If you are considering Finorb, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to Finorb include reliability and ease of use. The best overall Finorb alternative is Backstop Solutions Suite. Other similar apps like Finorb are Carta Fund Management, Dynamo Software, Covercy, and MProfit for Accounting. Finorb alternatives can be found in Investment Accounting Software but may also be in Investment Portfolio Management Software or Financial Services CRM Software.
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
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.
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.
Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.
Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe.
Morningstar Office SMCloud, the new web-based platform for modern advisors.
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.
We created the industry’s only automated solution for the reconciliation of investment portfolios. We help accountants save time by eliminating manual data entry and reducing errors.