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Excella advisory software

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What is Excella advisory software?

Excella advisory software can help RIAs, PMS, Family portfolio managers to record their asset transactions and generate meaningful reports. The software is giving a lot of performance indicators, strategies etc.

Pricing

Excella advisory software Starting Price

$ 208/Per Year

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Key Features of Excella advisory software

Here are the powerful features that make Excella advisory software stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

Portfolio Management Software Accounting Software

Application Sharing
Applications Management
Budget Management
Capacity Management
Client Management
Collaboration
Compliance Management
Contact Management
Dashboard
Data warehousing
For Investment Advisors
For Traders
Gantt Charts
Investor Accounting
Investor Reporting
Issue Management
Issue Tracking
IT / Software Projects
Milestone Tracking
Multiple Projects
Online Activation
Order Management
P&L Calculation
Partnership Accounting
Percent-Complete Tracking
Performance Analysis
Planning Tools
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Project Comparison
Project Planning
Project Templates
Project Tracking
Projections
Real Time Comparisons
Requirements Management
Resource Allocation
Resource Management
Risk Management
Status Tracking
Task Management
Task Planning
Task Scheduling
Task Tracking
Technical Analysis
Time & Expense Tracking
Time Tracking by Project
Timesheets
To-Do List

401(k) Tracking
Access Controls
Account Tracking
Accounting
Accounting Integration
Accounting Management
Accounting Practice Management
Accounts payable
Accounts Receivable
Accrual Accounting
ACH Check Transactions
ACH Payment Processing
Activity Tracking
Ad hoc Analysis
Ad Hoc Reports
Agency Management
Allocation
Analytics
Appointment Management
Appointment Reminders
Approval Process Control
Approval Workflow
Archiving & Retention
Asset Budgeting
Asset Lifecycle Management
Asset Management
Asset Planning
Audit Planning
Auto Dealer Accounting
AutoEntry
Automated Notices
Automated Scheduling
Automatic Time Capture
Background Screening
Balance Sheet
Bank Reconciliation
Banking
Banking Integration
Barcode Integration
Barcoding
Barcoding / RFID
Benchmarking
Benefits Management
Billable & Non-Billable Hours
Billable Hours Tracking
Billing & Invoicing
Billing and invoicing
Billing Management
Billing Portal
Billing Rate Management
Bills of Material
Bonds / Stocks
Bonus Management
Bonus
Loan & Advances Management
Bookkeeping
Budget Tracking/Job Costing
Budgeting
Budgeting & Forecasting
Business Performance Management
Business Process Automation
Business Rules Management
Calendar Management
Case Defined Timekeepers
Case Management
Case Notes
Cash Management
Change Orders
Channel Management
Charting
Check Printing
Check Processing
Checks & Controls
Church Accounting
Client database
Client Management
Client Portal
Client Statements
Collaboration
Collections
Collections Management
Commercial
Commission management
Committee Management
Commodity Futures
Communication Tracking
Compensation Assessment
Compensation Calculation
Compensation Management
Compensation Plan Modeling
Compensation Statements
Completion Tracking
Compliance Management
Compliance Reporting
Compliance Tracking
Conflict Management
Connect my bank
Consolidation/Roll-Up
Construction
Construction Accounting
Construction Breakdowns
Contact Database
Contact Management
Contingency Billing
Contract Management
Contractors
Corporate Banking
Cost Tracking
Cost-to-Completion Tracking
Court Management
CPA Firms
Credit Bureau Reporting
Critical Date Alerts
CRM
Customer DataBase
Customer Management
Customizable Dashboard
Customizable invoices
Dashboard
Data Exchange Capabilities
Data Source Connectors
Debit Card Support
Depreciation Management
Direct Deposit
Disposal Management
Distribution
Distribution Management
Docket Management
Document Archiving
Document Management
Document Printing
Document Retention
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Drill Down
Due date tracking
Dues Management
Dunning Management
Duplicate Payment Alert
eCommerce
eCommerce Accounting
eCommerce Tools
Electronic Signature
Email Integration
Email Management
Employee Database
Employee Management
Employee Scheduling
Enterprise Asset Management
Equipment Maintenance
Equipment Tracking
ERP
Event Management
Expense Management
Expense Report
Expense Tracking
Field Sales Management
File Sharing
Financial Accounting
Financial Management
Financial Reporting
Financial Reports
Fixed Asset Management
FMLA Tracking
For Private Schools
For Real Estate
Forecasting
Forms Management
Fraud detection
Fund accounting
Fund Management
Fundraising Management
General Ledger
General Ledger Entry
Goal Setting / Tracking
Government
Grant Management
Graphs & Charts
GST
Historical Database
Hourly billing
Hourly Employee Tracking
HR & Payroll
HR Management
Idea Management
Import / Export Management
In-House Collections
Incentive Programs
Incident Reporting
Income Statements
Intelligence Reporting
Interaction Tracking
Internal HR
International Accounting
Inventory Management
Inventory Tracking
Investment
Invoice
Invoice Designer
Invoice Management
Invoice Processing
Invoicing
Issue Management
Item Management
Job Costing
Job Requisition
Job Work
Key Performance Indicators
Knowledge Base Management
Late Fee Calculation
Law Firms
Legal Case Management
Listing Management
Logistics Management
Loyalty Program
Mail Order
Maintenance Management
Manufacturing
Marketing Management
Material Management
Material Workflow
Member Database
Membership Management
MIS Reporting Capabilities
MIS Reports
Mobile Access
Mobile App
Mobile Payments
Mobile Support
Mobile Time Tracking
Modeling & Simulation
Multi Currency
Multi Location
Multi-Branch Connectivity
Multi-Company
Multi-Country
Multi-Department/Project
Multi-Office
Multi-State
Multi-Store Management
Multiple Billing Rates
Multiuser Login & Role-based access control
Nonprofits
Onboarding
Online Banking Integration
Online Booking
Online document storage (back-up)
Online invoicing
Online Payment Processing
Online payments
Online Punch Card
Opportunity Management
Optical Character Recognition
Order Fulfillment
Order Management
Outstanding
Overpayment Processing
Overrun Projections
Overrun Reporting
Overtime Calculation
Owner Portal
Partial Payments
Partnership Accounting
Payment Gateway Integration
Payment Handling
Payment Management
Payment Plans
Payment Processing
Payment Tracking
Payroll
Payroll Management
Percent-Complete Tracking
Performance Appraisal
Performance Metrics
Portfolio Management
POS invoicing
POS Transactions
Predictive Analytics
Procurement
Procurement Management
Product Database
Production Cost Tracking
Production Management
Profit/Loss Statement
Project Accounting
Project billing
Project Management
Project Tracking
Property Management
Purchase Order Management
Purchase Orders
Purchasing
Qualitative Analysis
Quantitative Analysis
Quotation & Estimates
Rate Management
Receipt Management
Receipt Printing
Receipt Upload
Reconciliation
Records Management
Recruiting Firms
Recurring Billing
Recurring invoice
Recurring/Subscription Billing
Reimbursement Management
Reminders
Remote Document Access
Rent Tracking
Reorder Management
Report Export
Reporting
Reporting/Analytics
Residential
Residential Leases
Residential Properties
Resource Management
Retainer Billing
Returns Management
Revenue Management
Revenue Recognition
RFI & Submittals
Risk Assessment
Risk Management
Roadmapping
Rules-Based Scheduling
Salaried Employee Tracking
Salary Planning
Sales Forecasting
Sales Tax Management
Scenario Planning
Scheme Management
School Accounting
Scorecards
Self Assessment
Self Service Portal
Serial Number Tracking
Service Request Management
Service Tax
Shipping Management
Short / Long Term Rental
Signature Capture
SKU / UPC codes
SOAP Notes
Spend Control
Spend Management
Staff Calendar
Staff Management
Status Tracking
Statutory Capabilities
Stock Management
Strategic Planning
Subcontractor Management
Supplier and Purchase Order Management
Supplier Management
Supply Chain Management
Task Management
Tax
Tax Calculator
Tax Management
Taxation Management
TDS
TDS / TCS
Templates
Territory Management
Ticket/Issue Tracking
Time and Expense
Time Tracking
Timesheet Management
Tip Distribution
Trading Excise Registers
Transaction management
Transaction Review
Trust Accounting
Utility Billing
Variable Workforce
Vat
VAT / CST / GST Reports
Vendor Management
Version Control
Volunteer Management
W-2/1099 Preparation
Wage Garnishment
Warehouse Management
What If Scenarios
Work order management
Workflow Configuration
Workflow Management
Workstation Tracking

