Asset Manager vs Stock Portfolio Organizer

Best For

Who Uses This Software?

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

Not provided by vendor

Target Customer Size (Users)

2 - 1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

Screenshots

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Ratings

Overall


5 / 5
(1)
(0)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

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

Training

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

share Share Your Comparison of Stock Portfolio Organizer vs Asset Manager


Asset Manager vs Stock Portfolio Organizer

Stock Portfolio Organizer

by Stock Portfolio Organizer

Best For

Who Uses This Software?

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

Not provided by vendor

Target Customer Size (Users)

2 - 1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

Ratings

Overall


5 / 5
(1)
(0)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

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

Training

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

Share Your Comparison of Stock Portfolio Organizer vs Asset Manager