Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Open Management offers a comprehensive approach to overseeing all business operations, encompassing areas such as accounting, administrative tasks, commercial activities, production, and inventory management. This all-in-one system streamlines processes by reducing the need for manual interventions through its adaptable and modular software design. It also simplifies the onboarding process for new employees, enhancing efficiency. The Open Management System boasts a wide array of features that support multi-user, multi-tasking, multi-company, multi-exercise, multi-currency, and multi-activity management capabilities. It enables the effective handling of personal data related to customers, suppliers, and accounts, while also ensuring the seamless management and oversight of accounting functions. Additionally, the system allows for the management of user profiles and their respective permissions, facilitating secure access to sensitive information. Users can track and analyze sales data and documents effortlessly, monitor stock levels, identify lots and serial numbers, and manage new purchase orders with ease. Furthermore, it aids in determining procurement needs and offers insights for efficient resource management, making it a vital tool for any organization aiming to optimize its operational workflow.
Description
Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.
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
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
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
Platinumdata
Founded
2004
Country
Italy
Website
www.platinumdata.it
Vendor Details
Company Name
thewealthworks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/troika-trust-accounting/
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
Yes
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
Yes
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
No
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
Yes
Warehouse Management
Yes
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No