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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Transform your data from obscurity to actionable insights through dynamic reports that encompass all your revenue sources. With a powerful system designed to handle intricate pricing and billing frameworks, the Subscription Billing Suite is an excellent tool for enhancing your business decision-making process. You will have total oversight of your billing per item and contract, while automated billing and evergreen renewals help safeguard against revenue loss. Uncover new revenue opportunities with adaptable pricing models tailored to meet your specific business requirements. Simplify your revenue recognition workflow by implementing intelligent deferral schedules, reducing your organization's dependence on labor-intensive and error-prone manual methods. Remove the intricacies from revenue recognition and elevate your accounting team's efficiency with thorough and precise management of deferrals, ensuring that your financial processes are both streamlined and reliable. Ultimately, embracing this comprehensive solution will empower your business to thrive in a competitive landscape.

Description

As a wealth advisor, our platform allows you to treat each portfolio with the utmost care and attention, akin to managing it as your sole investment, offering a degree of personalization and tax optimization that was previously reserved for only the wealthiest clients. You can examine every account on a daily basis to identify potential tax management opportunities, such as tax-loss harvesting, deferring short to long-term gains, permanently deferring gains, and executing tax-sensitive transitions. Tailor each client's tax management strategies according to their individual tax rates while also establishing a tax budget that aligns with their financial goals. Furthermore, you can incorporate varying levels of customization at both the account and household levels regarding their targeted asset allocation. This includes adjusting allocation weights, product compositions, sector and security limitations, as well as implementing social responsibility criteria as per client requests. Embrace proactive tax management and social responsibility in your approach, ensuring that your strategies are not merely reactive. Our collaboration with you is focused on automating your workflows to seamlessly align with your practice and facilitate your ongoing growth in this dynamic market. By prioritizing these personalized services, you can enhance client satisfaction and strengthen long-term relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DocLink
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Solver

Integrations

DocLink
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Solver

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

Binary Stream Software

Founded

1999

Country

Canada

Website

www.binarystream.com

Vendor Details

Company Name

Smartleaf

Founded

1999

Country

United States

Website

www.smartleaf.com

Product Features

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Product Features

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

Alternatives

Alternatives

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