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What is Tiller?

Tiller goes beyond being just a cash register; it delivers an all-encompassing array of solutions tailored to meet your varied requirements. Understanding that each business is unique, Tiller provides extensive customization options to ensure it fits your precise needs. Our user-friendly and powerful application enables you to efficiently take orders and handle payments, no matter the payment method. Enhance your business operations with straightforward reports that encompass sales, accounting, personnel, and more. You can also keep track of your point of sale's performance in real time, whether you are on-site or off. With the ability to access your business analytics easily from your smartphone, tablet, or computer, you can evaluate performance over different periods and make strategic decisions to improve your operations. Tiller not only facilitates transaction management but also equips you with the tools necessary for sustainable business growth. As a result, you can focus on expanding your enterprise while maintaining seamless operational efficiency.

What is PSVTracker?

PSVTracker is an all-encompassing portfolio management solution tailored for investors who have a wide array of assets in both public markets and private investments. In contrast to typical personal finance apps that primarily focus on tracking bank and brokerage accounts, PSVTracker provides a more extensive asset spectrum that includes real estate syndications, private equity and venture capital funds, direct property investments, cryptocurrencies, precious metals, vehicles, and liabilities, all integrated alongside linked brokerage accounts for a cohesive overview. The platform automatically calculates numerous financial indicators such as XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for individual investments as well as for the overall portfolio. Moreover, it allows users to evaluate their investment performance by contrasting anticipated results with actual outcomes derived from sponsor forecasts, diligently monitors all capital events—including contributions, distributions, and capital returns—manages intricate ownership structures and nested entities, and effectively tracks the status of K-1 forms, whether they have been received or are still pending. Secure connections to banks and brokerage accounts are facilitated via Plaid, with data security ensured through encryption, both during transmission and while stored, utilizing AWS services. Additionally, users can grant read-only access to their CPA, spouse, or financial advisor, promoting effective collaboration in managing their finances. The platform offers a free plan that enables users to experience its features without requiring a credit card, making it accessible for anyone looking to optimize their investment tracking. Ultimately, PSVTracker empowers investors with a holistic view of their financial landscape, enhancing their ability to make informed decisions.

Media

Media

Integrations Supported

Chift
Flipdish
Pennylane

Integrations Supported

Plaid

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$25/month
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.

Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.

Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.

Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Version
Free Trial Offered?

Supported Platforms

iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Tiller Systems

Company Location

France

Company Website

www.tillersystems.com

Company Facts

Organization Name

PSVTracker

Date Founded

2023

Company Location

United States

Company Website

psvtracker.com

Categories and Features

Point of Sale

Not specified

Restaurant POS

Separate Checks
Split Checks
Table Management

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investors & Traders
Performance Metrics
Portfolio Management

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