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financial information that is not aggregated, accounted for, reconciled, and reported on the same day becomes outdated almost instantly.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
Speedbooks reporting software offers a real-time dashboard for both you and your clients, along with a convenient mobile app. It transforms all the data from your accounting software into intuitive dashboards and clear reports that precisely showcase the performance of each segment of your business. Gone are the days of dealing with complicated spreadsheets, manual reporting, and lost opportunities, as well as the burden of expensive annual account preparations! You can access your financial information instantly on both desktop and mobile devices, anytime and anywhere. Speedbooks empowers you to swiftly generate various financial reports on your own, providing immediate insights into your financial landscape. This makes it an ideal enhancement to your existing accounting software. Say goodbye to the hassle of intricate spreadsheets; with Speedbooks, you gain access to a diverse range of ready-to-use Excel report templates. Whether you require a comprehensive management overview, a monthly analysis, or an annual account, the possibilities are endless, enabling you to make informed decisions with ease.
API Access
Has API
No
API Access
Has API
No
Integrations
Efinity
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Asset Vantage
Founded
2011
Country
United States
Website
www.assetvantage.com
Vendor Details
Company Name
Speedbooks
Founded
2009
Country
Netherlands
Website
www.speedbooks.nl/
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
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
No