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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ACH Payments
Black Diamond Wealth Platform
DocuSend
Geneva
QuickBooks Accountants
Stripe
Twilio

Integrations

ACH Payments
Black Diamond Wealth Platform
DocuSend
Geneva
QuickBooks Accountants
Stripe
Twilio

Pricing Details

$64 per month
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

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

Product Features

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