# Top Free Investment Portfolio Management Software

## How Many Investment Portfolio Management Software Products Does G2 Track?

**Total Products under this Category:** 326

### Category Stats (Aug 2026)

- **Average Rating:** 4.43/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Dasseti ENGAGE (+2.56%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Investment Portfolio Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,500+ Authentic Reviews
- 326+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Investment Portfolio Management Software
 ![G2 Grid® for Investment Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investment-portfolio-management/grids.png?focus%5B%5D=57456&focus%5B%5D=19643&focus%5B%5D=106263&focus%5B%5D=1357492&focus%5B%5D=71118&focus%5B%5D=131052&focus%5B%5D=168972&focus%5B%5D=59707)

Highlighted products: Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work, Betterment Advisor Solutions, Koyfin, Orion Advisor Technology, Carta Fund ERP, and Morningstar Office.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investment-portfolio-management/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=betterment-at-work&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=koyfin&focus%5B%5D=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=morningstar-office)

**Sponsored**

### Sharesight

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1532&secure%5Bchosen_at%5D=2026-08-02T14%3A45%3A38Z&secure%5Bdisplayable_resource_id%5D=1532&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1532&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=107040&secure%5Bresource_id%5D=1532&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%2Ffree&secure%5Btoken%5D=59d7781200ac9d614444f3c5f6c0f30145def9ea17a8156b56cdddbe620bf254&secure%5Burl%5D=https%3A%2F%2Fwww.sharesight.com&secure%5Burl_type%5D=company_website)

### [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)

What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive design, and robust reporting tools. With Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale. Built on a comprehensive database of over 800,000 investments worldwide, Direct empowers users to make confident, data-driven decisions. Who is Morningstar Direct for? Morningstar Direct is designed for the complex workflows of asset and wealth management firms but is also valuable for other financial professionals. Typical users include portfolio managers, investment researchers, analysts, advisors, product and marketing teams, performance and risk analysts, and data scientists. Key Features: Investment Research & Discovery: Locate investments, explore data across asset classes, and refine securities using custom screens, datasets, and Morningstar’s trusted ratings. Portfolio Management & Analysis: Build resilient portfolios, stress test holdings, and conduct attribution analysis to understand performance drivers. Reporting & Communication: Create custom-branded reports, presentations, and scorecards with Morningstar’s data and analytics, ensuring impactful communication. Time-Saving Automation: Streamline workflows with tools like Presentation Studio and Report Portal, enabling teams to generate reports and insights on demand. Morningstar Direct is the trusted partner for investment professionals seeking clarity, confidence, and tools to turn insights into action.

**Average Rating:** 4.1/5.0

**Total Reviews:** 426

#### How Do G2 Users Rate Morningstar Direct?

- **Ease of Use:** 6.6/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.6/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.1/10 (Category avg: 8.3/10)
- **Risk Management:** 6.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Morningstar Direct?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst, Investment Analyst
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 34% Small, 33% Large

#### What Do G2 Reviewers Say About Morningstar Direct?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **vast data accessibility** of Morningstar Direct, facilitating comprehensive fund analysis and updates.
- Users appreciate the **ease of use** of Morningstar Direct, highlighting its intuitive setup and accessible templates.
- Users value the **breadth of data availability** in Morningstar Direct, enhancing their analytical capabilities.
- Users value the **comprehensive data** provided by Morningstar Direct, which allows for in-depth analysis and reporting.
- Users value the **exceptional reporting functions** of Morningstar Direct, enhancing their analysis and overall professional outputs.

##### Cons

- Users find **poor usability** in Morningstar Direct, noting the interface's complexity and slow performance as major drawbacks.
- Users experience **slow performance** with Morningstar Direct, facing frequent crashes and inefficiencies that disrupt their workflow.
- Users find Morningstar Direct to be **not user-friendly** , struggling with a confusing UI and clunky integration.
- Users find **difficult learning** curves with Morningstar Direct, often feeling overwhelmed by its complex interface and setup.
- Users face **data inaccuracies** with Morningstar Direct, encountering errors and reliability issues that complicate their workflow.

