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Ratings and Reviews 0 Ratings
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SuiteMasterLeadMaster Solutions Group provides two distinct ERP offerings: First is SuiteMaster, a comprehensive business platform that allows clients to choose from a vast selection of essential applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and many others. SuiteMaster is designed with high functionality in mind, enabling seamless scalability across various applications, while its modular architecture allows for quick deployment and effortless integration of additional tools as needed. To ensure a smooth transition, LeadMaster's software consultants collaborate closely with clients to facilitate effective implementations that enhance business workflows and promote user engagement. The second offering is Odoo: ERP, an open-source platform that is rich in business applications and designed to meet a wide array of company needs with its user-friendly interface. Key applications within Odoo encompass CRM, Sales, Project Management, Manufacturing, Inventory, and Accounting, making it suitable for businesses of any size and budget. In addition, LeadMaster's certified Odoo ERP consultants provide expert support in areas such as deployment, customization, and staff training to ensure optimal use of the system. This commitment to client success underscores LeadMaster’s dedication to delivering tailored solutions that foster growth and efficiency.
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OdooOdoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
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Multiview ERPOur goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.
What is PortfolioShop?
A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.
What is Octopus?
Your system is designed to be fully operational within a single day and operates directly in the browser, negating the need for any local installations. It provides exceptional live chat support, enabling users to engage in simultaneous learning while using the platform. The offering includes thorough assistance for setup and data migration, as well as automated features for the import and export of external data. With a data warehouse IBOR, it effectively resolves double entry issues, facilitating trade capture through easy copy-and-paste actions. The platform provides interfaces for all counterparties and features automatic report generation for Daily NAV, Factsheets, Compliance, and more, complemented by a report scheduler that enables email alerts. Furthermore, it grants access to a vast array of Bloomberg data sets, pricing, and regulatory information covering over 50 million securities, all backed by dedicated servers situated in a highly secure data processing center close to SIX. Built on a UNIX architecture, this reliable and fast web application ensures secure VPN access at all times. Boasting extensive automation capabilities, the system allows for the effortless import of data from external sources and the automatic distribution of reports, making it possible to automate nearly every function within the octopus framework. This broad range of functionalities significantly boosts both operational efficiency and the overall user experience, making it an invaluable tool for businesses. Ultimately, the system stands out as a comprehensive solution that addresses various operational challenges effectively.
Integrations Supported
AdminPulse
Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Unblu
Xignite
Integrations Supported
AdminPulse
Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Unblu
Xignite
API Availability
Has API
API Availability
Has API
Pricing Information
$1500/month
Free Trial Offered?
Free Version
Pricing Information
$2,900 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
PortfolioShop
Date Founded
1998
Company Location
United States
Company Website
www.portfolioshop.com
Company Facts
Organization Name
Finanzinformatik IT
Date Founded
2004
Company Location
Switzerland
Company Website
www.octo21.com
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
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
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management