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Addepar logo
Tаilоred, teсh-fоrwаrd weаlth mаnаgement sоftwаre Write a Review
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What is Addepar and how does it work?

Аddeраr is a wealth management platform thаt рrоvides tооls fоr dаtа аnаlytiсs аnd роrtfоliо visuаls. It provides weаlth mаnаgers with reаl-time роrtfоliо reporting and insights required to make аnd imрlement better investment deсisiоn. The соmраny’s рlаtfоrm аggregаtes роrtfоliо, mаrket, аnd сlient dаtа аll in оne рlасe. It рrоvides аsset оwners аnd аdvisоrs а сleаrer finаnсiаl рiсture аt every level, аllоwing them tо mаke mоre infоrmed аnd timely investment deсisiоns. With Аddeраr аs the hub fоr yоur орerаtiоns, уоu hаve а consolidated, “gо-tо” рlасe fоr сritiсаl infоrmаtiоn, eliminаting the need fоr duрliсаtive dаtа entry аnd system сrоss-checks. Аddeраr even allows customers to submit inquiries аnd requests thrоugh its web site оr by рhоne. Аddeраr’s wealth management platform integrаtes with the аррliсаtiоns yоu use every dаy. They’ve рre-built integrations with their extensive mаrket-leаding раrtner netwоrk, sо уоu саn соnnесt Аddeраr tо the tооls you use tо run yоur business.

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Addepar Pricing

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WealthEngine logo
Enhance business growth by unleashing powerful business metrics 4.2 Based on 117 Ratings
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What is WealthEngine and how does it work?

WealthEngine is a futuristic wealth screening, segmentation, prospecting and search platform for enterprises serving industries like retail, real estate, hospitality, art and culture, higher education, healthcare and financial services. Brands can depend on the software to schedule highly targeted campaigns that deliver measured outcomes on a regular basis. An advanced search feature within the particular, helps users run in-depth searches to get potential customers segmented, saving a lot of time before engaging next best prospects. Organizations can also make comparisons between the buying habits of pre-existing customers and the ones who have potential in them using the predictive lead scoring system featured by WealthEngine. Active integration with external data providers, system recorders and marketing solutions helps users with their business structuring and decision-making processes from time to time. Moreover, brands can leverage the solution to generate a picture of their ideal customers and keep on looking for look-alike customers.

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PMplus logo
A solution to manage your wealth and assets Write a Review
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What is PMplus and how does it work?

PMplus is a marketing-led, cloud-native investment portfolio management platform designed by industry specialists. It supplies you with a variety of wealth and asset manager/administrator solutions. You may manage a wide range of funds using PMplus, including audit fees, director fees, management fees, and performance fees. High Watermarks and Scales are two approaches for calculating fees. A user-friendly approach allows you to compute and recalculate your NAVs at any time. It offers wealth Managers a wide range of features, such as user-defined groups, onboarding, and migration tools, as well as digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You get 'board quality' reports in the language/character set of your choice. It can be used by administrators, custodians, and trustees as the asset account record-keeper. Their solution engineers will collaborate closely with you to identify the ideal setup for your business, including connection with your current international infrastructure and procedures. Additionally, they can provide Trustees with solutions such as shadow NAV accounting and compliance reporting in cases when several administrators need to be combined.

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PMplus Pricing

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Assetmax logo
Streamline your business with Assetmax 5 Based on 1 Ratings
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What is Assetmax and how does it work?

Assetmax is a wealth management software for independent asset managers, banks, and family offices, providing multi-custody portfolio management, invoicing, client relationship management and reporting services. Assetmax is a reputable solution that is utilised by several wealth managers and institutions. Also, the software helps with efficient data processing and link-based multi custody solution. Since 2016, Assetmax has been used by independent asset managers and banks. Furthermore, the software provides real-time integration with third-party solutions, enabling additional functionality and programmable through APIs. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available.

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Assetmax Pricing

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Automate Estate logo
Gain insights with Real Estate investments 5 Based on 11 Ratings
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What is Automate Estate and how does it work?

