# Top 10 Jacobi Alternatives & Competitors
Jacobi 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 Jacobi include reliability and ease of use. The best overall Jacobi alternative is Morningstar Direct. Other similar apps like Jacobi are Betterment at Work, Crunchbase, AlphaSense, and Perplexity. Jacobi alternatives can be found in [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) but may also be in [Financial Research Software](https://www.g2.com/categories/financial-research) or [401(k) Software](https://www.g2.com/categories/401-k).


## Best Paid & Free Alternatives to Jacobi
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
  - [Crunchbase](https://www.g2.com/products/crunchbase/reviews)
  - [AlphaSense](https://www.g2.com/products/alphasense/reviews)
  - [Perplexity](https://www.g2.com/products/perplexity/reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)
  - [Acquire.com](https://www.g2.com/products/acquire-com/reviews)
  - [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
  - [PitchBook](https://www.g2.com/products/pitchbook/reviews)
  - [Koyfin](https://www.g2.com/products/koyfin/reviews)

## Top 10 Alternatives to Jacobi Recently Reviewed By G2 Community
Browse options below. Based on reviewer data, you can see how Jacobi stacks up to the competition and find the best product for your business.


  ### 1. [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)
By Morningstar
**Average Rating:** 4.1/5
**Total Reviews:** 426
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 Jacobi: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Morningstar Direct](https://www.g2.com/compare/jacobi-vs-morningstar-direct)
**Compare Morningstar Direct with other alternatives:**
- [Morningstar Direct vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct)
- [Morningstar Direct vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-morningstar-direct)
- [Morningstar Direct vs AlphaSense](https://www.g2.com/compare/alphasense-vs-morningstar-direct)
- [Morningstar Direct vs Perplexity](https://www.g2.com/compare/morningstar-direct-vs-perplexity)
- [Morningstar Direct vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-morningstar-direct)
- [Morningstar Direct vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-morningstar-direct)
- [Morningstar Direct vs PitchBook](https://www.g2.com/compare/morningstar-direct-vs-pitchbook)
- [Morningstar Direct vs Koyfin](https://www.g2.com/compare/koyfin-vs-morningstar-direct)

  ### 2. [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
By Betterment
**Average Rating:** 4.3/5
**Total Reviews:** 709
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.


Categories in common with Jacobi: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Jacobi vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-jacobi)
**Compare Betterment at Work with other alternatives:**
- [Betterment at Work vs Morningstar Direct](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct)
- [Betterment at Work vs Crunchbase](https://www.g2.com/compare/betterment-at-work-vs-crunchbase)
- [Betterment at Work vs AlphaSense](https://www.g2.com/compare/alphasense-vs-betterment-at-work)
- [Betterment at Work vs Perplexity](https://www.g2.com/compare/betterment-at-work-vs-perplexity)
- [Betterment at Work vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Betterment at Work vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-betterment-at-work)
- [Betterment at Work vs Creditsafe](https://www.g2.com/compare/betterment-at-work-vs-creditsafe)
- [Betterment at Work vs PitchBook](https://www.g2.com/compare/betterment-at-work-vs-pitchbook)
- [Betterment at Work vs Koyfin](https://www.g2.com/compare/betterment-at-work-vs-koyfin)

  ### 3. [Crunchbase](https://www.g2.com/products/crunchbase/reviews)
By Crunchbase
**Average Rating:** 4.4/5
**Total Reviews:** 408
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.


Categories in common with Jacobi: [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-jacobi)
**Compare Crunchbase with other alternatives:**
- [Crunchbase vs Morningstar Direct](https://www.g2.com/compare/crunchbase-vs-morningstar-direct)
- [Crunchbase vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-crunchbase)
- [Crunchbase vs AlphaSense](https://www.g2.com/compare/alphasense-vs-crunchbase)
- [Crunchbase vs Perplexity](https://www.g2.com/compare/crunchbase-vs-perplexity)
- [Crunchbase vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/crunchbase-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Crunchbase vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-crunchbase)
- [Crunchbase vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-crunchbase)
- [Crunchbase vs PitchBook](https://www.g2.com/compare/crunchbase-vs-pitchbook)
- [Crunchbase vs Koyfin](https://www.g2.com/compare/crunchbase-vs-koyfin)

  ### 4. [AlphaSense](https://www.g2.com/products/alphasense/reviews)
By AlphaSense
**Average Rating:** 4.6/5
**Total Reviews:** 335
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.


