.

Unity is a robust development engine that empowers creators to build captivating and interactive 2D and 3D experiences. Its intuitive interface simplifies the development process, making it accessible for both beginners and seasoned developers. With a vast asset store, Unity offers a treasure trove of ready-made elements for game development, from characters to environments, accelerating game crea... Read more about Unity

Free Trial

30 Days

Pricing Type

$200 Per month

Location

United States

VestServe is an advanced investment management software designed to streamline portfolio management and enhance financial analysis. This platform provides tools for tracking investments, analyzing performance, and managing risk, enabling investment professionals to make informed decisions. With features like customizable dashboards and real-time reporting, VestServe enhances visibility into portfo... Read more about VestServe

Free Trial

NA

Pricing Type

$27500 Per feautre

Location

United States

AlternativeSoft is a powerful risk management software solution designed to assist financial professionals in identifying, analyzing, and mitigating risks associated with investments. This platform provides a suite of tools for portfolio management, allowing users to assess risk exposure and make data-driven decisions. With its advanced analytics and reporting capabilities, AlternativeSoft enables... Read more about AlternativeSoft

Free Trial

Available

Pricing Type

$8000 Per user

Location

United Kingdom

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

FAQs About Portfolio Navigator Alternatives

Some of the best alternatives to Portfolio Navigator include Unity, Seeking Alpha, Plaid, Backstop, Dynamo Software, The Novus Platform, The Imagine Trading System, FundCount, AlternativeSoft, PackHedge, TOGGLE, VestServe, Northstar Risk/Performance Software and Octopus. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Portfolio Navigator, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Unity, Seeking Alpha, The Novus Platform, AlternativeSoft, PackHedge and TOGGLE (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Portfolio Navigator can consider Unity, Seeking Alpha, Plaid, Backstop, Dynamo Software, The Novus Platform, The Imagine Trading System, FundCount, AlternativeSoft, PackHedge, TOGGLE, VestServe, Northstar Risk/Performance Software and Octopus. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Enterprises seeking a robust alternative to Portfolio Navigator can explore Unity and Plaid. These platforms offer scalability, advanced automation, top-tier security, and enterprise-grade customer support to meet large-scale business needs.

Some of the best cloud-based alternatives to Portfolio Navigator include Unity, Seeking Alpha, Plaid, Backstop, Dynamo Software, The Novus Platform, The Imagine Trading System, FundCount, AlternativeSoft, PackHedge, TOGGLE, VestServe, Northstar Risk/Performance Software and Octopus. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Portfolio Navigator alternatives provide mobile apps for iOS and Android. Options like Unity, Seeking Alpha, Plaid, Backstop and Dynamo Software offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Portfolio Navigator offers a robust solution for portfolio management, several alternatives like Unity, Plaid, and VestServe present compelling features tailored to specific needs. Dynamo Software and AlternativeSoft excel in data integration and analytics, while FundCount and The Imagine Trading System provide strong accounting capabilities. Northstar Risk and Performance Software, along with PackHedge and Backstop, focus on risk management and compliance. Platforms like Novus and TOGGLE enhance decision-making through advanced analytics, while Seeking Alpha and Octopus offer valuable insights. Ultimately, the choice depends on individual requirements and strategic goals.