---
title: "Aladdin Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Aladdin Software - reviews, pricing plans, popular comparisons to other Data Mining products and more."
source_url: "https://www.capterra.com/p/10013812/Aladdin/"
page_type: "product"
language: "en"
publication_date: "2026-09-28"
---

# 

 Aladdin Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 28, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Aladdin

## What is Aladdin?

Aladdin® is a tech platform used by asset managers and owners including banks, financial institutions, pensions, corporations, insurers, and wealth managers. The Aladdin platform unifies the investment management process, providing a common data language within an organization to enable scale, provide insights, and support business transformation. Our tech is fit for purpose - helping clients to understand and manage risk, operate more efficiently, and uncover more opportunities for growth.

## What is Aladdin used for?

[Investment Management](https://www.capterra.com/investment-management-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Fund Accounting](https://www.capterra.com/fund-accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Aladdin

4.0 (1)

VS.

[3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.0 (1)

Ease Of Use

3.3 (278)

Value For Money

3.0 (1)

Value For Money

2.5 (266)

Customer Service

4.0 (1)

Customer Service

4.5 (273)

## Aladdin alternatives

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/275057/Unity/)

[Allvue](https://www.capterra.com/p/122634/Allvue-Systems/)

[5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/122634/Allvue-Systems/)

[AMDIS](https://www.capterra.com/p/229953/AM-DIS/)

[0.0](https://www.capterra.com/p/229953/AM-DIS/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/229953/AM-DIS/)

## FAQs about Aladdin

Overview

### What company size and specific industries is Aladdin built for?

Aladdin is designed for financial services organizations and investment firms of varying sizes, including large enterprises that manage assets across multiple regions, strategies, and asset classes. It is suited for firms that need support for scale, portfolio insights, and business transformation in complex investment operations.

Features and Usability

### What are the key features of Aladdin?

Aladdin offers data management, document management, and built-in database capabilities for organizing investment information. Core portfolio tools include fund management, investment management, portfolio management, portfolio accounting, stock tracking, and investments tracking, plus performance metrics, risk analysis, reporting and analytics, workflow management, and third-party integrations.

Integrations

### Which third-party tools and platforms does Aladdin integrate with?

Aladdin connects natively to Microsoft Excel.

Getting Started and Support

### What training and onboarding options does Aladdin offer?

Aladdin provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference materials, and videos support self-paced review of product steps and features.

Getting Started and Support

### What customer support options does Aladdin offer?

Aladdin provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users multiple ways to seek help, find answers, and contact support directly. No reviewer feedback about support experience is available here, so support quality, response times, and common frustrations cannot be assessed.

## Features

AI summary

Based on 116 Data Mining reviews

Capterra reviewers highlight these as the features buyers value most when choosing stock portfolio management software:

-   **Portfolio Management** (**65%** of reviewers rated this feature as critical)
-   **Financial Analysis** (**50%**)
-   **Monitoring** (**53%**)

Aladdin supports **Portfolio Management**, which gives firms a central way to organize holdings, allocation, and investment activity. However, it does not include **Financial Analysis** or **Monitoring**. Instead, it offers other important capabilities that reviewers also rate highly, including **Investment Management** (**45%**), **Stock Tracking** (**46%**), and **Portfolio Accounting** (**50%**). These features help businesses oversee investments, follow market positions more closely, and maintain accurate financial records, allowing teams to manage portfolios with better control and visibility.

Portfolio Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Fund Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage allocation and performance of financial assets

Investments Tracking

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Monitor capital allocation and asset prices over time

Performance Metrics

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Data Management

Ability to handle large datasets

Document Management

Store, manage, and track all electronic documents in a centralized location

Aladdin 11 features

### All Features
- Data Management: Ability to handle large datasets
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Fund Management: Manage allocation and performance of financial assets
- Investments Tracking: Monitor capital allocation and asset prices over time
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Analysis: Analyze potential risks across the organization
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

3.0 (1)

### Starting price

Free trial not available

Value for money

3.0 (1)

3.0

Based on 1 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Chris L.

VP of Product

Banking

### "Decent tool for portfolio managers and investment firms"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 20, 2025

Overall is very decent. It is a great tool for institutional asset managers. The database provides great insight to both public and private equity markets.

Pros

Private asset database is very useful and has more indepth data compared to Morningstar. Very good tool for investment managers.

Cons

Lack of AI capability. Would love to have an AI assistant type of services. Another improvement can be a more user-friendly tutorials for new users

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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