VOL. XCIV, NO. 247

Free Alternatives to Envestnet Wealth Management Platform

Checking

Free replacement verdicts

Free Alternatives to Envestnet Wealth Management Platform

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Envestnet Wealth Management Platform before paying for another subscription.

Switching from Envestnet Wealth Management Platform doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to APIs & Data Feeds and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Envestnet Wealth Management Platform All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Sharesight

Closest replacement

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight

Details Compare

Koyfin

Best workflow fit

Best for: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

View Koyfin pricing

Details Compare

GuruFocus

Quality-checked pick

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

GuruFocus best matches the base workflow on portfolio tracking, API and market data, and options and trading workflows.
GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial

Details Compare

Fiscal.ai

Strong runner-up

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Fiscal.ai best matches the base workflow on portfolio tracking, AI research workspace, and API and market data.
Fiscal.ai adds a free starting point that the base tool does not show. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Try Fiscal.ai

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Better as a complement

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Analyst pickTested by us

Bottom line: Investors, analysts, and builders needing the primary U.S. source for company, fund, insider, ownership, prospectus, and XBRL filing data.

Keep

APIs & Data Feeds

Gain

Regulatory Filings Monitoring
IPO
Corporate Actions & Special Situations
Insider Data

Lose

Wealth Management
Portfolio
Advisor Operations
Webhooks
Broker Connectors

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: SEC developer resources say company submissions and extracted XBRL data are available via RESTful JSON APIs on data.sec.gov, SEC fair-access guidance limits automated requests to no more than 10 requests per second, and EDGAR search and company filings are publicly accessible without a paid subscription.
Fair-access limits apply: Automated access must use a descriptive User-Agent and stay within SEC fair-access guidance, currently 10 requests per second.

Price: Envestnet Wealth Management PlatformContact for pricing
SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)Free
Free tier: Free, no signup
Replacement: Better as a complement

Pricing checked 2026-08-23 via support.

Search SEC EDGAR Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

Portfolio
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: Envestnet Wealth Management PlatformContact for pricing
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Partial replacement

Finatic

Bottom line: Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.

Keep

Portfolio
APIs & Data Feeds
Webhooks
Broker Connectors

Gain

Auto-Trading & Bots
Advanced Order Types
Unified brokerage API for account information, orders, positions, balances, transactions, order fills, order events, and broker connections.
Standardized trading API for placing, modifying, and canceling orders across supported brokers, with broker-specific order parameters handled through typed/discriminated SDK schemas.

Lose

Wealth Management
Advisor Operations
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.
The RIA suite includes planning, trading, reporting, proposal tools, CRM, a client portal, and billing.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Free-plan limits: Signup required, Free includes up to 5 connected users, 1 connection per user, 1,000 API calls per month, and webhooks, and Standard costs $2 per connected user per month and includes 10 connections per user, 10,000 API calls per month, and priority support.
Limited public assurance material: Finatic publishes versioned SDK references and security statements, but no public SOC 2 or ISO report, status page, uptime record, or service-level agreement was found.

Price: Envestnet Wealth Management PlatformContact for pricing
FinaticFree • From $2/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Review Finatic pricing Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Alerts
Calendar
News

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: Envestnet Wealth Management PlatformContact for pricing
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Backtesting
Dividends
Dividend Tax / ADR Withholding

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits, and Paid plans have a 14-day trial with no credit card required.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Price: Envestnet Wealth Management PlatformContact for pricing
Snowball AnalyticsFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Institutional Ownership
Data Visualizations
Risk Metrics

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, market data API, and AI research workspace.
Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Price: Envestnet Wealth Management PlatformContact for pricing
MarketlogFree • From $79.99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with Marketlog Compare

Full review and details

PortseidoPartial replacementFree • From $8/yrFree with signup

Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

Portfolio
Broker Connectors

Gain

Data Visualizations
Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Price: Envestnet Wealth Management PlatformContact for pricing
PortseidoFree • From $8/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portseido Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

Portfolio
APIs & Data Feeds

Gain

Watchlist
Backtesting
Correlation
Risk Metrics

Lose

Wealth Management
Advisor Operations
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history, and Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.

