Asset Manager vs Stock Portfolio Organizer

Starting Price

Not provided by vendor

$149.00/one-time

Best For

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

Investment managers, Investment management companies, asset managers, Individual investors

Rating


5 / 5
(1)


5 / 5
(2)

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


5 / 5

4.5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


5 / 5

4.5 / 5

Value for Money


5 / 5

5 / 5

Product Features

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

Screenshots

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View 5 screenshots 101676 thumb

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
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of Stock Portfolio Organizer vs Asset Manager

Asset Manager vs Stock Portfolio Organizer

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share Share Your Comparison of Stock Portfolio Organizer vs Asset Manager