Clienteer vs Quantifi

Starting Price

Not provided by vendor Not provided by vendor

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.

Designed for financial institutions such as global banks, hedge funds, asset managers, pension funds & insurance companies, it provides solutions to manage commodities, investment trading and more.

Rating


4.5 / 5
(11)

(0)

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4.5 / 5

Value for Money


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

Screenshots

View 3 screenshots 95817 thumb
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

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

share Share Your Comparison of Quantifi vs Clienteer

Clienteer vs Quantifi

Share

share Share Your Comparison of Quantifi vs Clienteer