Qvinci Advisory Portal
Qvinci has helped us take the entire organization to a whole new level… On top of that, the customer support is just awesome.Sherri Mansell — Chief Operating Officer, Tralongo
AUSTIN, Texas (PRWEB) December 09, 2020
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.
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…
CLICK HERE TO RESERVE YOUR SEAT AT THE WEBINAR (SPACE IS LIMITED)
As usual, Qvinci went above and beyond. Not only did they introduce another game-changing technology that truly delivers, but they further tweaked their already-existing Financial Portal, so when used in combination with the Advisory Portal, the potential is unlimited. You can effortlessly flip back and forth between them, as both are conveniently accessible from your Qvinci account navigational panel. Now you have a sweeping view to meaningful metrics across all clients or entities without their having to submit anything to you.
Among its many high-value features, the enhanced Financial Portal shows your clients’ or entities’ detailed snapshot data as current (static), drills down into various financial reports from the same screen instantaneously (without even opening QuickBooks), and exports volumes of data into Excel with the press of a button. Both portal layouts are customizable, and each has a ‘Help’ button if you’d like assistance from their friendly Customer Success team.
CLICK HERE TO RESERVE YOUR SEAT AT THE WEBINAR (SPACE IS LIMITED)
The verdict? Once again, Qvinci is ahead of the curve, delivering a true technological breakthrough that will jolt their customers’ or business units’ profitability and net assets upward, while saving them unimaginable blocks of time. In Qvinci’s world, there is no zero-sum game. Everybody ends up a winner.
NEW PRODUCT INTRODUCTION! To launch these powerful new tools, Qvinci will host a Live Webinar on Wednesday, December 16th @ 12PM CT with the storied inventor, serial entrepreneur, and renowned turnaround expert, Charles Nagel – Founder and CIO of Qvinci. Email invitations will be sent out soon, but you can register early with the links below.
CLICK HERE TO RESERVE YOUR SEAT AT THE WEBINAR (SPACE IS LIMITED)