Starting Price

Best For

Private Equity, Venture Capital and Real Estate Private Equity

Global Private Banks; Trust Banks; Family Offices; Wealth Management Firms; RIAs.

Rating

Ideal number of Users

1 - 1000+

100-499

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

• check Accounting Management
• close Benchmarking
• close Bonds / Stocks
• check Client Management
• check Client Portal
• close Commodity Futures
• close Compliance Reporting
• check Data Import / Export
• close For Investment Advisors
• close For Investors & Traders
• check 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
• 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
• check Risk Management

Screenshots

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
• close Webinars
• check Documentation

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