Best Advisor360° CRM Alternatives in 2026
Updated
20 platforms from portfolio management software ranked against Advisor360° CRM on the same published basis.
- 1Advisor360° CRM vs Temenos Wealth Front Office
- 2Advisor360° CRM vs CGI Wealth360 Portfolio Management
- 3Advisor360° CRM vs Sharesight
- 4Advisor360° CRM vs WealthSpectrum
- 5Advisor360° CRM vs QPLIX
- 6Advisor360° CRM vs FundCount
- 7Advisor360° CRM vs Xplan
- 8Advisor360° CRM vs Orion Portfolio Accounting
- 9Advisor360° CRM vs Clearwater Analytics
- 10Advisor360° CRM vs Corporater Investment Portfolio Management
- 11Advisor360° CRM vs Juniper Square
- 12Advisor360° CRM vs FinFolio
- 13Advisor360° CRM vs CoinTracking
- 14Advisor360° CRM vs Linedata Global Hedge
- 15Advisor360° CRM vs Fundwave
- 16Advisor360° CRM vs BlackRock Aladdin
- 17Advisor360° CRM vs Bloomberg AIM
- 18Advisor360° CRM vs FINBOURNE LUSID
- 19Advisor360° CRM vs Allvue Investment Management
- 20Advisor360° CRM vs Snowball Analytics
Advisor360° CRM alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Temenos Wealth Front Office | 8.3 | No | — | API, self-hosted, Web |
| 2 | CGI Wealth360 Portfolio Management | 8.2 | No | — | Android, API, iOS, Web |
| 3 | Sharesight | 8.2 | Free plan | $7/mo | Android, API, iOS, Web |
| 4 | WealthSpectrum | 8.0 | No | — | Android, API, iOS, self-hosted, Web |
| 5 | QPLIX | 8.0 | No | — | Android, API, iOS, Mac, self-hosted, Web, Windows |
| 6 | FundCount | 7.9 | No | $1204.17/mo | API, Linux, Mac, self-hosted, Web, Windows |
| 7 | Xplan | 7.8 | No | — | Android, API, iOS, Web |
| 8 | Orion Portfolio Accounting | 7.7 | No | $1083.33/mo | Android, API, iOS, Web |
| 9 | Clearwater Analytics | 7.7 | No | — | API, Web |
| 10 | Corporater Investment Portfolio Management | 7.6 | No | — | API, self-hosted, Web |
| 11 | Juniper Square | 7.5 | No | — | Android, API, iOS, Web |
| 12 | FinFolio | 7.4 | No | — | Android, API, iOS, self-hosted, Web |
| 13 | CoinTracking | 7.2 | Free plan | $4.08/mo | Android, API, iOS, Web |
| 14 | Linedata Global Hedge | 7.1 | No | — | API, self-hosted, Windows |
| 15 | Fundwave | 7.0 | No | $800/mo | Android, API, iOS, Web |
| 16 | BlackRock Aladdin | 6.9 | No | — | — |
| 17 | Bloomberg AIM | 6.9 | No | — | self-hosted |
| 18 | FINBOURNE LUSID | 6.8 | No | — | API, Web |
| 19 | Allvue Investment Management | 6.7 | No | — | Browser, Web |
| 20 | Snowball Analytics | 6.7 | Free plan | $6.67/mo | Android, iOS, Web |
The sponsored alternative slot on this page is labelled Sponsored.
Questions about Advisor360° CRM alternatives
What is the best alternative to Advisor360° CRM?
Temenos Wealth Front Office, number 1 in portfolio management software with a score of 8.3 out of 10. The others here: CGI Wealth360 Portfolio Management, Sharesight, WealthSpectrum and 16 more.
What is the best free alternative to Advisor360° CRM?
Sharesight is the best-ranked alternative with a free plan. 3 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.