Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At the core of our comprehensive range of products and services lies MAUI®, the driving force behind our trust accounting platform. Designed to simplify the tasks of trust professionals, MAUI features an intuitive interface coupled with powerful, real-time reporting capabilities, making it an increasingly popular choice among trust professionals looking to enhance their growth and fulfill their clients’ requirements. We have developed an advanced trust accounting application from its inception and continue to expand its capabilities. By actively incorporating feedback from our users, we have created additional modules that integrate seamlessly with the MAUI platform, offering a robust and scalable solution tailored to meet your customers’ specific needs. Additionally, our Infovisa Client Portal serves as an online hub for both you and your clients, allowing them to personalize dashboards and access reports in a manner that aligns with their preferences. Customers can also easily download statements through the portal, leading to significant savings on printing and mailing costs while improving overall efficiency. This ongoing commitment to innovation ensures our users always have the best tools at their fingertips.
Description
Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Infovisa
Founded
1992
Country
United States
Website
www.infovisa.com/maui
Vendor Details
Company Name
Redi2 Technologies
Founded
2002
Country
United States
Website
www.redi2.com
Product Features
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
Yes
Tax Calculator
Yes
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No