Clienteer vs SmartDocs

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.

Investment managers in multiple verticals, including hedge funds, funds of funds, private equity, real estate, institutional investors, family offices, prime brokerages and fund administrators.

Rating


4.5 / 5
(11)


5 / 5
(1)

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

Value for Money


5 / 5

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
  • check Contact Management
  • check 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
View 4 screenshots 138998 thumb

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

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Clienteer vs SmartDocs

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