--- title: "TradeSmart Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TradeSmart Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/211074/TradeSmart/" page_type: "product" language: "en" --- # TradeSmart Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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)[Support](#support) TradeSmart ## What is TradeSmart? TradingScreen (TS) is the leading independent provider of liquidity, trading, and investment technology via SaaS to the financial community. Through their flagship EMS solution TradeSmart, TS simplifies the complexity of markets, by consolidating all investment workflows for exchange-traded and OTC instruments on a single platform. TS provides global coverage from offices in Frankfurt, Geneva, Hong Kong, London, Montreal, New York, Paris, Singapore and Tokyo. ## What is TradeSmart used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included 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 TradeSmart?[Manage this product listing](https://www.g2.com/products/tradingscreen-tradesmart/claim_requests/new?auto=true) ## TradeSmart Overview Updated September 2026 AI summary TradeSmart offers cloud-based tools for businesses of all sizes to manage investments across equities and hedge funds. It covers portfolio management, benchmarking, compliance tracking, and rebalancing, with features for performance metrics and client access. Optional capabilities include order management, audit trails, reporting, API integrations, and mobile access, supporting both investors and traders seeking operational control and oversight. ## 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. ### TradeSmart 0.0 VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price Contact vendor Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (3) Value For Money 0.0 (0) Value For Money 4.1 (3) Customer Service 0.0 (0) Customer Service 4.5 (3) ## TradeSmart alternatives 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/) [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) [5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189442/Pinnakl/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [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 Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) ## FAQs about TradeSmart Overview ### What company size and specific industries is TradeSmart built for? TradeSmart is designed for large financial organizations and institutional investors, including hedge funds, long-only institutions, pension funds, family offices, sovereign wealth funds, insurance companies, corporates, and private banks. It is built for firms that manage investment activity and trade execution in professional markets. Features and Usability ### What are the key features of TradeSmart? TradeSmart offers order management, automated execution, portfolio management, portfolio rebalancing, and deal management for trading workflows. It also includes compliance management, compliance tracking, audit trail, audit management, reporting/analytics, risk assessment, performance analysis, and third-party integrations for oversight and data exchange. Getting Started and Support ### What customer support options does TradeSmart offer? TradeSmart provides email/help desk and phone support. These are the only support channels listed in the catalog data. No reviewer feedback about support quality, response times, or helpfulness is available, so customer experience with support cannot be assessed from the provided information. ## Features AI summary Based on 877 Equity Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) TradeSmart includes **Performance Metrics** and **Reporting/Analytics**, giving firms a way to monitor returns and review portfolio results with clearer visibility. However, it does not offer **Investments Tracking**. Instead, it provides other features that reviewers also value, including **Portfolio Management** (**40%**), **Data Import/Export** (**38%**), and **Benchmarking** (**38%**), helping businesses organize holdings, move data between systems, and compare results against relevant standards. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Execution Automatically place and execute trades without the need for manual input. Benchmarking Compare key metrics for the business against prominent players in the industry TradeSmart 26 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Execution: Automatically place and execute trades without the need for manual input. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - For Hedge Funds: Designed for Hedge Funds - For Investors & Traders: Used by retail investors and active traders/day traders - Mobile Access: Access software remotely via mobile devices - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.