#### What Are Recent G2 Reviews of Morningstar Direct?

**["Comprehensive Portfolio Analysis Tool, but Needs UI Improvements"](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)**

**Rating:** 5.0/5.0 stars

_— Petar D._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)

**["Morningstar Makes Portfolio X-Ray Fast, Credible, and Easy"](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)**

**Rating:** 5.0/5.0 stars

_— Gina H._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)

### [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing client relationships. By combining advanced investment research, personalized planning tools, and seamless integrations, the suite simplifies operations, enhances client engagement, and supports informed decision-making. Key features include robust analytics for crafting investment plans aligned with client goals, compliance tools to ensure regulatory alignment, and the ability to generate FINRA-reviewed reports with visuals like portfolio comparisons. Advisors can also streamline workflows by integrating with CRMs, custodial platforms, and internal systems. The platform provides firmwide insights through enterprise dashboards, enabling advisory firms to track key metrics, identify growth opportunities, and standardize processes for consistent service delivery. Morningstar Direct Advisory Suite is ideal for financial advisors and firms seeking to optimize their practices, build trust, and scale their businesses while prioritizing client relationships.

**Average Rating:** 4.1/5.0

**Total Reviews:** 284

#### How Do G2 Users Rate Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Ease of Use:** 6.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.7/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.5/10 (Category avg: 8.3/10)
- **Risk Management:** 6.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Financial Planner
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 61% Small, 25% Large

#### What Do G2 Reviewers Say About Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Morningstar Direct Advisory Suite, finding it user-friendly and insightful for portfolio analysis.
- Users appreciate the **ability to build diversified portfolios** with Morningstar Direct, enhancing client decision-making and analysis.
- Users value the **time-saving model statistics feature** and streamlined data analysis tools in Morningstar Direct Advisory Suite.
- Users appreciate the **instant analysis** of portfolio construction, enabling quick insights and effective repositioning strategies.
- Users value the **comprehensive reporting features** of Morningstar Direct, enhancing client communication and investment decisions.

##### Cons

- Users find the **interface not user-friendly** , often struggling with navigation and requiring support for effective use.
- Users find the **usability poor** in Morningstar Direct Advisory Suite, describing the layout as outdated and clunky.
- Users find the **difficult learning curve** challenging, especially for casual users unfamiliar with the platform's complexities.
- Users find the **client organization features lacking** , creating confusion and clutter compared to previous experiences with Morningstar Office.
- Users find the **navigation challenging** initially, requiring time to become familiar with the system's capabilities.

#### What Are Recent G2 Reviews of Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

**["Essential Research Tool for Investment Platforms"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11848303)**

**Rating:** 5.0/5.0 stars

_— Chloe G._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11848303)

**["Quick, Custom Security Comparisons That Make KYP Easy"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-12972000)**

**Rating:** 5.0/5.0 stars

_— Marc-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-12972000)

### [Koyfin](https://www.g2.com/products/koyfin/reviews)

Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

**Average Rating:** 4.8/5.0

**Total Reviews:** 130

#### How Do G2 Users Rate Koyfin?

- **Ease of Use:** 9.1/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Koyfin?

- **Seller:** [Koyfin](https://www.g2.com/sellers/koyfin)
- **Year Founded:** 2016
- **HQ Location:** New York, New Mexico, United States
- **Twitter:** @KoyfinCharts  
74,086 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eda34387934ef3e035e725250e86738a75855a2e7753198c247b7a43c15685d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoyfincharts&secure%5Burl_type%5D=linkedin_company_website)  
56 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 81% Small, 9% Medium

#### What Do G2 Reviewers Say About Koyfin?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Koyfin, appreciating its intuitive interface and quick set-up for efficient analysis.
- Users highlight the **intuitive user interface** of Koyfin, making market analysis and customization simple and efficient.
- Users value Koyfin's **intuitive interface and customization options** , enhancing their efficiency in investment research and client communications.
- Users praise Koyfin's **ease of access** , enjoying its intuitive interface and quick setup for efficient data analysis.
- Users value the **extensive customization options** in Koyfin, making their investment analysis efficient and tailored to needs.

##### Cons

- Users highlight **feature deficiencies** in Koyfin, noting the need for improved charting tools and missing Excel downloads.
- Users note **insufficient data** options for UK markets, especially for FTSE 100 financials and Excel downloads.
- Users desire **limited data** in Koyfin, seeking enhanced features and additional information for a better experience.
- Users find the **difficult learning** curve frustrating, often taking time to master Koyfin's features and search functionality.
- Users desire more **customization options** for Koyfin, particularly for consolidating accounts and personal branding.

#### What Are Recent G2 Reviews of Koyfin?

**["Clean UI and Powerful Portfolio & Watchlist Overviews for Financial Advisors"](https://www.g2.com/survey_responses/koyfin-review-12836032)**

**Rating:** 5.0/5.0 stars

_— Darren L._

[Read full review](https://www.g2.com/survey_responses/koyfin-review-12836032)

**["Interactive Multi-Factor Dashboard with Excellent Graphing for Asset Comparisons"](https://www.g2.com/survey_responses/koyfin-review-12796478)**

**Rating:** 5.0/5.0 stars

_— Dharmik V._

[Read full review](https://www.g2.com/survey_responses/koyfin-review-12796478)

### [eMoney](https://www.g2.com/products/emoney/reviews)

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.   For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.  Key Features and Benefits:  - Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Built-in capabilities like CoPlanner help advisors accelerate plan creation and generate personalized planning strategies faster while maintaining advisor control. - Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.  - Award-winning aggregation:  Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.  - 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.  - APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.  - Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.  Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation.

**Average Rating:** 4.7/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate eMoney?

- **Ease of Use:** 8.5/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 9.4/10 (Category avg: 8.3/10)
- **Risk Management:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind eMoney?

- **Seller:** [eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc)
- **Company Website:** emoneyadvisor.com
- **Year Founded:** 2000
- **HQ Location:** Radnor, PA
- **Twitter:** @eMoneyAdvisor  
13,836 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2b810474dd5b5bf8bf797614932edbe9f63d8460d008dbf69b3e1de6d1e952b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48093&secure%5Burl_type%5D=linkedin_company_website)  
624 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 72% Small, 18% Medium

#### What Do G2 Reviewers Say About eMoney?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **outstanding customer support** of eMoney, which enhances their overall experience with the software.
- Users value the **robust and evolving planning tools** of eMoney, enabling comprehensive financial insights and decision-making.
- Users find eMoney's **intuitive and professional user interface** enhances their financial planning experience significantly.
- Users appreciate the **comprehensive data** eMoney offers, enabling detailed financial modeling and effective client management.
- Users appreciate the **easy-to-use interface** of eMoney, enabling quick learning and efficient financial planning.

##### Cons

- Users express frustration with the **feature deficiency** in eMoney, particularly regarding complexity in debt payoff and unique client situations.
- Users express frustration with **data accessibility** , citing frequent disconnections and poor integration with certain financial institutions.
- Users face a **difficult learning curve** with eMoney, often requiring support to avoid impactful mistakes in planning.
- Users find eMoney **not user-friendly** , often struggling with linking issues and unintuitive features that require frequent support calls.
- Users encounter **insufficient data** challenges with complex client situations, making troubleshooting and modeling difficult.

#### What Are Recent G2 Reviews of eMoney?

**["Easy-to-Use Interface with a Quick Learning Curve"](https://www.g2.com/survey_responses/emoney-review-12399866)**

**Rating:** 5.0/5.0 stars

_— Quinlan I._

[Read full review](https://www.g2.com/survey_responses/emoney-review-12399866)

**["A Time-Travel-Like View of Clients’ Financial Futures"](https://www.g2.com/survey_responses/emoney-review-12400103)**

**Rating:** 4.5/5.0 stars

_— Matthew S._

[Read full review](https://www.g2.com/survey_responses/emoney-review-12400103)

#### What Are G2 Users Discussing About eMoney?

- [Is eMoney safe?](https://www.g2.com/discussions/is-emoney-safe)
- [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) - 2 comments
- [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) - 1 comment
- [What is eMoney software?](https://www.g2.com/discussions/what-is-emoney-software)

### [Ziggma](https://www.g2.com/products/ziggma/reviews)

Ziggma is an independent portfolio management and investment research platform built for self-directed investors who want stronger returns, clearer insights, and better alignment with their values. Investors can securely link or upload their portfolios, consolidate multiple accounts, and instantly analyze portfolio quality, diversification, concentration risk, income, and impact exposure. Ziggma helps investors understand what they own, where risks are building, and which holdings may be strengthening or weakening long-term performance. Powered by proprietary fundamental stock research, the Ziggma Stock Score, portfolio analytics, smart alerts, and impact data, Ziggma gives investors the tools to manage their entire investment picture from one platform - without broker conflicts, trading incentives, or product pushing.

