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What is Pitchly?

Pitchly transcends the simple presentation of your data by enabling you to unlock its full capabilities. Unlike typical enterprise data solutions, our unique warehouse-to-worker strategy brings your business data to life, leading towards a future where data fundamentally drives work processes, including the production of content. By transforming repetitive content creation tasks from labor-intensive activities into data-oriented methods, we enhance both accuracy and efficiency, thus allowing your team to prioritize more strategic initiatives. When you develop data-informed content with Pitchly, you gain mastery over the entire process. You can create brand templates, optimize your workflows, and enjoy instant publishing, all supported by the reliability and accuracy of real-time data. Whether it's tombstones, case studies, bios, CVs, or reports, Pitchly empowers clients to manage, organize, and refine their entire content inventory effortlessly within a single user-friendly library. This cohesive method not only streamlines content management but also guarantees that your deliverables are consistently of high quality and produced in a timely manner, adding further value to your business operations. By embracing this data-centric approach, organizations can foster a culture of continuous improvement and innovation.

What is Asset Vantage?

Family office software designed to deliver a holistic view of a family's total net worth can fall short if it emphasizes only portfolio reporting without adequate accounting, resulting in an incomplete understanding of financial health. In the current rapid-paced financial world, ultra-high-net-worth individuals are no longer inclined to wait until the end of a quarter to assess their financial condition. They face the pressing need to act swiftly when over-leveraged properties threaten to deplete their resources before the month closes, or when immediate actions are required to realize losses to offset short-term capital gains as the year draws to a close. Moreover, the timing of liquidity needs rarely coincides with the best investment opportunities, highlighting the importance of having timely access to financial insights. In this environment where data informs decisions, financial information that isn't consistently aggregated, accounted for, reconciled, and reported on the same day quickly loses its relevance. Single Family Offices face unique hurdles in managing accounting and financial reporting, yet these challenges can be effectively addressed through our integrated general ledger and portfolio reporting software, which simplifies operations and boosts efficiency. By leveraging our innovative solution, family offices can ensure they obtain timely insights into their financial circumstances, allowing them to stay proactive in an ever-evolving market. This capability not only helps them respond to immediate financial demands but also positions them for long-term success.

Media

Media

Integrations Supported

Wufoo
Zapier

Integrations Supported

Efinity

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Pitchly

Date Founded

2014

Company Location

United States

Company Website

www.pitchly.com

Company Facts

Organization Name

Asset Vantage

Date Founded

2011

Company Location

United States

Company Website

www.assetvantage.com

Categories and Features

Data Analysis

Not specified

Data Management

Not specified

Data Pipeline

Not specified

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Forecasting
Marketing Reports
Report Export
Scheduled / Automated Reports

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Project Accounting

Family Office

Not specified

General Ledger

Not specified

Reporting

Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Report Export

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