Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Specifically designed to offer a comprehensive perspective on a family's total net worth, family office software that solely focuses on portfolio reporting without proper accounting fails to provide a complete picture of financial well-being. In today's fast-paced environment, ultra-high-net-worth individuals no longer wait for the end of a quarter to inquire about their financial status. Similarly, they cannot afford to delay action when over-leveraged real estate starts to drain resources before the month's end or when there’s an urgent need to realize losses to counterbalance short-term capital gains prior to the year's conclusion. Additionally, liquidity requirements seldom align with optimal investment timing, making immediate access to financial insights crucial. In this data-centric landscape, financial information that is not aggregated, accounted for, reconciled, and reported on the same day becomes outdated almost instantly. Single Family Offices encounter distinct challenges in accounting and financial reporting, which can be effectively managed with our integrated general ledger and portfolio reporting software, streamlining operations and enhancing efficiency. By utilizing our solution, family offices can gain timely insights into their financial landscape, ensuring they stay ahead in an ever-changing market.
Description
Pitchly goes beyond merely showcasing your data; we empower you to harness its full potential. Unlike other enterprise data solutions, our comprehensive warehouse-to-worker approach animates your business data, paving the way for a future where work is fundamentally driven by data, including content production. By converting repetitive content tasks from manual processes to data-driven methodologies, we significantly improve both accuracy and efficiency, allowing employees to focus on more valuable initiatives. When you create data-driven content with Pitchly, you take control of the process. You can establish brand templates, streamline your workflows, and benefit from instant publishing backed by the dependability and precision of real-time data. From tombstones and case studies to bios, CVs, and reports, Pitchly clients can manage, organize, and enhance all their content assets seamlessly within one intuitive library. This unified approach not only simplifies content management but also ensures that your outputs are consistently high-quality and timely.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Asset Vantage
Founded
2011
Country
United States
Website
www.assetvantage.com
Vendor Details
Company Name
Pitchly
Founded
2014
Country
United States
Website
www.pitchly.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
Yes
Purchase Orders
No
Tax Management
No
Reporting
Customizable Dashboard
No
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
No
Product Features
Data Analysis
Data Discovery
No
Data Visualization
No
High Volume Processing
No
Predictive Analytics
No
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
No
Data Management
Customer Data
No
Data Analysis
No
Data Capture
No
Data Integration
No
Data Migration
No
Data Quality Control
No
Data Security
No
Information Governance
No
Master Data Management
No
Match & Merge
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
No
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
Yes