Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

Description

Utilizing vaultbox for tracking your net worth is a straightforward method to enhance your financial situation. This platform enables you to consolidate and safeguard all your financial data in a single location. Its advanced legacy management feature permits users to designate personal delegates or professional representatives to retrieve and provide access to their chosen confidants, family members, business partners, or legal advisors. It serves as an effective tool for overseeing your assets and liabilities while giving you a comprehensive view of your overall net worth. As a cloud-based legacy management solution, it functions like a digital safety deposit box, allowing you to securely upload documents that can be accessed from any location. The vaultbox Essential plan equips you with fundamental tools to begin your financial journey, and it comes at no cost. For a more in-depth experience, vaultbox Pro offers expanded storage, enabling you to manage your information with greater detail and precision. Additionally, it unlocks the smart legacy planning capabilities of vaultbox, allowing you to appoint trusted individuals to carry out your wishes effectively. Overall, vaultbox is an invaluable resource for anyone looking to streamline their financial management and ensure their legacy is well-protected.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
iCalendar Yes 

Integrations

Google Calendar No 
Microsoft Excel No 
Microsoft Outlook No 
iCalendar No 

Pricing Details

$79.00/year
HomeZada offers three tiers of its solution depending on the needs of our customers.
Free Trial No 
Free Version Yes 

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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) No 
In Person No 

Vendor Details

Company Name

HomeZada

Founded

2011

Country

United States

Website

www.homezada.com

Vendor Details

Company Name

vaultbox

Country

Singapore

Website

www.vaultbox.tech/

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools No 
Due Date Tracking No 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management No 
Task Management No 
Template Management No 
Traditional Methodologies No 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup No 
Data Migration No 
Data Synchronization No 
Encryption Yes 
File Sharing No 
Version Control No 

Digital Asset Management

Asset Categorization Yes 
Asset Library Yes 
Asset Sharing Yes 
Brand Control No 
Customizable Branding No 
File Conversion No 
Metadata Management No 
Mobile App No 
Reporting/Analytics Yes 
Search Within Document Yes 
Search/Filter Yes 
Version Control No 
Watermarking No 
Workflow Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Alternatives

Alternatives

myhomeIQ Reviews

myhomeIQ

SOA Labs
Euna Financial Suite Reviews

Euna Financial Suite

Euna Solutions