Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.
Description
PantryPOS is a web-based solution designed for the efficient management of food pantries, food banks, and networks of pantries. It integrates various functionalities including household intake and eligibility tracking, visit check-ins, and a client-choice checkout system that adheres to household-specific category limits. Additionally, it features capabilities for receiving donations, tracking lot numbers and expiration dates, managing FIFO inventory, maintaining temperature logs, and tracing recalls to identify households linked to affected products. The software also accommodates TEFAP distribution records and reporting, appointment scheduling, a client portal, and tracking of volunteer shifts and hours, as well as donor acknowledgments and comprehensive reporting tools. Notably, it can operate offline during internet disruptions and will synchronize data once connectivity is restored; the user interface is available in English, Spanish, and French. PantryPOS offers a 30-day free trial and a pilot program for evaluation purposes, allowing potential users to test its features. While the software has been developed and thoroughly tested, it has not yet been implemented in a live distribution scenario at any partner pantry, leaving room for exciting new opportunities ahead.
API Access
Has API
No
API Access
Has API
Yes
Integrations
MoneyGuide
Yes
Nitrogen
Yes
Orion
Yes
Redtail CRM
Yes
Riskalyze
Yes
SmartOffice
Yes
Wealthbox
Yes
Integrations
MoneyGuide
No
Nitrogen
No
Orion
No
Redtail CRM
No
Riskalyze
No
SmartOffice
No
Wealthbox
No
Pricing Details
$94 per month
Free Trial
No
Free Version
No
Pricing Details
$39/month
$39 per month for one location. Each additional location costs $29/month for locations 2–10, $22/month for locations 11–30, and $18/month for locations 31+. Every feature is included in every plan, with unlimited staff, clients, and volunteers. The 30-day trial is free, requires no card, and does not auto-bill; an invoice is issued only if the customer continues.
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Asset-Map
Founded
2008
Country
United States
Website
www.asset-map.com
Vendor Details
Company Name
0xpi
Country
United States
Website
pantrypos.0xpi.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Food Service Distribution
Costing
No
Customer Management
No
Import / Export Management
No
Inventory Management
No
Lot Tracking
No
Order Management
No
Picking & Routing
No
Purchasing
No
Quotes / Estimates
No
Traceability
No
Vendor Management
No
Warehouse Management
No