Addepar ranks #1 for portfolio reporting for wealth managers (score 8.8/10). Pricing: Unverified; free tier: Unverified. Runners-up: Orion, Clearwater Analytics (CWAN).
Top 5, ranked by our published rubric. Sponsorship never affects the order. Last updated 2026-10-13.
| # | Tool | Score | Pricing | Paid from | Free tier | What it is |
|---|---|---|---|---|---|---|
| 1 | Addepar | 8.8 | Unverified | Unverified | Unverified | Investment data and portfolio reporting platform |
| 2 | Orion | 7.7 | Unverified | Unverified | Unverified | Wealth management technology for advisors |
| 3 | Clearwater Analytics (CWAN) | 7.0 | Unverified | Unverified | Unverified | Investment accounting, reporting and portfolio management (acquired Enfusion) |
| 4 | Arcesium | 6.2 | Unverified | Unverified | Unverified | Data and operations platform for investment firms |
| 5 | Allvue Systems | 5.8 | Unverified | Unverified | Unverified | Software for private capital and credit managers |
Investment data and portfolio reporting platform
Why ranked: Its own site says: “Addepar is a global data and AI company serving the financial services ecosystem.” We placed it 1st of 5 on fit for this task. Pricing unverified.
Fit 10.0 · value 5.0 · breadth 10 · availability 10 (how we score) · no readable pricing page · site live
Wealth management technology for advisors
Why ranked: Orion: Wealth management technology for advisors. We placed it 2nd of 5 on fit for this task. Pricing unverified.
Fit 8.5 · value 5.0 · breadth 8 · availability 10 (how we score) · no readable pricing page · site live
Investment accounting, reporting and portfolio management (acquired Enfusion)
Why ranked: Its own site says: “Clearwater delivers a unified, front-to-back investment management platform for institutional investors across public and private markets, risk, and data in real time.” We placed it 3rd of 5 on fit for this task. Pricing unverified.
Fit 7.0 · value 5.0 · breadth 8 · availability 10 (how we score) · no readable pricing page · site live
Data and operations platform for investment firms
Why ranked: Arcesium: Data and operations platform for investment firms. We placed it 4th of 5 on fit for this task. Pricing unverified.
Fit 5.5 · value 5.0 · breadth 10 · availability 7 (how we score) · no readable pricing page · site bot-blocked (429)
Software for private capital and credit managers
Why ranked: Its own site says: “Streamline private capital operations with Allvue’s AI-powered alternative investment software that automates accounting, investor relations, and portfolios.” We placed it 5th of 5 on fit for this task. Pricing unverified.
Fit 4.0 · value 5.0 · breadth 10 · availability 10 (how we score) · no readable pricing page · site live
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By TaskRanking's published rubric, Addepar ranks first, followed by Orion and Clearwater Analytics (CWAN).
None of the top 5 had a confirmed free tier when we checked on 2026-10-13.
Score = 50% fit, 25% value (from vendor pricing pages), 15% breadth, 10% availability. Sponsorship never affects rank.
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