Clienteer vs Cogency

Starting Price

Not provided by vendor

$1.00/month

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.

Not provided by vendor

Rating


4.5 / 5
(11)

(0)

Ideal number of Users

1 - 1000+

1 - 499

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

Screenshots

View 3 screenshots 95817 thumb
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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

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Clienteer vs Cogency

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