FinFolio vs HEDGEGUARD

Starting Price

Not provided by vendor Not provided by vendor

Best For

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

We work with the buy side community, with hedge funds and Crypto funds, family offices and asset managers.

Rating


3.5 / 5
(9)
Read All Reviews

5 / 5
(6)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 99

Ease of Use


3.5 / 5

4.5 / 5

Customer Support


3.5 / 5

5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

Value for Money


4 / 5

5 / 5

Product Features

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

Screenshots

View 4 screenshots 91787 thumb
View 5 screenshots 160430 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
  • check Webinars
  • check Documentation

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FinFolio vs HEDGEGUARD

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