DocSend vs Fortress vs V3

Rating


5 / 5
(19)

(0)

(0)

Starting Price

$10.00/month/user

Not provided by vendor Not provided by vendor

Best For

Sales, marketing, business development, finance, fundraising, and recruiting.

Wealth Managers, Independent Asset Managers, Funds, Private Banks and Trust Companies

Not provided by vendor

Ideal number of Users

1 - 1000+

1 - 499

Not provided by vendor

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Product Features

  • close Compliance Management
  • check Contact Management
  • close Investor Accounting
  • check Investor Reporting
  • close P&L Calculation
  • close Partnership Accounting
  • close Performance Analysis
  • close Portfolio Analysis
  • close Portfolio Management
  • close Compliance Management
  • check Contact Management
  • close Investor Accounting
  • check Investor Reporting
  • close P&L Calculation
  • close Partnership Accounting
  • check Performance Analysis
  • check Portfolio Analysis
  • check Portfolio Management
  • check Compliance Management
  • close Contact Management
  • close Investor Accounting
  • close Investor Reporting
  • close P&L Calculation
  • close Partnership Accounting
  • check Performance Analysis
  • close Portfolio Analysis
  • check Portfolio Management

Screenshots

View 5 screenshots 31922 thumb
View 5 screenshots 35423 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation
Not provided by vendor

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DocSend vs Fortress vs V3

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