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Average Ratings 0 Ratings
Description
Establish direct connections with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, or credit rating agencies. Obtain detailed security reports, enhance your issuer data, and manage both liquid and illiquid assets in a single platform. Every data source is considered, allowing you to seamlessly integrate the information from all your partners, regardless of their format or technological capabilities. Enrich your portfolio with data from a vast array of funds, ETFs, indices, securities, derivatives, and market indicators. Connect your account with your internal or external research collaborators to make well-informed, evidence-based investment choices. Enjoy a completely customized service provided by a team of experienced professionals from the finance sector, dedicated to transforming your goals into practical dashboards and solutions. Experience comprehensive asset consolidation and data aggregation, along with efficient data collection, preparation, and integration processes. This ensures that all aspects of your financial assets are effectively managed and easily accessible.
Description
Speedbooks reporting software offers a real-time dashboard for both you and your clients, along with a convenient mobile app. It transforms all the data from your accounting software into intuitive dashboards and clear reports that precisely showcase the performance of each segment of your business. Gone are the days of dealing with complicated spreadsheets, manual reporting, and lost opportunities, as well as the burden of expensive annual account preparations! You can access your financial information instantly on both desktop and mobile devices, anytime and anywhere. Speedbooks empowers you to swiftly generate various financial reports on your own, providing immediate insights into your financial landscape. This makes it an ideal enhancement to your existing accounting software. Say goodbye to the hassle of intricate spreadsheets; with Speedbooks, you gain access to a diverse range of ready-to-use Excel report templates. Whether you require a comprehensive management overview, a monthly analysis, or an annual account, the possibilities are endless, enabling you to make informed decisions with ease.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Quantilia
Founded
2016
Country
France
Website
www.quantilia.com
Vendor Details
Company Name
Speedbooks
Founded
2009
Country
Netherlands
Website
www.speedbooks.nl/
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports