Carta for Investors vs emX vs Juniper Square vs Windham Portfolio Advisor

Rating


4.5 / 5
(18)


4 / 5
(9)


5 / 5
(33)


5 / 5
(6)

Starting Price

Not provided by vendor Not provided by vendor Not provided by vendor Not provided by vendor

Best For

Carta serves accelerators, small and large venture capital funds, corporate VC, and limited partners.

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Real estate investment managers who manage outside capital

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Ideal number of Users

1 - 1000+

1000+

2 - 1000+

1 - 99

Ease of Use


4 / 5

3.5 / 5

5 / 5

4.5 / 5

Customer Support


4.5 / 5

4 / 5

5 / 5

5 / 5

Features & Functionality


4.5 / 5

4.5 / 5

5 / 5

5 / 5

Value for Money


4 / 5

3.5 / 5

5 / 5

4.5 / 5

Product Features

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

Screenshots

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View 5 screenshots 2366 thumb
View 4 screenshots 93855 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

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

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Carta for Investors vs emX vs Juniper Square vs Windham Portfolio Advisor

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