DocSend vs Clienteer vs ProFundCom

Starting Price

$10.00/month/user

Not provided by vendor Not provided by vendor

Best For

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

Hedge fund solution for institutional asset managers which helps with transaction reporting, data aggregators, account activity tracking, built-in workflow functionality, tear sheets and more.

Not provided by vendor

Rating


5 / 5
(19)


4.5 / 5
(11)

(0)

Ideal number of Users

1 - 1000+

1 - 1000+

Not provided by vendor

Ease of Use


4.5 / 5

4.5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

Value for Money


4.5 / 5

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

Screenshots

View 5 screenshots 31922 thumb
View 3 screenshots 95817 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
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

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

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DocSend vs Clienteer vs ProFundCom

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