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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Asset Management Financial Group (AMFG) is a well-established software consulting company that adeptly addresses complex needs in payment processing, investor reporting, asset management, and general ledger operations. From managing payment postings and generating reports to issuing checks, escrowing taxes, covering insurance premiums, and enforcing judgments, each software solution is designed to offer a comprehensive set of functionalities. All software is tailored to fulfill the unique requirements of each client's specific service needs. The pricing for additional software options varies based on factors such as transaction volume, complexity, essential features, and the specific details outlined in a customer’s proposal. This evaluation process includes assessing the client’s existing system, validating the reliability of suggested features, establishing a timeline for system transition and data migration, ensuring accurate data conversion, implementing the system, training users, and considering further enhancements to the system. Ultimately, AMFG aims to provide solutions that not only meet but exceed client expectations in financial management.

Description

Engage your entire team in the budgeting process to ensure comprehensive input and collaboration. Streamline operations by utilizing repeatable methods—simply replicate the previous year's budget as a foundation. Strategically prepare for the forthcoming year while tracking progress and leveraging comparative analysis for year-end projections. Oversee customer billing for products and services rendered, which includes generating invoices, processing payments, and managing credits or refunds effectively. You have the flexibility to print invoices and customer statements whenever necessary. Tailored access and permission settings grant you the level of control you require. Enjoy a customizable chart of accounts that suits your organization's needs. Access your data with ease and convenience from any location. This web-based solution is supported by a modern data infrastructure to ensure robustness. Your information remains safe and secure, as Daxko adheres strictly to PCI-DSS compliance standards. Comprehensive support and system upkeep are part of the package. Additionally, you can produce essential reports that provide insights into your association's financial status across various dimensions, such as funds, branches, departments, or programs. Conduct audits of your general ledger to assess the effectiveness and precision of your budgeting efforts while also identifying areas for improvement. By including everyone in the process and leveraging technology, you can create a financial strategy that supports your organization's overall goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9850.00/one-time
Free Trial Yes 
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 Yes 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Asset Management Financial Group

Founded

2001

Country

United States

Website

www.amfgllc.com

Vendor Details

Company Name

Daxko

Founded

1998

Country

United States

Website

www.daxko.com

Product Features

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking No 
Asset Management No 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management No 
Donor Management Yes 
General Ledger Yes 
Partnership Accounting No 
Purchasing & Receiving No 

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