Top 10 EquatePlus Alternatives & Competitors

Top 10 Alternatives to EquatePlus Recently Reviewed By G2 Community

Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More

Betterment at Work
By Betterment
4.3/5
(561)
Product Description
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Morningstar Direct
By Morningstar
4.1/5
(393)
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.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(275)
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.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management
You’re Seeing Part of the StoryLog in or create an account to access the full set of alternatives.
Create a Free Account

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.
Show More
Categories in common with EquatePlus:
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.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Betterment Advisor Solutions
By Betterment
4.4/5
(63)
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.
Show More
Categories in common with EquatePlus:
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.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Carta Fund Management
By Carta
4.1/5
(48)
Product Description
The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Backstop Solutions Suite
By ION Analytics
4.7/5
(46)
Product Description
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
Show More
Categories in common with EquatePlus:
Investment Portfolio Management

Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More