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Fundpeak vs Smallcase

Fundpeak logo
FundpeakOther
CustomPublished price
Smallcase logo
SmallcaseInvestment Portfolio Management
Fundpeak logo
Fundpeak
Other

Fund Factsheet Production & Fund Portals

Smallcase logo
Smallcase
Investment Portfolio Management

India's largest model portfolios platform

Overview
CategoryOtherInvestment Portfolio Management
What it isInvestment reporting and RFP automation for asset managers.Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.
Pricing
Published priceCustom
Quote-based; no standard public pricing. A one-time client-portal implementation fee around $490 has been cited, but ongoing pricing is individualized. Fundpeak was acquired by Co…
Smallcase does not have a single public platform list price. Investors can browse free and fee-based smallcases, with paid subscription fees varying by portfolio or manager and se…
Pricing modelCustom quoteNot available
Free optionsFree plan · Free trialFree plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142015
Team size11-50 employees251-500 employees
HeadquartersBoston, MABengaluru, India

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