Side by side
RedBlack Portfolio Accounting vs Tracker
Both stand on investment accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
RedBlack brings portfolio reporting, advisory fee billing, and client access together for wealth management firms. Prospective buyers need to request product information and pricing directly.
Visit RedBlack Portfolio Accounting Paid Web
Tracker combines investment accounting, calculations and reporting in a web-based product, with optional modules for additional workflows. Its listed starting price and extra module charges are important considerations.
Visit TrackerThe facts
| RedBlack Portfolio Accounting | Tracker | |
|---|---|---|
| Free plan | Not published | No |
| Open source | Not published | Not published |
| Runs on | Web | Web |
| Lowest paid plan | Free or on request | Market Price Import: $40 a month |
| Plans published | 1 | 9 |
| Maker | Not published | Not published |
| Website | redblacksoftware.com | tracker.us.com |
| On investment accounting software | #23 of 30 | #27 of 30 |
RedBlack Portfolio Accounting: what it does well
- Unified view of client financial information
- Performance reporting, composites, and analytics
- Customizable billing schedules and payees
- Personalized client portal available 24/7
What to know first
- Pricing is on request
- Client Center downloads require a customer login
Tracker: what it does well
- More than 150 reporting options
- Calculates yield, value, duration and returns
- Supports a range of investment types
- One-on-one training using customer data
What to know first
- No free plan
- Base plan costs $395.00 per month
- Some optional modules add setup and training fees
Alternatives to RedBlack Portfolio Accounting Alternatives to Tracker The whole list