Top 10 EquatePlus Alternatives & Competitors

(2)4.0 out of 5

The Investment Portfolio Management Software solutions below are the most common alternatives that users and reviewers compare with EquatePlus. Other important factors to consider when researching alternatives to EquatePlus include reliability and ease of use. The best overall EquatePlus alternative is Betterment at Work. Other similar apps like EquatePlus are Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Koyfin, and Nitrogen. EquatePlus alternatives can be found in Investment Portfolio Management Software but may also be in 401(k) Software or Financial Research Software.

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Best Paid & Free Alternatives to EquatePlus

Betterment at Work
Morningstar Direct
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Koyfin
Nitrogen
eMoney
Pershing Financial Services
Betterment Advisor Solutions

Top 10 Alternatives to EquatePlus Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how EquatePlus stacks up to the competition, check reviews from current & previous users in industries like Accounting and Computer Software, and find the best product for your business.

Betterment at Work

By Betterment

4.3/5

(537)

Product Description

Categories in common with EquatePlus:

Investment Portfolio Management

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.

Categories in common with EquatePlus:

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

By Morningstar

4.1/5

(270)

Product Description

Categories in common with EquatePlus:

Investment Portfolio Management

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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.

Categories in common with EquatePlus:

Investment Portfolio Management