Best ZenTreasury Alternatives in 2024
Find the top alternatives to ZenTreasury currently available. Compare ratings, reviews, pricing, and features of ZenTreasury alternatives in 2024. Slashdot lists the best ZenTreasury alternatives on the market that offer competing products that are similar to ZenTreasury. Sort through ZenTreasury alternatives below to make the best choice for your needs
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SAP S/4HANA Cloud Public Edition
Navigator Business Solutions
2,765 RatingsSAP S/4HANA Public Cloud: The Intelligent ERP Solution. Accelerate your digital transformation with AI-powered insights, industry best practices, and a user-friendly interface. Streamline operations, make informed decisions, and unlock new growth opportunities. SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale... Take the lead in industry innovation to drive top-line, green-line and bottom-line growth. Never stop improving. Continuous insight is the key to optimizing business functionality and processes. Securing your success is a matter of choosing a partner who will be there for you -
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Agora
Agora
$599 per monthWe help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements -
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MRI Software
MRI Software
MRI's flexible and comprehensive technology platform, coupled with an open and connected ecosystem, meets the unique needs real estate businesses. This includes property-level management and accounting as well as investment modeling and analytics for global commercial and residential markets. MRI is a pioneer in the real estate software industry. It has nearly five decades worth of experience and insight. MRI Software empowers real estate companies to grow their businesses and gain a competitive edge by providing innovative solutions and a rich ecosystem of partners. After CallMaX, ResidentCheck, Tenmast Software, HAB, Inc., and Tenmast Software, ecosystems is MRI Software's fourth acquisition of multifamily software in the last twelve months. This latest acquisition furthers MRI's commitment in the multifamily sector. ecosystems is the leading developer of cloud-based software that is specifically designed for multi-family condos. -
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Trovata
Trovata
$500 per monthModern treasury software. Easy onboarding, no IT or implementation required. Trovata integrates open banking and ERP to automate data normalization, aggregation and analysis. This allows you to report on cash trends and cash positions. Instantly and continuously. Trovata can be integrated with most banks. Connect in minutes and you will always be connected. No need to download.CSV files from banks websites to update cash positions. Trovata, an open banking platform, allows companies to instantly see how much cash they have and forecast more quickly. It also allows them to manage cash flow with precision. 75% of the work involved in analyzing cash is manual compiling the source data, and rolling over Excel models for most businesses. Trovata.io makes it easy to automate your workflows. -
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TreasuryPay
TreasuryPay
Instant™, Enterprise Data and Intelligence. All transaction data is visible, as it happens, from anywhere in the world. Organizations can access worldwide accounting, liquidity management, marketing, and supply chain information with just one network connection. This allows them to be empowered with enterprise intelligence. The TreasuryPay product set streams global receivables information and provides instant accountancy as well as cognitive services. It is simply the most advanced intelligence platform and insights platform available to global organizations. You can instantly provide enriched information to your entire global organization. It's easy to make the change. The Return on Investment is remarkable. With TreasuryPay Instant™, you can now access actionable intelligence and global accountancy in real-time. -
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CAPIX
CAPIX
$5000 one-time paymentCAPIX, a cloud-based treasury/investment solution, provides users with a central platform that allows them secure and centrally manage corporate treasury operations and investment operations. CAPIX incorporates advanced cash flow management technology and forecasting technology. CAPIX is powered by Microsoft Azure cloud infrastructure, which allows users to access information and applications on the go via any PC, tablet or smartphone with an internet connection. CAPIX supports trading in various financial securities. -
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STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work. Financial Management: Real-Time Data with QuickBooks Sync - A consolidated view of all financials for your entire portfolio -NOI -Cash Flow -Operating expenses Identify trends and patterns in spending at a glance Asset Management - Unify your properties under one umbrella - Consolidated view on asset value Track purchase dates and prices Operations Management: - Automated Alerts For Lease Management (Lease Escalations & Expiring Leases). - Rent roll export - Manage maintenance requests and work orders - The easiest CAM reconciliations you'll ever make! Investor Management - Investor specific Dashboard Login to read-only investors to get rid of the need for mailed reports Track cash on cash returns - Build confidence with investors
