Discover the platform

INVESTMENT FUNDS

Manage all your portfolios with the kind of reliable data and performance tracking investors value the most

Accountfy
Accountfy
Accountfy
Accountfy
Accountfy
Accountfy

DIGITAL TRANSFORMATION

Accountfy gives you fast, standardized reports so you can monitor all of your clients’ results on a single platform

With our software, it only takes seconds to transform raw accounting data from Balance Sheets or Ledgers into valuable managerial information that your customers can count on.

Accountfy
Accountfy

COLLABORATIVITY

Our platform gives you the ability to comment and interact with our team and yours so that your questions never go unanswered

Accountfy makes it easy to set goals and review flows with remote access to ensure accurate indicators.

CONSOLIDATED VIEW

Increase efficiency across portfolios with consolidation across markets and currencies

Accountfy’s consolidation resources allow you to analyze holdings between different economic groups, letting you work in multiple currencies and exchange rates, all while ensuring you have the traceable history you need to make closing simple.

Accountfy
"I found out that within the same 15 minutes needed to generate the financial statements, with the parameterization, charts and presentations are also created automatically, activities that I would take another 4 (four) hours of work to prepare."
Victor Muracami – Partner at BX Group
Accountfy

FORECASTING

Accountfy’s projections can aid you in helping your clients’ define their future with short- and long-term planning

Strategizing is simplified using our platform’s detailed scenarios and evaluating performance is hassle-free when you can compare Actual financial statements and Forecast financial models.

DASHBOARDS

Keep track of KPIs with highly adaptive dashboards and views tailored to your clients’ needs

Notice trends as they emerge and know where to focus for optimized results using our strategic and totally customizable views.

Accountfy
Accountfy

MONTHLY REPORT

Produce pristine presentations in seconds and help your clients make reliable decisions every time

With Accountfy, you can create polished, impactful presentations that ensure your investors are always informed during the analysis and due-diligence process.

Want to know how to streamline your portfolio management and make sure reliable data is always close at hand?

Request a demo and find out how we help you help your investors!

  • 1
    Personal information
  • 2
    Company

Utilizamos cookies de acordo com a nossa Política de Privacidade e, ao prosseguir com o envio, você concorda com estas condições.

111

Utilizamos cookies de acordo com a nossa Política de Privacidade e, ao prosseguir com o envio, você concorda com estas condições.