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Software Status:Active

About PCFM

PCFM is a financial management software from Passiosoft that supports various financial tracking and reporting needs. It includes budget planning, expense management, and financial forecasting so businesses can maintain accurate financial records and make informed decisions. The platform offers reliable tools for real-time data analysis and integrates with existing accounting systems to provide comprehensive financial oversight. With PCFM, users can generate detailed reports and insights, ensuring they stay aligned with their financial goals. Key capabilities: budget planning expense tracking financial forecasting real-time data analysis integration with accounting systems Best for: finance professionals that need effective financial management solutions.

PCFM Details

Vendor
Passiosoft
Year Launched
2015
Location
Suite 2803 - 58 Keefer Place, Vancouver, BC V6B 0B8, CA
Deployment
cloud
Training Options
documentation, live online, in person
Countries Served
All Countries
Languages
English, French
Users
Investment Analysts, Portfolio Managers, Risk Managers, Compliance Officers, Operations Managers, Chief Investment Officers
Industries Served
Healthcare, Education, Finance, Retail
Tags
Equity Management, PCFM

PCFM's In-App Market Place

Does PCFM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), SEK (kr), NZD ($), KRW (₩), SGD ($), HKD ($), NOK (kr), MXN ($), INR (₹), RUB (₽), ZAR (R), BRL (R$), TRY (₺), AED (د.إ)

Pros & Cons

  • Centralizes capital raise administration, saving time and reducing back-office administrative costs.
  • Offers robust, bank-level security features, ensuring investor and fund data is protected.
  • Features a customer portal allowing 24/7 self-service access for investors and representatives.
  • Includes an audit trail providing transparency and tracking of all data changes and user activity.
  • Provides high configurability, allowing the software to adapt quickly to specific business needs.
  • Specific pricing structure or cost of the software is not disclosed in the provided information.
  • No mention of native mobile applications for users, which could limit 24/7 accessibility.
  • Integration capabilities with external accounting or CRM systems are not detailed.
  • The system is designed for exempt market issuers, limiting its use for broader capital markets.
  • Relies on user-provided data inputs, which could be prone to human error without proper controls.

PCFM's Support Options

PCFM's Alternatives