---
description: Get information about Vumi price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Vumi Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Vumi](/software/1056340/vumi)

# Vumi

Canonical: https://www.capterra.in/software/1056340/vumi

> Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Vumi?

Financial advisors, family offices and private banks.

## About the vendor

- **Company**: Vumi Portfolio

## Commercial Context

- **Starting Price**: €850.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Brazilian Portuguese, English, European Portuguese, Spanish
- **Available Countries**: Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Falkland Islands, French Guiana, Guyana, Paraguay, Peru, Spain, Suriname, Uruguay, Venezuela

## Features

- API
- Activity Dashboard
- Asset Lifecycle Management
- Client Management
- Client Portal
- Compliance Management
- Customizable Reports
- Data Import/Export
- Financial Analysis
- Financial Management Software
- Financial Modeling
- Investments Tracking
- Investor Reporting
- Performance Management
- Performance Metrics
- Portfolio Management
- Private Equity
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Valuation Management
- Visual Analytics

## Support Options

- Email/Help Desk
- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)
- [Equity Management Software](https://www.capterra.in/directory/31561/equity-management/software)
- [Fixed Asset Management Software](https://www.capterra.in/directory/10026/fixed-asset-management/software)
- [Financial CRM Software](https://www.capterra.in/directory/30562/financial-crm/software)
- [Reporting Tools](https://www.capterra.in/directory/30053/reporting/software)

## Alternatives

1. [Dynamo Software](https://www.capterra.in/software/67068/dynamo) — 4.6/5 (34 reviews)
2. [InvestNext](https://www.capterra.in/software/185770/investnext) — 4.8/5 (20 reviews)
3. [Unity](https://www.capterra.in/software/1036792/unity) — 5.0/5 (3 reviews)
4. [Plaid](https://www.capterra.in/software/174384/plaid) — 4.4/5 (95 reviews)
5. [Vestwell](https://www.capterra.in/software/189123/vestwell) — 4.5/5 (74 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/1056340/vumi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10014094/Vumi/> |
| en-AE | <https://www.capterra.ae/software/1056340/vumi> |
| en-AU | <https://www.capterra.com.au/software/1056340/vumi> |
| en-CA | <https://www.capterra.ca/software/1056340/vumi> |
| en-GB | <https://www.capterra.co.uk/software/1056340/vumi> |
| en-IE | <https://www.capterra.ie/software/1056340/vumi> |
| en-IL | <https://www.capterra.co.il/software/1056340/vumi> |
| en-IN | <https://www.capterra.in/software/1056340/vumi> |
| en-NZ | <https://www.capterra.co.nz/software/1056340/vumi> |
| en-SG | <https://www.capterra.com.sg/software/1056340/vumi> |
| en-ZA | <https://www.capterra.co.za/software/1056340/vumi> |

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