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Agicap
Agicap
Agicap automates and centralizes your cash flow, allowing you to focus on analysis and decision-making. Create your cash flow forecast, and monitor your targets. Visualize your cash flow by synchronizing bank accounts and business software. Automated, centralized and harmonized cash-management can improve overall productivity. Consolidate your data with a collaborative tool that consolidates all of your data. Cash flow can be forecasted at the entity or consolidated level. Consolidate your cash flow and monitor it from multiple banks, entities and business tools. Create automated cash forecasts to explore scenarios. Create custom dashboards for better analysis and reporting. Agicap will automatically categorize your banking transactions. Real-time monitoring of the differences between actuals and forecasts. Build a reliable prediction and make informed decisions at the appropriate time. -
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TreasuryView
emformX GmbH
€250 per monthTreasuryview is the easiest start into integrated debt portfolio and interest rate risk management, with time- saving tasks and market data automations. Treasury teams can easily start managing debt, valuing, and simulating derivatives portfolios within minutes after signing up. Key features include automated deal and portfolio level risk exposure forecasting , instrument valuation, and treasury risk reporting, all seamlessly synced with market data. TreasuryView’s Risk Management features are designed for treasury managers and specialists in medium-sized businesses, commercial real-estate&social housing companies, and public sector finance teams. We offer our users easy self-onboarding with an initial 30-day free trial with no payment method required, to discover and explore the functionality of our platform. Our monthly SaaS plans start from just EUR 250 per month, with anytime cancellation. Whether you are a small business or a large multinational corporation, our cloud platform can be modularly adjusted to meet your team or enterprise-level-specific needs. Whether you're working remotely or in the office, our platform allows you to stay connected with your geographically dispersed team. -
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Kyriba
Kyriba
Any treasury department must have visibility and clarity into cash and liquidity. It is almost impossible to support strategic business goals and financial decisions without this information. Kyriba provides accurate and timely global cash visibility. This allows treasury teams the ability to create accurate forecasts that can be trusted throughout the organization. Kyriba's cash forecasting capabilities are unrivalled. There are many options for entering, modeling, importing, and measuring the effectiveness. Clients can extend the accuracy and horizon for their cash forecasting by using this tool, whether it is day, week or month. It can be difficult and confusing to manage multiple global bank accounts. There are potential security and compliance risks. Kyriba's bank management solution eliminates these concerns. It allows for better control over all global bank account accounts, including segregation, audit trails, signatory tracking and FBAR reporting. -
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Stessa
Stessa
Stessa allows property investors to easily track, manage, and communicate their real estate portfolio's performance. Stessa is completely free. Stessa is used by over 10,000 investors to optimize their single-family rentals or multifamily buildings. Stessa offers visual performance dashboards, automated income and expense tracking, tax-ready financial reports, and tax-ready financial reports. Stessa can be set up in just minutes. You can add properties and link your financial accounts. Everything updates in real time. -
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Fygr
Fygr
$30 per user, per monthIt's never been easier to track and forecast your cash flow. Automate your cash management with one tool, whether you are a start-up, VSE, or SMEs. Our Fygr difference is the first tool that can automatically build projections of your cash flow. It is an intelligent tool that will save you both time and money. All your banks and accounts on one platform. You can view one or more accounts at once. You can check your cash flow and avoid unnecessary overdrafts. A personalized and clear view of your cash flow is available in a matter of seconds. Our algorithms quickly provide a summary of your cash flow. You can control your cash flow and reduce costs. This tool will show you the total expenses for each category. Take a step back and examine your situation. Reduce expenses you don't need. Confidence is key to making the best decisions Our algorithms automatically generate a cash flow forecast in just a few seconds. -
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ARGUS Enterprise
Altus Group
ARGUS Enterprise, the industry-leading software for commercial property valuation and asset management, enables real estate companies value and manage their real estate assets through the entire investment life cycle. ARGUS Enterprise will give you in-depth insight into your real estate portfolio and out-of-the box reporting to meet all your investors' needs. It also gives you more decision-making capabilities to manage risk and asset performance. ARGUS Enterprise will allow you to create detailed cash flow forecasts, stress-test market and leasing assumptions, and create comprehensive commercial property valuations using discounted cash flow analysis and other global value methods. -
