Best Fund Manager Alternatives in 2026
15 portfolio management software our editors would look at instead of Fund Manager, in our ranking order.
Fund Manager: Detailed investment, tax-lot and performance records across multiple asset types. Where it falls short: it is a paid product, with a starting price of 139.
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. Scores and reviews are set by our editors and never change for payment; paid placements are marked Featured. How we rank.
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BlackRock Aladdin not yet scored
Best forInstitutions managing public and private market portfolios
A multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.
- Allocation analysis
- Risk analysis
- Performance reporting
—not yet scoredVisit BlackRock -
Bloomberg AIM not yet scored
Best forEnterprise investment managers needing full operations
A broad portfolio and operations platform for enterprise investment managers.
- Performance reporting
—not yet scoredContact Bloomberg -
Morningstar Office not yet scored
Best forAdvisors wanting mature reporting and research
A mature advisor platform combining portfolio operations, reporting, research, and billing.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredVisit Morningstar -
Temenos Wealth Front Office not yet scored
Best forWealth firms needing portfolio modeling and trading
A broad wealth portfolio system for modeling, monitoring, compliance, and multi-asset trading.
- Allocation analysis
- Risk analysis
- Performance reporting
—not yet scoredContact Temenos -
CGI Wealth360 Portfolio Management not yet scored
Best forEnterprise wealth managers needing trading workflows
A cloud platform spanning trading, compliance, billing and investor servicing.
- Performance reporting
—not yet scoredVisit CGI -
Black Diamond Wealth Solutions not yet scored
Best forAdvisors needing full client portfolio operations
A broad, enterprise-oriented platform for advisors managing portfolios, clients, taxes and alternatives.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredRequest a demo -
SimCorp One not yet scored
Best forLarge institutional multi-asset investors
A broad institutional stack for multi-asset portfolio intelligence, control and reporting.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredVisit SimCorp -
SS&C Advent Geneva not yet scored
Best forFund and investor operations teams
A broad fund and portfolio platform for complex, multi-asset operations.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredVisit SS&C Advent -
Addepar not yet scored
Best forWealth firms managing public and private assets
A multi-asset platform for firms managing complex public and private portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredVisit Addepar -
Tamarac not yet scored
Best forEstablished wealth-management practices
A broad wealth-management platform for established firms managing complex portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
—not yet scoredVisit Tamarac -
Aladdin Accounting not yet scored
Best forEnterprise investment accounting departments
A focused accounting platform for institutions managing complex public and private portfolios.
- Performance reporting
—not yet scoredContact BlackRock -
Best forFamily offices and fund administrators
A multi-asset accounting and reporting system for family offices and fund administrators.
- Performance reporting
4.8/10★★☆☆☆Visit FundCount -
WealthSpectrum not yet scored
Best forInvestment firms managing multi-currency portfolios
Multi-asset accounting, performance, tax-lot and investor reporting in one platform.
- Performance reporting
—not yet scoredVisit WealthSpectrum -
QPLIX not yet scored
Best forFamily offices needing consolidated accounting and reports
Consolidated accounting, entity management and reporting for complex multi-asset portfolios.
—not yet scoredVisit QPLIX -
Best forGlobal family offices with complex alternatives
A broad family-office platform for public, private and alternative portfolio oversight.
- Allocation analysis
- Risk analysis
- Performance reporting
6.0/10★★★☆☆Visit Landytech
Fund Manager Alternatives: Common Questions
What is the best alternative to Fund Manager?
FundCount: #12 in our Portfolio Management Software ranking, with an editor score of 4.8 out of 10. A multi-asset accounting and reporting system for family offices and fund administrators.
Fund Manager vs Each Alternative
| # | Tool | Free plan | Paid from | Asset class coverage | Performance reporting | Allocation analysis | Risk analysis | Maximum portfolios | Score |
|---|---|---|---|---|---|---|---|---|---|
| 68 | Fund Manager | No | — | Multi_asset | Yes | Yes | Yes | — | 7.0 |
| not scored | BlackRock Aladdin | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | Bloomberg AIM | — | — | — | Yes | — | — | — | — |
| not scored | Morningstar Office | No | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | Temenos Wealth Front Office | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | CGI Wealth360 Portfolio Management | — | — | Multi_asset_alternatives | Yes | — | — | — | — |
| not scored | Black Diamond Wealth Solutions | No | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | SimCorp One | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | SS&C Advent Geneva | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | Addepar | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | Tamarac | — | — | Multi_asset_alternatives | Yes | Yes | Yes | — | — |
| not scored | Aladdin Accounting | — | — | — | Yes | — | — | — | — |
| 12 | FundCount | No | — | — | Yes | — | — | — | 4.8 |
| not scored | WealthSpectrum | — | — | — | Yes | — | — | — | — |
| not scored | QPLIX | — | — | — | — | — | — | — | — |
| 15 | Landytech Sesame One | No | — | Multi_asset_alternatives | Yes | Yes | Yes | — | 6.0 |
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026