Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Explore the reasons why countless organizations around the globe rely on our cloud-based solution for comprehensive investment data aggregation, reconciliation, accounting, and reporting needs. Our all-in-one platform caters to investment accounting, compliance monitoring, risk analysis, portfolio reporting, and investment management tools. This is all made possible through a seamless process of daily, automated data aggregation and reconciliation. Our commitment is to empower our clients toward success; we prioritize relationships over transactions. Rather than just being a vendor, we function as an integral part of your team. Enhance your investment strategies with data-driven decisions, mitigate risks using daily audit-quality information, and swiftly incorporate new ventures and investments. Our system allows for reporting across a diverse range of asset classes and multiple accounting frameworks in various currencies, all consolidated in a single view. By minimizing manual tasks, you can expedite the closing of financial periods and devote more time to insightful analysis, leveraging daily aggregated and reconciled data to drive your business forward. In essence, we strive to be your partner in navigating the complexities of investment management while fostering growth and efficiency.
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
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
Clearwater Analytics
Founded
2004
Country
United States
Website
www.clearwateranalytics.com
Vendor Details
Company Name
AssetBook
Founded
2004
Country
United States
Website
www.assetbook.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
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
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