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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Haletale is property management software for property managers operating portfolios of 50+ doors across single-family rentals, multi-family buildings, commercial properties, mixed-use buildings, student housing, coliving, and affordable housing. The platform automates rent collection, leases, maintenance, accounting, reporting, and tenant communication. What Haletale does: - Automated rent collection with auto-reconciliation, recurring invoices, on-time discounts, and Ontario Form N1–compliant rent increases - Lease management with custom templates, e-signatures, tenant portals, screening, and renewals - Property accounting with deposits as liabilities, tenant credits, two-way QuickBooks sync, and branded owner reports - End-to-end maintenance with vendor logins, photo uploads, and per-unit history - Integrated AI that answers plain-English portfolio questions on rent, occupancy, maintenance, and owner financials Who uses Haletale: Property managers running 50+ doors — single-family portfolios, multi-family buildings, commercial and mixed-use properties, student housing, coliving, affordable housing, and mobile home and RV park operators across Canada and the US. Why customers switch: - 24-hour setup with full migration from Buildium, DoorLoop, AppFolio, Rent Manager, or Hemlane - Real human support, not chatbots or ticket queues - White-label deployment with custom domain and branding - Rated 4.8★ on Capterra and GetApp

Description

SS&C Technologies' Family Office Services presents a robust, cloud-based solution aimed at streamlining and automating a wide array of family office functions. This platform encompasses multi-currency portfolio management, financial and partnership accounting, tax and transaction support, reconciliation, and reporting, all within a cohesive system that minimizes risk, reduces costs, and lessens manual efforts. It is designed to accommodate intricate asset categories, complex ownership arrangements, advanced investment strategies, and regulatory requirements, ensuring the provision of precise, audit-ready financial statements, performance metrics, and comprehensive transaction transparency. Supported by a skilled team of experts, this service facilitates end-to-end automation, from daily data collection to month-end closing, thereby improving oversight, duty segregation, and operational effectiveness. The platform is not only highly customizable and scalable but also caters to the needs of both single-family and multi-family offices while integrating various leading SS&C technologies, making it a versatile solution for diverse family office requirements. Additionally, its user-friendly interface and accessibility ensure that families can manage their wealth more effectively than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ACH Payments Yes 
Black Diamond Wealth Platform No 
DocuSend Yes 
Geneva No 
QuickBooks Accountants Yes 
Stripe Yes 
Twilio Yes 

Integrations

ACH Payments No 
Black Diamond Wealth Platform Yes 
DocuSend No 
Geneva Yes 
QuickBooks Accountants No 
Stripe No 
Twilio No 

Pricing Details

$64 per month
Haletale starts at $265 for 100 units at their most popular growth plan.
Free Trial Yes 
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 Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Haletale

Founded

2022

Country

Canada

Website

haletale.com

Vendor Details

Company Name

SS&C Technologies

Founded

1986

Country

United States

Website

www.ssctech.com/industry/hedge-fund/family-office

Product Features

Rental Property Management

Credit Check Yes 
Expense Management Yes 
Online Payments Yes 
Owner Portal Yes 
Tax Management Yes 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening Yes 
Vacancy Tracking Yes 
Website Management Yes 

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