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Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Description

Assist clients in enhancing their cash flow with comprehensive financial analysis reports designed to foster stronger relationships. This collection of reports enables you to select the most suitable automated financial analysis report for either your current or potential clients, optimizing your consulting efforts. Leverage industry-specific data reports to enhance value for prospective clients and pinpoint the industries that warrant your focus. By utilizing straightforward report generation, you can effectively increase your consulting revenue. Additionally, visualize a business's financial trajectory to highlight its strengths and weaknesses over time. Gain insights by benchmarking businesses against the largest repository of real-time financial data from private companies. ProfitCents compiles financial statements from accounting firms, banks, and credit unions through a cooperative data-sharing model. Advisors can employ the narrative report to provide clients with a clearer understanding of their financial standing, as it translates complex financial statements into accessible narrative form, making it easier for accountants to assist their clients in grasping their financial health. This approach not only simplifies communication but also enhances the advisory relationship.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage Yes 
Auth0 Yes 
CCH ProSystem fx No 
CaseWare Cloud No 
CoinTracking Yes 
Microsoft 365 Yes 
Microsoft Excel No 
QuickBooks Online No 
Slack Yes 
Xero No 
Xignite Yes 

Integrations

Alpha Vantage No 
Auth0 No 
CCH ProSystem fx Yes 
CaseWare Cloud Yes 
CoinTracking No 
Microsoft 365 No 
Microsoft Excel Yes 
QuickBooks Online Yes 
Slack No 
Xero Yes 
Xignite No 

Pricing Details

$1500/month
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 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 No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Vendor Details

Company Name

ProfitCents

Country

United States

Website

www.profitcents.com

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

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

Stock Portfolio Management

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

Product Features

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