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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Lipper offers a comprehensive, independent analysis of global fund performance through a detailed classification system that encompasses a wide array of investment vehicles, including mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement plans, pension funds, and insurance products. With its extensive array of over 500 classifications, Lipper enables straightforward comparisons among funds that share similar investment objectives, facilitating the benchmarking of fund performance. As the authoritative database of records for investment fund data and ownership, Lipper supports users across its extensive portfolio. Investors can more effectively compare like funds and assess performance using this precise, granular classification system that features more than 500 Lipper categories. Moreover, users can research a vast collection of 360,000 investments across more than 80 countries, allowing for customization based on universal criteria, language preferences, fund specifics, update frequencies, file formats, and distribution options, which enhances the overall research experience.

Description

Time reporting can be performed either through centralized methods or by individual user entry, with options for daily or weekly views. Remote time reporting capabilities are facilitated via Terminal Services (RDP). The system is user-friendly, retaining settings until explicitly cleared, which simplifies the process of entering recurring classifications. It supports the collection and categorization of time spent over various periods, such as daily, weekly, and monthly, and includes functionality for recording and reporting expenses. Users can add comments to each time record, and classification can be done by Job/Task, which integrates seamlessly with the Job Cost Module. Additionally, categorization by Department Code and by Class Level, defined by administrators, allows for specific accounting classifications to be linked to each time record. Users have the ability to recall and review all entries from prior periods, and the Management Console provides a comprehensive overview of the reporting status for all users. The system distinguishes between billable and non-billable hours and also includes features for expense reporting and reimbursement. This comprehensive approach ensures clarity and efficiency in time and expense management across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2500.00/one-time
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 Yes 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

LSEG Data & Analytics

Country

United Kingdom

Website

www.lseg.com/en/data-analytics/asset-management-solutions/lipper-fund-performance

Vendor Details

Company Name

AdvanTec Information Systems

Founded

1998

Country

United States

Website

www.advantecis.com/PDFs/Time%20ReportingSA.pdf

Product Features

Product Features

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

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