Echofin
Echofin : Reviews, Pricing, Features & Alternatives
$49.00
Echofin is an Investment Management Software. Price : $49 (free trial available). Review Echofin : Overview & Pricing
Echofin Overview : Features, Pricing, Reviews & Alternatives
Echofin is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Echofin is listed as a Investment Management Software and Finance Software for companies and is used for Collaboration, Team Communication, Community, Customer Communications Management …
Echofin price starts from $ 49 per user and per month (free trial available).
Echofin is a chat-driven community management platform for finance teams. They offer automated subscription management, integrated billing, and more.
What is Echofin ?
Echofin is communication management software designed to help traders, financial educators, business groups, and brokerage houses interact and collaborate with financial experts through communities, chat rooms, private chats, and digital workspaces. The platform offers white labeling features, which allow organizations to customize the interface with a custom logo to establish brand identity with the target audience.
Echofin also provides an integrated billing solution that offers excellent monetization options for those who have the skill and knowledge to create business schools, academies and communities.
Echofin Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Echofin, and as you may have guessed from the title, this review will tell you more about Echofin’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Echofin Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Echofin Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Echofin Features
Here is the list of the main features of this computer software :
– Access Controls/Permissions
– Activity Tracking
– Activity/News Feed
– Alerts/Notifications
– Batch Communications
– Billing & Invoicing
– Chat/Messaging
– Collaboration Tools
– Communication Management
– Content Management
– Customizable Branding
– Customizable Templates
– Data Import/Export
– Discussions / Forums
– Document Management
– Document Storage
– Email Reminders
– File Sharing
– File Transfer
– Forum / Discussion Board
Main function & Pro Features
– Group Management
– Ideation
– Live Chat
– Member Directory
– Membership Management
– Mobile Access
– Moderation
– Personalization
– Real Time Notifications
– Real-Time Chat
– CRM Integration
– Real-time Updates
– Data Import
– Reporting & Statistics
– Trading
– SSL Security
– Budgeting
– Secure Data Storage
– Dashboard
– Social Media Integration
Echofin Integrations
Echofin integrates with more than 3 applications & plugins like Twitter, Zapier and Stripe (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Echofin integrations
– Stripe
– Zapier
– Twitter
Echofin Pricing
The Echofin pricing plan starts from $ 49 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Echofin offers several pricing plans :
– Free Trial : $ 49,00 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –
| Free Trial | Start | Professional | Enterprise | Premium |
| $49,00 | – | – | – | – |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Available (No Credit Card Required)
Free plan : Premium only
Freemium : No information
Starting price : $ 49,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Echofin is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
echofin is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).
There’s also native mobile apps for iPhone & iPads on Apple’s App Store and for smartphones & tablets on Google Play Store.
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : iOS App & Android App
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, FAQs / Forum, Knowledge Base …
Hotline : Yes
Training options : …
Industry & Customers
Who use Echofin ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Companys …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Freelancer, Large Company, Medium Company …)
Echofin Screenshots & Images : UI, dashboard …
Echofin Business Software Pricing
Echofin Features & Overview
Echofin Screenshot
Videos
Video #1
Echofin Reviews
Here is our opinion on Echofin : this is a popular investment management software to experience .
Echofin User Reviews & Ratings
Online and customer reviews of Echofin software are quite plentiful and overall postitive :
Overall rating : 3,5/5
Value for money : 3,5/5
Functionality : 3,5/5
Usefulness : 3,5/5
Ease of use : 3,5/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Echofin
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Echofin ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by ECHOFIN, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit echofin.co
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Echofin is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Echofin Alternatives
If you’re understanding the drawbacks and you’re looking for a Echofin alternative, there are more than 11 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Echofin
– Bitrix24
– Front
– MangoApps
– Axero
– AnswerHub
– Carta
– StockMarketEye
– Entropy
– PHI 1
– Trading Blox Builder
You can also take a look at other business apps, like our Echoes review and our Echo review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Echofin when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