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Coupa
Coupa Software
Coupa’s cloud-native Business Spend Management (BSM) platform provides powerful capabilities and an end-to-end processes that helps drive collaboration across procurement, finance, treasury, compliance, and supply chain leaders to help their companies spend smarter, mitigate risk, and improve resilience. A unified platform approach frees up IT from complex integrations to help leaders deliver on these goals. -
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ARGUS EstateMaster
Altus Group
The ARGUS EstateMaster Investment Module module is a property appraisal and investment analysis software. It can accurately assess a property's purchase or disposal value using its rental cash flow forecast for up 40 years. This is done using the income capitalization or discounted cash flow analysis. ARGUS EstateMaster Investment Appraisal allows you to calculate the property's purchase and sale values using either the discounted cash flow (DCF), or income capitalization valuation methods. This is based on the property's rental cash flow forecast for up to 40 years. Reporting on returns, such as internal rate (IRR), net value (NPV), yields and weighted lengths, can help you measure the performance of your property investment. Investment Appraisal's easy-to-use interface and tenant import wizard will provide you with an accelerated time to value. -
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DebtBook
DebtBook
DebtBook allows finance teams in local government, higher-education, and healthcare to manage their debt and lease portfolios in the cloud. Managers, staff, accountants, lawyers, bankers and consultants all play a role in great debt and lease management. To do their jobs well, each one of them needs accurate and current debt information. You can trust the data used by your team at DebtBook. Forecast future payments for many reasons, including budget, financial planning and disclosure. Rating meetings can also be used. It becomes more difficult when individual loans and leases are paid out of multiple funds or funded by different projects. DebtBook makes it easy to quickly create accurate, customized schedules with no chance of human error. -
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HighRadius
HighRadius
HighRadius is a Fintech SaaS company that utilizes AI-based Autonomous Systems to automate finance processes such as Order-to-Cash, Record-to-Report, and Treasury management for businesses. Our Autonomous Software platform for the Office of the CFO is AI-driven, enabling companies to lower DSO, optimize working capital, fast-track financial close, and improve productivity. HighRadius has helped over 700 leading companies, including large corporations and mid-size enterprises, to transform their finance processes in O2C, treasury, and R2R. Our Order-to-Cash solutions include Credit Risk Management, AR Collections, Cash Application, Deduction Management, and E-Invoicing and Payment software. For Treasury management, we offer Cash Management and Cash Forecasting software, while our Accounting solutions comprise Financial Close Management, Account Reconciliation, and Anomaly Management software. -
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LeaseAccelerator
LeaseAccelerator
LeaseAccelerator, an insightsoftware company, is an enterprise lease automation software that guarantees compliance, improves operational efficiency and frees up cash. Thousands of users rely on the secure Software-as-a-Service (SaaS) platform to manage and automate 900,000 real estate and equipment leases, valued at $250 billion across 2 million assets in 142 countries which generated 8 billion journal entries. Unlike lease accounting point solutions, LeaseAccelerator offers a platform for growth, with a starting point for every company, regardless of size and maturity. LeaseAccelerator is built on decades of experience centrally managing lease data and automating manual processes such as validation and reporting. As a result, you can streamline compliance and use business insights to optimize lease processes. With our customer-first approach, you get in-app help with Ask Alex, responsive live support, access to lease accounting expertise, and a network of trusted partners to help you get the most out of your investment. -
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Precise API
Forwardly
$5 per monthThe Precise API provides essential insights into the financial performance of business clients. This includes historical, real-time and forecasted data. The Precise API is compatible with all leading accounting platforms and offers real-time push-pull functionality. It's ideal for financial institutions, fintechs, and lenders who work with small to medium-sized business. Predict as a service is a powerful add-on to the Precise API that provides your clients with a premium white-label cash-flow forecasting and scenario-planning portal. Cash flow solution will keep your clients engaged with your brand and give them a reason to connect their business data. -
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PackHedge™
FinLab Solutions SA
$5,000 per year 3 RatingsPackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data. -
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IBSFINtech
IBSFINtech India Private Ltd.
