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support

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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

Syft is used by thousands of companies to make better business decisions using financial data. Try today, no credit card required. Visualizations, beautiful reports, and forecasts that work bring insights to life. With the ability to detect anomalies and calculate health scores, you can spend less time reconciling and reviewing data. Real-time monitoring across all businesses and consolidation allows you to keep your finger on the pulse of performance. Real-time integrations to your favorite accounting or e-commerce software so you can concentrate on analysis and output. Secure-by-design infrastructure with built-in protection on an international network to protect your data. You can learn quickly by working with live instructors or with migration assistance if other tools are used.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
Exact No 
FreeAgent No 
FreshBooks No 
MYOB Acumatica No 
MoneyGuide Yes 
Pontera Yes 
QuickBooks Accountants No 
Redtail CRM Yes 
RightCapital Yes 
Shopify No 
Stripe No 
Xero No 

Integrations

Axis LMS Yes 
Exact Yes 
FreeAgent Yes 
FreshBooks Yes 
MYOB Acumatica Yes 
MoneyGuide No 
Pontera No 
QuickBooks Accountants Yes 
Redtail CRM No 
RightCapital No 
Shopify Yes 
Stripe Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per month
Monthly and annual plans available.
Free Trial Yes 
Free Version Yes 

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 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

AssetBook

Founded

2004

Country

United States

Website

www.assetbook.com

Vendor Details

Company Name

Syft

Founded

2016

Country

South Africa

Website

www.syftanalytics.com

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

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement Yes 

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