TopNotepad
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Create Invoice
- Register Payments
- Download PDF
- Send Emails
- Reminder
- Excel Export
- Invoice Dashboard
- Clients List
- Attachment
- Expense Category
- Expense Dashboard
- Log Expenses
- Import/Upload Leads
- Lead Status/Stage
- Lead Source
Pricing Info
Pricing Info
Pond Plan – $12.5/month
- 1 User
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
- Manage Unlimited Clients
Lake Plan – $25/month
- 5 Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
Sea Plan – $37.5/month
- 10 Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
Ocean Plan – $50/month
- Unlimited Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
Integrations
Integrations
TopNotepad integrates with PayPal and plans to add more popular payment processors across the globe.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Green Flash, Food By Phone, Aerosys
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
TopNotepad is a simple and flexible cloud-based CRM tool for small and growing businesses.
Company Email
info@topnotepad.com
Company's Address
340 S LEMON AVE #1605,
WALNUT, CA 91789
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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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Both TopNotepad and Asset Vantage were tested by a group of independent B2B experts who prepared a full analysis of all crucial aspects of each service. Their final rating was calculated using our unique SmartScore system that gives a separate partial score to each element like: main functionalities, customer support, mobile device support, security, user satisfaction and reviews in other media. Here at FinancesOnline we know useful features are not the only thing crucial to a business so we do our best to pay attention to all aspects of a solution before calculating its final score.
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