sparkles

close The more precise your question, the better our AI can answer it (several lines with shift + enter).
Appvizer's AI guides you in the use or selection of enterprise SaaS software.

sparkles

close The more precise your question, the better our AI can answer it (several lines with shift + enter).
Appvizer's AI guides you in the use or selection of enterprise SaaS software.

FundEngine : Innovative Investment Management for Modern Advisors

FundEngine : Innovative Investment Management for Modern Advisors

FundEngine : Innovative Investment Management for Modern Advisors

No user review

Are you the publisher of this software? Claim this page

FundEngine: in summary

FundEngine is a powerful software solution designed for financial advisors and investment managers seeking efficient portfolio management. It excels in seamless asset allocation, insightful performance analytics, and automated client reporting, setting it apart from other financial tools.

What are the main features of FundEngine?

Efficient Asset Allocation

FundEngine offers comprehensive tools for efficient asset allocation, allowing financial advisors to create diversified and balanced portfolios with ease.

  • Customizable asset class filters
  • Real-time market data integration
  • Automated rebalancing options

Insightful Performance Analytics

With its focus on insightful performance analytics, FundEngine provides users with deep insights into portfolio performance, enhancing decision-making and strategy development.

  • Detailed performance tracking and reporting
  • Comparative analysis against industry benchmarks
  • Scenario modeling for future forecasting

Automated Client Reporting

The software excels in automated client reporting, simplifying the process of keeping clients informed with up-to-date and accurate data.

  • Customisable report templates
  • Scheduled report generation and distribution
  • Visual data representations for easy comprehension
FundEngine - FundEngine-screenshot-0 FundEngine - FundEngine-screenshot-0

FundEngine: its rates

standard

Rate

On demand

Clients alternatives to FundEngine

Salesforce Sales Cloud

The world's number 1 CRM

star star star star star-half-outlined
4.4
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
check-circle Free trial
check-circle Free demo

Paid version from €25.00 /month

Streamline customer data and insights with powerful CRM software, improving sales efficiency and customer satisfaction.

chevron-right See more details See less details

Utilize customizable dashboards and reports to gain a comprehensive view of your sales pipeline, track progress and forecast future sales trends. Collaborate with team members and automate routine tasks to focus on building strong customer relationships.

Read our analysis about Salesforce Sales Cloud

Benefits of Salesforce Sales Cloud

check Improves sales team productivity and performance

check Enables data-driven decision making

check Enhances customer experience and loyalty

Learn more

To Salesforce Sales Cloud product page

Salesforce Starter

The complete CRM & marketing suite for start-ups, VSEs and SMEs

star star star star star-half-outlined
4.4
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Customer relationship management software offering a turnkey solution for customer tracking and analysis.

chevron-right See more details See less details

Salesforce Starter is positioned as an essential customer relationship management (CRM) solution, particularly suited to small and medium-sized businesses looking to boost their customer follow-up. Featuring advanced analysis, contact management, sales opportunity tracking and an intuitive dashboard, it helps companies personalise their approach to customers and optimise their sales strategies.

Read our analysis about Salesforce Starter
Learn more

To Salesforce Starter product page

Pipedrive

Maximise your sales efficiency

star star star star star-half-outlined
4.5
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from €14.90 /month

Organize and streamline your customer interactions with our CRM software. Track leads, deals, and communication all in one place.

chevron-right See more details See less details

Our CRM software simplifies your sales process with customizable pipelines, automatic data capture, and easy-to-use reporting tools. Stay on top of your sales game with Pipedrive.

Read our analysis about Pipedrive

Benefits of Pipedrive

check Simplifies sales: manage deals, contacts, and activities

check Boosts productivity: automate tasks and streamline workflows

check Data-driven decisions: powerful reporting and tools

Learn more

To Pipedrive product page

See every alternative

Appvizer Community Reviews (0)
info-circle-outline
The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.

Write a review

No reviews, be the first to submit yours.