Investors WorkStation vs Tercero

Best For

Who Uses This Software?

Independent investment advisors and individual investors who invest for themselves.

Not provided by vendor

Target Customer Size (Users)

1 - 999

Not provided by vendor

Pricing

Starting Price

$350.00/one-time/user

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

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 1 screenshot 26262 thumb
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Ratings

Overall


5 / 5
(1)
(0)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

share Share Your Comparison of Tercero vs Investors WorkStation


Investors WorkStation vs Tercero

Tercero

by Third Financial Software

Best For

Who Uses This Software?

Independent investment advisors and individual investors who invest for themselves.

Not provided by vendor

Target Customer Size (Users)

1 - 999

Not provided by vendor

Pricing

Starting Price

$350.00/one-time/user

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • 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

Ratings

Overall


5 / 5
(1)
(0)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

Share Your Comparison of Tercero vs Investors WorkStation