Software Alternatives & Reviews

DealCloud VS OnPlan

Compare DealCloud VS OnPlan and see what are their differences

DealCloud logo DealCloud

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

OnPlan logo OnPlan

OnPlan scenario planning and what-if analysis capabilities enable CFOs to make data-driven decisions to screen for emerging opportunities and threats.
  • DealCloud Landing page
    Landing page //
    2021-12-31
  • OnPlan Landing page
    Landing page //
    2022-05-19

DealCloud videos

Get to Know the DealCloud Product: Spring 2020 Release Overview

More videos:

  • Review - DealCloud for Fund Managers
  • Review - Welcome to DealCloud University

OnPlan videos

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

+ Add video

Category Popularity

0-100% (relative to DealCloud and OnPlan)
CRM
100 100%
0% 0
Data Dashboard
0 0%
100% 100
CRM Platforms
100 100%
0% 0
Business & Commerce
42 42%
58% 58

User comments

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What are some alternatives?

When comparing DealCloud and OnPlan, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Acterys - Acterys is a convenient, all-in-one cloud software that simplifies data discovery and analysis.

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

Centage Budget Maestro - Centage Budget Maestro offers a scalable budgeting and planning software solution for small to medium-sized organizations.

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.

XLerant - XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces.