Broker-Lender CRM vs XENTIS

Starting Price

Not provided by vendor Not provided by vendor

Best For

New or Established Broker or Lending business

XENTIS users include fund management companies and asset managers, investment firms, custodian banks, insurance companies and pension funds, private banks, wealth managers and family offices.

Rating

(0)

(0)

Ideal number of Users

1 - 1000+

10 - 1000+

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

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

Screenshots

View 2 screenshots 108975 thumb
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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

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

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Broker-Lender CRM vs XENTIS

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