KhataBook Alternatives & Competitors

Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.

Key Morningstar Direct features:

Comprehensive Data Coverage Advanced Analytical Tools User-Friendly Interface Customizable Reports

BlackRock Aladdin is an advanced-level portfolio management software that helps you to manage and view your daily investment under the guidance of highly trained investment professionals.

Key BlackRock Aladdin features:

Comprehensive Risk Management Integrated Platform Scalability Advanced Analytics

Real-time stock scanner, 50+ indicators, 800K+ economic series, SEC filings and insider trades. Institutional-grade data in one browser tab. Free to start.

Key Tapeboard features:

Simple Interface Quick Setup Visual Organization Collaboration Features

Try for free freemium $39 / Monthly

Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.

Key Envestnet Platform features:

Integrated Ecosystem Scalability Data-Driven Insights Customizable Solutions

SAP Predictive Analytics software allows the user to create better and faster predictive results, deliver machine learning at scale using a factory approach and bring predictive insights where people interact _ in business processes and applications.

Key SAP BusinessObjects Predictive Analytics features:

Integration with SAP Ecosystem Automated Analytics Scalability User-Friendly Interface

Vyapar is a free GST billing and accounting platform that handles the invoicing queries with the help of an inventory management system.

Key Vyapar features:

User-Friendly Interface Comprehensive Features Mobile App Customer Support

freemium

Allvue LP Portfolio Management is an intelligent and smart software solution that provides you with features and tools to manage the various aspects of the investment product and portfolios.

Key Allvue LP Portfolio Management features:

Comprehensive Solution Integration Capabilities User Interface Customization

PortfolioShop is one of the leading portfolio management software that has been delivering solutions for shadow accounting, performance measurement, risk management, and client reporting.

Key PortfolioShop features:

Comprehensive Portfolio Management Customizable Reporting Client Support Integration Capabilities

RightCapital is a financial and tax planning software solution.

Key RightCapital features:

User-Friendly Interface Comprehensive Financial Planning Client Portal Integration Capabilities

Invest in 100 startups at once.

Key AngelList Funds features:

Access to Deal Flow Diversification Simplifies Administrative Work Network and Expertise

TOGGLE is an advanced-level web-based software solution that is used to invest in a new opportunity with low risk involved and higher returns.

Key TOGGLE features:

Comprehensive Data Analysis User-Friendly Interface Real-Time Alerts Customizable Dashboard

Croesus Advisor has been giving portfolio based programming and business knowledge-focused services to the monetary administrations’ industry in North America.

Key Croesus Advisor features:

Comprehensive Wealth Management Tools User-Friendly Interface Customizable Reporting Integration Capabilities

Working Papers is flexible project management software solution.

Key Working Papers features:

Data Integration Audit Trail Collaboration Customizable Templates

Cubits is a financial service software solution that is now available as Synertree that allows you to manage, control and automate the financial and investment operation.

Key Cubits features:

User-Friendly Interface Integration Capabilities Resource Management Customizable Workflows