Zahlenwerk vs Excel
The real alternative for most small offices. When to keep the spreadsheet, and the places it breaks.
Most small family offices run on a spreadsheet, so that is the first comparison. The others are products buyers ask us about. Each page says who the other product is for, and where it is the better choice.
Statements about other products come from their own websites. Each page lists its sources and the date they were checked.
The real alternative for most small offices. When to keep the spreadsheet, and the places it breaks.
The DACH incumbent for family offices, banks and wealth managers, against a workspace a small office can start on this quarter.
A broad family office wealth platform, against a workspace a small office can start on this quarter.
Published pricing on both sides. A reporting layer for offices with their own ledger, against portfolio and books in one system.
An enterprise wealth platform with hundreds of data connections, against a workspace sized for a small office.
A low-cost net worth balance sheet you can start today, against fund investments and the books behind them.
Forward one quarter's statements and compare what comes out with the workbook you already trust. That is how the firms in the beta started, and it is a better test than any comparison page.