Smartsheet vs PlanningForce Portfolio Planner

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

Smartsheet is a Office & Productivity solution with tags like collaboration, project-management, workflow-automation.

It boasts features such as Gantt charts, File attachment and collaboration, Automated workflows, Integrations with other apps and pros including Intuitive spreadsheet-like interface, Real-time collaboration, Robust project management features, Highly customizable and integratable.

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	Smartsheet	PlanningForce Portfolio Planner
Overall Score	N/A	N/A
Primary Category	Office & Productivity	Business & Commerce

Product Overview

Smartsheet

Description: Smartsheet is a collaborative work management and project management software. It uses a spreadsheet-like interface to help teams plan, capture, manage, and report on work. Key features include Gantt charts, file attachment and collaboration, automated workflows, and integrations with other apps.

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

Smartsheet Features

• Gantt charts
• File attachment and collaboration
• Automated workflows
• Integrations with other apps

PlanningForce Portfolio Planner Features

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

Pros & Cons Analysis

Smartsheet

Pros

• Intuitive spreadsheet-like interface
• Real-time collaboration
• Robust project management features
• Highly customizable and integratable

Cons

• Can be pricey for larger teams
• Steep learning curve
• Mobile apps lack some desktop 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

Smartsheet

• Freemium
• Subscription-Based

PlanningForce Portfolio Planner

• Subscription-Based