DocSend vs Fortress

Rating


5 / 5
(19)

(0)

Starting Price

$10.00/month/user

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

Ideal number of Users

1 - 1000+

1 - 499

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

Screenshots

View 5 screenshots 31922 thumb
View 5 screenshots 35423 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
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

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DocSend vs Fortress

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