# Netbasis Reviews
**Vendor:** NetWorth Services  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Netbasis
Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.






- [View Netbasis pricing details and edition comparison](https://www.g2.com/products/netbasis/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-31+20%3A36%3A55+-0500&secure%5Bsession_id%5D=bd153bb1-bee5-4f34-8a31-f8ab62aeb4d3&secure%5Btoken%5D=2aeda654bc5c6d6c51f2faf7b3eed14969368d62180b247f16a8a1876c7295b3&format=llm_user)

## Netbasis Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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