PureFacts Wealth Management vs Stessa

Starting Price

Not provided by vendor Not provided by vendor

Best For

Large banks, wealth management firms, investment advisories

Stessa helps both novice investors with one or two properties and sophisticated investors with large portfolios of properties.

Rating

(0)
4.8 / 5
(40)
Read All Reviews

Ideal number of Users

10 - 1000+

1 - 9

Ease of Use




4.6 / 5


  • "It is fairly easy to use so I can stay organized."

  • "Stessa is easy to use and keeps things simple and straightforward."

Customer Support




4.8 / 5


Features & Functionality




4.5 / 5


  • "I had built my own excel sheets but this combines all properties together which is really nice for broad view of my portfolio."

  • "Less spreadsheet use required. Great overall look/ charts."

Value for Money




4.9 / 5


  • "Great tool for anyone serious about their real estate investments."

  • "Will definitely recommend Stessa to other investors."

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
  • close 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
  • close Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

View 4 screenshots 137659 thumb
View 4 screenshots 168105 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
  • close Live Online
  • close Webinars
  • check Documentation

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PureFacts Wealth Management vs Stessa

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