SaaS Solution
Your Competitive Advantage
Grow Your Firm With Artiffex
Easily integrate our platform into your existing operations to capture, convert and reconcile financial information from any data source without manual data entry.
Technology Innovation
Eliminate manual data entry and the mistakes that often result from it.
Seamless integration
Trusted platform backed by a team invested in your success.
Data Integrity and Security
Bank-level security protocols, providing confidence and peace of mind.
Unparalleled Support and Service
Committed to your success through transparent communications and best-in-class customer support team
Streamlined Onboarding Process
Built to ensure you and your team can quickly unlock the value of our platform.
Operational Scale
Lower the cost of reconciling investment accounting and speed up the time to produce client reports.
Crush The Busy Work
Technology solutions are transforming accounting. Choosing the right technology tool set to increase your productivity, increase your margins and lower the amount of manual data entry can be challenging.
Artiffex cloud-based software solution is trusted by small and large firms across Canada and the United States. The software supports teams of one to many. With fast adoption and integration into your existing workflows.
Our SaaS solution is what our customers choose when they want to manage the process from start to finish.
GETTING STARTED WITH ARTIFFEX IS EFFORTLESS
We work closely with our clients during the onboarding processes to ensure the entire firm can quickly unlock the value in automating its traditional investment reconciliation practices.
Step 1
Assign your team
Identify your internal champion and the staff members who embrace enhancing operational efficiency through technology and will collaborate to drive adoption at the firm.
Step 2
Get Your Files In Order
Create a client list to be placed in the Artiffex platform and begin the process of eliminating tedious, time consuming manual data entry associated with their files. Next, procure the original PDF statements for the fiscal year to place in Artiffex.
Step 3
Up and running – fast:
Complete, hands-on training sessions with your users in just two business days.
Step 4
Committed to your success:
Post-training, Artiffex provides on-going support, gathers feedback from your firm as part of the continuous improvement process , and regularly reviews client files to ensure quality and consistency. At any time, access a full library of training videos available on demand.
See What Artiffex Has Done for Clients
“Artiffex has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution.”
“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.”
“With Artiffex, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.”
“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.”
“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.“
“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.”
“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.”
“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.“
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EASY-TO-USE
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