---
description: Learn more about Horizon Dashboard pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Horizon Dashboard Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Dashboard Software](/directory/30839/dashboard/software) > [Horizon Dashboard](/software/214412/horizon-dashboard)

# Horizon Dashboard

Canonical: https://www.capterra.ca/software/214412/horizon-dashboard

> Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Horizon Dashboard?

For investment professional use only. For the RIA, advisor or broker/dealer.

## About the vendor

- **Company**: Horizon Investments

## Commercial Context

- **Starting Price**: US$1.00
- **Pricing model**: Per Feature (Free Trial)
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Alerts/Notifications
- Benchmarking
- Client Portal
- Data Visualization Software
- Functions/Calculations
- Investments Tracking
- KPI Monitoring
- Performance Management
- Performance Metrics
- Portfolio Rebalancing
- Reporting/Analytics
- Risk Management Software

## Category

- [Dashboard Software](https://www.capterra.ca/directory/30839/dashboard/software)

## Related Categories

- [Dashboard Software](https://www.capterra.ca/directory/30839/dashboard/software)
- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Financial Services Software](https://www.capterra.ca/directory/31123/financial-services/software)

## Alternatives

1. [PayPal](https://www.capterra.ca/software/179251/paypal) — 4.6/5 (26340 reviews)
2. [Google Pay](https://www.capterra.ca/software/212826/google-pay) — 4.6/5 (913 reviews)
3. [Plaid](https://www.capterra.ca/software/174384/plaid) — 4.4/5 (100 reviews)
4. [Vestwell](https://www.capterra.ca/software/189123/vestwell) — 4.5/5 (74 reviews)
5. [Dynamo Software](https://www.capterra.ca/software/67068/dynamo) — 4.6/5 (34 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/214412/horizon-dashboard)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/214412/Horizon-Dashboard/> |
| en-AE | <https://www.capterra.ae/software/214412/horizon-dashboard> |
| en-AU | <https://www.capterra.com.au/software/214412/horizon-dashboard> |
| en-CA | <https://www.capterra.ca/software/214412/horizon-dashboard> |
| en-GB | <https://www.capterra.co.uk/software/214412/horizon-dashboard> |
| en-IE | <https://www.capterra.ie/software/214412/horizon-dashboard> |
| en-IL | <https://www.capterra.co.il/software/214412/horizon-dashboard> |
| en-IN | <https://www.capterra.in/software/214412/horizon-dashboard> |
| en-NZ | <https://www.capterra.co.nz/software/214412/horizon-dashboard> |
| en-SG | <https://www.capterra.com.sg/software/214412/horizon-dashboard> |
| en-ZA | <https://www.capterra.co.za/software/214412/horizon-dashboard> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Horizon Dashboard","description":"Grow your practice, improve your process.\n\nDesigned 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c1d285df-68a6-4e88-9c53-f0debc2235ef.png","url":"https://www.capterra.ca/software/214412/horizon-dashboard","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/214412/horizon-dashboard#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"offers":{"price":"1","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/214412/horizon-dashboard#faqs","mainEntity":[{"name":"What Is Horizon Dashboard?","@type":"Question","acceptedAnswer":{"text":"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.","@type":"Answer"}},{"name":"Who Uses Horizon Dashboard?","@type":"Question","acceptedAnswer":{"text":"For investment professional use only. For the RIA, advisor or broker/dealer.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Dashboard Software","position":2,"item":"/directory/30839/dashboard/software","@type":"ListItem"},{"name":"Horizon Dashboard","position":3,"item":"/software/214412/horizon-dashboard","@type":"ListItem"}],"@id":"https://www.capterra.ca/software/214412/horizon-dashboard#breadcrumblist"}]}
</script>