What is better Salesforce Financial Services Cloud or OptionTrax? To make sure you acquire the most helpful and productive Accounting Software for your business, you should compare products available on the market. For example, here you may match Salesforce Financial Services Cloud’s overall score of 8.8 against OptionTrax’s score of 8.0. You can also evaluate their general user satisfaction: Salesforce Financial Services Cloud (98%) vs. OptionTrax (97%).
Furthermore, you can assess their pros and cons feature by feature, including their terms and conditions and pricing. By comparing products you are more likely to choose the best software for your situation. It goes without saying you have to know your specific needs to realize which solution meets those needs.
We did our best to prepare reviews of all popular Financial Reporting Software solutions that you can find out there, but among them these three deserved our special attention: NetSuite ERP, Zoho Books, 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.
Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.
Cap Table Management for Private Companies – Starts at $50 per month, billed annually
Funding and capitalization reporting
Securities and shareholder management
Document management and storage
Corporate action processing
Equity Plan Management for Private Companies – Starts at $200 per month, billed annually
Real-time reporting
Compliance monitoring
Stakeholder communication
Automated equity tracking
Equity Plan Management for Public Companies – Starts at $350 per month, billed annually
In case you are still having second thoughts about which software will be best for your business it may be a sound idea to take a look at each service’s social metrics. Such metrics are frequently a way to see how popular a given software is and how large is its online presence.For instance, if you look at Salesforce Financial Services Cloud LinkedIn page you’ll find out that they are followed by 688013 users. In case of OptionTrax the number of followers on their LinkedIn page is 56.
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