B2B white-label robo advisory vs eFront

Starting Price

Not provided by vendor Not provided by vendor

Best For

Banks, insurances, wealth managers, financial advisory firms/broker pools, non-banks

Over 700 companies chose eFront to be their alternative investment and risk management solutions provider.

Rating

(0)

(0)

Ideal number of Users

10-49

10 - 499

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

Not provided by vendor
  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close 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

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

Training

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

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B2B white-label robo advisory vs eFront

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