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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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