IBSFINtech, a global enterprise TreasuryTech company, provides end-to-end digitisation & automated solutions for corporates Cash & Liquidity, Treasury, Risk, Trade Finance(TRTFM®,) & Supply Chain Finance functions. Our product portfolio includes Onprem solutions, SaaSTM - InTReaX™ and Supply Chain solution VNDZY®. Our clientele spans many verticals and geographies. They include Vedanta Group. Mahindra. Sai Life Sciences Ltd., Bluestar Ltd., Polycab Ltd., Future Group. We were also awarded the prestigious "The Corporate Treasurer-House Awards", which recognizes IBSFINtech for being the best software provider in the APAC region. -
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Nomentia
Nomentia
Nomentia has one of the largest portfolios of cash and treasury management solutions on the market. We offer a hyper modular approach for technology solution management. Simply select the solutions that best support your business goals, and we'll take care of the rest. Nomentia offers all the flexibility you need in order to take your business to the next level. Our hyper modular approach allows for you to select the solutions you need and we will integrate them into your existing technology stack. To seamlessly manage your company's outgoing payment processes, including payroll, accounts payable, and treasury, connect ERP software and source system to sync and sync. Nomentia Payments makes it easy to automate and simplify cross-border, international payments. It connects all your systems into a single secure gateway, which allows for better payments visibility and control. -
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GTreasury
GTreasury
No matter where you are on your journey to intelligent treasury operations. The GTreasury platform offers deep insights, advanced data analytics, and proven artificial intelligence. Clear, end-to-end visibility of your entire liquidity landscape is key to making informed financial and strategic business decisions. Get a real-time, holistic view of all your positions. Then dive into the supporting data to gain actionable insights. With a single integrated database and intuitive workflow design, you can eliminate manual processes and spreadsheet management. Your treasury is more than a support function for the organization. It can be a strategic partner to the leadership. GTreasury allows you to start with the tools that you need right now and expand as your business and treasury management requirements grow. -
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InvestorFlow
InvestorFlow
Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management. -
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LenderKit
LenderKit
LenderKit is a white-label crowdfunding platform for regulated investment companies. LenderKit allows you to create a P2P lending portal for corporate investors or individual investors. Digitalize your offline business to create an equity crowdfunding platform for property financing or SME funding. SME and real estate crowdfunding are now an integral part the economy. Meanwhile, other industries like green energy or agriculture crowdfunding are gaining momentum. LenderKit can be customized to suit your industry, country's regulations and business needs. It can be used as a white-label crowdfunding tool, so you can pitch your stakeholders and get going. Or, it can be used to create a fully-fledged platform. -
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Salmon Treasurer
Salmon Software
Salmon Software offers a treasury management software, TMS. It has the functionality that meets the requirements of the treasury back, middle, and front offices. This includes integration with third-party systems such as ERPs, risk systems, and market data providers. Microsoft Azure hosting allows each client to operate in a different environment. Clients can access remote support via a shared-service office. Salmon Software develops the TMS in-house. They aim to release a major release every five year and interim releases every year. The TMS, Salmon Treasurer manages cash, forecasting and coverage for standard instruments like index linked derivatives, debt, commodities, and investment funds. -
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Fundamental Portal
Fundamental Portal
$1500/yr Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks. -
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iLeasePro
iLease Management LLC
$99iLeasePro is an intuitive, cost-effective, and accurate cloud solution that simplifies the transition to and on-going Lease Accounting under the ASC 842 Standard for Lessees. Our cloud-based SaaS solution accounts for Operating, Finance and Short-Term leases to ensure accurate compliance with ASC 842 Standard. With iLeasePro, you can easily generate the amortization schedule, journal entries and financial disclosure reports required by auditors. iLeasePro integrates with several accounting solutions to offer seamless uploading of journal entries into your general ledger. -
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Yardi Elevate
Yardi
Yardi Elevate provides detailed operational data and predictive insight with recommendations to improve asset performance by lowering costs and balancing risk, increasing revenue and increasing profitability. Stop worrying about the value or health of your properties. You will have unprecedented visibility into your portfolios and data integrity. This will allow you to close deals faster, complete projects on schedule, and meet your forecasted returns. An easy-to-use deal management tool for asset managers and their brokers. Connect finance, asset management, and leasing teams to the budgeting process. This tool is for chief engineers and facility managers and helps them to streamline equipment maintenance, property inspections, and service requests. Real-time insight into the budget performance, revenue impacts of capital projects, and tenant improvements. Visualize retail customer relationships and match them more efficiently. -
