# Pinnakl Software Reviews, Demo & Pricing - 2026 > Review of Pinnakl Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/investment-management/pinnakl-profile --- [Home](https://www.softwareadvice.com/) / [Investment Management Software](https://www.softwareadvice.com/investment-management/) / Pinnakl Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Pinnakl 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Pinnakl 5.0 [(3)](https://www.softwareadvice.com/investment-management/pinnakl-profile/#reviews) Pricing Pricing available upon request ### About Pinnakl Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk management, and more. The platform offers an order management module where users can automate allocation, book trades and maintain pre/post trade compliance. It also gives managers access to real-time profit and loss calculations, data filtered by asset class, and analytics for determining risk exposure. ## Pinnakl User Interface ## Popular Pinnakl Alternatives Main Product Pinnakl 5.0 [(3)](https://www.softwareadvice.com/investment-management/pinnakl-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.67Customer support - 5.0Functionality Pricing Available upon request Alternative Product [FundCount](https://www.softwareadvice.com/accounting/fundcount-profile/) 4.7 [(15)](https://www.softwareadvice.com/accounting/fundcount-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.09Value for money - 4.46Customer support - 4.43Functionality Pricing Starting at $21928.00 per year Alternative Product [Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/) 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(251)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.85Value for money - 4.17Customer support - 4.24Functionality Pricing Available upon request Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Alternative Product [HedgeGuard](https://www.softwareadvice.com/investment-management/hedgeguard-profile/) 4.7 [(9)](https://www.softwareadvice.com/investment-management/hedgeguard-profile/#reviews) Ratings Breakdown - 4.67Ease of use - 4.89Value for money - 4.89Customer support - 4.33Functionality Pricing Available upon request ## Pinnakl Pricing and Plans Starting price: Pricing available upon request Free Trial Free Version Basic Pricing available upon request No plan information available ## Pinnakl Features - Popular features found in Investment Management Accounting Benchmarking Bonds/Stocks Client Management Compliance Tracking Financial Management Fund Management Investment Research Modeling & Simulation Portfolio Rebalancing Risk Management - More features of Pinnakl Activity Dashboard Alerts/Notifications API Audit Trail Automated Execution Client Portal Compliance Management Contact Management CRM Customizable Reports Data Import/Export Document Management For Hedge Funds For Investors & Traders General Ledger Investment Management Investments Tracking Investor Management Investor Reporting Order Management Performance Analysis Performance Metrics Portfolio Accounting Portfolio Analysis Portfolio Management Profit/Loss Statement Real-Time Reporting Reporting/Analytics Risk Assessment ## Pinnakl User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Value for money 5.0 Customer support 4.7 Functionality 5.0 Have you used Pinnakl and would like to share your experience with others? KP Kurt P. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed July 2019 Great to work with 5 I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators I've dealt with in my career. One of the few people on the IT side of the business that not only understands the IT aspect of the business but also understands how the business works. HIs firm has one of the best reconciliation tools and OMS I've seen and has been helpful in all areas relating to our business. They've really served as a one stop shop software solution, which makes our life easier, and allows us to focus on our business. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: OMS, PMS, Reconciliation tool, CRM and generally the approach to improvement and helping meet their clients needs. They are constantly working on new tools, but they do a great job of prioritizing client needs and working to develop new functionality as you need it. In addition they're very helpful on special projects as may be required by specific investors, and other analytical tools required by managers. Essentially get a full IT department with this relationship. Cons: As this was a true start up when we started with them 4 years ago we have worked together developing many of the processes with them. Pinnakl was quite responsive through this process in addressing needs as they arouse, so it wasn't really an issue. Reasons for choosing Pinnakl We were a startup company where tailored solutions and cost were important, while we also needed to maintain institutional processes for our investors. We felt this solution best met our needs. Read More TK Thomas K. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed August 2019 Excellent Tool 5 We are very happy with our decision to use Pinnakl as our software provider. Our experience has been positive. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The Pinnakl team has shown expertise in their field, they are always available for support, and they are constantly adding new features to their platform. Pinnakl’s process to send trade files daily has made our firm more efficient. Cons: No negative: whenever we bring enhancements / requests to their attention, they are quick to respond and create customized solutions. Read More RR Ranga R. Verified reviewer Financial Services 2-10 employees Used other for less than 6 months Review source Reviewed August 2019 Nice product with functions and features that are user friendly 5 Very dedicated team and knows what they are doing. Proactive client management Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: Everything, it is robust, well defined in scope, elegant screens Cons: Can add more bells and whistles to make an already good product into a category killer. Read More Showing 1 - 3 of 3 Reviews ## See what companies are saying about Software Advice