ATWeb vs PerTrac

Rating

(0)


3 / 5
(1)

Starting Price

Not provided by vendor Not provided by vendor

Best For

Not provided by vendor

Cloud-based investment management solution that helps businesses with investment analysis, asset allocation, peer group analysis, portfolio construction, reporting, communication and more.

Ideal number of Users

Not provided by vendor

Not provided by vendor

Ease of Use


2 / 5

Customer Support


3 / 5

Features & Functionality


2 / 5

Value for Money


2 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • check 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
  • close Accounting Management
  • check 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
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close 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

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

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ATWeb vs PerTrac

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