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CoStar Real Estate Manager
CoStar Group
CoStar Real Estate Manager®, combines cloud-based software with professional services and industry-leading information. All this is delivered through one platform. Your team can access the reliable commercial realty and lease data they need to make informed decisions. CoStar Real Estate Manager lease accounting solutions analyze, classify and report on real estate, equipment, and other leased assets. This allows you to meet the challenges of new FASB/IASB lease accounting regulations with confidence. Our solutions can be used to create journal entries, run financial reports, and integrate with your business systems. Based on data and insight, you can make confident decisions about your retail portfolio strategy. Our retail solutions remove information silos, increase market intelligence, and ensure that your locations perform at their best. -
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Lumina Americas
Lumina Americas
Lumina Treasury is a front-office trading and portfolio management system that allows financial institutions to manage their day-to-day business for their own and third-party positions. This includes trading and treasury desks, client portfolios, and mutual fund portfolios. It offers a variety of tools to manage cash flows and balances, accumulated or projected liquidity, exposure, curve-based risk management, currencies and indexes, as well as the administration of cash flow and balances. The application calculates the daily, monthly, and annual P&L on an individual portfolio basis, taking into account primary risk factors. The product coverage includes derivatives, exotic derivatives, structured products, and plain vanilla instruments. There are also Latin-American products that can be valuated using fresh market data. Lumina Treasury can be used to integrate all transactions from other applications using the vast array of interfaces (PropietaryAPI). -
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Clockwork
Clockwork
$159 per monthThe Clockwork Score automatically scores your financial performance and tells you what to do. Machine learning uses data from your balance sheet, P&L, and cash flow to provide real-time cash flow forecasts for weekly and monthly. You can easily create your own metrics using financial and non-financial data. This will give you a complete picture about your business. Quickly and securely integrate with QuickBooks Online and Xero to instantly create financial models and forecasts. A bank account does not provide cash flow forecasts. You need to know your financial obligations and be able to anticipate the needs of your business. Avoid costly mistakes and make sure you have fewer surprises when managing your finances. Know exactly when cash is coming and going, and what your future funds will look like at different points. -
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Brightflow AI
Brightflow AI
$300 per monthBrightflow AI's forecasting and finance tools will help you make data-driven decisions, control your cash flow and unlock more capital. Brightflow AI provides real-time data across all channels on a single platform to give business owners instant cash forecasts, real time business analytics and new financing options. Predict cash inflows and cash outflows to avoid a cash crunch. Better ordering and operations start with accurate forecasts. Forecast sales based on real-time data and your own patterns. Optimize your creditworthiness and prepare for a loan. -
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A suite of solutions to modernize the CFO's office. Those who support the office of the chief finance officer are familiar with the frustrations that come from manual, error-prone, processes, limited visibility and security, cumbersome integrations, complex implementations, etc. FIS Automated Finance, whether you are a CFO or finance manager at a large company, can help transform your department into a strategic advantage. When security and accurate cash-flow forecasting are not prioritized, optimizing working capital is difficult. Automated Finance provides the solutions that your company or financial institution requires to better manage risks and drive strategic financial plans. Automated Finance provides a complete set of tools to optimize revenue, receivables and payables. Choose from our solutions to reduce friction, unlock potential revenue, and give you confidence and the capabilities to grow.
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Fluidly
Fluidly
$33.68/month Fluidly is fundamentally changing the way businesses plan and manage finances. We can help you, whether you are an accountant looking to improve your client service or a business looking to manage cashflow more efficiently. Cashflow forecasting was traditionally a manual process that was almost entirely done in spreadsheets. Problem? Forecasts can become out of date in an instant. Fluidly's real time software connects with your Xero and QuickBooks accounts and uses the data to automatically create a cash flow forecast. It is easy to understand. No need to stress or model, Fluidly's real-time software connects to your Xero or QuickBooks account and uses the data to automatically build a cash flow forecast in an easy-to-understand chart. You can see your cash flow history, opening cash position, as well as future predictions. We can match you up with a variety of lenders to provide pre-qualified funding options in seconds. There is no obligation to proceed. Connect your Quickbooks or Xero ledger to instantly see your forecast. -
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Wyzr
Wyzr
