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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

You wrestle separate IT systems and cross-reference data manually—all for one report. It takes time and resources for sure. But there's a better way with Xtraction—the self-service, real-time dashboard reporting software. Xtraction consolidates data from multiple sources and tools and presents it in one place. Pre-built data connectors mean no coding, no BI gurus, and definitely no spreadsheets. View your data in context and make smarter, faster decisions with ease. Spend less time waiting or chasing down reports. You need live data and you need it now. Choose the data you view and explore. Interact and focus in on specifics, or roll up views that match individual needs. Share dashboards, schedule reports, or export to file formats easily. Monitor or set alerts on events to act faster. With connectors pre-built for nearly every IT tool you use, you can experience comprehensive, timely IT dashboards and analytics.

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

Companies of all sizes that need an IT reporting and business intelligence solution

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

Ivanti
Founded: 2017
United States
www.ivanti.com/products/xtraction

Alternatives

FundCount

FundCount

FundCount Americas

Alternatives

SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS
Etops

Etops

Etops AG
ZoneReporting

ZoneReporting

Zone & Company
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Categories

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

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

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

Integrations

Efinity

Integrations

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