calculo Description
Streamline all your fee settlements through a single platform with calculo. This tool handles, computes, verifies, and settles various partner and product fees on your behalf, ensuring a user-friendly and efficient experience. With the Scenario feature in calculo, you can conduct management projections, craft offers, and simulate potential future scenarios. This capability simplifies decision-making, enhances profitability in calculations, and boosts the success of negotiations. By modifying rules and conditions and forecasting potential market changes, you can generate forecasts without altering existing master data or processes. Moreover, calculo seamlessly integrates with a wide range of popular fund and accounting systems and data sources, including Olympic, Multifonds, Xentis, SCD, GEOS, Kordoba, Temenos, Avaloq, SAP, V3, and Diamos. Ultimately, this comprehensive solution empowers businesses to optimize their fee settlement processes effectively and adapt swiftly to market dynamics.
calculo Alternatives
Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget.
Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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BQE CORE
Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!
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Redi2 Revenue Manager
Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.
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Integrations
No Integrations at this time
Company Details
Company:
Sowatec
Year Founded:
1997
Headquarters:
Switzerland
Website:
www.sowatec.com/en/
Media
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Product Details
Platforms
Web-Based
Windows
Types of Training
Training Docs
Customer Support
Business Hours
Online Support
calculo Features and Options
Billing and Invoicing Software
Billing Portal
Contact Database
Customizable Invoices
Multi-Currency
Project Billing
Recurring/Subscription Billing
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