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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

Make your funnel work harder, so you can work smarter. Now more than ever, multifamily marketers need to stay on top of risks and opportunities. Remarkably helps you drive more successful funnel performance with up to 95% less busywork. Spending too much time figuring out where and why properties are underperforming? Fix it with Remarkably. Connect your data, receive actionable insights and alerts, and address performance issues before they become problems. Discover Remarkably Performance. Increase Performance. Improve productivity and save time and money with automated data aggregation and analysis. Profitability. Drive Profitability. Proactively make decisions with AI-generated insights designed to maintain occupancy and ROI goals. Protection. Ensure Protection. Manage real estate risk and spot opportunities with predictive analytics and advanced alerts. Connect & Normalize Aggregate & Catalogue Data Sources. Combine your PMS, CRM, General Ledger, Google Analytics data, and more

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

Multi-family operators looking for a Marketing Operations Software that offers a better way to monitor, measure, and report on their portfolio's performance

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

No information available.
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

Remarkably
Founded: 2019
United States
www.remarkably.io

Alternatives

FundCount

FundCount

FundCount Americas

Alternatives

ProLinkAIM

ProLinkAIM

ProLink Solutions
The Archway Platform

The Archway Platform

SEI Family Office Services
Asseta

Asseta

Asseta.ai
SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS
Secure

Secure

Retransform

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

Data Analysis Features

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Integrations

Efinity

Integrations

Efinity
Claim Asset Vantage and update features and information
Claim Asset Vantage and update features and information
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