Software Alternatives, Accelerators & Startups

Capdesk VS Salesforce Financial Services Cloud

Compare Capdesk VS Salesforce Financial Services Cloud and see what are their differences

Capdesk logo Capdesk

Capdesk platform takes your capitalisation table out of Excel and onto a secure cloud platform.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Capdesk Landing page
    Landing page //
    2023-10-10
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Capdesk videos

No Capdesk videos yet. You could help us improve this page by suggesting one.

+ Add video

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to Capdesk and Salesforce Financial Services Cloud)
Equity Management
100 100%
0% 0
Business & Commerce
0 0%
100% 100
Cap Table Management
100 100%
0% 0
CRM
0 0%
100% 100

User comments

Share your experience with using Capdesk and Salesforce Financial Services Cloud. For example, how are they different and which one is better?
Log in or Post with

What are some alternatives?

When comparing Capdesk and Salesforce Financial Services Cloud, you can also consider the following products

Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...