Work · alternatives · 2026

24 alternatives to Mutual Fund Software

Why Mutualfund software attract more customers for advisors?

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Mutual Fund Software launched in 2020; newer entries below may have overtaken it.

1. 1
   Mutual Fund Software For Distributors▲1

   Mutual fund software for distributors

   2020 · its alternatives →

2. 2
   Grove▲268

   Personalized financial planning for everyone

   2018 · its alternatives →

3. 3
   WealthERP▲11

   Mutual fund & wealth management software

   2025 · wealtherp.net · its alternatives →

4. 4
   Mutual Fund Software for IFA▲1

   Why Mutual Fund Software for IFA Forms Several Goals?

   2020 · its alternatives →

5. 5
   FundrsVC▲83

   One platform for all your investor relationships

   2021 · its alternatives →

6. 6
   ReferralMagic▲343

   Turn your users and customers into referral magnets.

   2019 · its alternatives →

7. 7
   Portfolio Review Pro▲82

   Elevate your portfolio's performance

   2023 · its alternatives →

8. 8
   GrowSurf▲182

   Build a referral program into your product or newsletter

   2021 · its alternatives →

9. 9
   Capital▲196

   Raise, hold, spend and send funds - all in one place

   2022 · its alternatives →

10. 10
    Moneydance▲111

    Easy to use personal finance software with all the features

    2016 · its alternatives →

11. 11
    Round▲93

    Tech-enabled wealth manager with Wall St’s top fund managers

    2020 · its alternatives →

12. 12
    FundMate▲88

    Notion CRM for micro VCs, solo GPs and angels

    2023 · its alternatives →

13. 13
    Provident Fund Trust Management Software▲6

    Provident Fund Trust Management Software

    Oct 2025 · its alternatives →

14. 14
    Optivault▲92

    AI financial advisor that optimizes your money and budget.

    Dec 2025 · optivault.co · its alternatives →

15. 15
    MF Wealth▲16

    Your Gateway to smarter mutual fund investing

    2025 · its alternatives →

16. 16
    Levelup▲80

    Financial advisor in your pocket

    2021 · its alternatives →

17. 17
    Axis Mutual Fund Invest App▲8

    mutual fund calculator

    2024 · play.google.com · its alternatives →

18. 18
    AdvisorZen▲31

    The Ultimate AI Assistant for Wealth Management pro's

    2024 · its alternatives →

19. 19
    Spendtab▲16

    Accounting software built for solopreneurs.

    2025 · spendtab.com · its alternatives →

20. 20
    RunSmart▲18

    Financial Insights & Forecasts—Without the CFO Price Tag

    2025 · projectiongenie.com · its alternatives →

21. 21
    Fundex▲12

    The intelligent CRM for raising capital

    2025 · usefundex.com · its alternatives →

22. 22
    FundMentor▲11

    Your ai personal finance advisor

    2025 · its alternatives →

23. 23
    Mutual Funds SIP Calculator▲1

    MUTUAL FUND

    2022 · its alternatives →

24. 24MB
    Make better mutual and index fund investment decisions▲8

    2016 · fundhub.xyz · its alternatives →

Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →