Top 10 Altair Alternatives & Competitors

Top 10 Alternatives to Altair Recently Reviewed By G2 Community

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Morningstar Direct
By Morningstar
4.1/5
(348)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Reviewers say compared to Altair, Morningstar Direct is:
Easier to set up
More expensive
More usable
Categories in common with Altair:
Investment Portfolio Management

Betterment at Work
By Betterment
4.3/5
(538)
Product Description
Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
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Reviewers say compared to Altair, Betterment at Work is:
Easier to set up
More usable
Better at meeting requirements
Categories in common with Altair:
Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(270)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Reviewers say compared to Altair, Morningstar Direct Advisory Suite (formerly Advisor Workstation) is:
Easier to set up
More usable
More expensive
Categories in common with Altair:
Investment Portfolio Management
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Koyfin
By Koyfin
4.8/5
(105)
Product Description
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 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
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Reviewers say compared to Altair, Koyfin is:
Easier to set up
More usable
Better at support
Categories in common with Altair:
Investment Portfolio Management

Nitrogen
By Nitrogen
4/5
(71)
Product Description
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
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Reviewers say compared to Altair, Nitrogen is:
More usable
Easier to set up
Better at support
Categories in common with Altair:
Investment Portfolio Management

MProfit for Accounting
By MProfit Software
4.2/5
(3)
Product Description
Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.
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Categories in common with Altair:
Investment Accounting
Investment Portfolio Management

eMoney
By eMoney Advisor, LLC.
4.7/5
(64)
Product Description
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
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Reviewers say compared to Altair, eMoney is:
Easier to set up
More usable
Better at support
Categories in common with Altair:
Investment Portfolio Management

Pershing Financial Services
By Pershing a BNY Mellon
4.2/5
(58)
Product Description
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
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Reviewers say compared to Altair, Pershing Financial Services is:
More usable
Better at meeting requirements
Better at support
Categories in common with Altair:
Investment Portfolio Management

Betterment Advisor Solutions
By Betterment
4.4/5
(62)
Product Description
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.
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Reviewers say compared to Altair, Betterment Advisor Solutions is:
Easier to set up
More usable
Better at support
Categories in common with Altair:
Investment Portfolio Management

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

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