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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.

Description

Streamline all your fee settlements through a single platform with calculo. This tool handles, computes, verifies, and settles various partner and product fees on your behalf, ensuring a user-friendly and efficient experience. With the Scenario feature in calculo, you can conduct management projections, craft offers, and simulate potential future scenarios. This capability simplifies decision-making, enhances profitability in calculations, and boosts the success of negotiations. By modifying rules and conditions and forecasting potential market changes, you can generate forecasts without altering existing master data or processes. Moreover, calculo seamlessly integrates with a wide range of popular fund and accounting systems and data sources, including Olympic, Multifonds, Xentis, SCD, GEOS, Kordoba, Temenos, Avaloq, SAP, V3, and Diamos. Ultimately, this comprehensive solution empowers businesses to optimize their fee settlement processes effectively and adapt swiftly to market dynamics.

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

Redi2 Technologies

Founded

2002

Country

United States

Website

www.redi2.com

Vendor Details

Company Name

Sowatec

Founded

1997

Country

Switzerland

Website

www.sowatec.com/en/

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

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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

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