**Average Rating:** 4.7/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Ziggma?

- **Ease of Use:** 9.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.0/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.2/10 (Category avg: 8.3/10)
- **Risk Management:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Ziggma?

- **Seller:** [Ensas Consulting](https://www.g2.com/sellers/ensas-consulting)
- **HQ Location:** Annecy-le-Vieux, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c05e741e2975843787bd2076ea6ae413c26a27f48a4f6508efecb607985b18b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fensas-consulting%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Small, 6% Medium

#### What Are Recent G2 Reviews of Ziggma?

**["A useful online portfolio tracker that performs well"](https://www.g2.com/survey_responses/ziggma-review-8924571)**

**Rating:** 4.0/5.0 stars

_— Joe L._

[Read full review](https://www.g2.com/survey_responses/ziggma-review-8924571)

**["Great for tracking multiple investment portfolios"](https://www.g2.com/survey_responses/ziggma-review-9533866)**

**Rating:** 4.5/5.0 stars

_— Fitore K._

[Read full review](https://www.g2.com/survey_responses/ziggma-review-9533866)

#### What Are G2 Users Discussing About Ziggma?

- [What is Ziggma used for?](https://www.g2.com/discussions/what-is-ziggma-used-for)

### [Universal Rebalancer](https://www.g2.com/products/universal-rebalancer/reviews)

SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is designed to strike a perfect balance between simplicity and precision. UREBAL bridges the gap between rule-based rebalancing systems, which are user-friendly but limited, and risk-based optimizers, which offer precision but can be complex. This powerful tool provides tax-efficient rebalancing, streamlined asset allocation, and model-focused workflows, making it ideal for advisors who value efficiency without sacrificing control. By combining advanced features with an intuitive interface, UREBAL simplifies portfolio rebalancing while addressing critical challenges such as tax efficiency, model consistency, and operational scalability. Investment professionals rely on UREBAL to save time, enhance client outcomes, and reduce errors in portfolio management. UREBAL supports English and is adaptable for global financial operations, enabling seamless integration for clients worldwide. SoftPak’s Universal Rebalancer stands out in the investment portfolio management software market by offering a middle ground between ease of use and advanced functionality. Unlike traditional rule-based systems, UREBAL provides enhanced tax efficiency and dynamic asset allocation capabilities. It also simplifies the complexities of risk-based optimizers, making it accessible for advisors at all levels of expertise. Offering essentially a universal rebalancer that powers the world's wealthiest firms. UREBAL transforms the rebalancing process, saving time and resources while delivering mathematically sound, client-focused results. Whether you manage large-scale portfolios or boutique accounts, UREBAL empowers you to achieve better precision, improve tax outcomes, and enhance operational efficiency—all through an intuitive and flexible platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Universal Rebalancer?

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Market Analytics:** 9.6/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.5/10 (Category avg: 8.3/10)
- **Risk Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Universal Rebalancer?

- **Seller:** [SoftPak Financial Systems](https://www.g2.com/sellers/softpak-financial-systems)
- **Year Founded:** 1995
- **HQ Location:** Sudbury , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b07a0ebda780844f1a5724f8b496ac3661c95f753d60e663273da89df49af40&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsoftpak-financial-systems-inc&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail
- **Company Size:** 100% Small, 7% Medium

#### What Are Recent G2 Reviews of Universal Rebalancer?

**["Built for Professionals Who Need Precision"](https://www.g2.com/survey_responses/universal-rebalancer-review-13145005)**

**Rating:** 4.5/5.0 stars

_— Bruce H._

[Read full review](https://www.g2.com/survey_responses/universal-rebalancer-review-13145005)

**["Finally, a Platform That Keeps Up With My Workload"](https://www.g2.com/survey_responses/universal-rebalancer-review-13056596)**

**Rating:** 5.0/5.0 stars

_— Jennifer G._

[Read full review](https://www.g2.com/survey_responses/universal-rebalancer-review-13056596)

### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews)

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate FactSet Workstation?

