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SOMIS

0(0 reviews)
Software Status:Active

About SOMIS

SOMIS is a financial software platform from SOMIS that focuses on investment management. It provides portfolio tracking, risk assessment, and performance analytics so users can make informed financial decisions. This platform is designed to support individual investors and financial professionals in managing their investment portfolios effectively. SOMIS integrates various financial data sources to give users a comprehensive view of their investments. Key capabilities: portfolio tracking risk assessment performance analytics data integration user reporting Best for: individual investors and financial advisors that need effective tools for investment management.

SOMIS Details

Vendor
SOMIS
Year Launched
N/A
Location
8523 Speedway Dr, Suite #3, San Antonio, Texas 78230, US
Deployment
cloud, on premise, windows, linux, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic
Users
Contractors, Service Businesses, Field Workers, Electricians, Plumbers, HVAC Professionals, Technicians.
Industries Served
HVAC, Plumbing, Electrical, Locksmith, Pest Control, All Industries.
Tags
Carpet Cleaning, Electrical Contractor, Electrical Estimating, Field Service Management, Garage Door, HVAC, HVAC Estimating, Landing Page, Landscape, Lawn Care, Locksmith, Work Order, Roofing, Scheduling, Service Dispatch, Pest Control, Plumbing, Plumbing Estimating, Pool Service

SOMIS's In-App Market Place

Does SOMIS 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 ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Ease of Use: Both reviewers emphasize the ease of use. Nolvia R. states, "I love how easy it is to use." Drew W. echoes this, implying its user-friendliness by praising the "communication and functionality."
  • Mobile Accessibility: Nolvia R. highlights the software's excellent performance on smartphones, eliminating the need for tablets: "We did not have to buy tablets because it works so great on smartphones."
  • Comprehensive Features: SOMIS aims to be an all-in-one solution, and Drew W. confirms this by stating they "run our entire company and clients from it." The Capterra listing also shows a wide array of features, including scheduling, invoicing, payment processing, and more.
  • Branded Invoices and Payment Links: Drew W. specifically mentions the ability to create branded invoices with company information and payment links: "The ability to create invoices and send them to customers with my branding and company info, as well as a link for payment and reviews."
  • QuickBooks Sync: Integration with QuickBooks is a significant advantage for accounting: "It also syncs with my Quickbooks."
  • Positive Customer Experience: Both reviews are overwhelmingly positive, with high ratings for ease of use, customer service, features, and value for money. This suggests a generally positive user experience.
  • Designed by Contractors for Contractors: The description emphasizes that SOMIS was created by contractors, implying a deep understanding of the industry's specific needs.
  • Limited Reviews: Only two reviews are available, which is a very small sample size. This makes it difficult to get a complete and unbiased view of the user experience and potential issues.
  • No Free Version: There's no free version available, limiting accessibility for very small businesses or those on a tight budget.

SOMIS's Support Options

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