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AssetBook Pulse vs SimCorp One

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.

AssetBook Pulse

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

SimCorp One

Paid

SimCorp One connects portfolio management and related workflows across asset classes, with live data and analysis tools. Buyers should request pricing and assess which deployment option fits their organization.

Visit SimCorp One

The facts

AssetBook PulseSimCorp One
Free planNot publishedNot published
Open sourceNot publishedNot published
Runs onWebNot published
Lowest paid planFree or on requestNot published
Plans published1None
MakerAssetBook PulseSimCorp One
Websiteassetbook.comsimcorp.com
On portfolio management software#74 of 81#70 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

SimCorp One: what it does well

  • Covers public and private markets and multiple asset classes.
  • Includes pre-trade compliance checks and trade simulations.
  • Offers SaaS or on-premise deployment.
  • Provides 24x5 support with service-level agreements.

What to know first

  • Pricing is available on request.
  • The listed deployment options require clients to choose between SaaS and on-premise.

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