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About

Purpose built to provide a consolidated view of a family’s entire net worth. A family office software that offers portfolio reporting without accounting, presents an inadequate view of financial health. We live in a world where U-HNW principals don’t wait for end-of-quarter to ask, “How am I doing?” Where overleveraged real estate doesn’t wait for end-of-month to hemorrhage cash. Where the need to harvest a loss to offset short-term capital gains doesn’t wait for year-end. And where liquidity demands rarely defer to investment timing. In this real-time, data-driven world, financial data that isn’t aggregated, accounted, reconciled, and reported same-day goes stale overnight. Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting software can help your office run smoothly and efficiently.

About

Accounting is a key component of any successful business. CheckMark is here to help with our MultiLedger integrated accounting system. Our program makes it simple, and you do not need to be a CPA to get the most out of our software. General Ledger, Accounts Receivable, Accounts Payable, Inventory, Job tracking, are just a few of the many features MultiLedger has to offer. MultiLedger is fully integrated, multi-user and cross-platform software for Mac and Windows. Designed for small and medium-sized businesses, MultiLedger allows you to create and send invoices, reconcile bank transactions, track inventory, monitor cash flow, generate key financial reports, and Print Forms 1099 effortlessly. MultiLedger is packed with everything you need to make your small business run smoothly and efficiently. It's time to take your business beyond the basics.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family offices seeking a tool offering portfolio reporting without accounting

Audience

Businesses seeking an integrated accounting solution for small companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$499.00/one-time
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Asset Vantage
Founded: 2011
United States
www.assetvantage.com

Company Information

CheckMark
Founded: 1984
United States
www.checkmark.com/multiledger

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FundCount

FundCount

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The Archway Platform

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NolaPro

NolaPro

Noguska
Asseta

Asseta

Asseta.ai
SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
ASG Financial Management System

ASG Financial Management System

Accounting Software Group
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Efinity
PSA

Integrations

Efinity
PSA
Claim Asset Vantage and update features and information
Claim Asset Vantage and update features and information
Claim CheckMark MultiLedger and update features and information
Claim CheckMark MultiLedger and update features and information