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BlueMatrix

BlueMatrix Alternatives & Competitors

(2)2.3 out of 5

Looking for alternatives to BlueMatrix? Tons of people want Other Finance & Insurance Software. What's difficult is finding out whether or not the software you choose is right for you. Joist, Accounting CS, MicroAcquire, and MoneyGuidePro are the most popular alternatives and competitors to BlueMatrix.

Top Alternatives to BlueMatrix

  • Joist
  • Accounting CS
  • MicroAcquire
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to BlueMatrix

    #1
    #1
  1. Joist

    (21)4.0 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with BlueMatrix:
  2. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with BlueMatrix:

    UC
    Easy use and a phone base app which I could use mobile
    #2
    #2
  3. Accounting CS

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with BlueMatrix:
  4. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with BlueMatrix:

    Henry K.
    HK
    Accounting CS software is any amazing inventory control system with excellent features such as best dashboards which helps in satisfying accounting management at all time.This software has free...Read more
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. MicroAcquire

    (20)4.9 out of 5

    MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with BlueMatrix:
  6. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with BlueMatrix:

    UC
    Andrew does a brilliant jobs with his hands-on approach to growing the marketplace. I have used other marketplaces, but they haven't built the crucial trustworthiness that he's built with...Read more
    #4
    #4
  7. MoneyGuidePro

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with BlueMatrix:
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with BlueMatrix:

    Michelle K.
    MK
    I like the ability for clients to use the sliding scale to see various results.
    #5
    #5
  9. HomeBudget

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with BlueMatrix:
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with BlueMatrix:

    Holly J.
    HJ
    I like that this app allows me to track all of my monthly expenses in one place. The features, like categories and sub-categories, are excellent at helping me manage my expenses and my free cash...Read more
    #6
    #6
  11. Simple

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with BlueMatrix:
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with BlueMatrix:

    UH
    I joined simple about a year go and fell in love with how simple it is to use!
    #7
    #7
  13. LendingClub

    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with BlueMatrix:
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with BlueMatrix:

    UE
    I like that it gives people with a low credit score the ability to increase it.
    #8
    #8
  15. Covisum Social Security Timing

    (8)4.7 out of 5

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with BlueMatrix:
  16. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with BlueMatrix:

    MJ
    Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding.
    #9
    #9
  17. Square Deposits

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with BlueMatrix:
  18. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with BlueMatrix:

    KP
    In my 1.5 years of using it, I've never had an issue with Square Deposits. At my old job we used a dated system which I continually had to reconnect my bank to. It got to the point where I just...Read more
    #10
    #10
  19. Workplace

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with BlueMatrix:
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with BlueMatrix:

    UE
    Workplace is a great central resource for information and interaction.
    #11
    #11
  21. Firm58

    (7)4.1 out of 5

    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with BlueMatrix:
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with BlueMatrix:

    UF
    The site is very easy to navigate around and constant customer support is available with prompt responses.
    #12
    #12
  23. fi360 Toolkit

    (6)4.3 out of 5

    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with BlueMatrix:
  24. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with BlueMatrix:

    UF
    The ability to compare current portfolios to new proposals.
    #13
    #13
  25. Square Capital

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with BlueMatrix:
  26. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with BlueMatrix:

    Elizabeth D.
    ED
    What I like best about Square Capital specifically is that it integrates seamlessly with Sqaure's payments and POS functions for small businesses. Thus when I was working for a small business we...Read more
    #14
    #14
  27. Logix Financial Planning

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with BlueMatrix:
  28. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with BlueMatrix:

    CF
    FinanceLogix is very easy to use and navigate. We are able to store all sorts of information on the platform and focus more on clients and building business.
    #15
    #15
  29. Tax Clarity

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with BlueMatrix:
  30. Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with BlueMatrix:

    UF
    Graphs and illustrations easy to use.works really well
    #16
    #16
  31. Personal Capital Financial Software

    (4)5.0 out of 5

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with BlueMatrix:
  32. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with BlueMatrix:

    Lester H.
    LH
    I have used the top personal finance software for over twenty years. I switched to this app two years ago and have never looked back. It is great!
    #17
    #17
  33. Broadridge Advisor Portal

    (4)4.1 out of 5

    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with BlueMatrix:
  34. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with BlueMatrix:

    UF
    Information is live and accurate, I can always rely on it.
    #18
    #18
  35. Numbrs

    (3)2.8 out of 5

    Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    Categories in common with BlueMatrix:
  36. Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    Categories in common with BlueMatrix:

    UF
    It is a great banking app to consolidate all of your accounts into one app
    #19
    #19
  37. LowerMyBills

    (3)3.0 out of 5

    LowerMyBills.com is a consumer finance corporate website that connects prospective mortgage borrowers to lenders.

    Categories in common with BlueMatrix:
  38. LowerMyBills.com is a consumer finance corporate website that connects prospective mortgage borrowers to lenders.

    Categories in common with BlueMatrix:

    Joanna T.
    JT
    I like that they help people lower their bills and offer mortgage loans. Process is easy just buy clicking on a few different options.
    #20
    #20
  39. Clari5 EFM

    (3)3.5 out of 5

    Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with BlueMatrix:
  40. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with BlueMatrix:

    UT
    the platform is simple and user friendly, it allows me to navigate easily