Side by side
AssetBook Pulse vs PORTIA
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
AssetBook Pulse combines portfolio analysis, reporting, billing, cash monitoring and tax-lot tracking in a web system. Its client portal, integrations and support services are geared toward advisory practices.
Visit AssetBook Pulse Paid Self-hosted
PORTIA provides broad investment-operations coverage with modular integration and flexible deployment. Prospective buyers will need to request pricing and clarify availability of trial and security details.
Visit PORTIAThe facts
| AssetBook Pulse | PORTIA | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Web | Self-hosted |
| Lowest paid plan | Free or on request | Free or on request |
| Plans published | 1 | 1 |
| Maker | AssetBook Pulse | Not published |
| Website | assetbook.com | ssctech.com |
| On portfolio management software | #74 of 81 | #78 of 81 |
AssetBook Pulse: what it does well
- Performance, allocation, risk and tax-lot reporting
- Custom classifications support four allocation levels
- Automated fee billing and cash alerts
- Client portal stores values and documents
- Open API and listed custodian integrations
What to know first
- Pricing is tailored and not listed
- Web platform is the only listed platform
- Most firms' billing process still requires completion
PORTIA: what it does well
- Portfolio and fund accounting for global assets
- Performance measurement and attribution included
- Reconciliation and client reporting provide transaction visibility
- Supports multiple asset classes and corporate actions
- Offers on-premise, cloud, or outsourced deployment
What to know first
- Pricing is available only on request
- No free plan or trial is stated
- No product-specific security certification is stated
Alternatives to AssetBook Pulse Alternatives to PORTIA The whole list