# Top 10 Portfolio Genius Alternatives & Competitors Research alternative solutions to Portfolio Genius on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Portfolio Genius include ease of use and reliability. The best overall Portfolio Genius alternative is Carta Fund ERP. Other similar apps like Portfolio Genius are Backstop Solutions Suite, Dynamo Software, Covercy One, and Altair. Portfolio Genius alternatives can be found in [Investment Accounting Software](https://www.g2.com/categories/investment-accounting) but may also be in [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) or [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm). ## Best Paid & Free Alternatives to Portfolio Genius - [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews) - [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) - [Covercy One](https://www.g2.com/products/covercy-one/reviews) - [Altair](https://www.g2.com/products/altair/reviews) - [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) - [Altruist](https://www.g2.com/products/altruist/reviews) - [Broadridge Investment Accounting](https://www.g2.com/products/broadridge-investment-accounting/reviews) - [Axys](https://www.g2.com/products/axys/reviews) - [Allvue](https://www.g2.com/products/allvue/reviews) ## Top 10 Alternatives to Portfolio Genius Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Portfolio Genius stacks up to the competition and find the best product for your business. ### 1. [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews) By Carta **Average Rating:** 4.2/5 **Total Reviews:** 60 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. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-portfolio-genius) **Compare Carta Fund ERP with other alternatives:** - [Carta Fund ERP vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-carta-fund-erp) - [Carta Fund ERP vs Dynamo Software](https://www.g2.com/compare/carta-fund-erp-vs-dynamo-software-dynamo-software) - [Carta Fund ERP vs Covercy One](https://www.g2.com/compare/carta-fund-erp-vs-covercy-one) - [Carta Fund ERP vs Altair](https://www.g2.com/compare/altair-vs-carta-fund-erp) - [Carta Fund ERP vs Morningstar Office](https://www.g2.com/compare/carta-fund-erp-vs-morningstar-office) - [Carta Fund ERP vs Altruist](https://www.g2.com/compare/altruist-vs-carta-fund-erp) - [Carta Fund ERP vs Broadridge Investment Accounting](https://www.g2.com/compare/broadridge-investment-accounting-vs-carta-fund-erp) - [Carta Fund ERP vs Axys](https://www.g2.com/compare/axys-vs-carta-fund-erp) - [Carta Fund ERP vs Allvue](https://www.g2.com/compare/allvue-vs-carta-fund-erp) ### 2. [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) By ION Analytics **Average Rating:** 4.7/5 **Total Reviews:** 46 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 Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-portfolio-genius) **Compare Backstop Solutions Suite with other alternatives:** - [Backstop Solutions Suite vs Carta Fund ERP](https://www.g2.com/compare/backstop-solutions-suite-vs-carta-fund-erp) - [Backstop Solutions Suite vs Dynamo Software](https://www.g2.com/compare/backstop-solutions-suite-vs-dynamo-software-dynamo-software) - [Backstop Solutions Suite vs Covercy One](https://www.g2.com/compare/backstop-solutions-suite-vs-covercy-one) - [Backstop Solutions Suite vs Altair](https://www.g2.com/compare/altair-vs-backstop-solutions-suite) - [Backstop Solutions Suite vs Morningstar Office](https://www.g2.com/compare/backstop-solutions-suite-vs-morningstar-office) - [Backstop Solutions Suite vs Altruist](https://www.g2.com/compare/altruist-vs-backstop-solutions-suite) - [Backstop Solutions Suite vs Broadridge Investment Accounting](https://www.g2.com/compare/backstop-solutions-suite-vs-broadridge-investment-accounting) - [Backstop Solutions Suite vs Axys](https://www.g2.com/compare/axys-vs-backstop-solutions-suite) - [Backstop Solutions Suite vs Allvue](https://www.g2.com/compare/allvue-vs-backstop-solutions-suite) ### 3. [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) By Dynamo Software **Average Rating:** 4.2/5 **Total Reviews:** 34 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. