About calculo
Calculo is a finance and tax software platform from Convotis that provides digital IT solutions for financial institutions. It combines automation, compliance, and security to help banks, insurance companies, and tax consultants manage complex requirements. This platform supports digital change initiatives while using data science and AI for improved decision-making. Calculo is designed to address the unique challenges faced in the financial sector, specifically tailored for the markets in Switzerland, Germany, Austria, and Luxembourg. Key capabilities: automation compliance security digital change data science & AI Best for: financial institutions and tax consultancies that need to navigate digital challenges in finance and tax processes.
Calculo is an advanced software solution designed to automate fee processing and management for the financial industry. It offers a comprehensive platform that streamlines the calculation and handling of various types of fees, including advisory, product, management, and performance-based fees. By using Calculo, financial institutions can reduce manual work, errors, and costs while ensuring compliance with legal, regulatory, and audit requirements. The software’s user-friendly interface and modular design make it adaptable to different business needs, offering a high level of flexibility for diverse financial operations. The platform boasts an intuitive and flexible user interface, designed with modern technology to enhance ease of use and accessibility. It includes features such as a graphical analysis function and an integrated "Report Designer," which helps users generate custom reports in various formats. Calculo’s one-click installation ensures a simple setup process without complex configurations. This simplicity makes it accessible to users, even those without extensive technical knowledge, while its advanced features support complex financial operations. Calculo’s functionality is focused on automating fee calculation and processing, offering customization options for various fee models.
Pros & Cons
- +High level of automation for fee calculation and processing.
- +Supports a wide range of customizable fee models.
- +Strong integration capabilities with popular fund and accounting systems.
- +Transparent billing and traceability features for audit compliance.
- +Modular design allows customization to specific business needs.
- −Pricing is not publicly listed, requiring direct inquiry.
- −Primarily targeted at financial institutions, which may limit its use in other industries.
- −May require initial setup time to integrate with existing systems.
Features
Key features
- Fee Billing Automation
- Calculo automates the calculation and processing of various types of fees, including advisory, product, and management fees, ensuring efficiency and accuracy.
- Customizable Fee Models
- The platform supports multiple fee models, such as volume-based, transaction-based, and performance-based fees, which can be customized according to business requirements.
- Traceability and Security
- All fee billing and analysis processes are traceable down to the end-customer level, with detailed records of changes made for audit and compliance purposes.
- Modular Structure
- Calculo’s modular architecture allows the software to be expanded and adapted to meet evolving business needs, providing flexibility in its application.
- Reporting and Analytics
- The integrated report designer and graphical analysis feature allow users to create and export custom reports in various formats, including Excel and PDF.
Additional features
- Transparency and Traceability
- All invoices to customers and partners are traceable, ensuring complete visibility into the billing process.
- Automation of Billing and Payments
- Automated fee calculations and processes, including data import/export, payments, and accrual creation, reduce manual workload and errors.
- Compliance and Security
- Meets all audit, compliance, and risk management requirements, with role-based access control for secure data handling.
- Flexible Integration
- Supports integration with popular fund and accounting systems and data providers, ensuring smooth interaction with external platforms.
- User-Friendly Interface
- The intuitive interface facilitates easy navigation and use, even for non-technical users.
- Customizable Calculation Methods
- Supports a variety of fee calculation methods, such as portfolio-based or individual performance-based models, and can be tailored to suit client needs.
- Role-Based Authorization
- Access control mechanisms at the field level allow businesses to secure sensitive data and restrict access based on user roles.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About calculo
Calculo is a finance and tax software platform from Convotis that provides digital IT solutions for financial institutions. It combines automation, compliance, and security to help banks, insurance companies, and tax consultants manage complex requirements. This platform supports digital change initiatives while using data science and AI for improved decision-making. Calculo is designed to address the unique challenges faced in the financial sector, specifically tailored for the markets in Switzerland, Germany, Austria, and Luxembourg. Key capabilities: automation compliance security digital change data science & AI Best for: financial institutions and tax consultancies that need to navigate digital challenges in finance and tax processes.
calculo Details
calculo's In-App Market Place
Does calculo have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), CNY (¥), INR (₹), SEK (kr), SGD (S$), MXN ($), NZD (NZ$)
Pros & Cons
- High level of automation for fee calculation and processing.
- Supports a wide range of customizable fee models.
- Strong integration capabilities with popular fund and accounting systems.
- Transparent billing and traceability features for audit compliance.
- Modular design allows customization to specific business needs.
- Pricing is not publicly listed, requiring direct inquiry.
- Primarily targeted at financial institutions, which may limit its use in other industries.
- May require initial setup time to integrate with existing systems.
calculo's Support Options
Email Address
info@convotis.chcalculo's Alternatives
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