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Description
Customers require varying levels of support throughout their digital journeys, which presents an opportunity for you to establish yourself as a trusted advisor by providing training solutions that facilitate the adoption of new services and enhance existing solutions with continuous support. By delegating your productivity support tasks, you can concentrate more effectively on your primary business goals related to digital transformation. AppHelp provides a broad range of migration, onboarding, and ongoing support services that enable you to fulfill and surpass the criteria set by Microsoft and Google's Cloud Partner Programs. Additionally, assist your small to medium-sized business clients in reducing their on-site IT expenses with a full-featured Help Desk solution that can diagnose and resolve issues across various platforms, from cloud applications to networking devices and computers. Enhance your business clients' operations by introducing comprehensive IoT solutions that encompass interconnected devices, applications, and robust support. Furthermore, AppHelp delivers remote assistance for various security products, access control systems, audio-visual equipment, and more, ensuring that your customers receive the best possible service. Through these offerings, you can foster stronger relationships with your clients and help them navigate the complexities of their technological landscape.
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
Integrations
Adobe Advertising Cloud
Amazon Web Services (AWS)
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
ConQuest
Coveo
Deloitte Cascade Suite
G2
Integrations
Adobe Advertising Cloud
Amazon Web Services (AWS)
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
ConQuest
Coveo
Deloitte Cascade Suite
G2
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
AppDirect
Founded
2009
Country
United States
Website
www.appdirect.com/products/apphelp
Vendor Details
Company Name
Ortec Finance
Founded
1981
Country
The Netherlands
Website
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
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
