PulseAssetBook
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Related Products
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About
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way.
Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard.
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About
Access key metrics like LTV/CAC, magic number, payback period, and more to understand how efficiently your sales team is adding revenue. Cut your customer data based on any attribute to understand which segments to focus on acquiring, and which types of customers' accounts to invest in growing. Easily segment data to see how customers are doing based on what plan or product they've purchased, and focus on the areas of your business that drive the most value. When you connect your systems to Subscript, we only access the parts needed to make the product work for you. We will always be transparent about what data is accessed. We keep key pieces of information securely to be able to generate reports for you quickly and let you analyze them in many different ways. Subscript regularly monitors for updates in your data to give you a realtime view into your business.
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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
RIAs, Financial Planners, Investment Advisors
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Audience
Businesses looking for a subscription intelligence platform to easily dive deep into their subscription metrics
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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
No information available.
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 InformationAssetBook
Founded: 2004
United States
www.assetbook.com
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Company InformationSubscript
United States
www.subscript.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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Integrations
HubSpot CRM
HubSpot Customer Platform
MoneyGuide
NetSuite
Pontera
QuickBooks Online
Redtail CRM
RightCapital
Salesforce
Stripe
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Integrations
HubSpot CRM
HubSpot Customer Platform
MoneyGuide
NetSuite
Pontera
QuickBooks Online
Redtail CRM
RightCapital
Salesforce
Stripe
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