Bondfish Pricing Overview

edit

Bondfish has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Bondfish to obtain current pricing.

Top-Rated Alternatives

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

4.1/5

(270)

View All Alternatives

Bondfish Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees
Koyfin Free	$0.00	The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news Show More
eMoney eMoney Plus	Free Trial1 User Per Year	A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need: to be able to quickly create a plan a solution to serve clients with basic planning needs a scalable, personalized client experience

Various alternatives pricing & plans

Pricing information for the above various Bondfish alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Bondfish Pricing Reviews

(1)

Oksana M.

Chief Investment Officer

Small-Business (50 or fewer emp.)

12/4/2025

"Outstanding Experience from Start to Finish"

5/5

What do you like best about Bondfish?

I use Bondfish almost every day, and I find it to be a highly intuitive platform that is easy to navigate. Most of the information I require is readily accessible, which streamlines my workflow. The bonds screener tool is particularly effective and, in my experience, offers a better user experience than some more established platforms. I also appreciate the top picks feature. Previously, I considered extending my subscription to our main database to access more specific fixed income-related informaton, but I now feel that Bondfish meets nearly all my needs. The customer support is excellent, and I am currently recommending the platform to all my colleagues who work with bonds. Review collected by and hosted on G2.com.

What do you dislike about Bondfish?

I would truly value the addition of Excel integration, and I hope this feature will be introduced in the future. It would also be beneficial to have more advanced screening options available. Review collected by and hosted on G2.com.

What problems is Bondfish solving and how is that benefiting you?

This is an excellent tool for exploring and screening bonds, especially when you need fresh bond ideas. It is also very useful for compiling a specific subset of bonds from a particular issuer and viewing all outstanding bond issues. I also appreciate how intuitive the screening process is - all the essential options needed for bond research are available. Review collected by and hosted on G2.com.