Asset Vantage
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client Tracking
- Reporting & Outcomes
- Financial Management Tools
- Intelligent Process Administration
- Electronic Approvals
- Custom Form Builder
Pricing Info
Pricing Info
KaleidaCare offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
KaleidaCare Professional – request pricing information
- Client Tracking & Placing
- Reports Generation
- Reports Management
- Billing Management
- Electronic Claims
- Deadlines Management & Notifications
- Electronic Signature Support
- Electronic Document Storage
KaleidaCare Lite – request pricing information
- Data Storage & Hosting
- Unlimited Logins
- Client Tracking
- Standard Documentation
Assessment Lite – $150.00/month + $250.00/one-time set-up fee
- CANS Assessment
- Assessment Storage & Analysis
- Client Tracking
- Summarized Reports
Document Management Lite – $150.00/month + $250.00/one-time set-up fee
- Document Storage
- Multiple File Formats
- Custom Storage Size
KaleidaCare also has additional modules that can extend the functionalities of the core software, such as mobile apps, RCM, mileage tracker, and more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nazareth Children’s Home North Carolina, Connie Maxwell Children’s Home South Carolina, Lutheran Services Carolinas
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
A user-friendly and comprehensive social services and foster care management solution.
Company Email
info@kaleidacare.com
Contact No.
Company's Address
KaleidaCare Management Solutions.
2535 Brockton Dr #450
Austin, TX 78758
USA
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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
Asset Vantage Comparisons
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No Accounting Software will be perfect enough to solve all the needs of a company. While core functionalities of KaleidaCare and Asset Vantage should matter you should also carefully analyze the integrations provided by a given solution. In many cases you will already be working with other types of SaaS software in your company and it’s much better to opt for products that integrate well with one another. That way you can guarantee an effortless transfer of data between your teams and services, which can really reduce time wasted on migrating between one product and the other.
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