Get instant insights into your finances. Forecast cash flow and more. Small businesses-specific. No need for complex spreadsheets. Wyzr communicates with you in plain language. No more stressful financial guesswork. Instant answers to all your questions and clear, actionable insights. Real-time cash flow projections without the need for spreadsheets. Be prepared and know what's coming. Eliminate guesswork, tedious spreadsheets and the need to make assumptions. In just seconds, you can get a clear picture of the health of your business. Instantly access the health metrics of your business. Know what's coming to make better decisions for your business. Timely insights will help you keep your finances on track. Wyzr AI CFO provides instant cash flow and financial insight. Instantly get answers to your questions. Wyzr is available 24/7. Keep track of your finances with timely insights. -
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Kardin Budget
Kardin Systems
$2300Kardin Budget is a strategic budgeting and reforecasting platform tailored for the commercial real estate (CRE) industry. With Kardin Portal, users can focus on high-level decision-making while reducing time spent on manual budgeting tasks, ensuring more effective property and portfolio management. Key Features: • Centralized Platform: Secure, role-based access to real-time property and portfolio data, enabling streamlined budget management and collaboration. • Budgeting and Reforecasting: Dynamic tools for cash flow forecasting, CAM recoveries, and lease assumptions across multiple property types. • Comprehensive Reporting: Real-time reports with year-over-year comparisons, portfolio-level insights, and Excel export capabilities. • Seamless Integration: Works with existing accounting systems for error-free data management. • Collaboration Tools: Enhances teamwork between property and asset managers to align strategies across properties and portfolios. -
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ARGUS Taliance
Altus Group
ARGUS Taliance, a robust real-estate fund and alternative investment software, allows real estate companies to manage the performance and investments of real estate funds and real estate investment trusts. ARGUS Taliance allows you to model complex investment structures, run scenario tests to assess the impact on market or ownership changes, calculate distribution falls, and provide detailed reporting to investors and stakeholders. It can be difficult to create a multi-tiered investment scheme with unique calculations and reporting outputs due to the complexity of global real property investments and various funding sources. ARGUS Taliance allows you to model a portfolio of real estate funds using an interactive interface. You can also view your investment structure over time with an interactive interface. You can drill down into each investment entity to adjust models and create waterfall distributions or distribution per unit calculations. This allows you to forecast. -
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Valere
Retransform
Valere helps asset managers, lenders, brokers, and investors make informed decisions regarding their assets. Valere is the solution for determining value in acquisitions or dispositions. It can also be used to prepare detailed cash flow analyses or to understand overall financial performance. You can track the performance of assets over the entire investment lifecycle. Save time with budgeting. Outlook transforms your data into optimal investments. Manage multiple property valuations as well as investments, budgets, and portfolios. -
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First Rate Vantage
First Rate Vantage
First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you! -
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PropertyDirector
PropertyDirector Pty Ltd
4 RatingsPropertyDirector.com.au is a one-stop digital platform for property investors. Our platform offers: 1. Digital bookkeeping system that allows you to keep accurate records and transactions about your property portfolio. It is simple to use, but it is comprehensive. 2. This forecaster tool allows you to project the future value of your property portfolio for up to 10 years. 3. Access market activity reports to see the latest trends in Australian suburbs. 4. Access to research reports, including detailed demographic information for each suburb and property data for all properties throughout Australia. We can help you onboard by helping you to add your first set of properties for free. We are committed to long-term improvement of our platform in order to meet the needs of property investors. Professionals with extensive experience in property investing, project management and web/digital platforms own and operate the business. -
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AppFolio Investment Management
AppFolio
$600 per monthAppFolio Investment Manager is a cloud-based, all in one real estate investment management software. One-login, on-demand platform offers powerful and flexible tools to simplify fund and syndication management. Investors can access a self-service Investor Portal to view dashboards and access a robust CRM system. This will allow them to streamline fundraising and communicate better with investors. AppFolio Property's award-winning team created this portal. AppFolio Investor Portal provides investors easy access 24 hours a day to their dashboard that summarizes their investment position and asset information. It also includes their invested capital and distributed capital. Investors have 24/7 access to a summary listing their investment positions and their invested capital. Investors can access the AppFolio Investor portal to quickly find reports, tax forms and other shared documents, and securely sign agreements. -
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ION Treasury
ION Treasury
Organizations in the world of Treasury are diverse in size and complexity. ION offers seven unique treasury management solutions that can be used in a variety of organizations, whether they are on-premises, cloud-based, or core. One TMS is not the best, but only one provider can. The ION Treasury portfolio, an award-winning collection of products, helps you manage liquidity at any scale and in any country. It also reduces operational, financial, as well as reputational risk. ION Treasury can help you decide which delivery method is best for your company. ION Treasury hosts your treasury management software, provides support, and upgrades it automatically. ION Treasury hosts a single-tenant environment for each customer. We also manage support and scheduled updates. -
