Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Picante is a crypto portfolio and treasury management platform.
Picante allows anyone to easily track their crypto wallets, protocol positions, CEX accounts and bank accounts (fiat), set up monitoring, run financial reports, share data privately with key stakeholders and create public financial dashboards to build confidence in a project by being transparent.
Built for:
(1) Web3 Companies & DAOs : to track their treasury, spending habits, and generate business reports and share critical financial data with stakeholders.
(2) Investors: to monitor the financial health and performance of their portfolio companies.
Key Features: Web3 companies & DAOs
• Live dashboards to track treasury and the historical performance
• Bookkeeping tools to keep accounts in order
• Private dashboards for internal teams and public dashboards for anyone on the web
• Financial report creation tools
• Real-time on-chain notification system.
Key Features: Investors
• Live dashboard for tracking the financial health of portfolio firms
• Query tools to filter companies based on specific criteria, such as treasury distribution.
• Messaging tools to communicate with portfolio companies during 911 events.
Description
Our cash management solution streamlines the process of determining your daily cash position, allowing you to achieve this in mere minutes instead of taking hours. When you arrive at the office, you will discover that all banking transactions from the previous day have been automatically populated into your daily cash worksheet. This enables you to gain an instant overview of your organization’s overall cash status. Generating cash forecasts becomes effortless as the system utilizes historical data to formulate accurate projections for daily, weekly, monthly, or even yearly periods. Additionally, you have the option to enhance your forecasts by effortlessly importing data from various external platforms. The electronic funds transfer module provides a secure and efficient way to initiate, authorize, approve, and monitor all electronic money transfers. Furthermore, a status and control feature simplifies the management of your payment workflow across multiple banking institutions, ensuring smooth operations and increased efficiency. This comprehensive system ultimately empowers you to make informed financial decisions with confidence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Picante
Founded
2022
Country
EU
Website
picante.io
Vendor Details
Company Name
SymPro Treasury Management Solutions
Founded
1985
Country
United States
Website
sympro.com/cash-management-solution/
Product Features
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management
Product Features
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management