Automate Estate software is a platform used to identify the best real estate investments in Germany. Monitor the information regarding current rent, maintenance, or substance for personalized and specific questions. Scan through the documents and can calculate cash-flow-scenarios via Dashboard. Investors, Small and Medium companies make use of the software.

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Automate Estate Pricing

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Solution for multiple asset classes, currencies and fee structures Write a Review
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What is Seamless and how does it work?

Seamless is an invaluable asset to fund managers around the world. The proprietary software is designed by experienced industry veterans with countless man-hours put into minimizing any overhead risks, cost optimizations, and systematic errors. At Seamless we focus on two core principles: automation and accessibility. Their platform automates many aspects of the fund administration process, reducing manual input errors whilst also streamlining customer experience. Managers can easily view their portfolios with real-time updates on investor balances, P&L, exposure reports, and more via a secure web browser. Furthermore, we offer a built-in portal for investors to gain a better understanding of their resources. From viewing balances to tearsheets; allowing clients greater access than ever before over multiple asset classes with varying currencies as well as any fund structure imaginable. Seamless offers each of these services in one simple package that works across and beyond industry boundaries ensuring efficiency for our customers is never hindered due to worry about compatibility or errors in operation over multiple platforms or configurations.

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Take Control of Your Cash Write a Review
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What is AccessPay Platform and how does it work?

Real-time analytics, intra-day reporting and liquidity forecasting tools give you the insight you need across your entire cash portfolio so you can manage your cash and plan for expenditure, debt repayment and investment opportunities. Automated treasury management features, as well as payment and other tools give you complete visibility of your cash management features, all with a single click.

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Get going with seamless financial management and decision making 4 Based on 1 Ratings
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What is Personal Capital and how does it work?

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Personal Capital Pricing

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Modern enterprise cash flow management Write a Review
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What is Finmap and how does it work?

Small business and entrepreneur financial management software provider. By integrating with banks, accounting tools, and CRMs, the company's simple and understandable financial management tool provides analysis of key business financials such as cash flows and profitability statements, as well as automating financial management routines, allowing clients to set up company financial and management accounting smoothly and optimise analytical summary reports in just a few clicks. It's a cashflow management solution for SMBs in developing countries that lets owners see their company's financial health without having to be a financial expert . We already collaborate with over 1600 companies from all around the world. More than 2000 banks and other services are integrated (new ones are constantly being added). P&L, CashFlow, Accounts Receivable, and Accounts Payable reports are all automated. Multicurrency and cryptocurrency options are available. Automated profitability reports for projects and various business lines. Dashboards for money. Payment calendar that predicts cash shortages. Varying employees have different levels of access. Financial professionals form a professional assistance team.

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What is IFTTT and how does it work?

Nothing in your business works in isolation, so it’s important that the software from different parts of your business works together. This is what IFTTT (which stands If This Then That) can deliver for your business. Sometimes apps and programs can seem to be incompatible, and it’s difficult to share data between them, which can make collaboration and connecting all the different areas of your business a serious challenge. IFTTT is a free tool that aims to help build those connections so that your apps and devices will share data in a seamless way. One of the main parts of IFTTT is its applets. This is a chain of simple conditional statements, which are triggered by things that change in other popular web services. This can include programs such as Gmail, Instagram, and Facebook. It also provides services, which are the apps and devices that people use every single day.

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The Ultimate Financial Management Platform Write a Review
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What is Qashboard and how does it work?

Qashboard is the financial management platform today's professionals need to efficiently monitor their finances. With Qashboard, users can link all their financial accounts in one secure dashboard that provides a comprehensive overview of income, spending, investments, debt, and net worth. The intelligent platform utilizes powerful AI to analyze transaction data and identify spending trends over any timeframe. Users gain precise insights that allow for smarter budgeting, planning, and optimization of cash flow. The easy-to-use interface prioritizes key analytics while still giving access to granular details on demand. Users can set custom budgets, project future scenarios, and receive personalized tips that support their financial goals. Qashboard also enables seamless automation for tasks like bill pay and transfers. Whether planning for retirement, managing business finances, or simply gaining control of their money, professionals can have confidence in Qashboard as a versatile tool for taking charge of their financial world. With industry-leading data security and 24/7 support, Qashboard has the features and reliability today's professionals need.

