Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Description

ScalePad, previously known as Warranty Master, offers an automated solution for managing hardware, software, and warranty services efficiently. Join over 8,000 partners and streamline your asset lifecycle management while gaining essential insights that enhance both productivity and profitability. Are you in search of a straightforward method to access comprehensive insights on your hardware and software assets, including potential revenue opportunities, comparative asset information, and a detailed, sortable inventory list? Check out our video to discover how ScalePad simplifies the asset management process! Effortlessly gather crucial data from your integrations and manage both software and hardware simultaneously to reduce downtime. Our user-friendly reports are designed for clarity, benefiting both your team and clients, while fostering stronger relationships through honest and insightful information. With extensive connections to manufacturers like Dell, HP, and Lenovo, you can rely on ScalePad for real-time, accurate, and updated data that keeps you informed and ready to make strategic decisions. This innovative platform is designed to adapt to your needs, making it an invaluable tool for any organization looking to optimize asset management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Atera
Autotask PSA
Auvik
Barracuda Cloud
ConnectWise PSA
Datto RMM
Datto Workplace
Freshservice
IT Glue
MoneyGuide
N-able N‑central
NinjaOne
Panorama9
RG System
RepairShopr
ScalePad Cognition360
ScalePad Lifecycle Insights
ScalePad Quoter
SmartOffice
Syncro

Integrations

Atera
Autotask PSA
Auvik
Barracuda Cloud
ConnectWise PSA
Datto RMM
Datto Workplace
Freshservice
IT Glue
MoneyGuide
N-able N‑central
NinjaOne
Panorama9
RG System
RepairShopr
ScalePad Cognition360
ScalePad Lifecycle Insights
ScalePad Quoter
SmartOffice
Syncro

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19 per month
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

AdvisoryWorld

Founded

1987

Country

United States

Website

www.advisoryworld.com

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

Warranty Management

Contract Management
Eligibility Verification
For Field Service
For General Contractors
For Manufacturers
Parts Management
Policy Management
Product Registration
Repair Management
Returns Management
Service Management
Warranty Tracking

Alternatives

Alternatives

Warranty Wizard Reviews

Warranty Wizard

Invarosoft
Crowd Wealth AI Reviews

Crowd Wealth AI

ProdCrowd AI