---
title: Netbasis Reviews
meta_title: 'Netbasis Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Netbasis works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 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=2026-07-06+20%3A13%3A19+-0500&secure%5Bsession_id%5D=a7ff6a4f-b596-4da7-b5ca-fdb2a6952b2b&secure%5Btoken%5D=fc93215cb2f06bfe04026b1e308958bab900cf126a2b1098b317fead38c19608&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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  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)