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OnPlan VS DealCloud

Compare OnPlan VS DealCloud and see what are their differences

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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 logo DealCloud

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
  • OnPlan Landing page
    Landing page //
    2022-05-19
  • DealCloud Landing page
    Landing page //
    2021-12-31

OnPlan videos

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DealCloud videos

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Get to Know the DealCloud Product: Spring 2020 Release Overview

More videos:

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

Category Popularity

0-100% (relative to OnPlan and DealCloud)

OnPlan

DealCloud

Data Dashboard
100 100%
Data Dashboard
0% 0
CRM
0 0%
CRM
100% 100
Business & Commerce
60 60%
Business & Commerce
40% 40
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

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What are some alternatives?

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

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

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

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

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.

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