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Broadridge Investment Accounting Alternatives

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Overview
Alternatives
Broadridge Investment Accounting

Best 15 Broadridge Investment Accounting Alternatives

Broadridge Investment Accounting

Broadridge Investment Accounting

No reviews yet

Starting Price: $20,000.00 per year

Free trial
Free version
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Preview of Top Broadridge Investment Accounting Alternatives

Main Product
Broadridge Investment Accounting

Broadridge Investment Accounting

No reviews yet

Ratings Breakdown

  • Ease of use
  • Value for money
  • Customer support
  • Functionality

Pricing

Starting at $20000.00 per year

Top Alternative
Morningstar Direct

Morningstar Direct

4.1
(220)

Ratings Breakdown

  • 3.69Ease of use
  • 3.87Value for money
  • 4.15Customer support
  • 4.28Functionality

Pricing

Available upon request

Top Alternative
ICONOMI

ICONOMI

4.5
(44)

Ratings Breakdown

  • 4.66Ease of use
  • 4.30Value for money
  • 4.11Customer support
  • 4.25Functionality

Pricing

Available upon request

Top Alternative
Exirio

Exirio

4.8
(30)

Ratings Breakdown

  • 4.83Ease of use
  • 4.88Value for money
  • 4.85Customer support
  • 4.67Functionality

Pricing

Available upon request

Top Alternative
Human Interest

Human Interest

4.0
(32)

Ratings Breakdown

  • 4.09Ease of use
  • 3.74Value for money
  • 3.71Customer support
  • 3.97Functionality

Pricing

Starting at $80.00 per month

Top Alternative
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Ratings Breakdown

  • 4.63Ease of use
  • 4.57Value for money
  • 4.33Customer support
  • 4.59Functionality

Pricing

Starting at $249.00 per month

Broadridge Investment Accounting Alternatives

Morningstar Direct

Morningstar Direct

4.1
(220)

Pricing: Available upon request

Free trial
Free version

Features Comparison

100%

Unique Features for Morningstar Direct

  • API
  • Benchmarking
  • Client Management
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for Morningstar Direct

  • Excel Add-ins
  • Microsoft Excel

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Morningstar Direct Screenshots
ICONOMI

ICONOMI

4.5
(44)

Pricing: Available upon request

Free trial
Free version

Features Comparison

100%

Unique Features for ICONOMI

  • Alerts/Notifications
  • API
  • Client Management
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for ICONOMI

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See ICONOMI Screenshots
Exirio

Exirio

4.8
(30)

Pricing: Available upon request

Free trial
Free version

Features Comparison

100%

Unique Features for Exirio

  • Bonds/Stocks
  • Data Import/Export
  • Financial Analysis
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for Exirio

  • Plaid

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Exirio Screenshots
Human Interest

Human Interest

4.0
(32)

Starting Price: $80.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for Human Interest

  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for Human Interest

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Human Interest Screenshots
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Starting Price: $249.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for WOWS Investment Portal

  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for WOWS Investment Portal

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See WOWS Investment Portal Screenshots
Avestor

Avestor

5.0
(8)

Starting Price: $600.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for Avestor

  • Activity Dashboard
  • Client Portal
  • Data Import/Export
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for Avestor

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Avestor Screenshots
DealCheck

DealCheck

4.8
(38)

Pricing: Available upon request

Free trial
Free version

Features Comparison

100%

Unique Features for DealCheck

  • Alerts/Notifications
  • Benchmarking
  • Cash Flow Analysis
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for DealCheck

  • RentCast

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See DealCheck Screenshots
Roundtable

Roundtable

5.0
(9)

Starting Price: €5000.00 one time

Free trial
Free version

Features Comparison

100%

Unique Features for Roundtable

  • Alerts/Notifications
  • Client Management
  • Client Portal
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for Roundtable

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Roundtable Screenshots
SeedLegals

SeedLegals

4.9
(83)

Starting Price: £49.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for SeedLegals

  • Activity Dashboard
  • Activity Tracking
  • Compliance Tracking
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for SeedLegals

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See SeedLegals Screenshots
Stessa

Stessa

4.5
(103)

Starting Price: $15.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for Stessa

  • Accounting
  • Alerts/Notifications
  • Analytics
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for Stessa

  • AppFolio Property Manager
  • Docusign

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Stessa Screenshots
Agora

Agora

4.5
(12)

Starting Price: $749.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for Agora

  • Activity Tracking
  • Alerts/Notifications
  • Client Management
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for Agora

  • Salesforce Platform
  • Zapier

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Agora Screenshots
First Rate Vantage

First Rate Vantage

4.9
(18)

Starting Price: $3000.00 per year

Free trial
Free version

Features Comparison

100%

Unique Features for First Rate Vantage

  • Accounting
  • Activity Tracking
  • Cash Flow Management
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for First Rate Vantage

  • Microsoft Outlook

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See First Rate Vantage Screenshots
Vestd

Vestd

4.9
(97)

Starting Price: £25.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for Vestd

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for Vestd

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See Vestd Screenshots
InvestNext

InvestNext

4.8
(20)

Pricing: Available upon request

Free trial
Free version

Features Comparison

100%

Unique Features for InvestNext

  • Accounting
  • Alerts/Notifications
  • API
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

100%

Unique Integrations for InvestNext

  • Constant Contact
  • HubSpot CRM
  • Zapier

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See InvestNext Screenshots
TrendSpider

TrendSpider

4.6
(13)

Starting Price: $107.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for TrendSpider

  • Categorization/Grouping
  • Dashboard
  • Data Discovery
See All

0%

Shared Features with Broadridge Investment Accounting

  • No shared features

Integrations Comparison

0%

Unique Integrations for TrendSpider

  • No unique integrations

0%

Shared Integrations with Broadridge Investment Accounting

  • No shared integrations
See TrendSpider Screenshots

Popular Broadridge Investment Accounting Comparisons

Morningstar Direct
Morningstar Direct vs Broadridge Investment Accounting