FactSet vs Croesus vs SharePad
Description
FactSet
FactSet is a software that provides financial data and analytics to investment professionals. It's a tool designed for people who work in finance, like analysts and portfolio managers, to help them ma... Read More
Croesus
Croesus is a savvy tool designed for investment professionals who want to streamline their portfolio management processes. Whether you are a financial advisor, wealth manager, or work in an investment... Read More
SharePad
Running a small or mid-sized business comes with its fair share of challenges, but juggling day-to-day operations, customer relations, and growth initiatives shouldn't be one of them. That's where Sha... Read More
Contact Info
Year founded :
1978
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United States
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Year founded :
1987
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Canada
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Year founded :
2013
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Features
Market Data Solutions
Real-Time Data
Historical Data
Client Support
Personalized Training
24/7 Customer Service
Portfolio Management
Risk Analysis
Performance Tracking
Analytics and Insights
Custom Reports
Advanced Analytics
Financial Planning and Analysis
Comprehensive Budgeting Tools
Scenario Analysis
Portfolio Management
Performance Metrics
Centralized Portfolio Tracking
Compliance and Reporting
Regulatory Compliance Tools
Automated Reporting
Client Relationship Management
Client Interaction History
Task Management
Organization Tools
Search Functionality
Tagging System
Folder Management
Security Features
Data Encryption
Permission Controls
Activity Logs
Real-Time Collaboration
Live Editing
Commenting and Feedback
Instant Document Sharing
Integration Capabilities
Third-Party Apps
Sync with Cloud Services
API Access
Pricing
Pricing Not Available
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Metrics History
Metrics History
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