Mint
Stock Rover
eMoney Advisor
Quicken Premier
eFront
Morningstar Portfolio Manager
• Free investment tools
• One dashboard for all accounts
• Mobile app
• Fiduciary advisors
• Sign Up For Free
Savings planner
Budgeting
Cash flow analysis
Retirement planner
Education planner
Investment checkups
Fee analyzer
• Total portfolio management
• Fee analyzer
• Real-time budget tracking
• Bill alerts
• Start For Free
• Starts at $7.99
• 1,000+ brokerage integrations
• Performance benchmarks
• Real-time alerts
• Start For Free
Premium — Starts at $17.99 per month
Essentials — Starts at $27.99 per month
• Client portals
• Account aggregation
• Client goals
• Retirement planning
• Free Trial
Collaboration tools
Mobile access
Screen sharing
Alerts
Account aggregation
Custom relationship views
• Starts at $67.49
• Track cost basis
• Realized and unrealized capital gains
• 30 day money back guarantee
• Buy Now
Analyze investment performance
Transaction history
Account balances and budgets
View realized and unrealized gains
Track tax deductions
• Real estate investments
• Private equity and private debt
• Pipeline and deal flow management
• Performance assessment
• Request Demo
Performance assessment
Fund administration
Alternative investment portals
Portfolio and direct investment monitoring
Fundraising software
Pipeline and deal flow management
Investor reporting
Portfolio construction
Research and benchmarking
• Free investment tools
• Great for beginners
• Financial planning
• Strategy evaluation
• 14 Day Free Trial
