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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline cash management by offering immediate insights into cash flows and global financial positions. Our platform empowers cash managers to enhance operational efficiency while minimizing risks and costs associated with manual cash processes amid increasing transaction volumes. Improve cash flow and capital utilization through real-time aggregation and visibility of cash activities across all business divisions. Effectively manage risks and credit exposure by pinpointing and prioritizing obligations alongside the timing of cash outflows. Discover how Broadridge's comprehensive technology solutions can help your asset management firm save both time and resources, allowing you to concentrate on client relationships instead of management systems. Additionally, Revport delivers an all-encompassing perspective on fee and billing cycles, granting you heightened oversight over reconciliations, fund budgeting, expenses, and facilitating data-driven forecasting for improved decision-making. With these advanced tools, your organization will be well-equipped to handle the complexities of modern financial operations efficiently.

Description

Obol transforms cash management by centralizing real-time bank data, transactions, and forecasts into a single, intuitive system. Teams can set up the platform in minutes, instantly replacing manual tracking with automated reporting and live dashboards. Obol’s AI-powered Copilot provides instant answers, trend identification, and cash flow explanations to support faster, data-driven decisions. Built-in forecasting models automatically sync with live data to ensure every plan reflects current financial reality. Finance leaders can simulate scenarios, identify gaps, and assess runway with precision. With 35,000+ bank and ERP integrations, Obol adapts to any financial stack. Its automation capabilities reduce manual entry by over 80%, freeing teams to focus on strategy instead of admin work. Designed for startups, SMBs, mid-market companies, and global enterprises, Obol scales with the evolving needs of modern finance teams.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
PAM
PayPal
Payoneer
QuickBooks Online
Sage 100
Shareworks
Stripe
Synchrony Payroll
Wells Fargo Business Checking
Workday HCM
Zelle

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
PAM
PayPal
Payoneer
QuickBooks Online
Sage 100
Shareworks
Stripe
Synchrony Payroll
Wells Fargo Business Checking
Workday HCM
Zelle

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

Broadridge Financial Solutions

Founded

2007

Country

United States

Website

www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Product Features

Alternatives

Alternatives

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