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Dynamo Software](https://www.g2.com/compare/dynamo-software-dynamo-software-vs-portfolio-genius) **Compare Dynamo Software with other alternatives:** - [Dynamo Software vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Covercy One](https://www.g2.com/compare/covercy-one-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Altair](https://www.g2.com/compare/altair-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Morningstar Office](https://www.g2.com/compare/dynamo-software-dynamo-software-vs-morningstar-office) - [Dynamo Software vs Altruist](https://www.g2.com/compare/altruist-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Broadridge Investment Accounting](https://www.g2.com/compare/broadridge-investment-accounting-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Axys](https://www.g2.com/compare/axys-vs-dynamo-software-dynamo-software) - [Dynamo Software vs Allvue](https://www.g2.com/compare/allvue-vs-dynamo-software-dynamo-software) ### 4. [Covercy One](https://www.g2.com/products/covercy-one/reviews) By Covercy **Average Rating:** 4.6/5 **Total Reviews:** 29 Covercy One enables people, businesses and primarily investors to transact overseas quickly, seamlessly and affordably. Covercy is on a mission to automate the entire process of real estate investment syndications for sponsors (GPs) and their investors (LPs). Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Covercy One](https://www.g2.com/compare/covercy-one-vs-portfolio-genius) **Compare Covercy One with other alternatives:** - [Covercy One vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-covercy-one) - [Covercy One vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-covercy-one) - [Covercy One vs Dynamo Software](https://www.g2.com/compare/covercy-one-vs-dynamo-software-dynamo-software) - [Covercy One vs Altair](https://www.g2.com/compare/altair-vs-covercy-one) - [Covercy One vs Morningstar Office](https://www.g2.com/compare/covercy-one-vs-morningstar-office) - [Covercy One vs Altruist](https://www.g2.com/compare/altruist-vs-covercy-one) - [Covercy One vs Broadridge Investment Accounting](https://www.g2.com/compare/broadridge-investment-accounting-vs-covercy-one) - [Covercy One vs Axys](https://www.g2.com/compare/axys-vs-covercy-one) - [Covercy One vs Allvue](https://www.g2.com/compare/allvue-vs-covercy-one) ### 5. [Altair](https://www.g2.com/products/altair/reviews) By SS&C Blue Prism **Average Rating:** 4.1/5 **Total Reviews:** 21 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. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Altair](https://www.g2.com/compare/altair-vs-portfolio-genius) **Compare Altair with other alternatives:** - [Altair vs Carta Fund ERP](https://www.g2.com/compare/altair-vs-carta-fund-erp) - [Altair vs Backstop Solutions Suite](https://www.g2.com/compare/altair-vs-backstop-solutions-suite) - [Altair vs Dynamo Software](https://www.g2.com/compare/altair-vs-dynamo-software-dynamo-software) - [Altair vs Covercy One](https://www.g2.com/compare/altair-vs-covercy-one) - [Altair vs Morningstar Office](https://www.g2.com/compare/altair-vs-morningstar-office) - [Altair vs Altruist](https://www.g2.com/compare/altair-vs-altruist) - [Altair vs Broadridge Investment Accounting](https://www.g2.com/compare/altair-vs-broadridge-investment-accounting) - [Altair vs Axys](https://www.g2.com/compare/altair-vs-axys) - [Altair vs Allvue](https://www.g2.com/compare/allvue-vs-altair) ### 6. [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) By Morningstar **Average Rating:** 3.9/5 **Total Reviews:** 19 Morningstar Office SMCloud, the new web-based platform for modern advisors. