COMPREHENSIVE ACCOUNTING AND WEALTH MANAGEMENT REPORTING FOR SINGLE AND MULTI FAMILY WEALTH MANAGEMENT WITH SUPERIOR INTEGRATION TO THIRD PARTY INVESTMENT, BANKING AND OTHER SYSTEMS
Comprehensive accounting for managing family accounting as well as reporting on family net worth and Trust Accounting
LANDFALL Wealth Management Accounting provides a platform for implementing family reporting with browser based access to allow family members with real-time access to financial statements, net worth reporting. Flexible configuration of investment portfolio and trust reporting to improve analysis goals.
Built on the Acumatica Cloud ERP Platform to provide a solid foundation for reliable accounting and ERP capabilities
- Well suited for organizations running on Apple Operating Systems (Mac) as well as Windows Operating Systems (PCs).
- Flexible Customer Contract Billing Rates.
- Ability to perform Multi-Company and Multi-Currency accounting.
- Automate billing processes including direct e-mail to clients.
- Allow clients to interact directly with your staff via customer portal.
- Extensive integration capabilities to interact with e-Commerce or internal operational systems.
- LANDFALL Solutions template configurations enables quick implementation that offers rapid ROI.
- Multiple methods of deploying – Software as a Service, Subscription on Private Servers, Perpetual License on Private Servers.
- Flexible Project Accounting for managing projects and staff assignments.
- Optional CRM capabilities for fully integrated sales processing.
- Strong customization capabilities to allow configuration for specific industry needs.
- Strong reporting for Project, Financial Accounting and Statistical Reporting to address specific analysis needs.