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Description
Specifically designed to offer a comprehensive perspective on a family's total net worth, family office software that solely focuses on portfolio reporting without proper accounting fails to provide a complete picture of financial well-being. In today's fast-paced environment, ultra-high-net-worth individuals no longer wait for the end of a quarter to inquire about their financial status. Similarly, they cannot afford to delay action when over-leveraged real estate starts to drain resources before the month's end or when there’s an urgent need to realize losses to counterbalance short-term capital gains prior to the year's conclusion. Additionally, liquidity requirements seldom align with optimal investment timing, making immediate access to financial insights crucial. In this data-centric landscape, financial information that is not aggregated, accounted for, reconciled, and reported on the same day becomes outdated almost instantly. Single Family Offices encounter distinct challenges in accounting and financial reporting, which can be effectively managed with our integrated general ledger and portfolio reporting software, streamlining operations and enhancing efficiency. By utilizing our solution, family offices can gain timely insights into their financial landscape, ensuring they stay ahead in an ever-changing market.
Description
Pitchly goes beyond merely showcasing your data; we empower you to harness its full potential. Unlike other enterprise data solutions, our comprehensive warehouse-to-worker approach animates your business data, paving the way for a future where work is fundamentally driven by data, including content production. By converting repetitive content tasks from manual processes to data-driven methodologies, we significantly improve both accuracy and efficiency, allowing employees to focus on more valuable initiatives. When you create data-driven content with Pitchly, you take control of the process. You can establish brand templates, streamline your workflows, and benefit from instant publishing backed by the dependability and precision of real-time data. From tombstones and case studies to bios, CVs, and reports, Pitchly clients can manage, organize, and enhance all their content assets seamlessly within one intuitive library. This unified approach not only simplifies content management but also ensures that your outputs are consistently high-quality and timely.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per user 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
Asset Vantage
Founded
2011
Country
United States
Website
www.assetvantage.com
Vendor Details
Company Name
Pitchly
Founded
2014
Country
United States
Website
www.pitchly.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
