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
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
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
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
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