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Description
The new iteration of B-Metrics has undergone a complete overhaul, as we took a moment to reevaluate the application's design and functionality. Our aim was to create an executive dashboard that is not only user-friendly but also accessible from any location. By leveraging cutting-edge HTML5 and mobile-responsive technologies, we enhanced the user experience of B-Metrics significantly. This improvement enables you to access important business data seamlessly on your mobile device or tablet while on the move. Additionally, we've structured your business information into easily digestible sections, allowing for better navigation and clarity regarding the data you wish to view. The insights offered through our revamped B-Metrics application will provide a straightforward and comprehensive snapshot of your company's electronic and financial status, ensuring you are always informed about your business's performance. Ultimately, this redesign reflects our commitment to empowering users with the tools they need for effective decision-making.
Description
Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner.
Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
Pontera
Redtail CRM
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Coldwater Technology
Founded
2006
Country
United States
Website
www.coldwatertech.com
Vendor Details
Company Name
AssetBook
Founded
2004
Country
United States
Website
www.assetbook.com
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
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