Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinPro offers a fully Excel-integrated Enterprise Performance Management (EPM) software suite designed to enable finance teams and professionals to generate tailored and impactful financial reports that enhance profitability and bolster the firm's competitive edge. The software is not only user-friendly and scalable but also packed with a variety of features. It encompasses four robust modules that address distinct requirements of a business, which include modules for reporting, planning, analysis, and data visualization, ensuring comprehensive performance management capabilities for various organizational needs.
Description
Oversee billing, payments, employee compensation, position management, and client commission agreements across various asset classes such as equities, futures, options, foreign exchange, and fixed income. Utilize enterprise notifications to share crucial information, assess responses, and ensure staff safety. Keep abreast of real-time sales and marketing insights to enhance customer engagement and boost revenue. Gain a comprehensive understanding of media developments, identify avenues to sway key stakeholders, and refine operational decision-making processes. Achieve daily insight into revenue streams while reducing the billing cycle, leading to greater transparency, heightened customer satisfaction, and expedited payments. Employ advanced analytics to enhance decision-making capabilities, resulting in improved profitability, which includes the ability to verify monthly execution invoices and assess the performance of specific regions, desks, or traders, as well as evaluating each client's profitability. Ultimately, this holistic approach fosters a more agile and informed business environment that can swiftly adapt to changing market conditions.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
NetSuite
Yes
QuickBooks Online
Yes
Sage Intacct
Yes
Synoptos
No
Integrations
Microsoft Excel
No
NetSuite
No
QuickBooks Online
No
Sage Intacct
No
Synoptos
Yes
Pricing Details
$1000.00/month
Reporting: starts at $500/month
Full Suite: starts at $2,000/month
Planning: starts at $1,500/month
Full Suite: starts at $2,000/month
Planning: starts at $1,500/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
FinPro Solutions
Founded
2009
Country
United States
Website
www.finprosolutions.com
Vendor Details
Company Name
Firm58
Founded
2005
Country
United States
Website
www.firm58.com
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
Yes
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No