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Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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What is Total Return?

SS&C GlobeOp’s Total Return is an all-encompassing system designed for the efficient management of portfolios, investment accounting, partnership accounting, and general ledger functions, specifically created for alternative investment funds and family offices. This versatile multi-currency platform expertly manages intricate securities and advanced investment strategies, addressing the complex ownership structures and distinct tax responsibilities that are commonly associated with family office investments and private wealth funds. In addition to its state-of-the-art portfolio management functionalities and general ledger features, the system provides comprehensive partnership accounting, which includes automated valuation processes based on capital contributions or shares, streamlined income and expense distributions to partners, management fee calculations, and the ability to generate detailed partnership reports. By unifying fund accounting, partnership accounting, and tax processing within a singular platform, it not only simplifies operational workflows but also reduces potential risks, ultimately allowing users to save significant time. This robust solution proves to be invaluable for those seeking to improve both the efficiency and accuracy of managing their intricate investment portfolios while navigating the complexities of the financial landscape. Furthermore, its flexible design ensures that it can adapt to the evolving needs of users in a dynamic investment environment.

What is PartnerVerse?

Uncover the ideal solution for forging B2B partnerships with this all-encompassing platform. Specifically crafted for partnership management, this integrated CRM boasts a built-in marketplace that accelerates the progress of your partner program. You have the ability to invite potential partners to a specialized collaboration portal, which facilitates the effective cultivation of your partnerships or allows you to select from an expanding community of members. Acting as a unified CRM, this system promotes instant teamwork and collaboration. Formulate your strategy, communicate effortlessly, and exchange vital documents—all within a single platform that automatically tracks and updates every action taken. PartnerVerse simplifies the partnership creation process, significantly shortening the time required to derive value and enabling faster activation of your alliances. Our comprehensive portals provide full visibility, enhancing prompt cooperation with your partners. Experience real-time collaboration that reduces the necessity for numerous meetings and emails, thus ensuring a more streamlined experience while accelerating the formation of partnerships. This innovative approach is designed to enhance and elevate your collaborative efforts. If you are responsible for managing partnerships within your organization, this platform is expertly designed to meet your specific needs, empowering you to advance successful partnerships like never before. Moreover, it allows for continuous improvement and adaptation as your partnership landscape evolves.

Media

Media

Integrations Supported

Channext
Return Prime
Square POS

Integrations Supported

Channext
Return Prime
Square POS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$60 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

SS&C Technologies

Company Location

United States

Company Website

www.ssctech.com/solutions/products-a-to-z/total-return

Company Facts

Organization Name

PartnerVerse

Company Location

United States

Company Website

partnerverse.online/

Categories and Features

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

Categories and Features

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