Top 10 Universal Rebalancer Alternatives & Competitors

The Investment Portfolio Management Software solutions below are the most common alternatives that users and reviewers compare with Universal Rebalancer. Other important factors to consider when researching alternatives to Universal Rebalancer include ease of use and reliability. The best overall Universal Rebalancer alternative is Morningstar Direct. Other similar apps like Universal Rebalancer are Morningstar Advisor Workstation, Betterment at Work, Asset-Map, and Koyfin. Universal Rebalancer alternatives can be found in Investment Portfolio Management Software but may also be in Financial Analytics Software or 401(k) Software.

Best Paid & Free Alternatives to Universal Rebalancer

Morningstar Direct
Morningstar Advisor Workstation
Betterment at Work
Asset-Map
Koyfin
Spreadsheet Server by insightsoftware
Nitrogen
Amazon Finspace

Top 10 Alternatives to Universal Rebalancer Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Universal Rebalancer stacks up to the competition and find the best product for your business.

Sponsored

Sharesight

(1)3.5 out of 5

Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.

Visit Website

Morningstar Direct

By Morningstar

(234)4.1 out of 5

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

Categories in common with Universal Rebalancer:

Investment Portfolio Management

See all Morningstar Direct reviews

Morningstar Advisor Workstation

By Morningstar

(224)4.1 out of 5

Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Categories in common with Universal Rebalancer:

Investment Portfolio Management

Get a quote

See all Morningstar Advisor Workstation reviews

Betterment at Work

By Betterment

(259)4.1 out of 5

Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.

Categories in common with Universal Rebalancer:

Investment Portfolio Management

Get a quote

See all Betterment at Work reviews

Asset-Map

By Asset-Map Holdings, Inc.

(115)4.8 out of 5

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

Categories in common with Universal Rebalancer:

Financial Analytics

See all Asset-Map reviews

Koyfin

By Koyfin

(81)4.8 out of 5

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Categories in common with Universal Rebalancer:

See all Koyfin reviews

Spreadsheet Server by insightsoftware

By insightsoftware

(78)4.4 out of 5

Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.

Categories in common with Universal Rebalancer:

Financial Analytics

See all Spreadsheet Server by insightsoftware reviews

Nitrogen

By Nitrogen

(70)4.1 out of 5

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Categories in common with Universal Rebalancer: