DECAF Takeaway vs Bouchey

ABOUT DECAF: DECAF is a state-of-art, new-age Web-based suite which provides comprehensive financial data management, analytics, and reporting platform. It provides a low-touch initiation for dedicated deployment leading to instant "plug & play" with minimal barrier to demonstrate or deploy the product and go live. Our proprietary financial transaction and data modeling methodology are unique, enabling us to serve all functions along and across the business processes for Asset Managers, Wealth Managers, Fund Managers and Family Offices. ABOUT DECAF TAKEAWAY: DECAF Takeaway is the mobile frontend to your DECAF Instance. It gives you quick access to: 1. The list of your portfolios with last persisted valuation, and 2. The latest valuation of a chosen portfolio with its current holdings and accounting accruals. Most DECAF frontends are designed for specific DECAF user roles in mind. DECAF Takeaway is more inclusive: You can invite all your colleagues or even your clients to use DECAF Takeaway. This mobile application requires authorized credentials to a DECAF Instance provisioned for production purposes. Users of this application are prompted for (a) the base URL of a DECAF Instance, (b) username of an active system user on this DECAF Instance, and (c) password of the user associated with the username. FEATURES: - List portfolios you have access to. - See last persisted valuation of each portfolio in the list. - Get most recent, live portfolio details for total valuation, individual holdings categorized by asset classes and accounting accruals. - Manage mobile access to one or more DECAF Instances you hold credentials for. Last but not least, we welcome all your feedback, suggestions, and bug reports: info@teloscube.com

Bouchey Financial Group is a fee-only, financial advisory firm with locations in Saratoga Springs & Troy, NY, Boston, MA and South Florida. We have been advising clients as a fiduciary for 35 years. This is the official mobile application for the Bouchey Financial Group, Ltd.