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Description
Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.
Description
ibbü, created by iAdvize, serves as an on-demand network of specialists tailored to enhance your brand. These passionate individuals are the genuine advocates for your offerings. With a keen sense of customer engagement, they infuse a unique level of personalization into every interaction. Many brands overlook as much as 70% of potential contact with customers by only being available during standard business hours, which typically run from 9 AM to 5 PM. With ibbü’s experts available around the clock, you can provide your customers with an authentic and engaging online shopping experience all day, every day. The experts receive compensation based on various plans aligned with your goals, whether that be per conversation or per successful transaction following a discussion. Regardless of the chosen plan, these specialists are motivated to deliver top-notch service consistently. Ibbü effectively addresses the need for continuous, on-demand customer support. With iAdvize, initiating a project and choosing the ideal experts is merely a click away, enabling brands to maximize their customer interaction potential seamlessly.
API Access
Has API
API Access
Has API
Integrations
Salesforce
AgilLink
Everysk
Google Analytics
HiddenLevers
MoneyGuidePro
ORCA
Pontera
Practifi
RightCapital
Integrations
Salesforce
AgilLink
Everysk
Google Analytics
HiddenLevers
MoneyGuidePro
ORCA
Pontera
Practifi
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Addepar
Founded
2009
Country
United States
Website
addepar.com/ria
Vendor Details
Company Name
iAdvize
Founded
2010
Country
France
Website
www.iadvize.com/en/ibbu/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management