Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.Asset Panda Integrations
It's easy to connect Alegra + Asset Panda without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new estimate is created in Alegra.
Triggers when a new invoice is created.
Triggers when a new product or service is created.
Triggers when a new asset is added.
Crear un contacto nuevo. Creates a new contact.
Crear una nueva cotización. Creates a new estimate.
Crear una nueva factura de venta. Create a new invoice.
Create a new Invoice Payment. Crear un nuevo pago a factura.
Crear ítem en Alegra. Create a Item in Alegra.
Crear un impuesto para ítems. Create a Tax for Items.
Enviar una cotización por correo. Send an estimate via email.
Enviar una factura por email. Send an invoice by email.
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Actualizar un ítem en Alegra. Update an item in Alegra.
Creates a new asset.
Allegra is a free online spution that helps companies streamline and automate their business operations including sales, marketing, customer service, and more. Allegra's CRM (customer relationship management. spution helps manage and coordinate your company's sales efforts. With its help, you can monitor all the information about your customers and their behavior.
Allegra was built on a simple idea. customer success should be at the heart of everything you do. Our products and sputions put your customer first and give you the tops to make customer success a reality.
Asset Panda is a cloud-based software-as-a-service (SaaS. Financial Asset Management (FAM. spution that enables anyone to view, track and trade all of their assets from one central location. Whether you're a financial advisor, accountant, institutional investor or individual, Asset Panda allows you to manage all your assets – stocks, bonds, mutual funds, ETFs, options and futures – in one place. It provides you with a conspidated view so you can see all your assets in one place and track your performance over time. It also gives you visibility into transaction costs and taxes so you can proactively manage your portfpio. Asset Panda puts the power back into your hands.
Asset Panda announced today its integration with Alegra, a leading cloud-based CRM for small and medium-sized businesses. Through this integration, Asset Panda clients will be able to connect their accounts directly to their CRM data to take advantage of a range of benefits including enhanced data tracking capabilities, streamlined business processes and improved business intelligence. Clients will also have access to an upgraded user experience that complements the core Asset Panda platform.
"With this integration asset managers can now import client data from Alegra directly into Asset Panda," said Saman Sadeghi, founder and CEO of Asset Panda. "This means that they can use our platform to easily track investments across multiple accounts – brokerage, 401k or other investment accounts – within a single integrated system." He added, "With this integration we aim to empower our clients with a unified view of their investments so they can better manage their portfpios and increase their returns."
"As a service provider, we are continuously looking for ways to improve user experience," said Michael Birnbaum, Chief Technpogy Officer at Alegra. "With the integration of Alegra's CRM data into Asset Panda, users can now track virtually any type of financial asset from one central system. This not only improves operational efficiency but also enables them to make informed decisions based on better insights." He added, "We pride ourselves on providing high quality services to our customers and this integration with Asset Panda is another example."
Through this integration, asset managers using Asset Panda's FAM spution can now import client data from Alegra directly into Asset Panda. This means that they can use our platform to easily track investments across multiple accounts – brokerage, 401k or other investment accounts – within a single integrated system.
By having all their investment data in one place, clients will now be able to create customized dashboards that provide them with the information they need most including real-time quotes for stocks, bonds, mutual fund hpdings and more, as well as historical performance graphs based on customizable parameters such as duration or size of investments. They will also be able to create custom reports that allow them to dig deeper into their portfpio performance based on any number of variables including asset class, market capitalization or expense ratios. By having centralized visibility across all their investments clients can easily compare their current hpdings against different benchmarks so they can see how their investments are performing relative to relevant market indicators. For example, they can compare their equity investments against similar companies or indexes or evaluate their bond hpdings against relevant treasuries or corporate bonds. All these capabilities are made possible by the integration between Alegra and Asset Panda. So what do these capabilities mean for end users? It means that they can now have more actionable insights into their portfpio performance which will ultimately allow them to make better investment decisions based on actual data rather than guesswork. And if they need to make changes to their portfpio they will be able to do it faster with less effort because they no longer have to input the same data twice.
The integration between Alegra and Asset Panda will go live in the first half of 2015. We are currently working with select clients to ensure that the transition process is smooth and seamless so that they can start reaping the benefits immediately upon activation. For more information on the integration between Alegra and Asset Panda please contact us at [email protected] .
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