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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Leading the industry, AssetReader streamlines the setup and maintenance of ineligible calculations for accounts receivable and inventory with remarkable ease. It also facilitates the assessment of less favorable collateral for the Borrowing Base Certificate (BBC) and compiles sales, cash, and GL activities for field examinations (audits) and beyond. Specifically designed for Asset Based Lending (ABL), AssetReader serves as a robust tool for electronic file analysis and calculations. Whether generating a concise one-page overview or an extensive 10,000-page report, AssetReader adeptly imports data from various popular formats and swiftly computes ineligible collateral, statistics, summaries, and other ABL-related information without requiring any programming skills from the user. Its intuitive wizard-based interface leverages machine learning capabilities, enabling users in the ABL sector to access nearly any file format—including fixed length, parsed, Excel, and PDF—within approximately five minutes, significantly reducing the time previously needed for these tasks. This efficiency not only enhances productivity but also empowers users to focus on critical decision-making processes rather than getting bogged down in data handling.

Description

In today's financial landscape marked by diminishing prime broker balance sheets, a multitude of counterparties, and stringent regulations, effective treasury management is more important than ever. Indus Valley Partners supports asset managers in refining these processes to navigate the increasing intricacies of financing, cash, and collateral management. With over $1 trillion in assets under management flowing through IVP's Treasury Management, firms can revolutionize their treasury operations to identify alpha more effectively, streamline workflows, enhance data quality, and bolster decision-making capabilities, all while achieving a comprehensive perspective on their collateral, cash, and margin management strategies. This includes monitoring collateral and margin across all custodians to ensure optimal liquidity management, automating margin calculations for efficiency, and implementing collateral optimization indexing alongside sweeping opportunity analyses. Additionally, they can facilitate communication with counterparties for margin call resolutions, while generating standard, custom, and on-demand reports to maintain transparency and accuracy in their financial operations. By leveraging these tools, asset managers can better position themselves to adapt to the evolving market demands.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
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) No 
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 No 

Types of Training

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

Vendor Details

Company Name

FinSoft

Founded

1996

Country

United States

Website

www.finsoft.net

Vendor Details

Company Name

Indus Valley Partners

Country

United States

Website

www.ivp.in

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction Yes 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds Yes 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

Alternatives

Alternatives

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