Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AdviceSheet serves as an alternative to traditional 360° performance evaluations for teams. Born from our dissatisfaction with the conventional 360 reviews that prioritize numeric scores yet fail to provide actionable insights, we created this tool to foster meaningful conversations through comprehensive feedback. Within AdviceSheet, you will discover a collection of 13 carefully crafted questions aimed at extracting insights about individuals’ strengths while also identifying areas for improvement and potential issues from diverse viewpoints, ultimately aiding personal and professional growth. The reports generated by AdviceSheet are filled with constructive advice and thoughtful feedback that offer significant value. Furthermore, one of the standout features is that it empowers the individual being reviewed to take control of the feedback process, making it a more engaging and effective experience. This approach not only enhances self-awareness but also contributes to a more supportive team environment.
Description
Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.
API Access
Has API
API Access
Has API
Pricing Details
$24 per month
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
AdviceSheet
Founded
2020
Website
advicesheet.com
Vendor Details
Company Name
Ortec Finance
Founded
1981
Country
The Netherlands
Website
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
Product Features
360 Degree Feedback
Dashboard
Feedback / Surveys
Progress Tracking
Question Library
Rater Selection
Self Service Portal
Supports External Reviewers