ClockingIT vs PlanningForce Portfolio Planner

Struggling to choose between ClockingIT and PlanningForce Portfolio Planner? Both products offer unique advantages, making it a tough decision.

ClockingIT is a Business & Commerce solution with tags like time-tracking, project-management, open-source.

It boasts features such as Time tracking, Project management, Task management, Resource scheduling, Reporting and pros including Open source, Free to use, Web-based, Customizable, Integrations.

On the other hand, PlanningForce Portfolio Planner is a Business & Commerce product tagged with portfolio, financial-planning, wealth-management, asset-allocation, risk-assessment.

Its standout features include Asset allocation, Risk assessment, Portfolio modeling, Trading and rebalancing, Performance reporting, and it shines with pros like Comprehensive portfolio management features, Customizable asset allocation models, Automated trading and rebalancing, Detailed performance analytics, Integrates with custodians and other platforms.

Feature	ClockingIT	PlanningForce Portfolio Planner
Overall Score	N/A	N/A
Primary Category	Business & Commerce	Business & Commerce

Product Overview

ClockingIT

Description: ClockingIT is an open source time tracking and project management software. It allows users to track time spent on projects, manage projects and tasks, schedule projects, and generate reports.

PlanningForce Portfolio Planner

Description: PlanningForce Portfolio Planner is a portfolio management software designed for financial advisors and wealth managers. It provides tools for asset allocation, risk assessment, portfolio modeling, trading and rebalancing, performance reporting, and more to help advisors effectively manage client portfolios.

Key Features Comparison

ClockingIT Features

• Time tracking
• Project management
• Task management
• Resource scheduling
• Reporting

PlanningForce Portfolio Planner Features

• Asset allocation
• Risk assessment
• Portfolio modeling
• Trading and rebalancing
• Performance reporting

Pros & Cons Analysis

ClockingIT

Pros

• Open source
• Free to use
• Web-based
• Customizable
• Integrations

Cons

• Steep learning curve
• Limited mobile apps
• No offline access
• Lacks advanced features

PlanningForce Portfolio Planner

Pros

• Comprehensive portfolio management features
• Customizable asset allocation models
• Automated trading and rebalancing
• Detailed performance analytics
• Integrates with custodians and other platforms

Cons

• Steep learning curve
• Limited custom reporting capabilities
• High pricing for smaller firms
• Lacks some tax management features

Pricing Comparison

ClockingIT

• Open Source
• Free

PlanningForce Portfolio Planner

• Subscription-Based