Software recommendations - portfolio analytics

Hi - DH and I are approaching retirement age and need to get a handle on our portfolio. Due to our employment history plus some inheritances, we have a bit of a mess. We have managed to get all of it in two places - YEAH- but we would like some analysis outside of our financial planner. Looking for \* What are all of our mutual funds composed of - and are they overlapping with the same stocks or bonds? \* How are we comparing to financial benchmarks - Dow, S&P 500, etc. \* Conservative? Aggressive? Large-Cap, small -cap, is it income, growth, etc? \* Some What-if - like if we added more of this or sold some of that. I can upload info to a site, but would prefer not to have to enter every single element into a website like the Morningstar one. It doesn't have to connect to our accounts (two different brokerages), and we don't need up to the second values. We have Monarch for tracking our bills and spending. I am okay with it, but not really enthused. We did try Empower a few years ago, but it wouldn't link to 90% of our accounts, and the upload feature sucked at that time. Willing to pay a reasonable monthly/annual fee, and would prefer not to be hounded by sales reps. Any recommendations?????