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Best Morningstar Office Alternatives in 2026

Updated

20 platforms from portfolio management software ranked against Morningstar Office on the same published basis.

  1. 1
    BlackRock Aladdin apiWeb 8.4
    Morningstar Office vs BlackRock Aladdin
  2. 2
    Temenos Wealth Front Office apiself-hostedWeb 8.3
    Morningstar Office vs Temenos Wealth Front Office
  3. 3
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Morningstar Office vs CGI Wealth360 Portfolio Management
  4. 4
    SS&C Advent Geneva apiself-hostedWeb 8.2
    Morningstar Office vs SS&C Advent Geneva
  5. 5
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.2
    Morningstar Office vs Sharesight
  6. 6
    Black Diamond Wealth Solutions AndroidapiiOSWeb 8.1
    Morningstar Office vs Black Diamond Wealth Solutions
  7. 7
    Addepar AndroidapiiOSWeb 8.1
    Morningstar Office vs Addepar
  8. 8
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Morningstar Office vs WealthSpectrum
  9. 9
    QPLIX AndroidapiiOSMacself-hosted 8.0
    Morningstar Office vs QPLIX
  10. 10
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo7.9
    Morningstar Office vs FundCount
  11. 11
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Morningstar Office vs Landytech Sesame One
  12. 12
    Xplan AndroidapiiOSWeb 7.8
    Morningstar Office vs Xplan
  13. 13
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo7.7
    Morningstar Office vs Orion Portfolio Accounting
  14. 14
    Charles River IMS apiWeb 7.7
    Morningstar Office vs Charles River IMS
  15. 15
    Clearwater Analytics apiWeb 7.7
    Morningstar Office vs Clearwater Analytics
  16. 16
    Corporater Investment Portfolio Management apiself-hostedWeb 7.6
    Morningstar Office vs Corporater Investment Portfolio Management
  17. 17
    Juniper Square AndroidapiiOSWeb 7.5
    Morningstar Office vs Juniper Square
  18. 18
    FinFolio AndroidapiiOSself-hostedWeb 7.4
    Morningstar Office vs FinFolio
  19. 19
    CoinTracking Free plan AndroidapiiOSWeb $4.08/mo7.2
    Morningstar Office vs CoinTracking
  20. 20
    Linedata Global Hedge apiself-hostedWin 7.1
    Morningstar Office vs Linedata Global Hedge

Morningstar Office alternatives compared

#PlatformScoreFree planFromRuns on
1BlackRock Aladdin8.4API, Web
2Temenos Wealth Front Office8.3API, self-hosted, Web
3CGI Wealth360 Portfolio Management8.2Android, API, iOS, Web
4SS&C Advent Geneva8.2API, self-hosted, Web
5Sharesight8.2Free plan$7/moAndroid, API, iOS, Web
6Black Diamond Wealth Solutions8.1Android, API, iOS, Web
7Addepar8.1Android, API, iOS, Web
8WealthSpectrum8.0Android, API, iOS, self-hosted, Web
9QPLIX8.0Android, API, iOS, Mac, self-hosted, Web, Windows
10FundCount7.9No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
11Landytech Sesame One7.8Android, API, iOS, Web
12Xplan7.8Android, API, iOS, Web
13Orion Portfolio Accounting7.7No$1083.33/moAndroid, API, iOS, Web
14Charles River IMS7.7API, Web
15Clearwater Analytics7.7API, Web
16Corporater Investment Portfolio Management7.6API, self-hosted, Web
17Juniper Square7.5Android, API, iOS, Web
18FinFolio7.4Android, API, iOS, self-hosted, Web
19CoinTracking7.2Free plan$4.08/moAndroid, API, iOS, Web
20Linedata Global Hedge7.1API, self-hosted, Windows
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Questions about Morningstar Office alternatives

What is the best alternative to Morningstar Office?

BlackRock Aladdin, number 1 in portfolio management software with a score of 8.4 out of 10. The others here: Temenos Wealth Front Office, CGI Wealth360 Portfolio Management, SS&C Advent Geneva and 16 more.

What is the best free alternative to Morningstar Office?

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.