Categories in common with Jacobi: [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs AlphaSense](https://www.g2.com/compare/alphasense-vs-jacobi)
**Compare AlphaSense with other alternatives:**
- [AlphaSense vs Morningstar Direct](https://www.g2.com/compare/alphasense-vs-morningstar-direct)
- [AlphaSense vs Betterment at Work](https://www.g2.com/compare/alphasense-vs-betterment-at-work)
- [AlphaSense vs Crunchbase](https://www.g2.com/compare/alphasense-vs-crunchbase)
- [AlphaSense vs Perplexity](https://www.g2.com/compare/alphasense-vs-perplexity)
- [AlphaSense vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/alphasense-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [AlphaSense vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-alphasense)
- [AlphaSense vs Creditsafe](https://www.g2.com/compare/alphasense-vs-creditsafe)
- [AlphaSense vs PitchBook](https://www.g2.com/compare/alphasense-vs-pitchbook)
- [AlphaSense vs Koyfin](https://www.g2.com/compare/alphasense-vs-koyfin)

  ### 5. [Perplexity](https://www.g2.com/products/perplexity/reviews)
By Perplexity AI
**Average Rating:** 4.5/5
**Total Reviews:** 320
Perplexity is an AI-powered search engine designed to transform how users discover and interact with information. By processing user queries through advanced language models, it delivers concise, conversational answers backed by verifiable sources. Each response includes citations and links to original content, enabling users to verify information and delve deeper into topics. This approach streamlines the search experience, moving beyond traditional search engines that present numerous links for users to sift through. Key Features and Functionality: - Conversational Search Interface: Users can ask questions in natural language and receive direct, concise answers. - Real-Time Web Integration: The platform searches the web in real-time to provide up-to-date information. - Source Citations: Each response includes citations and links to original sources, ensuring transparency and credibility. - Multiple AI Model Integration: Perplexity integrates cutting-edge AI models, including OpenAI's GPT models and Anthropic's Claude, allowing users to choose the model that best fits their specific needs. - Freemium Model: Offers a free version with access to a proprietary large language model, while the paid Perplexity Pro subscription provides access to advanced models like GPT-4, Claude 3, Mistral Large, Llama 3, and an experimental Perplexity model. Primary Value and User Solutions: Perplexity addresses the inefficiencies of traditional search engines by providing direct, concise answers to user queries, eliminating the need to sift through numerous links. Its integration of multiple AI models and real-time web search capabilities ensures that users receive accurate and current information. The inclusion of source citations enhances transparency and trustworthiness, making it a valuable tool for researchers, professionals, and the general public seeking reliable information efficiently.


Categories in common with Jacobi: [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Perplexity](https://www.g2.com/compare/jacobi-vs-perplexity)
**Compare Perplexity with other alternatives:**
- [Perplexity vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-perplexity)
- [Perplexity vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-perplexity)
- [Perplexity vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-perplexity)
- [Perplexity vs AlphaSense](https://www.g2.com/compare/alphasense-vs-perplexity)
- [Perplexity vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-perplexity)
- [Perplexity vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-perplexity)
- [Perplexity vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-perplexity)
- [Perplexity vs PitchBook](https://www.g2.com/compare/perplexity-vs-pitchbook)
- [Perplexity vs Koyfin](https://www.g2.com/compare/koyfin-vs-perplexity)

  ### 6. [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)
By Morningstar
**Average Rating:** 4.1/5
**Total Reviews:** 285
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.


Categories in common with Jacobi: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/jacobi-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
**Compare Morningstar Direct Advisory Suite (formerly Advisor Workstation) with other alternatives:**
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs AlphaSense](https://www.g2.com/compare/alphasense-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Perplexity](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-perplexity)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs PitchBook](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-pitchbook)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Koyfin](https://www.g2.com/compare/koyfin-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)

  ### 7. [Acquire.com](https://www.g2.com/products/acquire-com/reviews)
By Acquire.com
**Average Rating:** 4.9/5
**Total Reviews:** 281
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.


