PureFacts Wealth Management vs SmartDocs

Starting Price

Not provided by vendor Not provided by vendor

Best For

Large banks, wealth management firms, investment advisories

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

Rating

(0)
5 / 5
(1)

Ideal number of Users

10 - 1000+

1 - 1000+

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

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

Screenshots

View 4 screenshots 137659 thumb
View 4 screenshots 138998 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
  • close In Person
  • check Live Online
  • close Webinars
  • close Documentation

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PureFacts Wealth Management vs SmartDocs

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