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Check Printing Software For All Banks 4.8 Based on 937 Ratings
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What is Online Check Writer and how does it work?

Online Checkwriter is a cloud-based software which prints checks online for any bank, on any blank check paper using any printer. It helps in cutting costs by allowing a business to use blank check paper vs. stocking pre-printed checks. Online checkwriter also detects fraudulent checks and supports multi banks and multi checks. It can accept payments by phone, email, and fax and can facilitate sending of checks via postal service. They are experts in expense log, printing multi-bank deposit slips and making cheque drafts. The infrastructure is secure after rigorous security checks and is upgraded to integrate with Quickbooks online and with most of the mainstream banks. Essentially, online checkwriter is a simple and secure on-demand platform for check printing software, keeping your finances secure and in order. It integrates seamlessly with any bank, thereby effectively blocking any unauthorized or forged checks from hitting into your account. They also offer services for routinely reconciling your cleared and uncleared checks, printing deposit slips online for any bank, connecting to QuickBooks, and also printing QuickBooks checks on Blank Check Paper.

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Online Check Writer Pricing

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Drag logo
Turn Gmail Into A Collaborative Task Assignment and Scheduling Tool 4.5 Based on 350 Ratings
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What is Drag and how does it work?

Drag links to Gmail and turns it into a collaborative workspace providing a single inbox to manage projects, sales, marketing and customers. Users can, for example, manage shared emails like "sales@" and "support@" from inside Gmail. The team can easily use such accounts as they use their own. The software also has features such as internal team chat, due dates, tasks, calendar integrations and a drag board which is in a Kanban Layout for production scheduling. Users can switch between the default list view and a Kanban view with no loss in functionality. They can also sort emails under different columns for better visual organisation. There are a lot of colour-coding options for different time-zones, urgency levels and other factors. The software can also sync with the user's Google Calendar for smoother data flow, and users can view at a glance what their team members are working on and assign tasks accordingly.

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Drag Pricing

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Pull and Manage Metrics from Several Sources 4.5 Based on 776 Ratings
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What is Supermetrics and how does it work?

Supermetrics is a performance management tool that offers solutions to bring all marketing metrics in one place. Relevant data sets can be pulled from several sources using integrations with Google Analytics, Google Ads, Facebook, Bing, Twitter, Linkedin, and other marketing platforms. Supermetrics for Google Sheets allows users to report, monitor effortlessly, and analyze in Google Sheets and provides all the metrics and dimensions users may need. Users can even automate manual data transfer and save time with automated reporting. Supermetrics for Google Data Studio lets users build world-class marketing reports and dashboards in Google Data Studio. Users can connect to PPC, SEO, social, analytics, and other marketing platforms and compare Google Ads, Facebook, Instagram, Twitter, Linkedin, and Bing campaigns in the same charts. Marketing reports can be created quickly using built-in templates. The software integrates with AdRoll, Stripe, Yandex, Metrica, MailChimp, Quora Ads, Optimizely, Searchmetrics, Criteo, Instagram, Pinterest, Reddit, Tumblr, Vimeo, VKontakte, and many more.

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What is Ecanvasser and how does it work?

Ecanvasser is an outreaching, organizing and analytics application for political campaigns that functions as an efficient way to win more votes. Users can leverage it to receive intuitive insights about their electorates through a connected digital infrastructure. It helps organizations to connect their regional offices under a single campaigning infrastructure and streamline their voter contact and relationship management efforts. With smarter insights, users can realize better consultancy results with immediate and higher impact on the campaigns of their clients. It empowers users to reach out to their target audience on their doorstep and in the community right through the mobile canvassing app. Other outreach features include survey builder, casework manager, and email blasts. The Analytics Feature sifts through the campaign stats to view even the activities of individual team members. Advanced features such as map view and database filters further help to visualize data sets.

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Ecanvasser Pricing

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Automate data sharing in your business 4.6 Based on 170 Ratings
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What is OneSaaS and how does it work?

