Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Open Management offers a comprehensive approach to overseeing all business operations, encompassing areas such as accounting, administrative tasks, commercial activities, production, and inventory management. This all-in-one system streamlines processes by reducing the need for manual interventions through its adaptable and modular software design. It also simplifies the onboarding process for new employees, enhancing efficiency. The Open Management System boasts a wide array of features that support multi-user, multi-tasking, multi-company, multi-exercise, multi-currency, and multi-activity management capabilities. It enables the effective handling of personal data related to customers, suppliers, and accounts, while also ensuring the seamless management and oversight of accounting functions. Additionally, the system allows for the management of user profiles and their respective permissions, facilitating secure access to sensitive information. Users can track and analyze sales data and documents effortlessly, monitor stock levels, identify lots and serial numbers, and manage new purchase orders with ease. Furthermore, it aids in determining procurement needs and offers insights for efficient resource management, making it a vital tool for any organization aiming to optimize its operational workflow.
Description
Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.
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
Platinumdata
Founded
2004
Country
Italy
Website
www.platinumdata.it
Vendor Details
Company Name
thewealthworks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/troika-trust-accounting/
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management