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ease
features
design
support

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Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Description

SmartDistributor offers a comprehensive set of advanced tools designed to enhance the management, oversight, and evaluation of every component within a distribution enterprise. By utilizing integrated applications rich in information alongside robust data processing capabilities for reporting and analysis, SmartDistributor significantly boosts operational efficiency and productivity. Allow experts to handle your IT infrastructure while you focus on your core business! Crafted with your business needs in mind, SmartDistributor leverages our extensive distribution knowledge—from sales strategies to back-office operations—to elevate your team's everyday performance, increase profitability, and effectively manage your profit margins. Additionally, SmartDistributor features a complete array of financial modules that facilitate the tracking of all financial performance aspects, including multi-company processing, single and multiple entity financial reporting, and real-time General Ledger updates, ensuring you stay on top of your financial health. This innovative approach not only streamlines operations but also empowers your business with actionable insights for continuous improvement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Propeller
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Propeller
Slack
Xignite

Pricing Details

$1500/month
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

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Vendor Details

Company Name

Kerridge Commercial Systems

Founded

1977

Country

United Kingdom

Website

www.kerridgecsna.com/page/products/smartdistributor

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

Product Features

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

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