Stessa vs Engage

Starting Price

Not provided by vendor

$145.00/month/user

Best For

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

Wealth Managers, Financial Advisors, RIAs, and a growing segment of Asset Managers.

Ideal number of Users

1 - 9

10 - 999

Rating


4.8 / 5
(41)
Read All Reviews
(0)

Ease of Use


4.7 / 5


  • "This is super easy to use and set up. The software walks you through property set up one question at a time."

  • "It is fairly easy to use so I can stay organized."



Customer Support


4.8 / 5


  • "Positive, I have already recommended it to my colleagues. Customer Service getting back to me so quick."

  • "Very professional site and responsive / knowledgeable support staff."



Features & Functionality


4.5 / 5


  • "Less spreadsheet use required. Great overall look/ charts."

  • "Allows receipts to be attached to transactions. Provides strong visuals of expenses and cash flows."



Value for Money


4.9 / 5


  • "It helps me as a newer investor to categorize my transactions which I suspect will be very helpful when it comes to tax season."

  • "Will definitely recommend Stessa to other investors."



Product Features

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

Screenshots

View 4 screenshots 168105 thumb
View 5 screenshots 213299 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 Engage

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Engage vs Stessa