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FundExpert VS Sharesight

Let’s have a side-by-side comparison of FundExpert vs Sharesight to find out which one is better. This software comparison between FundExpert and Sharesight is based on genuine user reviews. Compare software prices, features, support, ease of use, and user reviews to make the best choice between these, and decide whether FundExpert or Sharesight fits your business.

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  • Rating & Review
  • Platforms
  • Recommended
  • img 2 Ratings & 1 Reviews
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Pricing

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Price Plans

₹ 10000

Startup Package

₹ 40000

Growth Package

₹ 65000

Corporate Package

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$ 9

Starter

$ 24

Investor

$ 31

Expert

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  • Techjockey Verified
  • Free Trial
  • Lifetime Plan
  • img
  • img Free Trial
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  • img
  • img Free Trial
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Offers

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Available offers & discounts

img Save upto 28%, Get GST Invoice on your business purchase

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Best deals by our expert on your business requirements

Ratings

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Overall ratings

2.8

2 Ratings & 1 Reviews

45% Likelihood to Recommend

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Pros & Cons

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Pros

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FundExpert's broad portfolio management features are one aspect of the platform ...Read more - Smartfinbiz MF Jul 27, 2023

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Currently no pros are available. Please check back later

Cons

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The user interface is a little awkward and less user-friendly than I would like,...Read more - Smartfinbiz MF Jul 27, 2023

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Currently no cons are available. Please check back later

Best Use for

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Business Size:

  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees
  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees

Business Type:

  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers
  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers

Industries:

  • imgInsurance
  • imgFinance
  • imgFinancial Institutions
  • imgStock Market
  • imgAll Industries

We provide the best software solution for your business needs

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Features

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Product features

  • checked Mutual Fund Investment
  • checked Operational Module
  • checked Advisory
  • checked Robo Advisory
  • checked Portfolio Re-Balancing
  • checked Best UI & UX
  • checked Goals Tracking
  • checked Portfolio Monitoring
  • checked Go Paperless
  • checked ROI reporting
  • checked Portfolio Tracking
  • checked Reporting
  • checked Multi Currency
  • checked Collaboration
  • checked Tax Management
  • checked Performance Metrics
  • checked Dividend Tracking

Specifications

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Deployment

  • img Web based
  • img On Premises
  • img Web based
  • img On Premises

Device Supported

  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet
  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet

Supported Platforms

  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu
  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu

Languages support

  • imgEnglish
  • imgहिन्दी
  • imgEnglish

Alternatives

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Top Alternative Products

MProfit

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Portseido

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MRI Real Estate Investment Software

MRI Real Estate Investment Software


See all FundExpert alternatives img
Portseido

Portseido


MProfit

MProfit


Forex Tester

Forex Tester


MRI Real Estate Investment Software

MRI Real Estate Investment Software


See all Sharesight alternatives img

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Similar Comparison

FundExpert vs Sharesight Comparison FAQs

Software questions,
answered

While FundExpert offers customized features, Sharesight has diverse modules. Select between FundExpert or Sharesight as per your business needs.

Both these products offer similar features but with a different approach. While FundExpert emphasizes on user experiences, Sharesight focuses on functionalities.

It all depends on the functionalities that you prefer. While FundExpert offers add-ons along with essential features, Sharesight emphasizes on customization.

No, the difference between FundExpert and Sharesight lies in terms of features and functionalities. While FundExpert can be customized as per the user’s needs, Sharesight addresses the diverse audience.

It depends upon your business requirement. Both FundExpert and Sharesight provides standard features to cater diverse industry needs.

The difference lies in terms of the user interface and functionalities. While FundExpert is customizable, FundExpert offers comprehensive modules.

A Quick Comparison Between FundExpert vs Sharesight

Choosing any software for your organisation is a crucial decision. As a decision maker, you must ensure that the software you choose addresses the pain points of your teams and reaps maximum benefit for you.

  • Comparison of FundExpert vs Sharesight In terms of Features
  • Comparison Between FundExpert and Sharesight In terms of Deployment Type
  • FundExpert or Sharesight: Which Is Ideal for Your Industry
  • Which Is Better? - FundExpert or Sharesight

Comparison of FundExpert vs Sharesight In terms of Features

FundExpert includes features like Mutual Fund Investment, Operational Module, Advisory and Robo Advisory. Sharesight is known for functionalities like Portfolio Tracking, Reporting, Multi Currency and Collaboration. When you compare FundExpert vs Sharesight, look for scalability, customization, ease of use, customer support and other key factors. The one which suits your business needs is the best.

Comparison Between FundExpert and Sharesight In terms of Deployment Type

While FundExpert supports Web Based deployment; Sharesight is suitable for Web Based deployment. While selecting between FundExpert and Sharesight, figure out which one of the two is compatible with your devices. This will help in reducing the hassle after implementation.

FundExpert or Sharesight: Which Is Ideal for Your Industry

FundExpert is ideal for industries like Insurance, Finance and Financial Institutions. For All Industries, Sharesight is a better choice. If you are confused between FundExpert or Sharesight, you can also check if the software has customizable modules for your industry. Industry-specific functionalities will ensure higher efficiency and ROI. However, do check for the hidden price, is any.

Which Is Better? - FundExpert or Sharesight

FundExpert and Sharesight can be used for different purposes and are well-suited for teams with specific needs. If you are looking for a platform that is easy to use, has low barriers to entry, and offers a lot of customization, flexibility, and integration options, then you must compare their specifications in detail at the time of demo. Compare FundExpert and Sharesight during demo to decide which one is best for your business.

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