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Description
Motili offers a technology platform that streamlines the management of HVAC and hot water systems for various property types, including single-family homes, multi-family units, and commercial buildings, through both proactive and reactive maintenance projects. The accompanying mobile application is designed for Motili's network of HVAC contractors, enabling them to discover, schedule, and execute installations and repairs directly from their devices. Similar to how Uber connects drivers with passengers, this app facilitates connections between contractors and available HVAC jobs, eliminating the need for contractors to chase leads. Users can easily navigate to job locations while utilizing features that allow for the completion of work orders and quotes, checking in upon arrival, uploading photos, adding necessary equipment or parts, tagging assets, and submitting all relevant information back to Motili. With such an array of functionalities, the app significantly enhances efficiency and communication within the HVAC service industry.
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
Integrations
Black Diamond Wealth Platform
Geneva
Pricing Details
Free
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
Motili
Founded
2015
Country
United States
Website
www.motili.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com/industry/hedge-fund/family-office
Product Features
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