- **Ease of Use:** 8.6/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 7.8/10 (Category avg: 8.3/10)
- **Risk Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind FactSet Workstation?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Company Website:** www.factset.com
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 46% Small, 40% Large

#### What Do G2 Reviewers Say About FactSet Workstation?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **convenience and comprehensive data** of FactSet Workstation, streamlining their equity research processes effectively.
- Users value the **extensive historical financial data** provided by FactSet, streamlining their investment research process effectively.
- Users value the **customization options** in FactSet Workstation, enabling tailored tools and reports for diverse needs.
- Users value the **ease of use** of FactSet Workstation, appreciating its simplicity and centralized data access.
- Users value the **extensive range of features** offered by FactSet, streamlining their research and analysis processes.

##### Cons

- Users find the **poor usability** of FactSet Workstation frustrating, especially with clunky Excel API functionality and repetitive alerts.
- Users note the **complexity** of FactSet Workstation, feeling hesitant towards changes that could improve efficiency and usability.
- Users report **data inaccuracy** with FactSet Workstation, particularly with clunky Excel API and erroneous filing dates.
- Users find **difficult navigation** in FactSet due to its extensive tools, making information retrieval challenging.
- Users note **inaccuracy** in EV calculations, especially related to cash treatment in payment sector analyses.

#### What Are Recent G2 Reviews of FactSet Workstation?

**["A top-notch financial data repository for buy-side equity analysts"](https://www.g2.com/survey_responses/factset-workstation-review-11312199)**

**Rating:** 4.0/5.0 stars

_— Jon W._

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-11312199)

**["Sr. Equity Research Analyst"](https://www.g2.com/survey_responses/factset-workstation-review-11312587)**

**Rating:** 5.0/5.0 stars

_— Yi L._

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-11312587)

#### What Are G2 Users Discussing About FactSet Workstation?

- [Does FactSet have an app?](https://www.g2.com/discussions/does-factset-have-an-app)
- [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) - 1 comment
- [What is FactSet RMS?](https://www.g2.com/discussions/what-is-factset-rms) - 1 comment
- [What does FactSet Research Systems do?](https://www.g2.com/discussions/what-does-factset-research-systems-do)

### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)

Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence

**Average Rating:** 4.5/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Orion Risk Intelligence?

- **Ease of Use:** 8.2/10 (Category avg: 8.6/10)
- **Market Analytics:** 10.0/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Orion Risk Intelligence?

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech  
7,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,915 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 75% Small, 22% Medium

#### What Are Recent G2 Reviews of Orion Risk Intelligence?

**["It's made easy to analyse the stock"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)**

**Rating:** 4.0/5.0 stars

_— Darshan S._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)

**["Invaluable Resource"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)**

**Rating:** 4.5/5.0 stars

_— Nick T._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)

#### What Are G2 Users Discussing About Orion Risk Intelligence?

- [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) - 1 comment

### [Atrad](https://www.g2.com/products/atrad/reviews)

Atrad is a trading platform supporting equity and debt trading. Atrad offers ESG investments in emerging markets and offers powerful ways to trade in emerging capital markets with flexibility. Atrad provides the facilities to trade online, carry out technical analysis, track your portfolio and account status across cross devices and screen sizes. Buy, sell and view research, monitor the markets, and track your portfolio with the easy to use Atrad dashboard. The solution is made easy to self learn and trade with the tutorials by Atrad on the Atrad YouTube channel, Atrad is the most user friendly trading platform in G2 Ranking. Atrad is in the top 10 global Broker trading platforms rank in G2 globally. Atrad has AI enabled features to enhance the trading experience of it's users.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Atrad?

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Atrad?

