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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Planixs offers a cutting-edge liquidity management solution tailored for banks and financial institutions through its Realiti platform, which seamlessly integrates with existing systems to provide real-time aggregation of cash and securities data. By eliminating data silos, it streamlines and automates various liquidity management processes, enhancing operational efficiency. Additionally, users benefit from Realiti Insights, which delivers sophisticated data analytics for comprehensive access to dynamic information produced by your Control functions. This feature allows you to analyze liquidity factors, assess risks, and fulfill regulatory obligations effectively. Furthermore, the platform enables the integration of supplementary data such as market prices, external risk indicators, and financial models, making it a versatile tool. While major global banks typically invest hundreds of millions in developing similar systems, Realiti democratizes these advanced analytics capabilities, making them accessible to all banks at a significantly reduced cost, ultimately transforming how institutions manage liquidity. Overall, Planixs is redefining the landscape of financial analytics with its innovative approach.

Description

Trovata offers modern treasury software that allows users to onboard in just minutes without any need for IT support or lengthy implementation processes. Utilizing open banking and ERP integrations, Trovata automates the aggregation, normalization, and analysis of financial data, enabling real-time reporting on cash positions and trends. With pre-integrations for most banks, users can connect swiftly and maintain constant updates without the hassle of downloading .CSV files from banking websites. As an open banking platform, Trovata empowers businesses to instantly assess their cash levels, forecast efficiently, and manage cash flow with accuracy. Traditionally, 75% of the effort involved in cash analysis consists of manually compiling data and updating Excel models, which can be time-consuming and error-prone. By adopting Trovata.io, companies can eliminate these tedious manual workflows and significantly improve their financial management processes. This innovative approach not only streamlines operations but also enhances overall decision-making by providing a clearer picture of cash availability.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct

Integrations

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$500 per month
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

Planixs

Founded

2012

Country

United Kingdom

Website

www.planixs.com

Vendor Details

Company Name

Trovata

Founded

2016

Country

United States

Website

www.trovata.io

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

Alternatives

Alternatives

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