Tallie vs PTC Wealth

Tallie is an industry-trusted business expense report automation software solution that streamlines the entire expense management process—from point of purchase to accounting and reimbursement. Tallie automates the management and tracking of expenses through a suite of enterprise-grade policy compliance, internal control, and analytics tools. Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile-enabled solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless accounting integration. Tallie was recognized for technology leadership by CPA Practice Advisor, 2014 Tax & Accounting Tech Innovation Award Winner, Inc. Magazine as a Top-50 high-growth software company and 2014 Awesome App by The Sleeter Group. Tallie currently serves more than 2,000 small-medium business (SMB) customers and 100,000 active paying users who have deployed its business-class expense-management solutions.

The Philadelphia Trust Company app allows you to access and track your investment accounts from anywhere. With the app’s simple navigation, you can easily monitor and stay connected to your investment accounts anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:- A dashboard summarizing your investment accounts, market value, and how your money is invested- Graphics illustrating the value of your investments over time- Landscape views for more detailed views of your accountsYou must currently have access to the online portal to be able to use this application. For assistance in registering, please contact your Relationship Manager.