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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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financial information that is not aggregated, accounted for, reconciled, and reported on the same day becomes outdated almost instantly.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 

Screenshots View All

Screenshots View All

Integrations

Efinity Yes 
Wufoo No 
Zapier No 

Integrations

Efinity No 
Wufoo Yes 
Zapier Yes 

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 

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