VestServe vs ETNA Digital Advisor

Starting Price

$27,500.00/year

$500.00/month/user

Best For

Vestserve provides mission critical portfolio management and accounting software and services to asset managers, family offices, hedge funds, mutual funds, endowments and insurance companies.

- digital advisors, - financial advisors, - RIAs, - online broker-dealers, - banks, - WealthTech, FinTech startups

Rating

(0) (0)

Ideal number of Users

1 - 99

1000+

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

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

Screenshots

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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
  • check Live Online
  • close Webinars
  • check Documentation

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VestServe vs ETNA Digital Advisor

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