Derivatas Platform vs Stock Portfolio Organizer

Starting Price

Not provided by vendor

$149.00/one-time

Best For

Not provided by vendor

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

Rating

(0)


5 / 5
(1)

Ideal number of Users

Not provided by vendor

1 - 1000+

Ease of Use


4 / 5

Customer Support


5 / 5

Features & Functionality


4 / 5

Value for Money


5 / 5

Product Features

Not provided by vendor
  • 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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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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Derivatas Platform vs Stock Portfolio Organizer

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share Share Your Comparison of Stock Portfolio Organizer vs Derivatas Platform