Plans and Pricing
Compare pricing of DealCloud (Intapp) vs Compare with the following detailed pricing plan info. DealCloud (Intapp) comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of DealCloud (Intapp) and Envestnet Tamarac for better insights.
Features
Compare between DealCloud (Intapp) and Envestnet Tamarac on their key features and functionalities to pick the right one for your business.
- AI driven relationship intelligence that surfaces opportunity and risk
- Zero entry activity capture from Outlook and Teams
- Configurable pipeline and deal stage workflows
- Data enrichment from Preqin, PitchBook, and FactSet
- DealCloud Activator with relationship and opportunity signal alerts
- Mobile app with offline note capture and calendar sync
- Embedded compliance with role based permissions and audit trails
- Conversational AI for querying firm data in plain English
- Automated trading, rebalancing, and tax optimization
- Customizable investment performance and holdings reporting
- Scheduled PDF report generation and delivery
- Client Portal with a customizable view of a client's full financial picture
- Proposal tool for constructing and presenting investment strategies
- Unified Managed Accounts (UMA) automation across multiple accounts
- Built-in CRM integrated with Microsoft Office 365 and Outlook
- Portfolio deviation tracking across multiple category levels
Additional Details
| Details | DealCloud (Intapp) | Envestnet Tamarac |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| API Available | ✔ | ✔ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Phone, Training | Email, Phone, Live Support, Training, Tickets |
| Target Audience | smes, enterprises | smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Yearly | Yearly |
| Deployment | cloud based | cloud based |