---
title: Beanvest Reviews
meta_title: 'Beanvest Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Beanvest works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Beanvest Reviews
**Vendor:** niamoR OÜ  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Beanvest
Beanvest allows investors to track their investment portfolio performance. The software provides allocation charts, portfolio benchmarks (vs S&P 500 for example), and many other features to keep track of your stocks.






- [View Beanvest pricing details and edition comparison](https://www.g2.com/products/beanvest/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-03+14%3A53%3A26+-0500&secure%5Bsession_id%5D=42eb1dae-13b7-421e-9f88-b16725f6c93a&secure%5Btoken%5D=5a103249b4cb81c887f275d207847f88ce3589b77aa2a7eb4dbd0be5aca88d39&format=llm_user)

## Beanvest Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

## Top Beanvest Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)