Cloud Financial Services CRM vs Kurtosys

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

1 - 99

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Yes No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

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Capterra screenshot placeholder

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

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

share Share Your Comparison of Kurtosys vs Cloud Financial Services CRM


Cloud Financial Services CRM vs Kurtosys

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

1 - 99

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Yes No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

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

Share Your Comparison of Kurtosys vs Cloud Financial Services CRM