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The CRE Suite
CREModels
The CRE Suite, our flagship real estate analysis, underwriting and asset management platform, has been 5 years in the making. It is based on decades of experience from our top executives and will revolutionize the way investment and development teams work. The CRE Suite lets your team collaborate on portfolios and mixed use projects without compromising productivity or dealing with locked files or emails Excel files. You shouldn't sacrifice the flexibility you need. Don't lose the power you need. You can use the tool that was created by clients like yourself, for clients like yours, to tackle the most difficult deals and quick-turnaround projects. -
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SimCorp Dimension
SimCorp
SimCorp Dimension is a multi-asset risk management and performance management system that integrates with real-time positions. This allows for greater transparency to help investors make better investment decisions. Our solution is designed to help you and your team. You can see the investment performance and attribution down to the security transaction level. To support investment decisions, internal controls, reporting, and regulatory compliance, best-in-class market models and analytics are used. Respect capital market and solvency requirements. -
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Cube
Cube
Real-time FP&A right from your spreadsheet Modern times demand power and agility. Designed for all sizes of teams. Identify strategic opportunities and areas of risk. Build trust Collaborate and align across the organization with accurate insights and analysis. For today's business pace, move fast agility. Connect and transform all financial and operational data to provide accurate reports for any audience. Work with business managers to create accurate forecasts and plans that are based on the most current assumptions and drivers. For easy analysis and reporting, centralize disparate data sources and consolidate them into one source of truth. You can track versions and have visibility into data changes. Cube's intuitive software makes it easy to do more, and faster. It's the easiest-to use FP&A platform, from onboarding a single person to a cross-functional team. -
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Embat
Embat
Automate and optimize the treasury of your company. Take control of your treasury, and optimize your liquid management processes. Visualize and automate forecasts, reports, cash flows and debt positions. Connect your ERP, accounting system, and FP&A platform to create short, medium, and longer-term liquidity forecasts. Monitor your budget and planning scenarios efficiently. Automate over 90% of your Treasury's accounting entries using generative artificial intelligence. This will ensure accuracy and continuous updates of your accounts. Systematize your reporting, treasury indicators and preparation time to reduce decision-making time and speed up the preparation process. Manage all your payment processes from one platform. Accounting and reconciliation can be automated in your ERP without human intervention. -
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Ark7
Ark7
This is the easiest way to invest in real property. Your rental income is paid monthly to your account. You also get ride appreciation when your home equity increases. Create a portfolio. You can choose your properties based upon all financials and data. You can earn passive monthly income by purchasing real estate shares. All this without the hassle of property management. Check out our list of the most desirable properties in the U.S., which are cash-flowing from day one. Complete legal, financial, and operational documentation. Next, choose your properties and place your orders. Now you can own real estate. You can now own real estate without the hassle of managing tenants, maintenance, and management. Diversify your portfolio into real estate now. Click, check out, own; no bidding or fundraising required. At the moment, we are only open to accredited investors. Receive notification when we open to all investors -
49
Datasoft FxOffice
Datasoft Group
FxOffice powers your entire Foreign Exchange dealing desk and front office. FxOffice allows your sales team to view real-time pricing data, client information, and risk data in one dashboard. Greater efficiency, better service. Pre- and post-trade processing for deliverable forex spots, swaps forwards and options, as well as market orders. Automated trading and treasury processes can be used for a wide range of products, including corporate foreign, risk management, regulatory and trade reporting, treasury, cash management, and support for a wide variety of funding and settlement instruments. FxOffice Online Portal is a leading market technology that can meet your customers' international payment and foreign exchange trading needs online. Your customers will be empowered with powerful features and an intuitive online experience that can support individual payments as well as large corporate treasury requirements. -
50
SUMMA
PREFIS
SUMMA is a customized treasury & risks system that supports your financial management. SUMMA is a state of the art tool for financial management. It allows you to manage cash, liquidity and treasury as well as financial risks. SUMMA is based on 20 years of software implementations for multinational corporations and central and commercial banks as well as ministries of finance. It offers the best technological solutions in treasury and cash & liquidity management. SUMMA provides tailored solutions for both the financial and corporate worlds. It can be tailored to meet your specific needs.