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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PayStudio Inc. is excited to unveil notably* 1.0, a new application tailored for iPhone and iPod touch users. This innovative app is designed to assist service and trade professionals in transitioning to a digital format, ultimately allowing them to save both time and money while efficiently managing their operations on the move. notably* offers a wealth of customizable features, enabling users to handle estimating, invoicing, and inventory management from virtually anywhere. Users can effortlessly create estimates and send them via iMessage or email, complete with an integrated accept button, and they receive in-app notifications as soon as their clients approve an estimate. Professionals in technical fields often seek to adopt digital solutions that enhance operational efficiency, and notably* empowers them to modernize their workflows for greater productivity. Moreover, the app's seamless connection with Apple's Contacts, Photos, and iMessage allows users to harness their iPhones as effective tools that significantly streamline business management processes. This release marks a significant advancement in the app's capabilities, making it an indispensable resource for professionals dedicated to optimizing their work.

Description

Effectively overseeing essential operations within fixed income portfolios utilized by financial institutions such as US banks is critical. Paragon serves as a comprehensive fixed income portfolio accounting solution that manages bonds and money market instruments through three key business functions: trade capture, processing, and reporting. By utilizing advanced accounting and position-keeping platforms, banks can effectively monitor their daily exposures. However, when it comes to delivering precise information to board members and stakeholders, traditional paper reports often fall short, appearing uninspiring and lacking in visual elements that highlight significant changes or exceptions. In contrast, Paragon provides a suite of reports—including inventory, cash flow, maturity, and management reports—that are enhanced with engaging graphics. This innovative approach not only offers improved insights for all stakeholders but also empowers decision-makers with actionable data drawn directly from Paragon’s comprehensive records, ultimately driving better business outcomes. By integrating visually rich reporting, Paragon facilitates clearer communication and supports strategic planning within the firm.

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

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

PayStudio

Founded

2011

Country

Canada

Website

www.paystudios.com

Vendor Details

Company Name

corfinancial

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/paragon/

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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