DealCloud vs Kwanti

Starting Price

Not provided by vendor Not provided by vendor

Best For

DealCloud is best for firms serving and operating in private capital markets.

Designed for businesses in financial advising and asset management, it is a portfolio modeling tool that helps create proposals using data visualization.

Ideal number of Users

2 - 99

1 - 99

Rating


4.6 / 5
(15)
Read All Reviews
(0)

Ease of Use


4.3 / 5

Customer Support


4.3 / 5

Features & Functionality


4.2 / 5

Value for Money


4 / 5

Product Features

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

Screenshots

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

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DealCloud vs Kwanti

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