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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.
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About
Pull in Stripe and CRM data to automate revenue recognition by customer, invoicing and AR Aging. Easily drill down and drill through ARR, NRR, logo retention cohorts, SaaS P&L as well as your GAAP financials. Have people help you that understand your problems and know how to solve them with you. Have Rillet AI check your close and streamline time-consuming workflows with just a few sentences. Do data analyses in seconds without running multiple data exports, pivot tables and lookups. Real-time sync from CRM automatically creates a revenue waterfall and deferred revenue schedules. Easily modify existing contracts and set custom revenue patterns. Seamlessly connect with 11,000 banks and credit unions. Our proprietary machine-learning models automatically match 90% of all transactions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Family offices seeking a tool offering portfolio reporting without accounting
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Audience
Companies looking for an Accounting platform that provides reminders and payment links
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$199 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAsset Vantage
Founded: 2011
United States
www.assetvantage.com
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Company InformationRillet
rillet.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Avalara
Brex
Efinity
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Lunos
Ramp
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Integrations
Avalara
Brex
Efinity
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Lunos
Ramp
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