Excella advisory software Pricing

Here are the pricing plans for Excella advisory software. Choose the plan that best fits your requirements and budget. Get Detailed Excella advisory software pricing as per your requirements.

Starter

$ 208

Per Year

Investment Reporting
Asset Management
Fees Management
Scheduling Of Mails
Import Of Contract Notes

Get Pricing

Excella advisory software Specifications

Get a closer look at the technical specifications and system requirements for Excella advisory software. Find out if it's compatible with your operating system and other software.

Deployment :

On Premises

Subscription Plan :

Yearly

Accessibility :

Customization

Desktop Platforms :

Windows

Language Support :

English

Business :

Freelancers

Enterprises

Available Support :

Excella advisory software Categories on SoftwareSuggest :

Accounting Software

Company Details :

Company Name : KICMS PVT LTD

Headquarter : Kannur

Website : Visit Website

Excella advisory software Description

Here's the comprehensive description of Excella advisory software. Gain a brief understanding of its unique features and exceptional benefits.

Complete accounting software for all kind of buiness . GST based billing and invoicing. Software for registered investment advisory of SEBI and PMS

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Alternatives of Excella advisory software

Explore alternative software options that can fulfill similar requirements as Excella advisory software. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

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Excella advisory software FAQs

How much does Excella advisory software cost?

The starting price of Excella advisory software is ₹ 15000/Per Year. It has different pricing plans:

Starter : ₹ 15000/Per Year

The details of Excella advisory software’s free trial have not been shared by the vendor.

What are the top 5 features for Excella advisory software?

The top 5 features for Excella advisory software are:

Email Integration
Financial Management
Multi Location
Bank Reconciliation
Fixed assets

What type of customer support is available from Excella advisory software?

The available support which Excella advisory software provides is:

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