Expex
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cash management monitoring
- Smart alerts
- Transactions and statements
- Reporting with visual tools
- Financial health monitoring
- Bills and payments
- Savings management
Pricing Info
Pricing Info
Expex is offered in three monthly plans based on number of users, accounts and features.
Lite – Free
- 1 user
- 1 financial account
- Cash Manager
- 2 financial health elements
Premium – $19.50
- 1 user
- 3 financial accounts
- Cash Manager
- 4 financial health elements
- unlimited bills
- $.50 per ACH payments; $1.20 per check
- Find Savings feature
Pro – $29.50
- multiple users
- 20 financial accounts
- Cash Manager
- 10 financial health elements
- unlimited bills
- $.50 per ACH payments; $1.20 per check
- Find Savings feature
Integrations
Integrations
Expex integrates with QuickBooks Online and Desktop and acts as the bridge between the accounting software and your bank. With this integration, all your financial accounts are in one location, which gives you visibility on your cash balances and cash flow.
The vendor can be contacted for help to integrate epex with other accounting solutions, so long as the software provides an API key.
Expex data can also be exported to any accounting system.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Helps you monitor your running budget and overall financial health and automate billing and payment process.
Company Email
info@expexinc.com
Contact No.
Company's Address
950 New Loudon Road
Latham, NY 12110- USA
Expex Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
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Every time you choose a solution that you are sure will work best for your business you shouldn’t only limit yourself to what experts have to say about it. In many cases individual experience with the product will vary, depending on your own goals and requirements. This is why in our reviews we also offer our User Satisfaction Rating for each service to give you a quick overview of how real users of Expex and Asset Vantage evaluate their contact with the software. Our algorithm is based on advanced analysis of product mentions on other sites, social media and blogs, so you will receive a full and reliable landscape of what other clients think about each solution. In this case Expex has a total satisfaction rating at 98% while for Asset Vantage 100% of users claim they had a positive experience with it.
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