Portfoleon vs EPM Live vs Planfix Comparison
Portfoleon
Starting at Contact for pricing
- Large Enterprises
- Small Business
Introducing Portfoleon, the powerful tool that allows you to effortlessly handle your project portfolio management in just minutes. With the tagline "Manage Project Portfolio in Minutes," this innovative software simplif…
EPM Live
Starting at Contact for pricing
- Large Enterprises
- Small Business
Experience seamless project and work management with EPM Live—a cutting-edge solution designed to streamline enterprise portfolio operations. Seamlessly integrating with Microsoft SharePoint, EPM Live empowers organizati…
Planfix
Starting at $8 /user/month
- Free Trial
- Large Enterprises
- Medium Business
Planfix is a robust business process management system designed to help businesses optimize workflows, reduce operational costs, and minimize human errors. Offering more flexibility and depth than standard project and ta…
Portfoleon leads on user satisfaction with a 4.5-star rating across 21 reviews.
Portfoleon vs EPM Live vs Planfix — at a glance
| Feature | Portfoleon | EPM Live | Planfix |
|---|---|---|---|
| Rating | 4.5 / 5 | 3.8 / 5 | — |
| Reviews | 21 | 11 | — |
| Starting price | Contact for pricing | Contact for pricing | $8 /user/month |
| Free trial | No | No | Yes |
| Free version | No | No | No |
| Best for | Large Enterprises, Small Business, Medium Business | Large Enterprises, Small Business, Medium Business | Large Enterprises, Medium Business, Small Business |
| Category | Project and Portfolio Management Software | Project and Portfolio Management Software | Project and Portfolio Management Software |
| Platforms | Browser Based (Cloud) | Browser Based (Cloud) | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | — | — |
| Support modes | Online | 24/7 (Live rep), Online | — |
| Certifications | GDPR | — | — |
| Data residency | US | US | — |
Key differences between Portfoleon and EPM Live
- User satisfaction: Portfoleon scores higher with a 4.5-star average.
- Deployment: Portfoleon supports Browser Based (Cloud); EPM Live supports Browser Based (Cloud).
Compare Portfoleon vs EPM Live vs Planfix — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Project and Portfolio Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
Talk to an expert Talk to an expert | Talk to an expert Talk to an expert | Talk to an expert Talk to an expert |
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Biggest differences
Start here before you go deeper into features.
Best for quick, simple visualization and management of project portfolios.
- You need fast setup and immediate portfolio overview in minutes.
- Your team values a streamlined, easy-to-use project portfolio tool.
- You want to visualize all projects on a single comprehensive diagram.
- Your organization requires advanced customization or complex workflows.
- You need detailed resource or risk management capabilities.
Best for enterprises needing deep Microsoft SharePoint integrated portfolio management.
- You require robust project and portfolio management tightly integrated with SharePoint.
- Your organization is a medium to large enterprise with existing SharePoint infrastructure.
- You have enterprise PMO teams needing comprehensive, process-heavy portfolio oversight.
- You are a small team without Microsoft SharePoint or minimal project management needs.
- You need clear, upfront pricing and a simple, quick setup process.
Large Enterprises, Medium Business, Small Business
Portfoleon: Best for quick, simple visualization and management of project portfolios. EPM Live: Best for enterprises needing deep Microsoft SharePoint integrated portfolio management.
Description | Introducing Portfoleon, the powerful tool that allows you to effortlessly handle your project portfolio management in just minutes. With the tagline "Manage Project Portfolio in Minutes," ... Read More about Portfoleon | Experience seamless project and work management with EPM Live—a cutting-edge solution designed to streamline enterprise portfolio operations. Seamlessly integrating with Microsoft ... Read More about EPM Live | Planfix is a robust business process management system designed to help businesses optimize workflows, reduce operational costs, and minimize human errors. Offering more flexibility and ... Read More about Planfix |
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Best Company Size | Small BusinessLarge Enterprises | Medium BusinessLarge Enterprises | — |
Get pricing help | Get pricing help | Get pricing help |
Software Demo
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How do Portfoleon, EPM Live and Planfix Compare on Features?
Total Features | 0 Features | 0 Features | 17 Features |
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Unique Features | No features | No features | No unique features |
Get Quote | Get Quote | Get Quote |
Compare Portfoleon, EPM Live and Planfix on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
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Other Details
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Get help choosing | Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
HIPAA | ✗ No | ✗ No | — |
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GDPR | ✓ Yes | — | — |
Data Residency | 🇺🇸 US | 🇺🇸 US | — |
Portfoleon vs EPM Live User Reviews & Rating Comparison
User Ratings | 4.5 (based on 21 reviews) | 3.8 (based on 11 reviews) | No reviews available for the product |
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Rating Distribution | No reviews available for this product | ||
Media and Screenshots
Screenshots |  3 Screenshots | No screenshots available. |  5 Screenshots |
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Videos |  3 Videos |  1 Videos |  1 Videos |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Portfoleon or EPM Live?
- Portfoleon edges out the other on user ratings (4.5 vs 3.8). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Portfoleon and EPM Live offer a free trial?
- Neither Portfoleon nor EPM Live currently lists a free trial.
- What is the starting price of Portfoleon vs EPM Live?
- Portfoleon starts at Contact for pricing. EPM Live starts at Contact for pricing.
- What are the top alternatives to Portfoleon?
- Top alternatives to Portfoleon include Superthread, PPM Express, Clarity, Shibumi, EPM Live.
- What are the top alternatives to EPM Live?
- Top alternatives to EPM Live include Clarity, Shibumi, Captario SUM, PowerSteering, Aurigo Masterworks Cloud.