Advisor360° CRM vs Sharesight
| Advisor360° CRM | Sharesight | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | No |
| Paid from | — | $7/mo |
| Open source | No | No |
| Platforms | Android, iOS, Web | Android, api, iOS, Web |
| Free plan | — | Yes |
| Paid from | — | $7/user/mo |
| Asset class coverage | — | multi_asset_alternatives |
| Performance reporting | — | Yes |
| Allocation analysis | — | Yes |
| Risk analysis | — | Yes |
| Tax-lot tracking | — | Yes |
| Maximum portfolios | — | 1 portfolios |
Both are listed in Best Portfolio Management Software. On The Geeks Club, Sharesight scores higher on our published basis.