STRATAFOLIO vs Vestmark
STRATAFOLIOLease Management
$95+ per monthPublished price
VestmarkPortfolio Management
CustomPublished price
STRATAFOLIO Lease Management Smart. Reliable. STRATAFOLIO. | Vestmark Portfolio Management Institutional Scale. Advisor Agility. | |
|---|---|---|
| Overview | ||
| Category | Lease Management | Portfolio Management |
| What it is | CRE portfolio management software integrating with QuickBooks for owners to manage leases and performance. | Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management. |
| Pricing | ||
| Published price | $95+ per month | Custom VestmarkONE is an enterprise wealth-management platform sold to firms via custom contracts (typically AUM/asset- and account-based); no public price list. |
| Pricing model | Tiered plans | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2017 | 2001 |
| Team size | 11-50 employees | 501-1000 employees |
| Headquarters | Cedar Rapids, IA | Wakefield, MA |