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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Broadridge Investment Accounting stands out as a distinguished software solution that offers a comprehensive platform encompassing global asset classes, multi-currency capabilities, and real-time processing, along with expert accounting services designed to establish an investment book of record. This intuitive and budget-friendly solution provides detailed, precise, and prompt information and visualizations that facilitate compliance, trading activities, fiduciary oversight, and various essential functions in investment management. Noteworthy features comprise robust accounting and cash management, seamless integration of custodial and market data, a unified general ledger, and managed service delivery, among numerous other capabilities. By leveraging these features, firms can enhance their operational efficiency and ensure adherence to regulatory standards.

Description

The system sends notifications to drivers for pickups and provides options for delivery credits. It also allows drivers to log customer payments for deliveries that aren't handled through electronic funds transfer. With the use of a handheld scanner, it ensures quick and thorough validation of deliveries. Users can scan barcodes with both built-in and Bluetooth-enabled scanners and cameras. Additionally, it supports general ledger exports compatible with various accounting software. The integration of this system has been proven to enable quick, seamless deployment and operation. This has led to a decrease in human error, which ultimately enhances profitability through better inventory management and reduced labor expenses. Users have access to a portal that allows for the viewing, editing, and approval of orders before they are submitted. Moreover, it automatically generates orders based on sales data, inventory levels, and product demand. There's also a significant reduction in the risks associated with sending crucial information via email or FTP. Overall, transaction speed, accuracy, and visibility have improved, resulting in cost efficiencies and heightened customer trust and satisfaction. Consequently, this system provides businesses with a robust tool for enhancing operational efficiency and customer engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

1987

Country

United States

Website

www.broadridge.com

Vendor Details

Company Name

Tiva Software

Founded

2002

Country

United States

Website

www.tivasoftware.com

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

Product Features

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

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