Asset Class vs Relevant EquityWorks
Asset Class
assetclass.aiRelevant EquityWorks
relevantequityworks.comSide by side
| Figure | Asset Class | Relevant EquityWorks |
|---|---|---|
| Price from | $1/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 10 | 3 |
| Spec score · Property Investment Management Software | 8.0 (#3) | 6.7 (#15) |
| Integrations | The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid. | The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections. |
| Investor portal | The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements. | LPs can access capital accounts, performance information, documents, communications, and multi-client advisor views through the Investor Portal. |
| Purpose | Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows. | Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals. |
| Security | Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption. | The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication. |
Plans
Asset Class
- Universal User Licence$99 a month
- Athena Fund OS$1,250 a month
- LP Portal and LP Mobile$1,000 a month
- Athena Mail$500 a month
- Deal and Portfolio Management$1,000 a month
- LP fee$1 a month
- AUM fee above $1BN$50 a month
- AUM fee up to $1BN$150 a month
- Data and document migration$5,950, paid once
- Configuration, deployment and training$6,950, paid once
Relevant EquityWorks
- Enterprise (Tier 1)Priced on request
- Growth (Tier 2)Priced on request
- Starter Funds (Tier 3)Priced on request
In their own words
Asset Class
Asset Class has no write-up on Specifiction yet; its figures are above.
Relevant EquityWorks
Relevant EquityWorks has no write-up on Specifiction yet; its figures are above.