[ Portfol... Reviews ](https://www.g2.com/products/portfolio-monitoring/reviews) [ Portfol... Reviews ](https://www.g2.com/products/portfolio-monitoring/reviews) # Portfolio Monitoring Pricing Overview [Editedit](https://my.g2.com/portfolio-monitoring/pricings) [Claim your profile now](https://www.g2.com/products/portfolio-monitoring/claim_requests/new) ## Portfolio Monitoring Pricing Key Insights Last updated on Apr 09, 2026 * * * Information about Portfolio Monitoring pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase Portfolio Monitoring must be conducted with the seller. Pricing information for Portfolio Monitoring is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Portfolio Monitoring must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/portfolio-monitoring/competitors/alternatives) ## Portfolio Monitoring Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | Product | Price | Features | | --- | --- | --- | | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png)[Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) Essential | $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply\* | An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png)[Koyfin](https://www.g2.com/products/koyfin/reviews) Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg)[Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm Billing and Reporting Orion Planning Client Portal and Mobile App Alternative Invesment Platform 15% off Any Redtail Plan | Various alternatives pricing & plans Pricing information for the above various Portfolio Monitoring alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ Which library management systems avoid adoption barriers and performance issues frequently mentioned by users at scale? ](https://www.g2.com/discussions/which-library-management-systems-avoid-adoption-barriers-and-performance-issues-frequently-mentioned-by-users-at-scale)[ Best MFT software for small business ](https://www.g2.com/discussions/what-s-the-best-mft-software-for-small-businesses)[ Civil 3D vs MicroStation for highway and transportation work: which do most transportation engineers actually end up on? ](https://www.g2.com/discussions/civil-3d-vs-microstation-for-highway-and-transportation-work-which-do-most-transportation-engineers-actually-end-up-on) [ What CLM software works well for in-house legal teams at mid-size companies that need contract tracking but not a full enterprise procurement suite? ](https://www.g2.com/discussions/what-clm-software-works-well-for-in-house-legal-teams-at-mid-size-companies-that-need-contract-tracking-but-not-a-full-enterprise-procurement-suite)[ Recommended influencer marketing platforms with good ROI ](https://www.g2.com/discussions/recommended-influencer-marketing-platforms-with-good-roi)[ Is a dedicated lifestyle spending account platform worth it for a company with under 200 employees? ](https://www.g2.com/discussions/is-a-dedicated-lifestyle-spending-account-platform-worth-it-for-a-company-with-under-200-employees) Show More [ Which library management systems avoid adoption barriers and performance issues frequently mentioned by users at scale? ](https://www.g2.com/discussions/which-library-management-systems-avoid-adoption-barriers-and-performance-issues-frequently-mentioned-by-users-at-scale)[ Best MFT software for small business ](https://www.g2.com/discussions/what-s-the-best-mft-software-for-small-businesses)[ Civil 3D vs MicroStation for highway and transportation work: which do most transportation engineers actually end up on? ](https://www.g2.com/discussions/civil-3d-vs-microstation-for-highway-and-transportation-work-which-do-most-transportation-engineers-actually-end-up-on) [ What CLM software works well for in-house legal teams at mid-size companies that need contract tracking but not a full enterprise procurement suite? ](https://www.g2.com/discussions/what-clm-software-works-well-for-in-house-legal-teams-at-mid-size-companies-that-need-contract-tracking-but-not-a-full-enterprise-procurement-suite)[ Recommended influencer marketing platforms with good ROI ](https://www.g2.com/discussions/recommended-influencer-marketing-platforms-with-good-roi)[ Is a dedicated lifestyle spending account platform worth it for a company with under 200 employees? ](https://www.g2.com/discussions/is-a-dedicated-lifestyle-spending-account-platform-worth-it-for-a-company-with-under-200-employees)