SmartDocs vs TechRules Tower

Starting Price

Not provided by vendor Not provided by vendor

Best For

Investment managers in multiple verticals, including hedge funds, funds of funds, private equity, real estate, institutional investors, family offices, prime brokerages and fund administrators.

TechRules partners major financial institution, Retail Banking, Asset & Portfolio Managers, Fund Managers, Personal Banking, Family Offices, IFAs, Private Banking, Private Wealth Managers.

Rating


5 / 5
(1)

(0)

Ideal number of Users

1 - 1000+

10 - 99

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • 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
  • close Accounting Management
  • check Benchmarking
  • check 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

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

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SmartDocs vs TechRules Tower

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