Best Insightfolio Advisor Alternatives in 2026
Updated
20 platforms from portfolio management software ranked against Insightfolio Advisor on the same published basis.
- 1Insightfolio Advisor vs Temenos Wealth Front Office
- 2Insightfolio Advisor vs CGI Wealth360 Portfolio Management
- 3Insightfolio Advisor vs Sharesight
- 4Insightfolio Advisor vs WealthSpectrum
- 5Insightfolio Advisor vs QPLIX
- 6Insightfolio Advisor vs FundCount
- 7Insightfolio Advisor vs Landytech Sesame One
- 8Insightfolio Advisor vs Xplan
- 9Insightfolio Advisor vs Orion Portfolio Accounting
- 10Insightfolio Advisor vs Clearwater Analytics
- 11Insightfolio Advisor vs Corporater Investment Portfolio Management
- 12Insightfolio Advisor vs Juniper Square
- 13Insightfolio Advisor vs FinFolio
- 14Insightfolio Advisor vs CoinTracking
- 15Insightfolio Advisor vs Linedata Global Hedge
- 16Insightfolio Advisor vs Fundwave
- 17Insightfolio Advisor vs BlackRock Aladdin
- 18Insightfolio Advisor vs Bloomberg AIM
- 19Insightfolio Advisor vs FINBOURNE LUSID
- 20Insightfolio Advisor vs Allvue Investment Management
Insightfolio Advisor 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 | Landytech Sesame One | 7.8 | No | — | Android, API, iOS, Web |
| 8 | Xplan | 7.8 | No | — | Android, API, iOS, Web |
| 9 | Orion Portfolio Accounting | 7.7 | No | $1083.33/mo | Android, API, iOS, Web |
| 10 | Clearwater Analytics | 7.7 | No | — | API, Web |
| 11 | Corporater Investment Portfolio Management | 7.6 | No | — | API, self-hosted, Web |
| 12 | Juniper Square | 7.5 | No | — | Android, API, iOS, Web |
| 13 | FinFolio | 7.4 | No | — | Android, API, iOS, self-hosted, Web |
| 14 | CoinTracking | 7.2 | Free plan | $4.08/mo | Android, API, iOS, Web |
| 15 | Linedata Global Hedge | 7.1 | No | — | API, self-hosted, Windows |
| 16 | Fundwave | 7.0 | No | $800/mo | Android, API, iOS, Web |
| 17 | BlackRock Aladdin | 6.9 | No | — | API, Web |
| 18 | Bloomberg AIM | 6.9 | No | — | self-hosted |
| 19 | FINBOURNE LUSID | 6.8 | No | — | API, Web |
| 20 | Allvue Investment Management | 6.7 | No | — | Browser, Web |
The sponsored alternative slot on this page is labelled Sponsored.
Questions about Insightfolio Advisor alternatives
What is the best alternative to Insightfolio Advisor?
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 Insightfolio Advisor?
Sharesight is the best-ranked alternative with a free plan. 2 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.