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Morningstar Office](https://www.g2.com/compare/morningstar-office-vs-portfolio-genius) **Compare Morningstar Office with other alternatives:** - [Morningstar Office vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-morningstar-office) - [Morningstar Office vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-morningstar-office) - [Morningstar Office vs Dynamo Software](https://www.g2.com/compare/dynamo-software-dynamo-software-vs-morningstar-office) - [Morningstar Office vs Covercy One](https://www.g2.com/compare/covercy-one-vs-morningstar-office) - [Morningstar Office vs Altair](https://www.g2.com/compare/altair-vs-morningstar-office) - [Morningstar Office vs Altruist](https://www.g2.com/compare/altruist-vs-morningstar-office) - [Morningstar Office vs Broadridge Investment Accounting](https://www.g2.com/compare/broadridge-investment-accounting-vs-morningstar-office) - [Morningstar Office vs Axys](https://www.g2.com/compare/axys-vs-morningstar-office) - [Morningstar Office vs Allvue](https://www.g2.com/compare/allvue-vs-morningstar-office) ### 7. [Altruist](https://www.g2.com/products/altruist/reviews) By Altruist **Average Rating:** 5.0/5 **Total Reviews:** 16 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. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Altruist](https://www.g2.com/compare/altruist-vs-portfolio-genius) **Compare Altruist with other alternatives:** - [Altruist vs Carta Fund ERP](https://www.g2.com/compare/altruist-vs-carta-fund-erp) - [Altruist vs Backstop Solutions Suite](https://www.g2.com/compare/altruist-vs-backstop-solutions-suite) - [Altruist vs Dynamo Software](https://www.g2.com/compare/altruist-vs-dynamo-software-dynamo-software) - [Altruist vs Covercy One](https://www.g2.com/compare/altruist-vs-covercy-one) - [Altruist vs Altair](https://www.g2.com/compare/altair-vs-altruist) - [Altruist vs Morningstar Office](https://www.g2.com/compare/altruist-vs-morningstar-office) - [Altruist vs Broadridge Investment Accounting](https://www.g2.com/compare/altruist-vs-broadridge-investment-accounting) - [Altruist vs Axys](https://www.g2.com/compare/altruist-vs-axys) - [Altruist vs Allvue](https://www.g2.com/compare/allvue-vs-altruist) ### 8. [Broadridge Investment Accounting](https://www.g2.com/products/broadridge-investment-accounting/reviews) By Broadridge Financial Solutions Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Broadridge Investment Accounting](https://www.g2.com/compare/broadridge-investment-accounting-vs-portfolio-genius) **Compare Broadridge Investment Accounting with other alternatives:** - [Broadridge Investment Accounting vs Carta Fund ERP](https://www.g2.com/compare/broadridge-investment-accounting-vs-carta-fund-erp) - [Broadridge Investment Accounting vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-broadridge-investment-accounting) - [Broadridge Investment Accounting vs Dynamo Software](https://www.g2.com/compare/broadridge-investment-accounting-vs-dynamo-software-dynamo-software) - [Broadridge Investment Accounting vs Covercy One](https://www.g2.com/compare/broadridge-investment-accounting-vs-covercy-one) - [Broadridge Investment Accounting vs Altair](https://www.g2.com/compare/altair-vs-broadridge-investment-accounting) - [Broadridge Investment Accounting vs Morningstar Office](https://www.g2.com/compare/broadridge-investment-accounting-vs-morningstar-office) - [Broadridge Investment Accounting vs Altruist](https://www.g2.com/compare/altruist-vs-broadridge-investment-accounting) - [Broadridge Investment Accounting vs Axys](https://www.g2.com/compare/axys-vs-broadridge-investment-accounting) - [Broadridge Investment Accounting vs Allvue](https://www.g2.com/compare/allvue-vs-broadridge-investment-accounting) ### 9. [Axys](https://www.g2.com/products/axys/reviews) By SS&C Advent **Average Rating:** 5.0/5 **Total Reviews:** 1 Axys is an investment management software that provides tools for portfolio management, reporting, performance measurement and portfolio accounting. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Axys](https://www.g2.com/compare/axys-vs-portfolio-genius) **Compare Axys with other alternatives:** - [Axys vs Carta Fund ERP](https://www.g2.com/compare/axys-vs-carta-fund-erp) - [Axys vs Backstop Solutions Suite](https://www.g2.com/compare/axys-vs-backstop-solutions-suite) - [Axys vs Dynamo Software](https://www.g2.com/compare/axys-vs-dynamo-software-dynamo-software) - [Axys vs Covercy One](https://www.g2.com/compare/axys-vs-covercy-one) - [Axys vs Altair](https://www.g2.com/compare/altair-vs-axys) - [Axys vs Morningstar Office](https://www.g2.com/compare/axys-vs-morningstar-office) - [Axys vs Altruist](https://www.g2.com/compare/altruist-vs-axys) - [Axys vs Broadridge Investment Accounting](https://www.g2.com/compare/axys-vs-broadridge-investment-accounting) - [Axys