--- title: "Horizon Dashboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Horizon Dashboard Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/214412/Horizon-Dashboard/" page_type: "product" language: "en" --- # Horizon Dashboard 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)[Features](#features)[Pricing](#pricing)[Support](#support) Horizon Dashboard ## What is Horizon Dashboard? Grow your practice, improve your process. Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients goals. ## What is Horizon Dashboard used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1 Per User, Per Month Free trial 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 Horizon Dashboard?[Manage this product listing](https://www.g2.com/products/horizon-dashboard/claim_requests/new?auto=true) ## 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. ### Horizon Dashboard 0.0 VS. [### Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting Price $1 Per Feature Starting Price $3500 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 5.0 (3) Value For Money 0.0 (0) Value For Money 5.0 (3) Customer Service 0.0 (0) Customer Service 5.0 (3) ## Horizon Dashboard alternatives [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (106)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [Vestwell](https://www.capterra.com/p/189123/Vestwell/) [4.4 (76)](https://www.capterra.com/p/189123/Vestwell/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189123/Vestwell/) [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/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/219079/Mosaic/) [eMoney Advisor](https://www.capterra.com/p/119135/emX/) [4.2 (16)](https://www.capterra.com/p/119135/emX/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/119135/emX/) ## Features AI summary Based on 5,238 Hedge Fund reviews Capterra data shows that buyers of dashboard software rank the following features as their top priorities: - **Dashboard Creation** (**49%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**51%**) - **Workflow Management** (**58%**) Horizon Dashboard includes **Reporting/Analytics**, which helps teams track performance, review trends, and make better decisions from current data. However, it does not include **Dashboard Creation** or **Workflow Management**. Instead, it offers **Data Visualization** (**45%**), giving teams another way to present information clearly and spot patterns faster. This can help businesses monitor key metrics more effectively and turn data into useful action. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Benchmarking Compare key metrics for the business against prominent players in the industry Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Branding Add customized logos and colors to align with company branding Data Visualization Graphical representation of data For Investment Advisors Used by financial advisors and money managers Horizon Dashboard 19 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Benchmarking: Compare key metrics for the business against prominent players in the industry - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Branding: Add customized logos and colors to align with company branding - Data Visualization: Graphical representation of data - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Functions/Calculations: Perform various mathematical calculations using the data - Investments Tracking: Monitor capital allocation and asset prices over time - KPI Monitoring: Tracking the status of previously identified performance measurements - Mobile Dashboards: View and present dashboard on mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Private Dashboards: Share dashboard screen within private user groups - 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 - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $1.00 Per Feature, 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 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.