Price: Envestnet Wealth Management PlatformContact for pricing
PortfoliosLabFree • From $8.33/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLab Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

Portfolio
Webhooks
Broker Connectors

Gain

Data Visualizations
Quant
Screeners
ETF Screeners

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: Envestnet Wealth Management PlatformContact for pricing
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

Portfolio
APIs & Data Feeds
Broker Connectors

Gain

Screeners
Data Visualizations
Quant
Stock Ideas

Lose

Wealth Management
Advisor Operations
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: Envestnet Wealth Management PlatformContact for pricing
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

ETF ActionPartial replacementFree • From $29/moFree with signup

Partial replacement

ETF Action

Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.

Keep

Portfolio
APIs & Data Feeds

Gain

ETF Analysis
ETF Factors
ETF Overlap
ETF Screeners

Lose

Wealth Management
Advisor Operations
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access, and DIY is listed at $29/month and Advisor Pro at $99/month.
Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.

Price: Envestnet Wealth Management PlatformContact for pricing
ETF ActionFree • From $29/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ETF Action plans Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

Portfolio
APIs & Data Feeds

Gain

Stock Ideas
Top Analysts
Screeners
ETF Screeners

Lose

Wealth Management
Advisor Operations
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: Envestnet Wealth Management PlatformContact for pricing
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

TradervuePartial replacementFree • From $29.95/moFree with signup

Partial replacement

Tradervue

Bottom line: Active traders looking for a mature trade journal with imports, broker sync, trade charts, reporting, sharing, mentoring, and risk analytics.

Keep

Portfolio
APIs & Data Feeds
Broker Connectors

Gain

Risk Metrics
Data Visualizations
Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).

Lose

Wealth Management
Advisor Operations
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, market data API, and AI research workspace.
Free-plan limits: Signup required, Official help says free users are limited to importing 30 trades per calendar month, and Pricing page lists Silver and Gold paid plans, with trial periods available for new paid users.
Free plan is capped: Official quota help says free users can import 30 trades per calendar month. Paid plans remove that trade-import cap.

Price: Envestnet Wealth Management PlatformContact for pricing
TradervueFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Tradervue plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

Portfolio
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Stock Comparison

Lose

Wealth Management
Advisor Operations
APIs & Data Feeds
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Price: Envestnet Wealth Management PlatformContact for pricing
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

KoyfinBest workflow fitFree • From $468/yrFree with signup

Best workflow fit

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

Portfolio
Advisor Operations

Gain

Screeners
ETF Screeners
Data Visualizations
Custom Dashboards

Lose

Wealth Management
APIs & Data Feeds
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on broker-connected trading, market data API, and AI research workspace.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
No public API: Koyfin does not provide user-facing data access through an API.

Price: Envestnet Wealth Management PlatformContact for pricing
KoyfinFree • From $468/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

Portfolio
APIs & Data Feeds
Webhooks

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Wealth Management
Advisor Operations
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Price: Envestnet Wealth Management PlatformContact for pricing
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

GuruFocusQuality-checked pickFree • From $549/yrFree with signup

Quality-checked pick

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

Portfolio
APIs & Data Feeds
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Wealth Management
Advisor Operations
Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: Envestnet Wealth Management PlatformContact for pricing
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

ReflexivityPartial replacementFree • From $99.99/moFree with signup

Partial replacement

Reflexivity

Bottom line: Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.

Keep

Portfolio
APIs & Data Feeds

Gain

Screeners
Quant
Performance Attribution
Scenario & Stress Tests

Lose

Wealth Management
Advisor Operations
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
Free-plan limits: Signup required, Interactive Brokers lists Reflexivity Basic as free and Reflexivity Plus at $99.99 per month, and IBKR subscriptions begin with a two-week trial of the full platform, then move to Basic or the paid version.
Direct access is sales-led: Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.

