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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Business Finance Manager serves as the essential financial dashboard for small and medium-sized enterprises (SMEs), playing a crucial role in the success of your clients. By leveraging AI and data analytics, we empower your business clients to maintain oversight of their cash flows and liquidity management, allowing them to better concentrate on their primary operations. Accessible from anywhere at any time, your clients can view all vital financial data they need. The BFM enhances liquidity planning through insights derived from data analytics and machine learning technologies. Timely, relevant information and tailored recommendations are seamlessly integrated into the BFM, ensuring clients receive support when necessary. Utilizing machine learning to identify key content not only bolsters customer loyalty but also promotes opportunities for cross-selling. Moreover, you will uncover new advisory strategies and acquire a comprehensive understanding of cash flows alongside third-party banking data for enhanced bank analytics, ultimately leading to better financial decision-making. This holistic approach to finance management positions your business as a trusted partner in your clients' growth journeys.

Description

Planixs offers a cutting-edge liquidity management solution tailored for banks and financial institutions through its Realiti platform, which seamlessly integrates with existing systems to provide real-time aggregation of cash and securities data. By eliminating data silos, it streamlines and automates various liquidity management processes, enhancing operational efficiency. Additionally, users benefit from Realiti Insights, which delivers sophisticated data analytics for comprehensive access to dynamic information produced by your Control functions. This feature allows you to analyze liquidity factors, assess risks, and fulfill regulatory obligations effectively. Furthermore, the platform enables the integration of supplementary data such as market prices, external risk indicators, and financial models, making it a versatile tool. While major global banks typically invest hundreds of millions in developing similar systems, Realiti democratizes these advanced analytics capabilities, making them accessible to all banks at a significantly reduced cost, ultimately transforming how institutions manage liquidity. Overall, Planixs is redefining the landscape of financial analytics with its innovative approach.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Contovista

Founded

2013

Country

Switzerland

Website

www.contovista.com/business-finance-manager/

Vendor Details

Company Name

Planixs

Founded

2012

Country

United Kingdom

Website

www.planixs.com

Product Features

Product Features

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

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