Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • CharityTracker Reviews & Ratings
    1,412 Ratings
    Company Website
  • Referral Factory Reviews & Ratings
    343 Ratings
    Company Website
  • CompAccelerator Reviews & Ratings
    29 Ratings
    Company Website
  • CXT Software Reviews & Ratings
    63 Ratings
    Company Website
  • AdaCare Reviews & Ratings
    108 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    207 Ratings
    Company Website
  • Ganttic Reviews & Ratings
    240 Ratings
    Company Website
  • ArboStar Reviews & Ratings
    336 Ratings
    Company Website

Media

Media

Integrations Supported

Regal

Integrations Supported

Regal

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simplicitree

Company Location

United States

Company Website

www.simplicitreeplan.com

Company Facts

Organization Name

SIMON Markets

Date Founded

2018

Company Location

United States

Company Website

www.simon.io/solutions/

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software

Popular Alternatives

eMoney Reviews & Ratings

eMoney

eMoney Advisor
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
MoneyGuidePro Reviews & Ratings

MoneyGuidePro

MoneyGuide
Summit Reviews & Ratings

Summit

Summit Wealth Systems