Smartsheet Alternatives for Financial Advisors - Faster
Make Smartsheet work better for financial advisors.
- •Keep Smartsheet and deliver client-ready reports: export grouped and summarized PDFs and Excel files with column descriptions.
- •Import client data fast: load Excel, CSV, OpenDocument, or TXT files directly into your existing sheets.
- •Avoid surprises with usage alerts and sheet stats so large portfolios don’t cause failures.
Are you tired of wasting hours in Smartsheet doing the same tedious steps?
SSFeatures makes Smartsheet faster, smarter, and easier to use.
It's a simple browser extension, packed with powerful tools that save you hours every week.
Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox.
Save hours every week in Smartsheet! Try SSFeatures free today!
Use Cases
Replace ‘must-have’ features from alternatives - Generate stakeholder-ready PDFs/Excels with preserved groups and summaries, surface column descriptions in reports, and enable true multi-level sorts—even when filters are active—so Smartsheet matches competitor reporting.
Scale with enterprise controls—without migrating - Use usage alerts, row/column/reference stats, and bulk column tools to keep big workspaces stable. Standardize builds with reusable column templates and copy/pasteable automations.
Speed onboarding and data exchange - Import Excel/CSV/TXT directly into existing sheets, map fields quickly, and auto-resort on change so integrations stay accurate. Export grouped data to share offline with clients who don’t use Smartsheet.
Frequently Asked Questions
SSFeatures adds grouped/summarized PDF & Excel exports and column descriptions, giving you clean, shareable reports inside Smartsheet—no migration, retraining, or data loss.
Yes. It provides detailed sheet/report stats, cross-sheet reference counts, and customizable alerts before limits hit, plus bulk column tools and quick hide/unhide to keep performance healthy.
Absolutely. Auto-re-sort keeps views correct as data changes; Sort works even with filters; and you can copy/paste automations and conditional formats to reuse proven workflows across sheets.
SSFeatures has a 30-day free trial with full access to all features. No credit card or account required—just download and start using it.
Yes. SSFeatures runs entirely in your browser and never sends your Smartsheet data to any outside server. We're also a Smartsheet Tech Partner. Learn more.
After 30 days, you can subscribe to continue using SSFeatures. We'll notify you before the trial ends. Pricing starts at $10/user/month when billed yearly.
Thousands of Smartsheet users across many industries use SSFeatures every day.
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
Available for Chrome, Safari, Edge, and Firefox
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
Copy and Paste Automation Workflows
Copy automation workflows between sheets in seconds.
Hear what users say
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
Pricing
SSFeatures offers a 30-day free trial for all users with no sign-up or credit card required! After the trial, you can continue enjoying all features with our simple subscription plan.
You can manage your licenses and grant access to your company's domain in the SSFeatures dashboard.
How many users?
Premium Membership
$10/Month (USD)
Billed Yearly
Saves $24 per year
17% discount
Subscribe Now
Enterprise Membership
Do you need more than 50 licenses for your company?
Please contact us and our sales team will reach out to you for more information.
Security and Privacy
SSFeatures runs entirely in your browser and never sends your Smartsheet data to our servers. We're a Smartsheet Tech Partner. Learn more.
Related Resources
| Compare SSFeatures vs. Other Smartsheet Tools | Compare SSFeatures with other Smartsheet add-ons and learn which features save the most time for your team. |
| Smartsheet Alternatives With SAP Integration - Save Time | Smartsheet alternatives with SAP integration: SSFeatures imports SAP exports, maps columns, exports grouped Excel/PDF reports so data loads cleanly. Try now. |
| Smartsheet Alternatives With OneDrive Integration - Seamless | Smartsheet alternatives with OneDrive integration: SSFeatures opens and syncs Excel files in Smartsheet, exports Excel/PDF reports, and speeds updates. Try now. |
| Smartsheet Alternatives With NetSuite Integration - Reliable | Smartsheet alternatives with NetSuite integration: SSFeatures imports NetSuite exports, maps columns, exports clean reports, and cuts manual cleanup. Try now. |
Log In
© 2024 - 2026 SSFeatures, LLC
Made in California
