AppFolio Investment Management vs Asset Manager vs Croesus

Starting Price

$1.00/month

Not provided by vendor

$377.00/month/user

Best For

Investment managers who rely heavily on customer interactions

SimCorp serves the worlds leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds.

Our clients range from single RIAs, brokerage firm as well as many Canadian Banks

Rating


5 / 5
(1)


5 / 5
(1)


5 / 5
(1)

Ideal number of Users

1 - 499

2 - 1000+

1 - 1000+

Ease of Use


5 / 5

5 / 5

5 / 5

Customer Support


5 / 5

5 / 5

3 / 5

Features & Functionality


5 / 5

5 / 5

5 / 5

Value for Money


5 / 5

5 / 5

5 / 5

Product Features

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

Screenshots

View 3 screenshots 163752 thumb
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Platform

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

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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AppFolio Investment Management vs Asset Manager vs Croesus

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