Markitsoft Control PanelMarkitsoft
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PulseAssetBook
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Related Products
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About
The key to our business intelligence software is its simplicity. By using Microsoft Excel, it employs an instantly familiar and intuitive user interface, which combines a clearly designed digital dashboard with distinctive income, balance sheet, and cash-flow statements to provide a comprehensive management reporting system. It allows managers to measure their monthly performance against budget, forecast, and prior periods and quickly ascertain where corrective action is needed. Key performance indicators on the digital dashboard are flagged with a red, amber, and green "traffic light" system to help managers envision the financial performance of their enterprises. By leveraging the power of Excel and capitalizing on your existing knowledge and investment in spreadsheets, our business intelligence software is an extremely cost-effective and easy deploy performance management system.
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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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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
Companies of all sizes seeking a business intelligence software to provide a comprehensive management reporting system
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Audience
RIAs, Financial Planners, Investment Advisors
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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
$30 one-time payment
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 InformationMarkitsoft
Founded: 2002
United Kingdom
www.markitsoft.com/control-panel/default.htm
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Company InformationAssetBook
Founded: 2004
United States
www.assetbook.com
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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
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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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Integrations
MoneyGuidePro
Pontera
Redtail CRM
RightCapital
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