Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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D&B ConnectMaximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.
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What is Trustworthy?
A straightforward way to protect, arrange, and enhance the management of your most essential information is now at your fingertips. You can find everything needed to keep your family organized and prepared in a single, convenient place. Important documents, such as family identification and vaccination records, can be kept readily available. You can efficiently manage and share family passwords, compile a thorough inventory of valuable possessions for insurance needs, and meticulously document your financial accounts and investments. Automated reminders can help ensure that all information stays up to date, while you can securely store legal and estate documents and invite family members and trusted advisors to collaborate. Many families face the challenge of having vital legal, financial, and medical documents scattered across various filing systems and digital platforms due to geographic dispersion. Additionally, as digital information continues to grow, it often becomes fragmented across multiple locations, complicating management. This is where Trustworthy comes into play, designed to assist with everything from simple tasks like passport renewals to more significant endeavors such as estate planning, ensuring that you and your family are prepared for any scenario. In a world that is becoming increasingly complicated, having all your crucial information consolidated in one location not only enhances organization but also brings a sense of security and tranquility. By utilizing such a comprehensive tool, families can help minimize stress and focus on what truly matters: each other.
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.
Integrations Supported
Better Business Bureau (BBB)
Efinity
Norton 360
TrustedSite
Integrations Supported
Better Business Bureau (BBB)
Efinity
Norton 360
TrustedSite
API Availability
Has API
API Availability
Has API
Pricing Information
$120 per year
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
Trustworthy
Company Location
United States
Company Website
www.trustworthy.com
Company Facts
Organization Name
Asset Vantage
Date Founded
2011
Company Location
United States
Company Website
www.assetvantage.com
Categories and Features
Password Management
Credential Management
Multifactor Authentication
Password Generator
Password Reset
Password Synchronization
Single Sign On
User Management
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