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Compare Affinity and Visible for Investors

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At a Glance
Affinity
Affinity
Star Rating
(71)4.4 out of 5
Market Segments
Small-Business (78.5% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Affinity
Visible for Investors
Visible for Investors
Star Rating
(10)4.7 out of 5
Market Segments
Small-Business (90.0% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Visible for Investors

Affinity vs Visible for Investors

When assessing the two solutions, reviewers found Visible for Investors easier to use, set up, and administer. Reviewers also preferred doing business with Visible for Investors overall.

  • Reviewers felt that Visible for Investors meets the needs of their business better than Affinity.
  • When comparing quality of ongoing product support, reviewers felt that Visible for Investors is the preferred option.
  • For feature updates and roadmaps, our reviewers preferred the direction of Visible for Investors over Affinity.
Pricing
Entry-Level Pricing
Affinity
No pricing available
Visible for Investors
No pricing available
Free Trial
Affinity
Free Trial is available
Visible for Investors
No trial information available
Ratings
Meets Requirements
8.4
51
9.1
9
Ease of Use
8.7
52
9.8
9
Ease of Setup
8.1
23
8.3
5
Ease of Admin
7.5
21
9.7
5
Quality of Support
8.7
51
10.0
8
Has the product been a good partner in doing business?
7.8
21
9.7
5
Product Direction (% positive)
9.0
49
10.0
9
Features by Category
Investment Portfolio ManagementHide 14 FeaturesShow 14 Features
Not enough data
8.5
5
Functionality
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Venture Capital ManagementHide 10 FeaturesShow 10 Features
6.6
18
Not enough data
Investment Management
7.0
15
Not enough data
6.4
15
Not enough data
7.3
17
Not enough data
3.5
12
Not enough data
Fund Management
8.8
18
Not enough data
7.9
13
Not enough data
5.3
11
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Deal Identification - Deal Sourcing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow & Customization - Deal Sourcing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Services CRMHide 21 FeaturesShow 21 Features
6.1
6
Not enough data
Content
7.8
6
Not enough data
Platform Additional Functionality
4.3
5
Not enough data
6.7
6
Not enough data
6.3
5
Not enough data
4.3
5
Not enough data
2.7
5
Not enough data
Platform Reporting and Analytics
6.7
6
Not enough data
6.0
5
Not enough data
Customer Support
6.3
5
Not enough data
7.3
5
Not enough data
7.2
6
Not enough data
6.9
6
Not enough data
Marketing Automation
5.0
5
Not enough data
7.5
6
Not enough data
5.0
5
Not enough data
Sales Force Automation
8.1
6
Not enough data
6.4
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Affinity
Affinity
Visible for Investors
Visible for Investors
Affinity and Visible for Investors are categorized as Venture Capital Management
Unique Categories
Affinity
Affinity is categorized as Financial Services CRM and Deal Sourcing
Visible for Investors
Visible for Investors is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Affinity
Affinity
Small-Business(50 or fewer emp.)
78.5%
Mid-Market(51-1000 emp.)
18.5%
Enterprise(> 1000 emp.)
3.1%
Visible for Investors
Visible for Investors
Small-Business(50 or fewer emp.)
90.0%
Mid-Market(51-1000 emp.)
10.0%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Affinity
Affinity
Venture Capital & Private Equity
53.8%
Financial Services
12.3%
Computer Software
9.2%
Investment Management
3.1%
Investment Banking
3.1%
Other
18.5%
Visible for Investors
Visible for Investors
Venture Capital & Private Equity
60.0%
Investment Management
10.0%
Information Technology and Services
10.0%
Chemicals
10.0%
Accounting
10.0%
Other
0.0%
Alternatives
Affinity
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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
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Discussions
Affinity
Affinity Discussions
Monty the Mongoose crying
Affinity has no discussions with answers
Visible for Investors
Visible for Investors Discussions
Monty the Mongoose crying
Visible for Investors has no discussions with answers