B2B white-label robo advisory vs eFront

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

10-49

10 - 499

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

Not provided by vendor
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

Capterra screenshot placeholder
View 3 screenshots 106310 thumb

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

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

share Share Your Comparison of eFront vs B2B white-label robo advisory


B2B white-label robo advisory vs eFront

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

10-49

10 - 499

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Not provided by vendor Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

Not provided by vendor
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

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

Share Your Comparison of eFront vs B2B white-label robo advisory