# Horizon Dashboard Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/214412/Horizon-Dashboard

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# 

 Horizon Dashboard 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)

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?

[Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Dashboard](https://www.capterra.com/dashboard-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1

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 Horizon Dashboard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://horizoninvestments.com&name=Horizon Dashboard)

## 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.

[### PayPal](https://www.capterra.com/p/207944/PayPal/)

[4.6 (26,280)](https://www.capterra.com/p/207944/PayPal/reviews/)

Starting Price

$1

Per Feature

Starting Price

$0.29

Other

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.6 (26,258)

Value For Money

0.0 (0)

Value For Money

4.5 (20,120)

Customer Service

0.0 (0)

Customer Service

4.2 (20,377)

## Horizon Dashboard alternatives

[Google Pay](https://www.capterra.com/p/212826/Google-Pay/)

[4.6 (908)](https://www.capterra.com/p/212826/Google-Pay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/212826/Google-Pay/)

[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

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/)

[4.5 (73)](https://www.capterra.com/p/189123/Vestwell/reviews/)

Starting price

$100.00

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/189123/Vestwell/)

[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/)

## Features

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

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

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Compare key metrics for the business against prominent players in the industry

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

Add customized logos and colors to align with company branding

Graphical representation of data

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Perform various mathematical calculations using the data

Monitor capital allocation and asset prices over time

Tracking the status of previously identified performance measurements

View and present dashboard on mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

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.

Reallocation of assets to reflect changing investment goals or market conditions

Share dashboard screen within private user groups

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

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

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

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

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