Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Business valuation software is designed to enhance your valuation practice, enabling you to generate higher-quality valuations, analyses, and reports more efficiently. Leading the market with over 90% share, Business Valuation Manager Pro (BVM Pro) has been a trusted tool for thousands of CPAs, valuation experts, and financial professionals for more than thirty years. The software allows for comprehensive adjustments to both income statements and balance sheets, letting you modify every line item and apply multiple adjustments across different years with ease. Additionally, you can benchmark financial statements against industry standards using the built-in IRS and RMA databases, which are readily accessible at any time. After applying the various valuation approaches, you can weigh them effectively to arrive at a final value conclusion, ensuring that your calculations reflect the most accurate and relevant data available. This streamlined process not only saves time but also enhances the overall quality and reliability of your valuation outputs.
Description
BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ValuSource
Founded
1986
Country
United States
Website
www.valusource.com/products/business-appraiser-software/business-valuation-manager-pro/overview/
Vendor Details
Company Name
BusinessOptics
Founded
2010
Country
United States
Website
www.businessoptics.biz
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
Yes