Solutions

For Accounting Firms and Family Offices

Flexible Solutions Tailored to your firm

SaaS Service

Automate the reconciliation of investment portfolios in minutes – backed by our comprehensive onboarding and exceptional customer care.

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Managed Services

ARTIFFEX’s Managed Services provide an affordable solution for reducing costs, avoiding the adoption of new software, and better focusing on client relationships.

 

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Crush The Busy Work

Our secure, proven, and patented solution is trusted by accounting firms and family offices of all sizes, to reconcile and report on investments.

Accelerate Growth

Fast onboarding, seamless integration into your workflow and zero manual data entry.

Scalable & Flexible

Do it yourself with our secure cloud-based solution or outsource to us when you need help.

Improve Client Service

Free up your time to focus on strategically advising clients with key insights and proactive tax planning.

Accounting innovation

The only automated investment reconciliation solution, compatible with any financial institution.

95% of customer support inquiries are resolved within 24 hours

HOW ARTIFFEX WORKS

Do it Yourself, or Let Us Handle It

Reduce overhead and avoid complexity with our Managed Services or opt for our SAAS solution. Either way, we will work with you to improve cost savings and increase your margins.

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Use Cases

ARTIFFEX can reduce the time spent on the following file types between 50 – 80%*

5

Client files where the firm is already executing detailed broker write-ups without relying on summaries provided

5

Client marketable securities portfolios held in a non-personal entity

5

Statements with incorrect cost basis

5

Client files with voluminous options contracts and transactions

5

Client files with calendar and non-calendar year ends

5

Client files with multiple brokers / custodians

5

Client files holding independent fund accounts (i.e., Quadrus, London Life)

5

Client files with multiple unconverted currency data points on the same statement

* Client files for active day traders, and files with unconventional statement types in which identifying all the necessary information for positions and transactions are not straightforward, can expect a time savings of 25-40%.

Automated Reconciliation

Does your client have multiple brokerage accounts or accounts in both the US and Canadian currencies? ARTIFFEX’s reconciliation platform allows you to organize all your transactions easily and accurately.

Seamlessly import and organize investment portfolio data

Easy-to-understand prompts and automated suggestions

Effortless adjustment tools

Import journal entries into Quickbooks Online or Xero 

Create a continuity schedule and export it to Excel

Transactions
Processed

Journal
Entries

Documents
Ingested

Broker
Accounts

Integrations

Easily connect your client’s chart of accounts, generate and post journal entries in any downstream portfolio accounting software, such as QuickBooks Online or Xero through our integrated API.

Hear What our clients have to say

We sought a trusted partner to help us with the investment reconciliation process. With ARTIFFEX, we have been able to leverage the power of automation to dramatically reduce the work in progress associated with reconciling investment financial data. Outsourcing files to ARTIFFEX allows us to save time, control adjustments as necessary and complete the requisite tax filing and compliance reports seamlessly.

Margesh Parikh, CPA, Trowbridge

Manager, International Expansion and Private Client Corporate Services

ARTIFFEX has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution.

Ricky Yau, Fuller Landau

Manager, Accounting

With ARTIFFEX, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.

Chris Sheen, CPA, GGFL LLP

Manager, Assurance & Advisory Services

ARTIFFEX’ accounting reconciliation software has truly delivered on its promise to help us save time and increase operational efficiencies within our firm. As a result, we can better serve our clients with confidence and grow our business.

Jennifer Wakeham, CPA, CGA, McCay Duff

Manager

Previously it may have taken several weeks or even a month to process a client with multiple large portfolios, but with ARTIFFEX it now only takes a few days at most. And for those smaller portfolios, you can do an entire year in a couple of hours.

Jill Croft, CPA, CGA, S+C Partners

Client Service Manager

ARTIFFEX gives us the flexibility and control to manage the reconciliation of investment portfolios in-house. They deliver timely, comprehensive monthly reconciliations. Excellent customer service.

Stephen Weber, Centron

CFO, Family Office, Toronto

Fast, accurate and secure – ARTIFFEX delivered on the promised value its Outsourcing Service would have for our firm. They have been a true partner throughout the engagement, earning our trust through transparency in pricing and spending the time we needed to ensure the process and outputs are aligned with the specific needs of our firm. We look forward to our continued collaboration with the ARTIFFEX team.

Kathleen Dengler, CPA, CGA, Geib & Company

Assurance Partner

ARTIFFEX’s outsourcing solution proved to be a quick and easy way for our firm to meet the demands of our busy season without increasing overhead costs.

Martin Perko, CPA, CA, Clark & Horner

Partner

Easy to Use

Seamless Integration

Endless Possibilities

Unparalleled Support