FundCount vs Chartsmart

Starting Price

Not provided by vendor

$600.00/year/user

Best For

Hedge funds, fund administrators, family offices, private equity funds, and other investment professionals.

Our target market is primarily Canadian and U.S. investors. Canadian Investors will find that Chartsmart Screens are more detailed than any other product (ie screen out private placements.)

Rating


4.5 / 5
(6)
Read All Reviews

4.3 / 5
(3)

Ideal number of Users

1 - 1000+

100-499

Ease of Use


4.2 / 5

5 / 5

Customer Support


4.2 / 5

5 / 5

Features & Functionality


4.4 / 5

4 / 5

Value for Money


3.3 / 5

5 / 5

Product Features

  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • check Real Estate
  • check Risk Management
  • close Accounting Management
  • close Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

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View 5 screenshots 4476 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
  • close Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • close Documentation

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FundCount vs Chartsmart

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