DealCloud vs FinFolio

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Rating


4.7 / 5
(13)
Read All Reviews

3.7 / 5
(9)
Read All Reviews

Ideal number of Users

2 - 99

1 - 1000+

Ease of Use


4.5 / 5

3.7 / 5

Customer Support


4.6 / 5

3.6 / 5

Features & Functionality


4.3 / 5

4.4 / 5

Value for Money


4.2 / 5

3.8 / 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
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

View 5 screenshots 75993 thumb
View 4 screenshots 91787 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
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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DealCloud vs FinFolio

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