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What is Resolvr?

Resolvr streamlines labor-intensive tasks and oversees expenditure management. By eliminating the need for paper, spreadsheets, and PDF workflows, Resolvr enhances operational efficiency. Digital data streams combined with artificial intelligence contribute to improved profit margins for our clients. The platform offers communication tools for vendors and team members, fostering productive workflows. Gone are the days of slow, error-prone manual processes that burdened organizations. Additionally, Resolvr guarantees that expense allocations and distributions of client funds comply with The Dodd-Frank Act. With its ability to integrate seamlessly with any client fund software or platform via APIs, Resolvr simplifies operations. As a result, banks can significantly cut down on manual tasks, potentially saving millions of dollars annually. This transformation not only enhances productivity but also sets a new standard for financial management practices.

What is AdvisorWare?

Designed specifically for hedge funds, private equity, and funds of funds, AdvisorWare® delivers a robust platform that integrates portfolio management, accounting, and partnership accounting functionalities. This system is adept at addressing the complexities faced by alternative investment funds as they navigate global investment, trading, and management hurdles, while also catering to their rigorous requirements for financial, tax, partnership, and allocation reporting. With an intuitive interface, it enhances operational efficiency by allowing seamless management of diverse instruments and corporate actions, all while safeguarding data integrity. By incorporating proactive automated exception handling, workflow management, and reconciliation features, it effectively mitigates operational risks. Furthermore, AdvisorWare® fulfills tax and reporting obligations across various jurisdictions, offering fully automated tax allocation for partners, thus ensuring compliance and user-friendliness. With its extensive capabilities, AdvisorWare® serves as an indispensable resource for fund managers aiming to optimize their operations and enhance the precision of their reporting processes. In a landscape where accuracy and efficiency are paramount, utilizing a tool like AdvisorWare® can make a significant difference in managing complex fund dynamics.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

API Availability

API Availability

Pricing Information

$3,000 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Resolvr

Date Founded

2018

Company Location

United States

Company Website

www.getresolvr.com

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com/solutions/products-a-to-z/advisorware

Categories and Features

Accounts Payable

Not specified

Budgeting

"What If" Scenarios
Asset Planning
Cash Management
General Ledger
Multi-Company
Run Rate Tracking
Version Control

Business Performance Management

Ad hoc Analysis
Budgeting & Forecasting
Dashboard
Predictive Analytics
Quantitative Analysis
Scorecarding
Strategic Planning

Compliance

Archiving & Retention
Audit Management
Controls Testing
Environmental Compliance
HIPAA Compliance
ISO Compliance
Risk Management
Sarbanes-Oxley Compliance
Version Control

Expense Report

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
Performance Analysis
Portfolio Management

Categories and Features

Hedge Fund

Not specified

Investment Management

Not specified

Private Equity

Not specified

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