--- title: "Wealthsimple Invest Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Wealthsimple Invest Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/252527/Wealthsimple-Invest/" page_type: "product" language: "en" --- # Wealthsimple Invest Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 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)[Reviews](#reviews) Wealthsimple Invest ## What is Wealthsimple Invest? Wealthsimple Invest is a tool that supports investors in the world of holdings and investments, even for those who lack experience. Thanks to artificial intelligence and the support of investment experts, non-professionals can feel supported during their endeavors. Money is automatically invested on behalf of the users, depending on the set loss limits and the risks they are willing to take. Reinvestments are also placed automatically. ## What is Wealthsimple Invest used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Includes Free Version 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 Wealthsimple Invest?[Manage this product listing](https://www.g2.com/products/wealthsimple-invest/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. ### Wealthsimple Invest 5.0 (2) 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 5.0 (2) Ease Of Use 3.6 (278) Value For Money 5.0 (2) Value For Money 3.8 (266) Customer Service 5.0 (2) Customer Service 4.1 (273) ## Wealthsimple Invest 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/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [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/) 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/) ## FAQs about Wealthsimple Invest Overview ### What company size and specific industries is Wealthsimple Invest built for? Wealthsimple Invest is designed for individual investors and beginners who want to start investing, including non-professionals. It is not aimed at a specific company size or industry, but rather at anyone seeking a simple investment platform for personal use. Features and Usability ### What are the key features of Wealthsimple Invest? Wealthsimple Invest offers portfolio rebalancing as a core feature, along with investments tracking, performance metrics, and data import/export. These features support portfolio monitoring, historical record keeping, and basic reporting across managed investments. Getting Started and Support ### What training and onboarding options does Wealthsimple Invest offer? Wealthsimple Invest provides videos for training and onboarding. Videos can support self-paced learning by presenting product features and setup steps in a visual format that users can review as needed. Getting Started and Support ### What customer support options does Wealthsimple Invest offer? Wealthsimple Invest provides Email/Help Desk, FAQ/Forum, Phone Support, 24/7 Live Rep, and Chat. Support can cover common account and investing questions through self-serve and direct contact options, with around-the-clock live help available for users who need quick assistance. ## Features AI summary Based on 877 Investment 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%**) Wealthsimple Invest supports **Performance Metrics** and **Investments Tracking**, giving teams a clear view of portfolio results and ongoing asset activity. However, it does not include **Reporting/Analytics**. Instead, it offers **Data Import/Export** (**38%**), which can help businesses move investment data between systems and keep records up to date, allowing teams to monitor performance and maintain better visibility across their investment operations. Performance Metrics 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Portfolio Rebalancing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Reallocation of assets to reflect changing investment goals or market conditions Data Import/Export Import and export data to and from software applications Wealthsimple Invest 4 features ### All Features - Data Import/Export: Import and export data to and from software applications - 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 Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions --- Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 5.0 (2) 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 Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SG Swagat G. IT Support Technician Information Technology and Services ### "Great app to get your foot in the Investment World" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 17, 2026 Have been using Wealthsimple app for the past 3 years, and I'm in love with it. Such a pleasant app to use. Pros Wealthsimple is a very easy-to-use app. The process flow from the sign-up and creating your TFSA account to depositing your first fund, it was all so smooth. Apart from the investing side, what I absolutely love about WealthSimple is their Tax Filing system. I have used their tax filing system for the first time this year and I must say - it was amazing. Literally, anyone could do it. Cons So far, I have got no complaints about the Wealthsimple app. In love with all the services the app has to offer. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Alize B. Artist Fine Art ### "Get it now and start investing " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 15, 2025 Straight forward and hassle free. No nonsense investing. Pros The no nonsense ease of use and accessibility. You can either open your own TFSA or have one managed by the app depending on your risk level. It's so straightforward. Cons I don't really have any complaints and I'm usually very keen to find things to improve or change. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.