Cloud Financial Services CRM vs Treasury Management Solution

Starting Price

Not provided by vendor Not provided by vendor

Best For

Asset Management companies as Hedge Funds

Hedge Funds, Administrators, Fund of Funds, Private Equity, Alternative asset managers, Managed Account Platforms

Rating

(0)

(0)

Ideal number of Users

1 - 99

1 - 99

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

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

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

share Share Your Comparison of Treasury Management Solution vs Cloud Financial Services CRM

Cloud Financial Services CRM vs Treasury Management Solution

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share Share Your Comparison of Treasury Management Solution vs Cloud Financial Services CRM