NüWorkflow vs Personal Capital

Starting Price

$1.00/year

Not provided by vendor

Best For

Investment firms looking to automate certain business processes, and perform data validation checks on a regular basis. Importing custodial transactions is also available.

Not provided by vendor

Rating


5 / 5
(3)

5 / 5
(2)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


4.5 / 5

5 / 5

Customer Support


5 / 5

4 / 5

Features & Functionality


5 / 5

5 / 5

Value for Money


5 / 5

5 / 5

Product Features

  • close Accounting Management
  • close Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • check 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
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

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NüWorkflow vs Personal Capital

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