inStream vs Smartleaf

Best For

Who Uses This Software?

Not provided by vendor

Not provided by vendor

Target Customer Size (Users)

Not provided by vendor

Not provided by vendor

Pricing

Starting Price

$137.00/month/user

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Ratings

Overall


4.5 / 5
(39)
(0)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Training & Support

Support

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

Training

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

share Share Your Comparison of Smartleaf vs inStream


inStream vs Smartleaf

inStream

by inStream Solutions

Best For

Who Uses This Software?

Not provided by vendor

Not provided by vendor

Target Customer Size (Users)

Not provided by vendor

Not provided by vendor

Pricing

Starting Price

$137.00/month/user

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(39)
(0)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Training & Support

Support

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

Training

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

Share Your Comparison of Smartleaf vs inStream