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What is ReliaServ?

ReliaTerm, ReliaScan, and Co-Pilot together create an all-encompassing messaging and alert system, while the Dash "Owners report" delivers vital information regarding point-of-sale transactions and customer relationship management. The suite also encompasses tools for inventory oversight, management of products and pricing, and comprehensive reporting related to aged inventory and purchasing activities. Additionally, it enables barcode labeling and tracking of serial numbers, allowing users to scan items during both receipt and checkout processes. Key reports, including those for transfers and moves, commissions, spiffs, and electronic submissions for ESC tracking, contribute to operational efficiency. The system further generates journals for cash-out, statements for accounts receivable aging, and reports concerning customer deposits. It adeptly handles delivery logistics and scheduling, alongside a variety of reports related to commission and inventory, including documents for A/R and sales tax compliance. With integration capabilities for general ledger and QuickBooks, financial management becomes a seamless process, while its drill-down reporting tools and export functionalities to Excel significantly enhance data analysis capabilities. Additionally, the search feature utilizing Control-F and the tracking of vendor instant rebate programs augment the system's overall operational efficiency. In conclusion, this versatile and powerful system is specifically constructed to effectively address a wide range of business requirements.

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

Efinity

Integrations Supported

Efinity

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Reliable Softworks

Date Founded

2007

Company Location

United States

Company Website

www.reliablesoftworks.com/reliaserve/

Company Facts

Organization Name

Asset Vantage

Date Founded

2011

Company Location

United States

Company Website

www.assetvantage.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting

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

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