OneSaaS is made up for two different solutions for two different audiences. OneSaas Hub is designed for use by web developers. There is also OneSaas Apps, which allows you to connect your business apps together so they can share data back and forth, seamlessly, and automatically between your key business systems. These systems include ecommerce, CRM, email marketing, accounting, billing and invoicing, and fulfilment. OneSaas Hub allows web developers build what the company calls a Spoke. This is the between your own app and the OneSaas Hub. This then enables you to connect to everything else on the OneSaas Hub immediately. This data automation platform can help you improve the user experience you provide to customers on your website. You can also use OneSaas to do things like delivering your integrations as a feature of your app, using iFrame, SSO, auto-provisioning and your global stylesheet.

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OneSaaS Pricing

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Plug and Play to Convert TV into Dynamic Digital Sign 4.7 Based on 210 Ratings
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What is ScreenScape and how does it work?

ScreenScape offers simple plug-and-play solutions to turn televisions and other display devices into dynamic digital signs. To begin with, the provided hardware is connected to a display device. Content tools are provided to allow users to create content and publish it on-screen for awareness and engagement. The connected screens can be monitored using the internet by all the team members and stakeholders, using ScreenScape's website. The content on the screen can be updated and managed with ease. There's a lot of information accessible to the user regarding their screens. They can view statuses like CPU usage, memory, and storage. Viewing of hardware details is possible, and users can also set up a playlist of content that they want to showcase. ScreenScape accounts can be connected with leading platforms such as Dropbox, Google Drive, Instagram, Facebook, and other data sources for the user's screens. There's also a comprehensive media library, themes and control sharing options available.

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A unified note taking the tool for your business needs 4 Based on 3 Ratings
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What is Voicea and how does it work?

Voicea is a voice collaboration platform provided by EVA, a language assistant of the company. EVA keeps notes, identifies important moments in the conversation, and then activates them in each cooperation system used. EVA accepts voice commands, and summaries of meeting all it requires is to tell EVA what to do and see how it works. Voicea is the leader in the development of a language assistant exclusively dedicated to working and designed to meet the requirements to increased productivity. It combines meeting events with the rest for a collaborative workflow, expresses notes and actions, and - mail, salesforce and uses basic voice commands to perform certain actions. EVA platform is suitable for any meeting: teleconferences, direct calls and face-to-face meetings. You can see a live speech and all minutes from previous sessions at any time from your desktop or mobile application; individuals can use the platform, medium-sized businesses and small businesses.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

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Voicea Pricing

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Accept card, contactless and online payments anywhere 4.1 Based on 1610 Ratings
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What is myPOS and how does it work?

myPOS is an integrated payment solution that provides a number of ways to take payments from customers. myPOS’s mini card readers allow you to take card payments via a mobile terminal that you can take anywhere. The myPOS Online service allows your business to take card payments through websites and mobile apps, as well as by email or phone. You can accept payments online through a customized link that you can email to customers, and use the myPOS virtual terminal to process phone, fax and post orders from your myPOS account through any computer with an internet connection. You can also add a myPOS payment button to your website that affects single transaction, fixed amount payments.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

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myPOS Pricing

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Actionable and Predictive Analytics to Generate Sales Pipelines 4.8 Based on 25 Ratings
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What is MadKudu and how does it work?

MadKudu is a sales tool that leverages analytics to drive sales functions, such as lead accumulation and scoring. With niche capabilities, sales managers and reps can consistently share high quality leads with their teammates. Users can even optimize their marketing efforts to generate more leads, like managing Facebook Advertising spends to boost ROIs by up to 700%. This is achieved by training the Facebook AI with predicted lead values, bidding on high value leads, and bringing down the costs of good leads. This aligns marketing with value rather than minimizing the ad spend. And with advanced Lead Scoring, reps can have a complete view of customers. They can identify their best leads by accessing in-app behavioural and demographic data. This enables them to narrow down the leads to the ones who are ready to buy or upsell/cross-sell to. With MadKudu Fastlane, users can generate up to 2 times more qualified sales calls by qualifying leads in real-time.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

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MadKudu Pricing

  • Free Trial Available
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