What is better Salesforce Financial Services Cloud or Capdesk? We are here to improve the cumbersome process of comparing Accounting Software products for you. For example, on this page you can verify the overall performance of Salesforce Financial Services Cloud (8.8) and contrast it with the overall performance of Capdesk (7.0). You may also match their overall user satisfaction rating: Salesforce Financial Services Cloud (98%) vs. Capdesk (N/A%).
Likewise, research their services carefully to determine which product can better tackle your company’s needs. In general, any business solution has to let you to comfortably view the big picture, at the same time offering you immediate access to the details.
Users who are pressed for time or could use a Financial Reporting Software recommendation from our experts may want to examine these top choices for the current year: Zoho Books, NetSuite ERP, FreshBooks.
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Capdesk provides three SMB and enterprise pricing plans for users to choose from. The plans are available through an annual subscription with pricing based on the number of stakeholders involved. Check out the plans below to determine which one suits your requirements:
Capdesk is an efficient and flexible equity management software that makes the administration of employee private equity plans stress-free and compliant.
You should keep in mind that while both Salesforce Financial Services Cloud and Capdesk may provide an outstanding array of features each service may be aimed at a different company size. If you are analyzing various solutions you should focus on a company type they are catering to. Certain elements may scale up with no problem for huge enterprises but if you have a small or mid-sized business it’s usually more sensible to refrain paying for advanced features that you might never have a chance to use.
Page last modified
Why is FinancesOnline free?
FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
