--- title: "eVestment Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about eVestment Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/211640/eVestment/" page_type: "product" language: "en" --- # eVestment Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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) eVestment ## What is eVestment? Nasdaq eVestment™ is a leading provider of institutional investment data and analytics, empowering asset managers, asset owners, and consultants to make informed, data-driven decisions. Offering unmatched coverage of over 30,000+ reported strategies, 2,700+ actively reporting managers, and 2,100+ actively reporting hedge funds, Nasdaq eVestment empowers institutional investors with the data they need in any situation. The platform supports due diligence, portfolio optimization, and strategic planning through its suite of tools including Market Lens, Holdings Analysis, RiskPlus, Research, and TopQ+. Nasdaq eVestment also seamlessly integrates Nasdaq Solovis, a multi-asset class portfolio analytics and management tool. ## What is eVestment used for? [Investment Management](https://www.capterra.com/investment-management-software/) 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 eVestment?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://nasdaq.com&name=eVestment) ## eVestment Overview Updated August 2026 AI summary eVestment is a cloud-based investment management platform for organizations of all sizes, offering tools for benchmarking, investment research, and portfolio management. Teams can track investments, monitor performance metrics, and manage risk, while real-time data, customizable reports, API access, and visual analytics support deeper analysis and integration with other systems. Deployment is web-based for accessibility. ## 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. ### eVestment 0.0 VS. [### 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 Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## eVestment alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.1 (21)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 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/10024787/Avestor/) [View all alternatives](https://www.capterra.com/p/211640/eVestment/alternatives/) ## FAQs about eVestment Overview ### What company size and specific industries is eVestment built for? eVestment is designed for institutional investors and allocators, asset managers, institutional consultants, and general and limited partners in private equity and venture capital. It is best suited for organizations operating in institutional finance, investment management, and private markets rather than small-business or general-purpose use. Features and Usability ### What are the key features of eVestment? eVestment offers investment research and fund management tools, plus portfolio management, investments tracking, and portfolio rebalancing. It also includes benchmarking, performance metrics, risk management, and reporting/analytics. Additional features include customizable reports, visual analytics, real-time data, alerts/notifications, API access, data import/export, and third-party integrations. Getting Started and Support ### What training and onboarding options does eVestment offer? eVestment provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled topic sessions, documentation offers written reference material, and videos provide self-paced guidance for learning key features and workflows. Getting Started and Support ### What customer support options does eVestment offer? eVestment provides email/help desk, FAQ/forum, knowledge base, and phone support. With no reviewer feedback available on support experiences, no user sentiment can be described here. These channels indicate standard help options for questions, troubleshooting, and product guidance. ## Features AI summary Based on 825 Investment Management reviews Capterra reviewers point to these as the top priorities when choosing investment management software: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) eVestment supports all three features buyers rate most highly: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to review and share investment data, and help businesses monitor holdings more effectively, allowing teams to make informed decisions with greater confidence. 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 Benchmarking Compare key metrics for the business against prominent players in the industry Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications Fund Management Manage allocation and performance of financial assets eVestment 16 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 - Benchmarking: Compare key metrics for the business against prominent players in the industry - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Fund Management: Manage allocation and performance of financial assets - Investment Research: Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing 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 - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- ## 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.