Foundersuite vs Wealth Management Platform

Starting Price

$49.00/month

$7.95/month/user

Best For

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Not provided by vendor

Rating


4.6 / 5
(90)
Read All Reviews

3.5 / 5
(5)

Ideal number of Users

1 - 99

1 - 49

Ease of Use


4.6 / 5

4 / 5

Customer Support


4.8 / 5

3 / 5

Features & Functionality


4.4 / 5

4 / 5

Value for Money


4.3 / 5

4.5 / 5

Product Features

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

Screenshots

View 5 screenshots 101433 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

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

share Share Your Comparison of Wealth Management Platform vs Foundersuite

Foundersuite vs Wealth Management Platform

Share

share Share Your Comparison of Wealth Management Platform vs Foundersuite