Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
PULSE is a business process management (BPM) platform tailored for local and state government institutions. With a diverse array of modules, PULSE aids organizations in refining their business processes. The primary goal of PULSE is to enhance corporate performance by promoting transparency and optimizing processes. BPM solutions like PULSE have become essential for operational intelligence, enabling the delivery of actionable, real-time insights. By leveraging PULSE, organizations can respond promptly to real-time information through various methods, such as sending alerts or making high-level decisions using intuitive dashboards. As a cloud-based service offered through a Software as a Service (SaaS) model, PULSE helps eliminate the necessity for in-house specialized technical expertise and reduces the costs associated with IT server infrastructure. Additionally, utilizing a cloud solution like PULSE allows enterprises to maintain their focus on core activities while streamlining their operations. This shift towards cloud services ultimately leads to enhanced productivity and efficiency for organizations.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
No
Pontera
No
Redtail CRM
No
RightCapital
No
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
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)
Yes
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)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AssetBook
Founded
2004
Country
United States
Website
www.assetbook.com
Vendor Details
Company Name
LGSS
Country
Australia
Website
lgss.com.au
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
Product Features
Government
Budgeting & Forecasting
No
Code Enforcement
No
Compliance Management
Yes
Fixed Asset Management
No
Inventory Management
No
License Issuance
No
Permit Issuance
No
Purchasing & Receiving
No
Self Service Portal
No
Taxation & Assessment
No
Utility Billing
No
Work Order Management
No