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.

To help you make an informed decision, we've compiled a comprehensive comparison of these two products, delving into their features, pros, cons, pricing, and more. Get ready to explore the nuances that set them apart and determine which one is the perfect fit for your requirements.

Smartsheet

Smartsheet

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.

Categories:
Office & Productivity Project Management
collaboration project-management workflow-automation

Smartsheet Features

  1. Gantt charts
  2. File attachment and collaboration
  3. Automated workflows
  4. Integrations with other apps

Pricing

  • Freemium
  • Subscription-Based

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

PlanningForce Portfolio Planner

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.

Categories:
Business & Commerce Portfolio Management
portfolio financial-planning wealth-management asset-allocation risk-assessment

PlanningForce Portfolio Planner Features

  1. Asset allocation
  2. Risk assessment
  3. Portfolio modeling
  4. Trading and rebalancing
  5. Performance reporting

Pricing

  • Subscription-Based

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