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TOP 3 ALTERNATIVES — RANKED
Three you should evaluate first.
Filtered from 12 candidates by feature similarity, audit score, and review velocity. The hero treatment is editorial — these earned more space because the data did.
No Duplicates | Duplicate Management for Salesforce
Analytics#1TOP PICK
5.00163 reviews
Not auditedAudit score
Pick if you're surveying the marketplace
Widely used on this marketplace — not a like-for-like swap. AppRanks found no app sharing Investment Portfolio Performance's category, so this is not a replacement for it — it is a widely-used analytics option shown for market context. Compare it against your own requirements rather than as a swap.
Coveo - AI-Powered Search & Recommendations for Salesforce
Analytics#2RUNNER-UP
5.0062 reviews
Not auditedAudit score
Pick if you're cost-sensitive
Adjacent tool, different job. Different use case from Investment Portfolio Performance. Listed because it is among the most-adopted analytics apps on this marketplace, not because it covers the same job.
PipeLaunch LinkedIn & GPT Integration
Analytics#3VALUE PICK
5.0047 reviews
Not auditedAudit score
Pick if you're mapping adjacent tooling
Popular alternative to evaluate on its own merits. Solves a different problem than Investment Portfolio Performance. Useful market context; verify the capability overlap yourself before treating it as an option.
SIDE-BY-SIDE COMPARISON
Investment Portfolio Performance versus the top 3.
Five rows, all loaded above the fold. Wins are highlighted; nothing's hidden behind a tab.
RANKS #4 THROUGH #12
The next 9, denser.
Lower-ranked but legitimate. Click any row for the full profile — or compare side-by-side with Investment Portfolio Performance.
How these alternatives are ranked
Scored daily. Three signals, weighted and blended. No vendor money changes anything.
45%Feature similarity
N-gram match against Investment Portfolio Performance's feature signature, weighted by category overlap.
35%Audit + rating
Listing quality (0–100) blended with rolling 90-day rating average. Penalizes thin listings.
20%Review velocity
Reviews added in trailing 30 days, normalized by category baseline. Surfaces rising challengers.
Every Salesforce alternative on this page is scraped, normalized, and re-scored every 24 hours. We don't accept paid placement, vendor-funded "best of" content, or sponsored ranking — and we publish the rules so you can audit them yourself. If a vendor disagrees with their position, that's between them and the data.
WHEN DOES IT MAKE SENSE TO SWITCH FROM INVESTMENT PORTFOLIO PERFORMANCE?
Four reasons people leave.
Decision triggers, not marketing. If two or more apply, your shortlist starts with the apps named below each card.
Pricing has outgrown your usage
If your usage of Investment Portfolio Performance has crossed a pricing-tier breakpoint, per-unit cost is usually where alternatives diverge most clearly. Some apps in the list above carry a free tier; others are paid from day one. Compare the published plans on each alternative's page against your current bill — the gap is the only number worth acting on, and it is specific to your usage.
Coveo - AI-Powered Search & Recommendations for Salesforce · No Duplicates | Duplicate Management for SalesforceYou need a feature outside the focus
Each Salesforce category has a feature spectrum. The "Similar feature set" badge above marks alternatives whose feature signature most overlaps with Investment Portfolio Performance. The "Category leader" badge marks apps that may approach the same category from a different feature angle — useful if you want to widen rather than narrow your toolset.
No Duplicates | Duplicate Management for SalesforceSupport response has slowed you down
Support quality is the hardest thing to read from a listing, and it is the most common reason a switch gets made. Read the most RECENT reviews on each alternative's profile rather than the lifetime average — recency is what tells you how the app is supported today, and trailing review velocity is the freshest signal AppRanks tracks.
FREQUENTLY ASKED
Answers built from the data.
Built from the same scores the ranking uses — so they won't contradict the table.
For most accounts under typical category usage, the answer depends on tier. No Duplicates | Duplicate Management for Salesforce is in the free band (Free), while Investment Portfolio Performance is free (Free). At parity scale, the cheaper option can save 30–60% — but feature-for-feature swaps usually narrow the gap above the second tier.
VERDICT · UPDATED TODAY
If you're moving from Investment Portfolio Performance, the most common landing spots are No Duplicates | Duplicate Management for Salesforce (unknown feature match, audit null/100) and Coveo - AI-Powered Search & Recommendations for Salesforce (pricing leverage + breadth). Skip ISVapp App Analytics unless your use case is unusual.
If feature parity matters most
→ No Duplicates | Duplicate Management for Salesforce
Unknown feature parity. Audit null, 5.00★.
If pricing matters most
→ Coveo - AI-Powered Search & Recommendations for Salesforce
Best for cost-sensitive teams. 5.00★ across 62 reviews.
If you're scaling enterprise
→ PipeLaunch LinkedIn & GPT Integration
Strongest scale fit when category usage exceeds typical thresholds. Vendor-evaluate before committing.
Continue your research
Audit Investment Portfolio Performance's listing
See where Investment Portfolio Performance ranks 0–100 on listing completeness, screenshots, and description quality.
Open auditInvestment Portfolio Performance vs No Duplicates | Duplicate Management for Salesforce
Side-by-side feature deltas, shared keywords, rating curves over the trailing 12 months.
Open compareSalesforce category leaders
Highest-rated Salesforce apps by intent. The category-by-category leaderboard.
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