DealCloud vs FamilyWealthGuru

Starting Price

Not provided by vendor

$10,000.00/one-time

Best For

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

* Family Offices * Wealth Advisors * Stock Broking Firms * Private Banks

Rating


4.7 / 5
(13)
Read All Reviews

4.3 / 5
(3)

Ideal number of Users

2 - 99

2 - 49

Ease of Use


4.5 / 5

4.7 / 5

Customer Support


4.6 / 5

4.7 / 5

Features & Functionality


4.3 / 5

4.3 / 5

Value for Money


4.2 / 5

4.7 / 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
  • close 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
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

View 5 screenshots 75993 thumb
View 1 screenshot 136249 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
  • close Webinars
  • close Documentation

share Share Your Comparison of FamilyWealthGuru vs DealCloud

DealCloud vs FamilyWealthGuru

Share

share Share Your Comparison of FamilyWealthGuru vs DealCloud