Cloud Financial Services CRM vs Kurtosys

Starting Price

Not provided by vendor Not provided by vendor

Best For

Asset Management companies as Hedge Funds

Web-based platform that helps asset managers, insurance providers, asset servicers, private equity firms and financial services build fund centers, automate marketing documents, and launch campaigns.

Rating

(0)

(0)

Ideal number of Users

1 - 99

Not provided by vendor

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

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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Cloud Financial Services CRM vs Kurtosys

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