# Vumi Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vumi Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/10014094/Vumi

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# 

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

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)

Vumi

## What is Vumi?

Vumi is a technological solution that consolidates all investors' financial assets on a single platform in an automated and real-time manner and includes automatic calculations of metrics and personalized reports. We seek to automate manual and complex processes and provide a global perspective of the client's assets.

## What is Vumi used for?

[Data Visualization](https://www.capterra.com/data-visualization-software/)[Reporting](https://www.capterra.com/reporting-software/)[Equity Management](https://www.capterra.com/equity-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€850

Per User, Per Month

Free trial  
available

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

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

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

Do you work for Vumi?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.vumi.io&name=Vumi)

## 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.

### Vumi

0.0

VS.

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting Price

€850

Per User, Per Month

Starting Price

$3000

Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (34)

Value For Money

0.0 (0)

Value For Money

4.0 (32)

Customer Service

0.0 (0)

Customer Service

4.4 (32)

## Vumi alternatives

[Dynamo Software](https://www.capterra.com/p/67068/Dynamo/)

[4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/)

Starting price

$1.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/67068/Dynamo/)

[InvestNext](https://www.capterra.com/p/185770/InvestNext/)

[4.8 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/185770/InvestNext/)

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

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

[Plaid](https://www.capterra.com/p/174384/Plaid/)

[4.4 (91)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/174384/Plaid/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Vumi 33 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Manage assets throughout their lifecycle to optimize profit

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track and manage adherence to policies for any service, product, process, or supplier

Alter the layout and content of reports

Collect, process and structure data from multiple sources for further analysis

Import and export data to and from software applications

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Decision-making process using businesses past, present and forecasted future operations.

Manage allocation and performance of financial assets

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and handle various international currencies

Organize and manage the accomplishments and development of employees or performance of applications or systems

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

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

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Initiate collection and analysis of known risks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Assessment technique to estimate the current worth of an asset or company

Interact with data visualization elements, such as charts and graphs, to drill down into data

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## Pricing

Free Trial

Basic

€850.00

Per User,Per Month

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

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## Support, customer service and training options

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

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