Categories in common with Jacobi: [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-jacobi)
**Compare Acquire.com with other alternatives:**
- [Acquire.com vs Morningstar Direct](https://www.g2.com/compare/acquire-com-vs-morningstar-direct)
- [Acquire.com vs Betterment at Work](https://www.g2.com/compare/acquire-com-vs-betterment-at-work)
- [Acquire.com vs Crunchbase](https://www.g2.com/compare/acquire-com-vs-crunchbase)
- [Acquire.com vs AlphaSense](https://www.g2.com/compare/acquire-com-vs-alphasense)
- [Acquire.com vs Perplexity](https://www.g2.com/compare/acquire-com-vs-perplexity)
- [Acquire.com vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/acquire-com-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Acquire.com vs Creditsafe](https://www.g2.com/compare/acquire-com-vs-creditsafe)
- [Acquire.com vs PitchBook](https://www.g2.com/compare/acquire-com-vs-pitchbook)
- [Acquire.com vs Koyfin](https://www.g2.com/compare/acquire-com-vs-koyfin)

  ### 8. [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
By Creditsafe
**Average Rating:** 4.5/5
**Total Reviews:** 276
The world's most used supplier of business credit reports


Categories in common with Jacobi: [Financial Risk Management](https://www.g2.com/categories/financial-risk-management)

**Compare:** [Jacobi vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-jacobi)
**Compare Creditsafe with other alternatives:**
- [Creditsafe vs Morningstar Direct](https://www.g2.com/compare/creditsafe-vs-morningstar-direct)
- [Creditsafe vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-creditsafe)
- [Creditsafe vs Crunchbase](https://www.g2.com/compare/creditsafe-vs-crunchbase)
- [Creditsafe vs AlphaSense](https://www.g2.com/compare/alphasense-vs-creditsafe)
- [Creditsafe vs Perplexity](https://www.g2.com/compare/creditsafe-vs-perplexity)
- [Creditsafe vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/creditsafe-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Creditsafe vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-creditsafe)
- [Creditsafe vs PitchBook](https://www.g2.com/compare/creditsafe-vs-pitchbook)
- [Creditsafe vs Koyfin](https://www.g2.com/compare/creditsafe-vs-koyfin)

  ### 9. [PitchBook](https://www.g2.com/products/pitchbook/reviews)
By PitchBook Data
**Average Rating:** 4.5/5
**Total Reviews:** 256
Global Private Equity & Venture Capital Data


Categories in common with Jacobi: [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs PitchBook](https://www.g2.com/compare/jacobi-vs-pitchbook)
**Compare PitchBook with other alternatives:**
- [PitchBook vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-pitchbook)
- [PitchBook vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-pitchbook)
- [PitchBook vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-pitchbook)
- [PitchBook vs AlphaSense](https://www.g2.com/compare/alphasense-vs-pitchbook)
- [PitchBook vs Perplexity](https://www.g2.com/compare/perplexity-vs-pitchbook)
- [PitchBook vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-pitchbook)
- [PitchBook vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-pitchbook)
- [PitchBook vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-pitchbook)
- [PitchBook vs Koyfin](https://www.g2.com/compare/koyfin-vs-pitchbook)

  ### 10. [Koyfin](https://www.g2.com/products/koyfin/reviews)
By Koyfin
**Average Rating:** 4.8/5
**Total Reviews:** 132
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


Categories in common with Jacobi: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Financial Research](https://www.g2.com/categories/financial-research)

**Compare:** [Jacobi vs Koyfin](https://www.g2.com/compare/jacobi-vs-koyfin)
**Compare Koyfin with other alternatives:**
- [Koyfin vs Morningstar Direct](https://www.g2.com/compare/koyfin-vs-morningstar-direct)
- [Koyfin vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-koyfin)
- [Koyfin vs Crunchbase](https://www.g2.com/compare/crunchbase-vs-koyfin)
- [Koyfin vs AlphaSense](https://www.g2.com/compare/alphasense-vs-koyfin)
- [Koyfin vs Perplexity](https://www.g2.com/compare/koyfin-vs-perplexity)
- [Koyfin vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/koyfin-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Koyfin vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-koyfin)
- [Koyfin vs Creditsafe](https://www.g2.com/compare/creditsafe-vs-koyfin)
- [Koyfin vs PitchBook](https://www.g2.com/compare/koyfin-vs-pitchbook)


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