vs Allvue](https://www.g2.com/compare/allvue-vs-axys) ### 10. [Allvue](https://www.g2.com/products/allvue/reviews) By Allvue Systems **Average Rating:** 5.0/5 **Total Reviews:** 3 Allvue Systems offers a comprehensive suite of AI-powered, cloud-based investment management solutions tailored for private capital managers, including private equity, venture capital, private debt, and CLO firms. Their integrated platform supports the entire investment lifecycle, from fundraising and portfolio management to accounting and investor reporting, enabling firms to streamline operations, enhance data accuracy, and scale efficiently. Key Features and Functionality: - Fund Accounting: Provides a multi-currency ledger and cash management capabilities to streamline accounting processes. - Investment Accounting: Ensures accuracy and compliance with built-in checks and validation across every transaction. - Investor Portal: Delivers essential data to limited partners through seamless integration with accounting and CRM modules. - Portfolio Management: Offers real-time dashboards and interactive reports for comprehensive, up-to-date investment insights. - Trade Order Management: Organizes and streamlines daily workflows associated with trading various asset classes, ensuring efficiency and compliance. - Research Management: Centralizes research data, automates workflows, and enhances collaboration among investment teams. - Nexius Data Platform: An AI-ready, intelligent data platform that unifies investment data, automates workflows, and provides real-time analytics. Primary Value and Solutions Provided: Allvue's integrated solutions address the complexities of managing alternative investments by eliminating data silos, automating manual processes, and providing real-time insights. This empowers investment firms to make informed decisions, enhance operational efficiency, and effectively scale their businesses. By offering a unified platform that supports the full fund lifecycle, Allvue enables clients to focus on high-value activities and long-term growth. Categories in common with Portfolio Genius: [Investment Accounting](https://www.g2.com/categories/investment-accounting) **Compare:** [Portfolio Genius vs Allvue](https://www.g2.com/compare/allvue-vs-portfolio-genius) **Compare Allvue with other alternatives:** - [Allvue vs Carta Fund ERP](https://www.g2.com/compare/allvue-vs-carta-fund-erp) - [Allvue vs Backstop Solutions Suite](https://www.g2.com/compare/allvue-vs-backstop-solutions-suite) - [Allvue vs Dynamo Software](https://www.g2.com/compare/allvue-vs-dynamo-software-dynamo-software) - [Allvue vs Covercy One](https://www.g2.com/compare/allvue-vs-covercy-one) - [Allvue vs Altair](https://www.g2.com/compare/allvue-vs-altair) - [Allvue vs Morningstar Office](https://www.g2.com/compare/allvue-vs-morningstar-office) - [Allvue vs Altruist](https://www.g2.com/compare/allvue-vs-altruist) - [Allvue vs Broadridge Investment Accounting](https://www.g2.com/compare/allvue-vs-broadridge-investment-accounting) - [Allvue vs Axys](https://www.g2.com/compare/allvue-vs-axys) ## Explore Articles - [Leading software for customer support centers](https://www.g2.com/discussions/what-is-the-leading-software-for-customer-support-centers) - [Best cloud-based API development solutions](https://www.g2.com/discussions/best-cloud-based-api-development-solutions) - [Which vendor offers real-time audience engagement features?](https://www.g2.com/discussions/which-vendor-offers-real-time-audience-engagement-features) - [Best AI chatbots for e-commerce businesses](https://www.g2.com/discussions/what-are-the-best-ai-chatbots-for-e-commerce-businesses) - [Which is the most trusted energy management software by facilities managers reducing consumption based on user reviews?](https://www.g2.com/discussions/which-is-the-most-trusted-energy-management-software-by-facilities-managers-reducing-consumption-based-on-user-reviews) - [Top SEO tool used by professionals for keyword research](https://www.g2.com/discussions/top-seo-tool-used-by-professionals-for-keyword-research) ## Spotlight Categories - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms) - [Marketing Analytics Tools](https://www.g2.com/categories/marketing-analytics)