Top 10 Geneva Alternatives & Competitors

(12)4.4 out of 5

Geneva is not the only option for Investment Portfolio Management Software. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Geneva include ease of use and reliability. The best overall Geneva alternative is Morningstar Direct. Other similar apps like Geneva are Betterment at Work, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Pershing Financial Services, and Koyfin. Geneva 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 Geneva

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

Top 10 Alternatives to Geneva Recently Reviewed By G2 Community

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

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 Geneva:

Investment Portfolio Management

Betterment at Work

By Betterment

4.3/5

(538)

Product Description

Reviewers say compared to Geneva, Betterment at Work is:

Better at meeting requirements

Easier to admin

More usable

Categories in common with Geneva:

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

By Morningstar

4.1/5

(270)

Product Description

Categories in common with Geneva:

Investment Portfolio Management

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Koyfin

By Koyfin

4.8/5

(105)

Product Description

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Reviewers say compared to Geneva, Koyfin is:

Easier to admin

Easier to set up

Better at meeting requirements

Categories in common with Geneva:

Investment Portfolio Management

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.

Reviewers say compared to Geneva, Nitrogen is:

Easier to admin

Categories in common with Geneva:

Investment Portfolio Management

Backstop Solutions Suite

By ION Analytics

4.7/5

(46)

Product Description

Reviewers say compared to Geneva, Backstop Solutions Suite is:

Easier to admin

Better at meeting requirements

Easier to do business with

Categories in common with Geneva:

Investment Portfolio Management

eMoney

By eMoney Advisor, LLC.

4.7/5

(64)

Product Description

Reviewers say compared to Geneva, eMoney is:

Better at meeting requirements

Easier to admin

Easier to set up

Categories in common with Geneva:

Investment Portfolio Management

SimCorp One

By Simcorp

4.4/5

(21)

Product Description

SimCorp One is powered by: Dimension: Dimension remains the underlying foundation of SimCorp One, delivering a real-time total portfolio view across the full investment value chain and connecting everything together. Axioma: SimCorp’s suite of solutions for portfolio construction, analytics and risk management. Client Communication: SimCorp’s solution automates end-to-end client communication and reporting processes, enhancing client service and efficiency. Data Management Services: SimCorp’s cloud service ecosystem for managing market and reference data. Business Services: SimCorp’s offering of Investment Accounting Services and Investment Operations Services. Through these services, SimCorp assumes responsibility for these operational processes, enabling clients to allocate more resources to value-adding activities. Integrated Ecosystem: SimCorp’s curated partner ecosystem provides access to innovative and complementary solutions and services along the investment management value chain seamlessly integrated into Dimension.

Reviewers say compared to Geneva, SimCorp One is:

Better at meeting requirements

Categories in common with Geneva:

Investment Portfolio Management