DealCloud vs Complex Interests

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Complex Interests is ideal for family offices, multi-family offices, accounting firms, and boutique wealth advisors who serve as the most trusted advisors to high-net-worth families.

Rating


4.7 / 5
(14)
Read All Reviews

5 / 5
(1)

Ideal number of Users

2 - 99

1 - 499

Ease of Use


4.4 / 5

5 / 5

Customer Support


4.5 / 5

5 / 5

Features & Functionality


4.3 / 5

5 / 5

Value for Money


4.2 / 5

5 / 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
  • close Accounting Management
  • close Benchmarking
  • close 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
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

View 5 screenshots 75993 thumb
View 5 screenshots 82511 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
  • check Documentation

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DealCloud vs Complex Interests

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