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Description
Coneix enhances the efficiency of your engineering firm, architectural practice, or professional services organization, allowing you to manage operations seamlessly from any location. It consolidates client relationships, tracks business opportunities, and merges the organization's contact database into one platform. By improving team communication, optimizing resource allocation, and carefully planning and overseeing tasks, it also allows for time tracking, budget monitoring, and document management. You can view project margins with just a single click. Additionally, CONEIX integrates Tableau as a business intelligence tool, providing personalized dashboards for every role and ensuring that decisions are made based on real-time, reliable data. The system also facilitates budget preparation and monitoring, allowing for the swift generation and dispatch of sales invoices while also tracking purchase invoices. Furthermore, it integrates financial data for accounting purposes, streamlining forecasting and oversight of collections, payments, and treasury management effectively. With its comprehensive features, Coneix not only simplifies business management but also empowers teams to work more collaboratively and efficiently.
Description
In today's financial landscape marked by diminishing prime broker balance sheets, a multitude of counterparties, and stringent regulations, effective treasury management is more important than ever. Indus Valley Partners supports asset managers in refining these processes to navigate the increasing intricacies of financing, cash, and collateral management. With over $1 trillion in assets under management flowing through IVP's Treasury Management, firms can revolutionize their treasury operations to identify alpha more effectively, streamline workflows, enhance data quality, and bolster decision-making capabilities, all while achieving a comprehensive perspective on their collateral, cash, and margin management strategies. This includes monitoring collateral and margin across all custodians to ensure optimal liquidity management, automating margin calculations for efficiency, and implementing collateral optimization indexing alongside sweeping opportunity analyses. Additionally, they can facilitate communication with counterparties for margin call resolutions, while generating standard, custom, and on-demand reports to maintain transparency and accuracy in their financial operations. By leveraging these tools, asset managers can better position themselves to adapt to the evolving market demands.
API Access
Has API
API Access
Has API
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
Coneix
Country
Spain
Website
coneix.com
Vendor Details
Company Name
Indus Valley Partners
Country
United States
Website
www.ivp.in
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management