Introducing G2.ai, the future of software buying.Try now

Top 10 Scripbox Alternatives & Competitors

(3)4.7 out of 5

Explore the best alternatives to Scripbox for users who need new software features or want to try different solutions. Other important factors to consider when researching alternatives to Scripbox include ease of use and reliability. The best overall Scripbox alternative is Betterment at Work. Other similar apps like Scripbox are Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Koyfin, and Nitrogen. Scripbox alternatives can be found in Investment Portfolio Management Software but may also be in Financial Research Software or 401(k) Software.

Best Paid & Free Alternatives to Scripbox

Betterment at Work
Morningstar Direct
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Koyfin
Nitrogen
Pershing Financial Services
eMoney
Backstop Solutions Suite

Top 10 Alternatives to Scripbox Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Scripbox stacks up to the competition, check reviews from current & previous users in industries like Computer & Network Security, Information Technology and Services, and Marketing and Advertising, and find the best product for your business.

Betterment at Work

By Betterment

(341)4.2 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 Scripbox:

Investment Portfolio Management

Get a quote

See all Betterment at Work reviews

Morningstar Direct

By Morningstar

(274)4.2 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 Scripbox:

Investment Portfolio Management

See all Morningstar Direct reviews

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

By Morningstar

(232)4.1 out of 5

Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports 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 Scripbox:

Investment Portfolio Management

Get a quote

See all Morningstar Direct Advisory Suite (formerly Advisor Workstation) reviews

Koyfin

By Koyfin

(96)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 Scripbox:

Investment Portfolio Management

See all Koyfin 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 Scripbox:

Investment Portfolio Management

See all Nitrogen reviews

Pershing Financial Services

By Pershing a BNY Mellon

(58)4.2 out of 5

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

Categories in common with Scripbox:

Investment Portfolio Management

See all Pershing Financial Services reviews

eMoney

By eMoney Advisor, LLC.

(57)4.6 out of 5

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Categories in common with Scripbox:

Investment Portfolio Management

See all eMoney reviews

Backstop Solutions Suite

By ION Analytics

(46)4.7 out of 5

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

Categories in common with Scripbox:

Investment Portfolio Management

See all Backstop Solutions Suite reviews

Orion Risk Intelligence

By Orion Advisor Tech

(36)4.5 out of 5

Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.

Categories in common with Scripbox:

Investment Portfolio Management

See all Orion Risk Intelligence reviews

#10

Carta Fund Management

By Carta

(35)4.1 out of 5

The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.

Categories in common with Scripbox: