Deltek Vision vs Finaeo

Rating


4 / 5
(422)


4.5 / 5
(13)

Starting Price

Not provided by vendor

$79.00/month/user

Best For

Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.

We target independent financial advisors and small & medium-sized firms. Our bread & butter are insurance agents, financial planners, wealth managers, and financial advisors.

Ideal number of Users

2 - 1000+

1 - 999

Ease of Use


3.5 / 5

4.5 / 5

Customer Support


4 / 5

5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


3.5 / 5

5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management
  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • close Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Deltek Vision vs Finaeo

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