Price: Envestnet Wealth Management PlatformContact for pricing
ReflexivityFree • From $99.99/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Reflexivity demo Compare

Full review and details

SharesightClosest replacementFree • Paid plans availableFree with signup

Closest replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

Wealth Management
Portfolio
Advisor Operations
APIs & Data Feeds
Broker Connectors

Gain

Risk Metrics
Performance Attribution
Downloadable Tax Reports
Capital Gains Estimator

Lose

Webhooks
The wealth management platform covers planning, proposals, account opening, and ongoing review.
2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.
The RIA suite includes planning, trading, reporting, proposal tools, CRM, a client portal, and billing.
Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run portfolio construction, and manage individual sleeves within a UMA for personalization at scale; 2026 updates add interval funds directly inside the UMA platform and advisor-traded sleeves for custom asset types.

Watch out

Avoid as a full replacement if you rely on broker-connected trading, market data API, and AI research workspace.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Price: Envestnet Wealth Management PlatformContact for pricing
SharesightFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Sharesight Compare

Full review and details

CbondsBetter as a complementFree • Contact for pricingFree with signup

Better as a complement

Cbonds

Bottom line: Fixed-income analysts needing cross-market bond terms, quotes, yields, ratings, and calendars in one workspace.

Keep

Portfolio
APIs & Data Feeds

Gain

Screeners
Yield Curves
Credit Ratings & Outlooks
New Issues & Calendars

Lose

Wealth Management
Advisor Operations
Webhooks
Broker Connectors
The wealth management platform covers planning, proposals, account opening, and ongoing review.

Watch out

Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Basic website functions are free, but registration is required for account features and paid content, and Private investors are offered a one-week paid trial for $60 rather than a permanent free plan.
API is company-only: Cbonds says private individuals cannot obtain production API access. Companies apply for test access and commercial terms.

Price: Envestnet Wealth Management PlatformContact for pricing
CbondsFree • Contact for pricing
Free tier: Free with signup
Replacement: Better as a complement

Pricing checked 2026-08-23 via pricing.

View Cbonds subscription Compare

Full review and details

What This Shortlist Tells You

Sharesight is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations while adding Risk Metrics and Performance Attribution coverage, Portfolio and dividend tracking for more than 700,000 stocks, ETFs, and funds across more than 60 markets, plus cash, crypto, property, and custom investments. and Sharesight reports more than 600,000 investors and 200 software, broker, and partner integrations. features, and a free tier (workflow overlap ~83%).

Every pick keeps a free tier; start with Sharesight, GuruFocus, and Koyfin to road-test Envestnet Wealth Management Platform workflows without paying up front.

Round out your stack with new coverage areas like Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×19APIs & Data Feeds×12Broker Connectors×12Webhooks×3Advisor Operations×2Wealth Management×1

New angles introduced

Categories the alternatives add beyond Envestnet Wealth Management Platform.

Alerts+14Data Visualizations+14Watchlist+14Calendar+11News+11Screeners+11AI Research+10Dividends+10

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

12/20

12 matches support mobile alongside Envestnet Wealth Management Platform.

API availability

11/20

11 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 9 tested

8 tools are flagged as analyst picks; 9 have been hands-on tested.

Avg. coverage overlap

41%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Envestnet Wealth Management Platform?

Start with Sharesight, GuruFocus, and Koyfin to replicate Envestnet Wealth Management Platform workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which Envestnet Wealth Management Platform workflows stay covered on the free plan?

Expect solid overlap across Wealth Management, Portfolio, Advisor Operations, APIs & Data Feeds, Broker Connectors, and Webhooks, so core Envestnet Wealth Management Platform workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Alerts, Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Watchlist, Institutional Ownership, US Government Trades, News, Calendar, Corporate Actions & Special Situations, IPO, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, News Sentiment, Paper Trading, Order Book / Level II, Options P&L, Factor Exposure, Auto-Trading & Bots, Advanced Order Types, Scenario & Stress Tests, New Issues & Calendars, Regulatory Filings Monitoring, Official Sources, Bulls Say Bear Say, Guidance / Pre-announcements, Retirement Calculator, Monte Carlo, Notes & Highlights, Tax Lots / Lot Optimization, ETF Factors, ETF Overlap, Which ETF includes this Stock?, On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Envestnet Wealth Management Platform?

Webhooks, Wealth Management, Advisor Operations, APIs & Data Feeds, Broker Connectors, and Portfolio remain strengths for Envestnet Wealth Management Platform. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.