Coconut Financial vs Portfolio Lab

Starting Price

$100.00/month/user

$2,000.00/year

Best For

Coconut Software is appointment scheduling built for enterprise financial services organizations including credit unions and retail banks. Clients include Jackson Hewitt, H&R Block and TCU Financial.

Investment teams, RIAs, family offices, financial advisors

Rating


4.6 / 5
(7)
Read All Reviews
(0)

Ideal number of Users

10 - 1000+

1 - 1000+

Ease of Use


4.7 / 5

Customer Support


5 / 5

Features & Functionality


4 / 5

Value for Money


4.7 / 5

Product Features

  • close Analytics
  • check Branch Optimization
  • close Channel Management
  • close Compliance Management
  • check Customer Engagement
  • close Performance Management
  • close Risk Management
  • check Analytics
  • close Branch Optimization
  • close Channel Management
  • check Compliance Management
  • check Customer Engagement
  • check Performance Management
  • check Risk Management

Screenshots

View 1 screenshot 23982 thumb
View 2 screenshots 163372 thumb

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

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Coconut Financial vs Portfolio Lab

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