Asset Manager vs Croesus vs Windham Portfolio Advisor

Starting Price

Not provided by vendor

$377.00/month/user

Not provided by vendor

Best For

SimCorp serves the worlds leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds.

Our clients range from single RIAs, brokerage firm as well as many Canadian Banks

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Rating


5 / 5
(1)


5 / 5
(1)


5 / 5
(6)

Ideal number of Users

2 - 1000+

1 - 1000+

1 - 99

Ease of Use


5 / 5

5 / 5

4.5 / 5

Customer Support


5 / 5

3 / 5

5 / 5

Features & Functionality


5 / 5

5 / 5

5 / 5

Value for Money


5 / 5

5 / 5

4.5 / 5

Product Features

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

Screenshots

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

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Asset Manager vs Croesus vs Windham Portfolio Advisor

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