- **Seller:** [Ironone technologies](https://www.g2.com/sellers/ironone-technologies-c918eb5d-400b-4ca0-a4ca-c42e02815772)
- **Year Founded:** 2006
- **HQ Location:** Colombo 2, Western
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b741295c90f5a1f9c020ba9ae2c91a25b8d655b83017429c27b63b4b04049128&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatrad%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 43% Medium

#### What Do G2 Reviewers Say About Atrad?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **user-friendly interface** of Atrad, appreciating its simplicity and responsiveness for effective use.
- Users appreciate the **remarkable customer support** of ATrad, feeling genuinely supported as trusted partners in trading.
- Users find Atrad's interface **simple and user-friendly** , making decision-making and transactions effortless and straightforward.
- Users find ATrad's **user interface intuitive and reliable** , enhancing their overall trading experience with seamless transactions.
- Users value the **speed of operation** in Atrad for its quick and responsive trading experience.

##### Cons

- Users experience **integration issues** between Backoffice and the OMS, leading to complications in their workflow.
- Users desire more **customization options** for tables, including sorting and tailored views for better usability.
- Users point out the **slow performance** of Atrad, highlighting the need for quicker feature integration and innovation.
- Users report occasional **software instability** with Atrad, particularly with OMS chart functionality affecting responsiveness.
- Users face **auto update issues** and occasional problems with real-time graphs, impacting overall usability.

#### What Are Recent G2 Reviews of Atrad?

**["Reliable Platform with Excellent Support"](https://www.g2.com/survey_responses/atrad-review-11205548)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/atrad-review-11205548)

**["Unmatched Support, Superior Trading App."](https://www.g2.com/survey_responses/atrad-review-11213387)**

**Rating:** 5.0/5.0 stars

_— Nuwan W._

[Read full review](https://www.g2.com/survey_responses/atrad-review-11213387)

### [Intralinks FundCentre AI](https://www.g2.com/products/intralinks-fundcentre-ai/reviews)

FundCentre AI™ is the unrivaled front-office platform designed to support your entire fund lifecycle—all in one place. From fundraising and investor onboarding to investor relations, FundCentre AI brings together a fully integrated suite of tools that streamline every stage of the process. By centralizing core workflows, FundCentre AI helps your team work smarter and uncover deep insights into your fund performance and investor relationships, powered by Link, our proprietary AI assistant. Fundraising • Raise capital quickly and efficiently • Streamline distribution and track marketing materials and legal documents • Securely share due diligence information with prospects • Gauge investor interest levels through insightful reports • Complete DDQs faster and more accurately with, our dedicated AI tool Onboarding • Streamline the review, approval, and tracking of subscription packages and AML documentation with AI-driven features. • Track document status and monitor investor progress in real-time • Ensure a seamless investor onboarding experience that instills confidence Investor Reporting • Transform how you share fund data • Enhance investor communications and increase transparency • Strengthen your brand with custom branding and private label features • Manage reporting across funds, track investor activity and upload critical data effortlessly • Instantly locate critical fund and investor information using Link

**Average Rating:** 4.2/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Intralinks FundCentre AI?

- **Ease of Use:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Intralinks FundCentre AI?

- **Seller:** [SS&C Intralinks](https://www.g2.com/sellers/ss-c-intralinks)
- **Company Website:** www.intralinks.com
- **Year Founded:** 1996
- **HQ Location:** New York, US
- **Twitter:** @Intralinks  
6,285 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac1612f90853e02874af4161acfebfc33310d0b4b75e6952de258e2722064492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintralinks&secure%5Burl_type%5D=linkedin_company_website)  
1,675 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Small, 36% Medium

#### What Are Recent G2 Reviews of Intralinks FundCentre AI?

**["Streamlining Fund Management with Intelligent Automation"](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-12985801)**

**Rating:** 4.0/5.0 stars

_— Kosei O._

[Read full review](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-12985801)

**["Intuitive Interface That Makes Finding Information Fast and Easy"](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-13109993)**

**Rating:** 4.5/5.0 stars

_— Juliette m._

[Read full review](https://www.g2.com/survey_responses/intralinks-fundcentre-ai-review-13109993)

### [StockMarketEye](https://www.g2.com/products/stockmarketeye/reviews)

StockMarketEye is an easy to use portfolio management software for asset managers and individual investors. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Track the performance of your retirement account and other investments with portfolios and reports. Keep your eye on the market with watchlists. Gain perspective on market movement with dynamic stock charts including technical indicators. See the performance of all of your investments at a glance with the investment tracking overview. Set stock alerts so you don't miss out on important activity. Find ticker symbols with the built-in symbol search. Get free quotes, updated automatically or on-demand. View basic fundamental ratios. Access stocks, mutual funds, ETFs, indexes or currency pairs from most major world exchanges. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is desktop software available on Windows, Mac, and Linux - and companion apps for iOS and Android. Includes a free 30-day trial - no signup needed.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate StockMarketEye?

- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.9/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.9/10 (Category avg: 8.3/10)
- **Risk Management:** 8.9/10 (Category avg: 8.1/10)

#### Who Is the Company Behind StockMarketEye?

- **Seller:** [StockMarketEye](https://www.g2.com/sellers/stockmarketeye)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of StockMarketEye?

**["Fairly easy to navigate stocks and good UI for retail investors"](https://www.g2.com/survey_responses/stockmarketeye-review-8244724)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/stockmarketeye-review-8244724)

**["Managing your portfolio becomes easy with the help of this App"](https://www.g2.com/survey_responses/stockmarketeye-review-8288950)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/stockmarketeye-review-8288950)

### [Altss](https://www.g2.com/products/altss/reviews)

Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self-reported data. The platform covers 9,000+ verified family offices and over 1.5M institutional allocator profiles globally, with a focus on decision-makers, mandate evolution, and historical allocation patterns. Altss is built using OSINT (Open-Source Intelligence) and proprietary research workflows that continuously validate entities, relationships, and capital activity. Rather than acting as a static LP list or CRM, Altss provides behavioral and structural insight into how capital is allocated in practice—who allocates, through which vehicles, under what mandates, and with which existing relationships. Altss enables users to: Research institutional allocators by mandate, strategy, AUM, geography, and asset class Track mandate changes and allocation behavior over time Identify decision-makers and relationship paths across funds and intermediaries Map capital networks to prioritize realistic fundraising and outreach strategies Altss is used by teams that need accuracy, signal quality, and context—not mass contact volume—to support allocator research, capital formation, and relationship intelligence in private markets.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Altss?

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Market Analytics:** 7.8/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Altss?

- **Seller:** [Altss](https://www.g2.com/sellers/altss)
- **Year Founded:** 2025
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb15c9699d536a3ce1c43bdbde43a37ff1cf7cf759a526c7a9347323ee709ef7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltss&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Altss?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of access** to detailed information, enhancing personalized outreach and user experience.
- Users commend the **ease of use** of Altss, finding the interface intuitive for personalized outreach campaigns.
- Users appreciate the **intuitive interface** of Altss, making it easy to find specific family offices and useful features.
- Users value the **comprehensive data** on Family offices, enhancing their outreach campaigns and user experience.
- Users value the **content generation capabilities** of Altss, facilitating personalized outreach campaigns with ease.

#### What Are Recent G2 Reviews of Altss?

**["The only LP database we actually use"](https://www.g2.com/survey_responses/altss-review-11317889)**

**Rating:** 5.0/5.0 stars

_— Tatiana S._

[Read full review](https://www.g2.com/survey_responses/altss-review-11317889)

**["Most detailed family offices database for personalized outreach"](https://www.g2.com/survey_responses/altss-review-11926783)**

**Rating:** 5.0/5.0 stars

_— Andrew Z._

[Read full review](https://www.g2.com/survey_responses/altss-review-11926783)

### [FolioSure Acuity Analytics](https://www.g2.com/products/foliosure-acuity-analytics/reviews)

Meet FolioSure, our proprietary AI-powered portfolio monitoring and reporting software. By combining automation, advanced analytics and expert oversight, it eliminates duplication, ensures accuracy and provides a single source of truth for private markets data. The result: auditable reporting, more reliable insights, and greater confidence in every decision.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate FolioSure Acuity Analytics?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Risk Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind FolioSure Acuity Analytics?

