Average Ratings 1 Rating

Total
ease
features
design
support
Read all reviews

Average Ratings 2 Ratings

Total
ease
features
design
support
Read all reviews

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Documati
Intulse
Levitate
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Raklet
Riskalyze
Wufoo
Xinix
Zocks

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Documati
Intulse
Levitate
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Raklet
Riskalyze
Wufoo
Xinix
Zocks

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Wavteq

Founded

2010

Country

Ireland

Website

www.wavteq.com/products/crm-amplify-wavteq

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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