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Average Ratings 0 Ratings

Total
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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2500.00/one-time
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

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

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