- **Seller:** [Acuity Analytics](https://www.g2.com/sellers/acuity-analytics)
- **Year Founded:** 2002
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=344be34e6f6cacf99576207d88f2e431b5ca569c55923d7f6d7ab9c4e658a0db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facuity-knowledge-partners&secure%5Burl_type%5D=linkedin_company_website)  
6,924 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

#### What Are Recent G2 Reviews of FolioSure Acuity Analytics?

**["Review for BEAT FolioSure"](https://www.g2.com/survey_responses/foliosure-acuity-analytics-review-8921015)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/foliosure-acuity-analytics-review-8921015)

**["Beat Foliosure performance"](https://www.g2.com/survey_responses/foliosure-acuity-analytics-review-9034610)**

**Rating:** 4.5/5.0 stars

_— Aswini R._

[Read full review](https://www.g2.com/survey_responses/foliosure-acuity-analytics-review-9034610)

### [Masttro](https://www.g2.com/products/masttro/reviews)

Masttro is a global wealth technology platform designed for family offices, private banks, RIAs, and professional service firms. It provides a single, secure interface to consolidate every asset class—traditional investments, alternative investments, private equity, real estate, operating businesses, and even collectibles—into a real-time view of total net worth. Key capabilities include: • The global leader in direct data feeds connecting with over 600 custodians and financial institutions • Automatic processing of closed-end private investments (ex. capital calls and distributions) via proprietary AI • Customizable dashboards for portfolio analysis, performance tracking, reporting, and secure document storage by entity and investment vehicle • A fixed-fee pricing model not tied to assets under management (AUM) or users Masttro helps firms reduce manual reporting workloads, cut operational costs, and deliver accurate, timely insights to clients. Trusted by thousands of wealth owners in over 30 countries, the platform combines security, automation, and usability to streamline complex wealth management operations. For more information visit: www.masttro.com

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Masttro?

- **Seller:** [Masttro](https://www.g2.com/sellers/masttro)
- **Year Founded:** 2010
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b013c3f77592419c47e4ab7fe95c74345a17472ec14ef66660c072050e23d30&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmasttro-holding-ag&secure%5Burl_type%5D=linkedin_company_website)  
81 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small

#### What Do G2 Reviewers Say About Masttro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **amazing customer support** from Masttro, which goes beyond software implementation to address various needs.
- Users enjoy the **user-friendly dashboards** in Masttro, which simplify asset tracking and reporting for family offices.
- Users find Masttro **simple to use** , effectively organizing assets and providing excellent customer support.
- Users value the **effective tracking capabilities** of Masttro, finding it essential for managing family office assets seamlessly.

##### Cons

- Users find the **implementation difficulty** of Masttro challenging, especially due to complex setups in family offices.

#### What Are Recent G2 Reviews of Masttro?

**["Effortless Financial Management with Masttro"](https://www.g2.com/survey_responses/masttro-review-12447458)**

**Rating:** 5.0/5.0 stars

_— Sheldon C._

[Read full review](https://www.g2.com/survey_responses/masttro-review-12447458)

**["Family Office Asset Management Simplified"](https://www.g2.com/survey_responses/masttro-review-12343330)**

**Rating:** 5.0/5.0 stars

_— Sabrina B._

[Read full review](https://www.g2.com/survey_responses/masttro-review-12343330)

### [RightCapital](https://www.g2.com/products/rightcapital/reviews)

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate RightCapital?

- **Ease of Use:** 9.0/10 (Category avg: 8.6/10)
- **Market Analytics:** 8.3/10 (Category avg: 8.3/10)
- **Customizable Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Risk Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind RightCapital?

- **Seller:** [RightCapital](https://www.g2.com/sellers/rightcapital)
- **Year Founded:** 2015
- **HQ Location:** Shelton, US
- **Twitter:** @RightCapitalHQ  
2,996 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6abe3b98ef7451547c6aa8c9cd0e2465ed29c2c9fe03e92c44d6b57e0d169487&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10052012%2F&secure%5Burl_type%5D=linkedin_company_website)  
156 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 86% Small, 14% Medium

#### What Are Recent G2 Reviews of RightCapital?

**["My Review of Right Capital software"](https://www.g2.com/survey_responses/rightcapital-review-12725531)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/rightcapital-review-12725531)

**["Intuitive financial planning software that clients can easily understand"](https://www.g2.com/survey_responses/rightcapital-review-8346306)**

**Rating:** 5.0/5.0 stars

_— Tim S._

[Read full review](https://www.g2.com/survey_responses/rightcapital-review-8346306)

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