Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Streamline cash management by offering immediate insights into cash flows and global financial positions. Our platform empowers cash managers to enhance operational efficiency while minimizing risks and costs associated with manual cash processes amid increasing transaction volumes. Improve cash flow and capital utilization through real-time aggregation and visibility of cash activities across all business divisions. Effectively manage risks and credit exposure by pinpointing and prioritizing obligations alongside the timing of cash outflows. Discover how Broadridge's comprehensive technology solutions can help your asset management firm save both time and resources, allowing you to concentrate on client relationships instead of management systems. Additionally, Revport delivers an all-encompassing perspective on fee and billing cycles, granting you heightened oversight over reconciliations, fund budgeting, expenses, and facilitating data-driven forecasting for improved decision-making. With these advanced tools, your organization will be well-equipped to handle the complexities of modern financial operations efficiently.

Description

Trovata offers modern treasury software that allows users to onboard in just minutes without any need for IT support or lengthy implementation processes. Utilizing open banking and ERP integrations, Trovata automates the aggregation, normalization, and analysis of financial data, enabling real-time reporting on cash positions and trends. With pre-integrations for most banks, users can connect swiftly and maintain constant updates without the hassle of downloading .CSV files from banking websites. As an open banking platform, Trovata empowers businesses to instantly assess their cash levels, forecast efficiently, and manage cash flow with accuracy. Traditionally, 75% of the effort involved in cash analysis consists of manually compiling data and updating Excel models, which can be time-consuming and error-prone. By adopting Trovata.io, companies can eliminate these tedious manual workflows and significantly improve their financial management processes. This innovative approach not only streamlines operations but also enhances overall decision-making by providing a clearer picture of cash availability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canton Yes 
NetSuite No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
SatuitCRM Yes 

Integrations

Canton No 
NetSuite Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
SatuitCRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500 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 Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Broadridge Financial Solutions

Founded

2007

Country

United States

Website

www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Vendor Details

Company Name

Trovata

Founded

2016

Country

United States

Website

www.trovata.io

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management Yes 
Payment Management Yes 
Risk Management Yes 

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting Yes 
Liquidity Management Yes 
Payment Management No 
Risk Management No 

Alternatives

Alternatives

Broadridge Revport Reviews

Broadridge Revport

Broadridge Financial Solutions