Stessa vs WealthObjects

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch customised omni-channel digital platforms, or to improve their existing offerings.

Rating


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

Ideal number of Users

1 - 9

2 - 1000+

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

  • 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
  • check 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
  • check For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • check Real Estate
  • check Risk Management

Screenshots

View 4 screenshots 168105 thumb
View 5 screenshots 166208 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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Stessa vs WealthObjects

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