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VestServe vs TradeSmart Comparison

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Overview

VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage...

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$

27500

/yryear
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features85
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Multi-Channel Management
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Support Ticket Management
  • Third Party Integrations
  • Trade Tracking
  • User Defined Attributes
  • Workflow Management
  • Total features42
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Multi-Channel Management
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Support Ticket Management
  • Third Party Integrations
  • Trade Tracking
  • User Defined Attributes
  • Workflow Management

Integrations

  • Total integrations1
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

VestServe vs. TradeSmart

See how VestServe and TradeSmart stack up against each other by comparing features, pricing, ratings, integrations, security & more.