SaaS Ranking

Transparency alternatives to Ycharts

Other Wealth management software vendors we measure, sorted by how much we found at them and not at Ycharts. This is a comparison of disclosure, not of features or fitness.

12 shown of 38 that differ from Ycharts on at least one criterion we measured for both. Public transparency score, not a product or security rating.

Ycharts has 9 gaps in what we could measure: Data processing agreement, Subprocessor list, Data location stated, Public pricing, Uptime SLA with a figure, No third-party tracking before consent, security.txt (RFC 9116), Notice before subprocessors change, Named privacy contact. The column “Found there, not found at Ycharts” is the one that closes them.

VendorScoreFound there, not found at YchartsFound at Ycharts, not found there
Orionorion.comSee also Transparency alternatives to Orion 43/100 3 Subprocessor list, Data location stated, Named privacy contact 1 Status page with history Compare
Betterment Advisorbetterment.comSee also Transparency alternatives to Betterment Advisor 39/100 3 Data location stated, Public pricing, Named privacy contact 1 Status page with history Compare
Miligetmili.aiSee also Transparency alternatives to Mili 39/100 3 Data location stated, Notice before subprocessors change, Named privacy contact 1 Status page with history Compare
Addeparaddepar.comSee also Transparency alternatives to Addepar 36/100 3 Subprocessor list, Public pricing, Named privacy contact 2 Status page with history, Certifications named Compare
Bank Vontobel Techvontobel.comSee also Transparency alternatives to Bank Vontobel Tech 26/100 3 No third-party tracking before consent, security.txt (RFC 9116), Named privacy contact 2 Status page with history, Certifications named Compare
Asset-mapasset-map.comSee also Transparency alternatives to Asset-map 35/100 2 Data location stated, Public pricing 1 Status page with history Compare
Holistiplanholistiplan.comSee also Transparency alternatives to Holistiplan 30/100 2 Data location stated, Public pricing 2 Status page with history, Certifications named Compare
Avaloqavaloq.comSee also Transparency alternatives to Avaloq 27/100 2 Data location stated, Named privacy contact 2 Status page with history, Certifications named Compare
Aixigoaixigo.comSee also Transparency alternatives to Aixigo 26/100 2 Data location stated, Named privacy contact 2 Status page with history, Certifications named Compare
Wealtharcwealtharc.comSee also Transparency alternatives to Wealtharc 26/100 2 Data location stated, Named privacy contact 2 Status page with history, Certifications named Compare
Wealthfrontwealthfront.comSee also Transparency alternatives to Wealthfront 26/100 2 Public pricing, No third-party tracking before consent 2 Status page with history, Certifications named Compare
Additivadditiv.comSee also Transparency alternatives to Additiv 17/100 2 Data location stated, Named privacy contact 3 Status page with history, Certifications named, HTTPS enforced with HSTS Compare

Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.