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Description

ParagonERP by Jonar, a cloud-based Enterprise Resource Planning software (ERP), is available for small businesses. Small businesses can benefit from a variety of ERP features that will help increase productivity and profits for as low as $150 per monthly. It covers accounting, finance, manufacturing, shipping, logistics, inventory, reporting, purchasing and product management.

Description

Effectively overseeing essential operations within fixed income portfolios utilized by financial institutions such as US banks is critical. Paragon serves as a comprehensive fixed income portfolio accounting solution that manages bonds and money market instruments through three key business functions: trade capture, processing, and reporting. By utilizing advanced accounting and position-keeping platforms, banks can effectively monitor their daily exposures. However, when it comes to delivering precise information to board members and stakeholders, traditional paper reports often fall short, appearing uninspiring and lacking in visual elements that highlight significant changes or exceptions. In contrast, Paragon provides a suite of reports—including inventory, cash flow, maturity, and management reports—that are enhanced with engaging graphics. This innovative approach not only offers improved insights for all stakeholders but also empowers decision-makers with actionable data drawn directly from Paragon’s comprehensive records, ultimately driving better business outcomes. By integrating visually rich reporting, Paragon facilitates clearer communication and supports strategic planning within the firm.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSoft Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Shopify Yes 
Stripe Yes 
iMedEMR Yes 

Integrations

HubSoft No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shopify No 
Stripe No 
iMedEMR No 

Pricing Details

$150.00/month
$150.00 a month, per user
More than 10 users - custom pricing
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 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 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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Jonar

Founded

1986

Country

Canada

Website

www.paragon-erp.com

Vendor Details

Company Name

corfinancial

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/paragon/

Product Features

Apparel Management

Billing & Invoicing Yes 
Catalog Management Yes 
Inventory Management Yes 
Materials Management Yes 
Order Management Yes 
Product Management Yes 
Production Management Yes 
Purchasing Yes 
Returns Management Yes 
Shipping Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Time and Action (TNA) Calendar No 
Warehouse Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM No 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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