Qvinci® Software – has released its much-anticipated Advisory Portal, which helps solve the entrenched problem that has plagued the arena of commercial and nonprofit enterprises for decades, if not longer: Most business owners don’t understand “traditional” financials and aren’t interested in learning how to read them. Thus, a lot of vital information is overlooked, which often has a negative impact on performance. In too many cases, the consequences can be disastrous.
The Advisory Portal is Qvinci’s response to their customers’ plea for a way to easily identify where financial performance is excelling and, more importantly, areas that require corrective action. Until now, traipsing multiple screens with innumerable tabs open for hours on end typically yielded reports too convoluted for anybody other than an experienced CPA to appreciate. Qvinci heard their customers’ outcry, and totally delivered.
The Qvinci Advisory Portal Released December 2020.
Qvinci_Advisory-Portal_December-2020
With Qvinci, you can now present financial performance data to clients and organizational entities in a color-coded numerical format (GREEN = Gains / RED = Losses) that is super easy to read and make sense of. Any layperson can interpret it at a glance, and when they see the alarming RED numbers, they reach out for help. The genius of the Advisory Portal is that it triggers abundant advisory conversations with your clients, franchise owners, dioceses, or business managers.
Features:
- GREEN & RED numbers/percentages to motivate clients/entities to call for expert insight and guidance (advisory conversations)
- Presents clients’/entities’ summary movement data over time (dynamic)
- Illustrates favorable/unfavorable trending across various time periods
- Focuses on the 10 key ratios that drive most organizations
- Access general ledger and journal entries directly from the portal
- A single, wide-angle view of your clients or locations
- Customizable layout
- And more…
You can find out more about Qvinci's Latest Game-changer at their portals website. You can also either schedule a Demo, or register for one of their webinars at the same website.