Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.
Description
Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner.
Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.
API Access
Has API
No
API Access
Has API
No
Integrations
JD Edwards EnterpriseOne
Yes
MoneyGuide
No
NetSuite
Yes
Oracle Analytics Cloud
Yes
Pontera
No
Redtail CRM
No
RightCapital
No
SAGE
Yes
SAP Analytics Cloud
Yes
Shipnet
Yes
Integrations
JD Edwards EnterpriseOne
No
MoneyGuide
Yes
NetSuite
No
Oracle Analytics Cloud
No
Pontera
Yes
Redtail CRM
Yes
RightCapital
Yes
SAGE
No
SAP Analytics Cloud
No
Shipnet
No
Pricing Details
£20,000
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
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)
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Accountagility
Country
United Kingdom
Website
www.accountagility.com/oryx-solutions/oryx-plan/
Vendor Details
Company Name
AssetBook
Founded
2004
Country
United States
Website
www.assetbook.com
Product Features
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
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 Management
Budgeting & Forecasting
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
No
Revenue Recognition
No
Risk Management
Yes
Tax Management
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
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
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes