Clienteer vs DocSend vs Portfolio Probe

Starting Price

Not provided by vendor

$10.00/month/user

$30,000.00/one-time/user

Best For

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.

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

Not provided by vendor

Rating


4.5 / 5
(11)


5 / 5
(19)

(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


5 / 5

4.5 / 5

Product Features

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

Screenshots

View 3 screenshots 95817 thumb
View 5 screenshots 31922 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
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

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Clienteer vs DocSend vs Portfolio Probe

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