DealCloud vs inStream

Starting Price

Not provided by vendor

$137.00/month/user

Best For

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

Web-based tool for financial advisors which helps with reporting, client loyalty, proactive planning, business intelligence, marketing trends and more.

Rating


4.7 / 5
(14)
Read All Reviews

4.7 / 5
(40)
Read All Reviews

Ideal number of Users

2 - 99

2 - 499

Ease of Use


4.4 / 5



4.6 / 5


  • "The posrtal very useful and easy to use, the only thing is i can't find a reviews for the websites hosting."

  • "This is a really easy to use and set up way to track clients."

Customer Support


4.5 / 5



4.6 / 5


Features & Functionality


4.3 / 5



4.2 / 5


Value for Money


4.2 / 5



4.5 / 5


Product Features

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

Screenshots

View 5 screenshots 75993 thumb
View 4 screenshots 175585 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
  • close Live Online
  • check Webinars
  • close Documentation

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DealCloud vs inStream

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